BRANDYWINE MANAGERS, LLC Long-Term Concentrated

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VICR	VICOR CORP	5,303	$854	0.5%	$157.11	0.0%	COM	925815102
PANW	PALO ALTO NETWORKS INC	4,689	$752	0.4%	$172.15	0.0%	COM	697435105
KYMR	KYMERA THERAPEUTICS INC	7,570	$631	0.4%	$77.59	0.0%	COM	501575104
AVGO	BROADCOM INC	1,967	$609	0.4%	$334.17	0.0%	COM	11135F101
MPWR	MONOLITHIC PWR SYS INC	542	$593	0.3%	$1104.63	0.0%	COM	609839105
GOOG	ALPHABET INC	1,857	$533	0.3%	$323.67	0.0%	CAP STK CL C	02079K107
BLLN	BILLIONTOONE INC	5,750	$454	0.3%	$86.88	0.0%	CL A	090168105

Increased Positions (2)

BEAM BEAM THERAPEUTICS INC 0.4%

Value ($000) $607 (+17.6%) Shares 25,455 (+36.8%) Est. Cost $24.32 Unrealized +20.0%

SDGR SCHRODINGER INC 0.2%

Value ($000) $323 (-13.4%) Shares 28,456 (+36.2%) Est. Cost $41.92 Unrealized -64.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BEAM	BEAM THERAPEUTICS INC	25,455 (+36.8%)	$607 (+17.6%)	0.4%	$24.32	+20.0%	COM	07373V105
SDGR	SCHRODINGER INC	28,456 (+36.2%)	$323 (-13.4%)	0.2%	$41.92	-64.7%	COM	80810D103

Exited Positions (5)

ZS ZSCALER INC 1.1%

Value ($000) $1,880 Shares 8,359 Est. Cost $70.74 Unrealized +173.3%

RNAM AVIDITY BIOSCIENCES INC 0.5%

Value ($000) $905 Shares 12,540 Est. Cost $40.43 Unrealized +79.7%

NOW SERVICENOW INC 0.4%

Value ($000) $684 Shares 4,465 Est. Cost $142.65 Unrealized -15.0%

FIG FIGMA INC 0.4%

Value ($000) $640 Shares 17,130 Est. Cost $65.02 Unrealized -56.3%

VEEV VEEVA SYS INC 0.4%

Value ($000) $616 Shares 2,759 Est. Cost $109.71 Unrealized +85.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ZS	ZSCALER INC	8,359	$1,880	1.1%	$70.74	+173.3%	—	98980G102
RNAM	AVIDITY BIOSCIENCES INC	12,540	$905	0.5%	$40.43	+79.7%	—	05370A108
NOW	SERVICENOW INC	4,465	$684	0.4%	$142.65	-15.0%	—	81762P102
FIG	FIGMA INC	17,130	$640	0.4%	$65.02	-56.3%	—	316841105
VEEV	VEEVA SYS INC	2,759	$616	0.4%	$109.71	+85.9%	—	922475108

Decreased Positions (6)

NTRA NATERA INC 1.7%

Value ($000) $2,917 (-18.3%) Shares 14,588 (-6.4%) Est. Cost $24.08 Unrealized +837.9%

ALNY ALNYLAM PHARMACEUTICALS INC 0.6%

Value ($000) $1,048 (-27.1%) Shares 3,168 (-12.4%) Est. Cost $104.19 Unrealized +239.1%

ISRG INTUITIVE SURGICAL INC 0.5%

Value ($000) $857 (-30.6%) Shares 1,858 (-14.7%) Est. Cost $286.24 Unrealized +82.0%

NVDA NVIDIA CORPORATION 1.9%

Value ($000) $3,289 (-9.1%) Shares 18,860 (-2.8%) Est. Cost $92.68 Unrealized +101.4%

GH GUARDANT HEALTH INC 0.5%

Value ($000) $844 (-18.5%) Shares 9,133 (-9.9%) Est. Cost $50.91 Unrealized +111.1%

