HoldingsChannel.com
Brandywine Managers LLC Top Holdings
As of  06/30/2023, below is a summary of the Brandywine Managers LLC top holdings by largest position size, as per the latest 13f filing made by Brandywine Managers LLC. In the Brandywine Managers LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Brandywine Managers LLC in that top holding, then the share count change between reporting periods, and finally the Brandywine Managers LLC top holding position size for that row.

   EntityAmountChange
 03/31/2023 to 06/30/2023
Position Size
($ in 1000's)
PROCTER AND GAMBLE CO 157,395 UNCH $23,883
     PG157,395UNCH$23,883
PHILIP MORRIS INTL INC 207,202 UNCH $20,227
     PM207,202UNCH$20,227
ISHARES TR (ACWI) 209,618 +54,699 $20,111
     ACWI209,618+54,699$20,111
AUTOMATIC DATA PROCESSING IN 53,287 UNCH $11,712
     ADP53,287UNCH$11,712
STARBUCKS CORP 107,772 UNCH $10,676
     SBUX107,772UNCH$10,676
UIPATH INC 611,764 +176,923 $10,137
     PATH611,764+176,923$10,137
KEURIG DR PEPPER INC 292,640 UNCH $9,151
     KDP292,640UNCH$9,151
ZEBRA TECHNOLOGIES CORPORATI 22,871 UNCH $6,766
     ZBRA22,871UNCH$6,766
CLOROX CO DEL 35,725 UNCH $5,682
     CLX35,725UNCH$5,682
EXPEDITORS INTL WASH INC 35,295 UNCH $4,275
     EXPD35,295UNCH$4,275
CROWDSTRIKE HLDGS INC 28,680 UNCH $4,212
     CRWD28,680UNCH$4,212
NVIDIA CORPORATION 3,564 UNCH $1,508
     NVDA3,564UNCH$1,508
SALESFORCE INC 6,913 UNCH $1,460
     CRM6,913UNCH$1,460
INTUITIVE SURGICAL INC 3,495 UNCH $1,195
     ISRG3,495UNCH$1,195
MODERNA INC 9,510 UNCH $1,155
     MRNA9,510UNCH$1,155
UBER TECHNOLOGIES INC 26,740 +9,742 $1,154
     UBER26,740+9,742$1,154
CAMPBELL SOUP CO 24,014 UNCH $1,098
     CPB24,014UNCH$1,098
ZSCALER INC 7,407 UNCH $1,084
     ZS7,407UNCH$1,084
NATERA INC 21,534 UNCH $1,048
     NTRA21,534UNCH$1,048
SCHRODINGER INC 20,886 UNCH $1,043
     SDGR20,886UNCH$1,043
PALO ALTO NETWORKS INC 3,705 UNCH $947
     PANW3,705UNCH$947
ALNYLAM PHARMACEUTICALS INC 4,608 UNCH $875
     ALNY4,608UNCH$875
ADVANCED MICRO DEVICES INC 7,299 -800 $831
     AMD7,299-800$831
VEEVA SYS INC 3,919 UNCH $775
     VEEV3,919UNCH$775
OKTA INC 10,248 UNCH $711
     OKTA10,248UNCH$711
DATADOG INC 7,200 UNCH $708
     DDOG7,200UNCH$708
MASTERCARD INCORPORATED 1,785 -965 $702
     MA1,785-965$702
PAGERDUTY INC 30,517 UNCH $686
     PD30,517UNCH$686
SAMSARA INC 23,578 -2,000 $653
     IOT23,578-2,000$653
10X GENOMICS INC 11,208 UNCH $626
     TXG11,208UNCH$626
TWILIO INC 9,782 UNCH $622
     TWLO9,782UNCH$622
GUARDANT HEALTH INC 15,933 UNCH $570
     GH15,933UNCH$570
MOBILEYE GLOBAL INC 13,067 UNCH $502
     MBLY13,067UNCH$502
SERVICENOW INC 893 UNCH $502
     NOW893UNCH$502
PRIME MEDICINE INC 32,977 UNCH $483
     PRME32,977UNCH$483
SNOWFLAKE INC 2,549 UNCH $449
     SNOW2,549UNCH$449
TWIST BIOSCIENCE CORP 20,970 UNCH $429
     TWST20,970UNCH$429
RELAY THERAPEUTICS INC 31,807 UNCH $399
     RLAY31,807UNCH$399
ABCELLERA BIOLOGICS INC 56,976 UNCH $368
     ABCL56,976UNCH$368
UNITY SOFTWARE INC 8,327 UNCH $362
     U8,327UNCH$362
SMARTSHEET INC 7,700 UNCH $295
     SMAR7,700UNCH$295
ROBLOX CORP 7,241 UNCH $292
     RBLX7,241UNCH$292
DENALI THERAPEUTICS INC 9,601 UNCH $283
     DNLI9,601UNCH$283
BEAM THERAPEUTICS INC 8,067 UNCH $258
     BEAM8,067UNCH$258
OLINK HLDG AB 13,600 UNCH $255
     OLK13,600UNCH$255
DOCUSIGN INC 4,211 UNCH $215
     DOCU4,211UNCH$215
FULCRUM THERAPEUTICS INC 26,127 UNCH $86
     FULC26,127UNCH$86

See Full List: All Stocks Held By Brandywine Managers LLC
Including:
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Brandywine Managers LLC

Size ($ in 1000's)
At 06/30/2023: $151,476
At 03/31/2023: $140,684

Combined Holding Report Includes:
BRANDYWINE MANAGERS LLC
GARDNER RUSSO & QUINN LLC
PARAMETRIC PORTFOLIO ASSOCIATES LLC
Aperio Group LLC
BrandyTrust Global Partners LP
ABANCO INVESTORS LTD. LLC
RDZ Family LLC

Brandywine Managers LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Brandywine Managers LLC 13F filings. Link to 13F filings: SEC filings

Brandywine Managers LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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