Brandywine Managers, LLC Portfolio Holdings by Sector

Brandywine Managers, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs ACWI 1 stocks	$39,319 41.95% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PATH CRWD ZS OKTA NET IOT MDB S 8 stocks	$30,027 32.04% of portfolio	5	2	3	-	0 Calls 0 Puts
Software—Application \| Technology UBER CRM DDOG NOW PD SNOW 6 stocks	$6,851 7.31% of portfolio	2	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AMD 2 stocks	$5,585 5.96% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare MRNA ALNY NVO MORF RLAY FULC ABCL 7 stocks	$3,620 3.86% of portfolio	1	2	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare NTRA TWST GH 3 stocks	$3,128 3.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$1,482 1.58% of portfolio	-	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV SDGR TXG 3 stocks	$1,315 1.4% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive CPB 1 stocks	$1,085 1.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$787 0.84% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$532 0.57% of portfolio	1	-	1	-	0 Calls 0 Puts

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