OKTA OKTA INC 0.1%

Value ($000) $221 (-34.6%) Shares 2,809 (-28.1%) Est. Cost $44.69 Unrealized +92.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
NTRA	NATERA INC	14,588 (-6.4%)	$2,917 (-18.3%)	1.7%	$24.08	+837.9%	COM	632307104
ALNY	ALNYLAM PHARMACEUTICALS INC	3,168 (-12.4%)	$1,048 (-27.1%)	0.6%	$104.19	+239.1%	COM	02043Q107
ISRG	INTUITIVE SURGICAL INC	1,858 (-14.7%)	$857 (-30.6%)	0.5%	$286.24	+82.0%	COM NEW	46120E602
NVDA	NVIDIA CORPORATION	18,860 (-2.8%)	$3,289 (-9.1%)	1.9%	$92.68	+101.4%	COM	67066G104
GH	GUARDANT HEALTH INC	9,133 (-9.9%)	$844 (-18.5%)	0.5%	$50.91	+111.1%	COM	40131M109
OKTA	OKTA INC	2,809 (-28.1%)	$221 (-34.6%)	0.1%	$44.69	+92.9%	CL A	679295105

Unchanged Positions (25)

CPB THE CAMPBELLS COMPANY 43.6%

Value ($000) $74,148 Shares 3,329,500 Est. Cost $30.06 Unrealized -9.2%

PATH UIPATH INC 6.6%

Value ($000) $11,207 Shares 1,009,684 Est. Cost $37.07 Unrealized -63.6%

CRWD CROWDSTRIKE HLDGS INC 7.4%

Value ($000) $12,542 Shares 32,124 Est. Cost $176.07 Unrealized +144.9%

ACWI ISHARES TR 23.9%

Value ($000) $40,636 Shares 293,679 Est. Cost $96.89 Unrealized —

MDB MONGODB INC 0.5%

Value ($000) $862 Shares 3,521 Est. Cost $284.89 Unrealized +32.0%

CRM SALESFORCE INC 0.8%

Value ($000) $1,290 Shares 6,913 Est. Cost $246.77 Unrealized -12.6%

SNOW SNOWFLAKE INC 0.4%

Value ($000) $752 Shares 4,988 Est. Cost $141.08 Unrealized +37.9%

TWST TWIST BIOSCIENCE CORP 0.6%

Value ($000) $996 Shares 20,970 Est. Cost $26.19 Unrealized +68.7%

UBER UBER TECHNOLOGIES INC 1.2%

Value ($000) $2,111 Shares 29,354 Est. Cost $35.67 Unrealized +120.7%

GPCR STRUCTURE THERAPEUTICS INC 0.4%

Value ($000) $644 Shares 13,357 Est. Cost $53.04 Unrealized —

KVYO KLAVIYO INC 0.2%

Value ($000) $338 Shares 17,384 Est. Cost $35.09 Unrealized -35.0%

PD PAGERDUTY INC 0.1%

Value ($000) $190 Shares 30,517 Est. Cost $33.26 Unrealized -71.1%

MRNA MODERNA INC 0.3%

Value ($000) $483 Shares 9,510 Est. Cost $22.03 Unrealized +95.0%

DDOG DATADOG INC 0.7%

Value ($000) $1,192 Shares 10,100 Est. Cost $62.46 Unrealized +98.4%

MA MASTERCARD INCORPORATED 0.5%

Value ($000) $892 Shares 1,785 Est. Cost $337.29 Unrealized +59.8%

IOT SAMSARA INC 0.6%

Value ($000) $981 Shares 30,970 Est. Cost $25.08 Unrealized +18.6%

LLY ELI LILLY & CO 0.4%

Value ($000) $641 Shares 697 Est. Cost $806.47 Unrealized +29.8%

TXG 10X GENOMICS INC 0.2%

Value ($000) $402 Shares 18,938 Est. Cost $50.71 Unrealized -60.9%

NET CLOUDFLARE INC 1.2%

