Brandywine Managers
Latest statistics and disclosures from Brandywine Managers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ACWI, PATH, CRWD, NTRA, NVDA, and represent 74.24% of Brandywine Managers's stock portfolio.
- Added to shares of these 3 stocks: KVYO, TWLO, PATH.
- Started 2 new stock positions in TWLO, KVYO.
- Reduced shares in these 1 stock: ACWI.
- Brandywine Managers was a net buyer of stock by $244k.
- Brandywine Managers has $95M in assets under management (AUM), dropping by 2.01%.
- Central Index Key (CIK): 0001135121
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Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 37 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Msci Acwi Etf (ACWI) | 42.8 | $41M | 346k | 117.50 |
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| Uipath Cl A (PATH) | 13.5 | $13M | 1.0M | 12.71 |
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| Crowdstrike Hldgs Cl A (CRWD) | 11.8 | $11M | 33k | 342.16 |
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| Natera (NTRA) | 3.1 | $2.9M | 18k | 158.30 |
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| NVIDIA Corporation (NVDA) | 3.0 | $2.9M | 21k | 134.29 |
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| salesforce (CRM) | 2.4 | $2.3M | 6.9k | 334.33 |
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| Uber Technologies (UBER) | 1.9 | $1.8M | 29k | 60.32 |
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| Intuitive Surgical Com New (ISRG) | 1.8 | $1.7M | 3.3k | 521.96 |
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| Zscaler Incorporated (ZS) | 1.6 | $1.5M | 8.4k | 180.41 |
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| Datadog Cl A Com (DDOG) | 1.5 | $1.4M | 10k | 142.89 |
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| Samsara Com Cl A (IOT) | 1.4 | $1.4M | 31k | 43.69 |
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| Cloudflare Cl A Com (NET) | 1.1 | $1.1M | 9.9k | 107.68 |
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| Alnylam Pharmaceuticals (ALNY) | 1.1 | $1.0M | 4.3k | 235.31 |
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| Okta Cl A (OKTA) | 1.1 | $1000k | 13k | 78.80 |
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| Twist Bioscience Corp (TWST) | 1.0 | $975k | 21k | 46.47 |
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| Advanced Micro Devices (AMD) | 1.0 | $954k | 7.9k | 120.79 |
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| Servicenow (NOW) | 1.0 | $947k | 893.00 | 1060.12 |
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| Mastercard Incorporated Cl A (MA) | 1.0 | $940k | 1.8k | 526.57 |
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| Veeva Sys Cl A Com (VEEV) | 0.9 | $824k | 3.9k | 210.25 |
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| Snowflake Cl A (SNOW) | 0.8 | $770k | 5.0k | 154.41 |
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| Mongodb Cl A (MDB) | 0.7 | $666k | 2.9k | 232.81 |
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| Pagerduty (PD) | 0.6 | $557k | 31k | 18.26 |
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| Eli Lilly & Co. (LLY) | 0.6 | $538k | 697.00 | 772.00 |
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| Sentinelone Cl A (S) | 0.4 | $422k | 19k | 22.20 |
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| Schrodinger (SDGR) | 0.4 | $403k | 21k | 19.29 |
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| Moderna (MRNA) | 0.4 | $395k | 9.5k | 41.58 |
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| Novo-nordisk A S Adr (NVO) | 0.4 | $363k | 4.2k | 86.02 |
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| Klaviyo Com Ser A (KVYO) | 0.4 | $359k | NEW | 8.7k | 41.24 |
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| Viking Therapeutics (VKTX) | 0.3 | $325k | 8.1k | 40.24 |
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| Guardant Health (GH) | 0.3 | $313k | 10k | 30.55 |
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| Structure Therapeutics Sponsored Ads (GPCR) | 0.3 | $300k | 11k | 27.12 |
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| Beam Therapeutics (BEAM) | 0.3 | $280k | 11k | 24.80 |
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| Mobileye Global Common Class A (MBLY) | 0.3 | $260k | 13k | 19.92 |
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| Twilio Cl A (TWLO) | 0.3 | $255k | NEW | 2.4k | 108.08 |
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| Relay Therapeutics (RLAY) | 0.2 | $158k | 38k | 4.12 |
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| 10x Genomics Cl A Com (TXG) | 0.2 | $145k | 10k | 14.36 |
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| Abcellera Biologics (ABCL) | 0.1 | $84k | 29k | 2.93 |
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Past Filings by Brandywine Managers
SEC 13F filings are viewable for Brandywine Managers going back to 2010
- Brandywine Managers 2024 Q4 filed Feb. 13, 2025
- Brandywine Managers 2024 Q3 filed Nov. 14, 2024
- Brandywine Managers 2024 Q2 filed Aug. 14, 2024
- Brandywine Managers 2024 Q1 filed May 15, 2024
- Brandywine Managers 2023 Q3 filed Nov. 14, 2023
- Brandywine Managers 2023 Q2 filed Aug. 14, 2023
- Brandywine Managers 2023 Q1 filed May 15, 2023
- Brandywine Managers 2022 Q4 filed Feb. 14, 2023
- Brandywine Managers 2022 Q3 filed Nov. 14, 2022
- Brandywine Managers 2022 Q2 filed Aug. 15, 2022
- Brandywine Managers 2022 Q1 filed May 13, 2022
- Brandywine Managers 2021 Q4 filed Feb. 10, 2022
- Brandywine Managers 2021 Q3 filed Nov. 15, 2021
- Brandywine Managers 2021 Q2 filed Aug. 16, 2021
- Brandywine Managers 2021 Q1 filed May 13, 2021
- Brandywine Managers 2020 Q4 filed Feb. 12, 2021