BRANDYWINE MANAGERS, LLC

The number of holdings remains relatively lean at 27, but the composition has shifted drastically. The portfolio has transitioned from a mix that included large ETFs and established blue-chip pharmaceuticals to a portfolio heavily skewed toward high-growth technology and select biotech names. The portfolio is now highly concentrated, with the top 10 positions accounting for approximately 87% of the total value, and the top two positions alone comprising nearly 54% of the assets.

2. Key Holdings

The portfolio is dominated by a small cadre of high-growth technology companies, reflecting a distinct preference for software and cybersecurity.