Value ($000) $2,044 Shares 9,906 Est. Cost $80.68 Unrealized +126.1%

HTFL HEARTFLOW INC 0.2%

Value ($000) $408 Shares 16,774 Est. Cost $32.24 Unrealized -10.1%

AMD ADVANCED MICRO DEVICES INC 0.8%

Value ($000) $1,444 Shares 7,098 Est. Cost $121.85 Unrealized +81.9%

RLAY RELAY THERAPEUTICS INC 0.2%

Value ($000) $382 Shares 38,429 Est. Cost $30.81 Unrealized -73.1%

TWLO TWILIO INC 0.2%

Value ($000) $297 Shares 2,357 Est. Cost $91.39 Unrealized +33.4%

VKTX VIKING THERAPEUTICS INC 0.2%

Value ($000) $400 Shares 12,301 Est. Cost $27.53 Unrealized +13.9%

ABCL ABCELLERA BIOLOGICS INC 0.1%

Value ($000) $99 Shares 28,488 Est. Cost $23.71 Unrealized -84.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CPB	THE CAMPBELLS COMPANY	3,329,500	$74,148	43.6%	$30.06	-9.2%	COM	134429109
PATH	UIPATH INC	1,009,684	$11,207	6.6%	$37.07	-63.6%	CL A	90364P105
CRWD	CROWDSTRIKE HLDGS INC	32,124	$12,542	7.4%	$176.07	+144.9%	CL A	22788C105
ACWI	ISHARES TR	293,679	$40,636	23.9%	$96.89	—	MSCI ACWI ETF	464288257
MDB	MONGODB INC	3,521	$862	0.5%	$284.89	+32.0%	CL A	60937P106
CRM	SALESFORCE INC	6,913	$1,290	0.8%	$246.77	-12.6%	COM	79466L302
SNOW	SNOWFLAKE INC	4,988	$752	0.4%	$141.08	+37.9%	COM SHS	833445109
TWST	TWIST BIOSCIENCE CORP	20,970	$996	0.6%	$26.19	+68.7%	COM	90184D100
UBER	UBER TECHNOLOGIES INC	29,354	$2,111	1.2%	$35.67	+120.7%	COM	90353T100
GPCR	STRUCTURE THERAPEUTICS INC	13,357	$644	0.4%	$53.04	—	SPONSORED ADS	86366E106
KVYO	KLAVIYO INC	17,384	$338	0.2%	$35.09	-35.0%	COM SER A	49845K101
PD	PAGERDUTY INC	30,517	$190	0.1%	$33.26	-71.1%	COM	69553P100
MRNA	MODERNA INC	9,510	$483	0.3%	$22.03	+95.0%	COM	60770K107
DDOG	DATADOG INC	10,100	$1,192	0.7%	$62.46	+98.4%	CL A COM	23804L103
MA	MASTERCARD INCORPORATED	1,785	$892	0.5%	$337.29	+59.8%	CL A	57636Q104
IOT	SAMSARA INC	30,970	$981	0.6%	$25.08	+18.6%	COM CL A	79589L106
LLY	ELI LILLY & CO	697	$641	0.4%	$806.47	+29.8%	COM	532457108
TXG	10X GENOMICS INC	18,938	$402	0.2%	$50.71	-60.9%	CL A COM	88025U109
NET	CLOUDFLARE INC	9,906	$2,044	1.2%	$80.68	+126.1%	CL A COM	18915M107
HTFL	HEARTFLOW INC	16,774	$408	0.2%	$32.24	-10.1%	COM	42238D107
AMD	ADVANCED MICRO DEVICES INC	7,098	$1,444	0.8%	$121.85	+81.9%	COM	007903107
RLAY	RELAY THERAPEUTICS INC	38,429	$382	0.2%	$30.81	-73.1%	COM	75943R102
TWLO	TWILIO INC	2,357	$297	0.2%	$91.39	+33.4%	CL A	90138F102
VKTX	VIKING THERAPEUTICS INC	12,301	$400	0.2%	$27.53	+13.9%	COM	92686J106
ABCL	ABCELLERA BIOLOGICS INC	28,488	$99	0.1%	$23.71	-84.6%	COM	00288U106