BRANDYWINE MANAGERS, LLC
HOCKESSIN DE · SEC CIK 0001135121
$2.02亿2026Q2 申报市值
46持仓数
85.8%前十大占比 · 第一大 36.7%
6 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MU 新建仓+$163.45万
ALAB 新建仓+$78.15万
CELC 新建仓+$69.27万
SNDK 新建仓+$56.84万
IMRX 新建仓+$27.48万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$109.50万
NVDA 减仓-$73.63万
LLY 减仓-$40.78万
ISRG 减仓-$25.85万
ALNY 减仓-$25.59万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ABCL | ABCELLERA BIOLOGICS INC | $22.36万 | 0.11% | 28,488 | 0 | 0.0% | — | 不变 |
| IMTX | IMMATICS N.V | $25.55万 | 0.13% | 25,227 | 25,227 | — | $25.55万 | 新建仓 |
| KVYO | KLAVIYO INC | $26.25万 | 0.13% | 17,384 | 0 | 0.0% | — | 不变 |
| IMRX | IMMUNEERING CORP | $27.48万 | 0.14% | 55,066 | 55,066 | — | $27.48万 | 新建仓 |
| HTFL | HEARTFLOW INC | $29.41万 | 0.15% | 10,024 | -6,750 | -40.2% | -$19.80万 | 减仓 |
| PD | PAGERDUTY INC | $29.45万 | 0.15% | 30,517 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $38.33万 | 0.19% | 2,809 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $42.82万 | 0.21% | 357 | -340 | -48.8% | -$40.78万 | 减仓 |
| SDGR | SCHRODINGER INC | $46.24万 | 0.23% | 28,456 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INC | $47.99万 | 0.24% | 12,301 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $48.04万 | 0.24% | 1,208 | -650 | -35.0% | -$25.85万 | 减仓 |
| TWLO | TWILIO INC | $48.63万 | 0.24% | 2,357 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $56.84万 | 0.28% | 250 | 250 | — | $56.84万 | 新建仓 |
| GOOG | ALPHABET INC | $65.61万 | 0.32% | 1,857 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $66.60万 | 0.33% | 9,510 | 0 | 0.0% | — | 不变 |
| BLLN | BILLIONTOONE INC | $68.99万 | 0.34% | 5,750 | 0 | 0.0% | — | 不变 |
| CELC | CELCUITY INC | $69.27万 | 0.34% | 6,621 | 6,621 | — | $69.27万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $69.78万 | 0.35% | 2,318 | -850 | -26.8% | -$25.59万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $71.69万 | 0.35% | 13,357 | 0 | 0.0% | — | 不变 |
| RLAY | RELAY THERAPEUTICS INC | $71.90万 | 0.36% | 38,429 | 0 | 0.0% | — | 不变 |
| TXG | 10X GENOMICS INC | $72.61万 | 0.36% | 18,938 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $74.30万 | 0.37% | 1,967 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $78.15万 | 0.39% | 1,618 | 1,618 | — | $78.15万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $83.36万 | 0.41% | 603 | 61 | 11.3% | $8.43万 | 加仓 |
| KYMR | KYMERA THERAPEUTICS INC | $86.81万 | 0.43% | 7,570 | 0 | 0.0% | — | 不变 |
| BEAM | BEAM THERAPEUTICS INC | $87.36万 | 0.43% | 25,455 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $91.68万 | 0.45% | 1,785 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC | $100.44万 | 0.50% | 30,970 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $108.30万 | 0.54% | 6,913 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $118.27万 | 0.59% | 3,521 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $126.94万 | 0.63% | 4,988 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $137.02万 | 0.68% | 9,133 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $159.90万 | 0.79% | 4,689 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $163.45万 | 0.81% | 1,416 | 1,416 | — | $163.45万 | 新建仓 |
| VICR | VICOR CORP | $201.40万 | 1.00% | 5,303 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $211.82万 | 1.05% | 29,354 | 0 | 0.0% | — | 不变 |
| TWST | TWIST BIOSCIENCE CORP | $215.74万 | 1.07% | 20,970 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $261.89万 | 1.30% | 10,677 | 771 | 7.8% | $18.91万 | 加仓 |
| DDOG | DATADOG INC | $262.96万 | 1.30% | 10,100 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $302.83万 | 1.50% | 5,213 | -1,885 | -26.6% | -$109.50万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $303.74万 | 1.50% | 15,180 | -3,680 | -19.5% | -$73.63万 | 减仓 |
| NTRA | NATERA INC | $395.99万 | 1.96% | 14,588 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $1,097.53万 | 5.43% | 1,009,684 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $2,475.55万 | 12.25% | 32,439 | 315 | 1.0% | $24.04万 | 加仓 |
| ACWI | ISHARES TR | $4,609.88万 | 22.80% | 293,679 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY | $7,414.80万 | 36.68% | 3,329,500 | 0 | 0.0% | — | 不变 |