BRANDYWINE MANAGERS, LLC
HOCKESSIN DE · SEC CIK 0001135121
$1.70亿2026Q1 申报市值
40持仓数
89.2%前十大占比 · 第一大 43.6%
7 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VICR 新建仓+$85.38万
PANW 新建仓+$75.17万
KYMR 新建仓+$63.05万
AVGO 新建仓+$60.88万
MPWR 新建仓+$59.26万
2026Q1 卖出最多 按季末市值估算
ZS 清仓-$188.01万
AVIDITY BIOSCIEN 清仓-$90.45万
NOW 清仓-$68.40万
FIG 清仓-$64.01万
VEEV 清仓-$61.59万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -8,359 | -100.0% | -$188.01万 | 清仓 |
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -12,540 | -100.0% | -$90.45万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -4,465 | -100.0% | -$68.40万 | 清仓 |
| FIG | FIGMA INC | $0 | 0.00% | 0 | -17,130 | -100.0% | -$64.01万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -2,759 | -100.0% | -$61.59万 | 清仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $9.94万 | 0.06% | 28,488 | 0 | 0.0% | — | 不变 |
| PD | PAGERDUTY INC | $18.95万 | 0.11% | 30,517 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $22.11万 | 0.13% | 2,809 | -1,100 | -28.1% | -$8.66万 | 减仓 |
| TWLO | TWILIO INC | $29.66万 | 0.17% | 2,357 | 0 | 0.0% | — | 不变 |
| SDGR | SCHRODINGER INC | $32.33万 | 0.19% | 28,456 | 7,570 | 36.2% | $8.60万 | 加仓 |
| KVYO | KLAVIYO INC | $33.83万 | 0.20% | 17,384 | 0 | 0.0% | — | 不变 |
| RLAY | RELAY THERAPEUTICS INC | $38.24万 | 0.23% | 38,429 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INC | $40.03万 | 0.24% | 12,301 | 0 | 0.0% | — | 不变 |
| TXG | 10X GENOMICS INC | $40.21万 | 0.24% | 18,938 | 0 | 0.0% | — | 不变 |
| HTFL | HEARTFLOW INC | $40.81万 | 0.24% | 16,774 | 0 | 0.0% | — | 不变 |
| BLLN | BILLIONTOONE INC | $45.39万 | 0.27% | 5,750 | 5,750 | — | $45.39万 | 新建仓 |
| MRNA | MODERNA INC | $48.31万 | 0.28% | 9,510 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $53.27万 | 0.31% | 1,857 | 1,857 | — | $53.27万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $59.26万 | 0.35% | 542 | 542 | — | $59.26万 | 新建仓 |
| BEAM | BEAM THERAPEUTICS INC | $60.66万 | 0.36% | 25,455 | 6,849 | 36.8% | $16.32万 | 加仓 |
| AVGO | BROADCOM INC | $60.88万 | 0.36% | 1,967 | 1,967 | — | $60.88万 | 新建仓 |
| KYMR | KYMERA THERAPEUTICS INC | $63.05万 | 0.37% | 7,570 | 7,570 | — | $63.05万 | 新建仓 |
| LLY | ELI LILLY & CO | $64.11万 | 0.38% | 697 | 0 | 0.0% | — | 不变 |
| GPCR | STRUCTURE THERAPEUTICS INC | $64.38万 | 0.38% | 13,357 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $75.17万 | 0.44% | 4,689 | 4,689 | — | $75.17万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $75.23万 | 0.44% | 4,988 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $84.36万 | 0.50% | 9,133 | -1,000 | -9.9% | -$9.24万 | 减仓 |
| VICR | VICOR CORP | $85.38万 | 0.50% | 5,303 | 5,303 | — | $85.38万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $85.65万 | 0.50% | 1,858 | -320 | -14.7% | -$14.75万 | 减仓 |
| MDB | MONGODB INC | $86.18万 | 0.51% | 3,521 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $89.19万 | 0.52% | 1,785 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC | $98.14万 | 0.58% | 30,970 | 0 | 0.0% | — | 不变 |
| TWST | TWIST BIOSCIENCE CORP | $99.65万 | 0.59% | 20,970 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $104.82万 | 0.62% | 3,168 | -450 | -12.4% | -$14.89万 | 减仓 |
| DDOG | DATADOG INC | $119.23万 | 0.70% | 10,100 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $129.04万 | 0.76% | 6,913 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $144.39万 | 0.85% | 7,098 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $204.40万 | 1.20% | 9,906 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $211.14万 | 1.24% | 29,354 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC | $291.75万 | 1.72% | 14,588 | -1,000 | -6.4% | -$20.00万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $328.92万 | 1.94% | 18,860 | -550 | -2.8% | -$9.59万 | 减仓 |
| PATH | UIPATH INC | $1,120.75万 | 6.60% | 1,009,684 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,254.15万 | 7.38% | 32,124 | -240 | -0.7% | -$9.37万 | 减仓 |
| ACWI | ISHARES TR | $4,063.64万 | 23.92% | 293,679 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY | $7,414.80万 | 43.64% | 3,329,500 | 0 | 0.0% | — | 不变 |