BRANDYWINE MANAGERS, LLC [Rocket]

Holdings

BRANDYWINE MANAGERS, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
PROCTER & GAMBLE Co	PG	Common	157,395	157,395	23,883,117,000	23,883,117,000	15.77	0.01	Hist	06/30/2023
Philip Morris International Inc.	PM	Common	207,202	207,202	20,227,059,000	20,227,059,000	13.35		Hist	06/30/2023
iSHARES TRUST	ACWI	Common Stock	209,618	209,618	20,110,751,000	20,110,751,000	13.28		Hist	06/30/2023
AUTOMATIC DATA PROCESSING INC	ADP	Common	53,287	53,287	11,711,950,000	11,711,950,000	7.73	0.01	Hist	06/30/2023
STARBUCKS CORP	SBUX	Common	107,772	107,772	10,675,894,000	10,675,894,000	7.05	0.01	Hist	06/30/2023
UiPath, Inc.	PATH	CL A	611,764	176,923	10,136,929,000	4,610,100,000	6.69		Hist	06/30/2023
Keurig Dr Pepper Inc.	KDP	Stock	292,640	292,640	9,150,853,000	9,150,853,000	6.04	0.02	Hist	06/30/2023
ZEBRA TECHNOLOGIES CORP	ZBRA	Common	22,871	22,871	6,765,928,000	6,765,928,000	4.47		Hist	06/30/2023
CLOROX CO /DE/	CLX	Common	35,725	35,725	5,681,704,000	5,681,704,000	3.75	0.03	Hist	06/30/2023
EXPEDITORS INTERNATIONAL OF WASHINGTON INC	EXPD	Common	35,295	35,295	4,275,283,000	4,275,283,000	2.82	0.02	Hist	06/30/2023
CrowdStrike Holdings, Inc.	CRWD	Common	28,680	0	4,212,232,000	1,192,515,000	2.78		Hist	06/30/2023
NVIDIA CORP	NVDA	Common	3,564	0	1,507,643,000	986,800,000	1.00	0.00	Hist	06/30/2023
Salesforce, Inc.	CRM	Common	6,913	0	1,460,440,000	543,845,000	0.96		Hist	06/30/2023
INTUITIVE SURGICAL INC	ISRG	Common	3,495	0	1,195,080,000	267,682,000	0.79		Hist	06/30/2023
Moderna, Inc.	MRNA	Common	9,510	0	1,155,465,000	-552,721,000	0.76	0.00	Hist	06/30/2023
Uber Technologies, Inc	UBER	Common Stock	26,740	26,740	1,154,366,000	1,154,366,000	0.76		Hist	06/30/2023
CAMPBELL SOUP CO	CPB	Common	24,014	0	1,097,680,000	-265,115,000	0.72	0.01	Hist	06/30/2023
Zscaler, Inc.	ZS	COM	7,407	407	1,083,644,000	300,344,000	0.72	0.01	Hist	06/30/2023
Natera, Inc.	NTRA	COMMON	21,534	0	1,047,844,000	182,823,000	0.69		Hist	06/30/2023
Schrodinger, Inc.	SDGR	Common	20,886	0	1,042,629,000	652,270,000	0.69	0.03	Hist	06/30/2023
Palo Alto Networks Inc	PANW	COM	3,705	0	946,665,000	429,669,000	0.62	0.00	Hist	06/30/2023
ALNYLAM PHARMACEUTICALS, INC.	ALNY	COM	4,608	0	875,244,000	-219,847,000	0.58	0.00	Hist	06/30/2023
ADVANCED MICRO DEVICES INC	AMD	Common	7,299	-800	831,429,000	306,857,000	0.55	0.00	Hist	06/30/2023
VEEVA SYSTEMS INC	VEEV	Common	3,919	0	774,904,000	142,456,000	0.51		Hist	06/30/2023
Okta, Inc.	OKTA	CL A	10,248	0	710,699,000	10,453,000	0.47		Hist	06/30/2023
Datadog, Inc.	DDOG	Common	7,200	0	708,336,000	179,136,000	0.47		Hist	06/30/2023
Mastercard Inc	MA	CL A	1,785	-965	702,041,000	-254,217,000	0.46		Hist	06/30/2023
PagerDuty, Inc.	PD	COM	30,517	0	686,022,000	-124,510,000	0.45	0.03	Hist	06/30/2023
Samsara Inc.	IOT	Common	23,578	-2,000	653,346,000	335,411,000	0.43		Hist	06/30/2023
10x Genomics, Inc.	TXG	Common	11,208	0	625,855,000	217,435,000	0.41		Hist	06/30/2023
TWILIO INC	TWLO	CL A	9,782	0	622,331,000	143,404,000	0.41		Hist	06/30/2023
Guardant Health, Inc.	GH	Common	15,933	0	570,401,000	137,023,000	0.38	0.02	Hist	06/30/2023
Mobileye Global Inc.	MBLY	Common	13,067	0	502,034,000	43,905,000	0.33	0.03	Hist	06/30/2023
ServiceNow, Inc.	NOW	COM	893	0	501,839,000	155,114,000	0.33		Hist	06/30/2023
Prime Medicine, Inc.	PRME	Common	32,977	0	483,113,000	-129,600,000	0.32	0.03	Hist	06/30/2023
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