Brandywine Managers
Latest statistics and disclosures from Brandywine Managers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ACWI, CRWD, PATH, NVDA, UBER, and represent 73.44% of Brandywine Managers's stock portfolio.
- Added to shares of these 5 stocks: FIG, Heartflow Inc/Sh, RNA, KVYO, VKTX.
- Started 3 new stock positions in RNA, Heartflow Inc/Sh, FIG.
- Reduced shares in these 9 stocks: OKTA, ISRG, NTRA, NVO, ALNY, S, MDB, CRWD, NVDA.
- Sold out of its positions in NVO, S.
- Brandywine Managers was a net seller of stock by $-366k.
- Brandywine Managers has $104M in assets under management (AUM), dropping by 3.60%.
- 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 September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Msci Acwi Etf (ACWI) | 38.9 | $41M | 294k | 138.24 |
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| Crowdstrike Hldgs Cl A (CRWD) | 15.3 | $16M | 33k | 490.38 |
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| Uipath Cl A (PATH) | 13.0 | $14M | 1.0M | 13.38 |
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| NVIDIA Corporation (NVDA) | 3.5 | $3.7M | -3% | 20k | 186.58 |
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| Uber Technologies (UBER) | 2.8 | $2.9M | 29k | 97.97 |
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| Natera (NTRA) | 2.4 | $2.5M | -11% | 16k | 160.97 |
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| Zscaler Incorporated (ZS) | 2.4 | $2.5M | 8.4k | 299.66 |
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| Cloudflare Cl A Com (NET) | 2.0 | $2.1M | 9.9k | 214.59 |
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| Alnylam Pharmaceuticals (ALNY) | 1.6 | $1.7M | -11% | 3.7k | 456.00 |
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| salesforce (CRM) | 1.6 | $1.6M | 6.9k | 237.00 |
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| Datadog Cl A Com (DDOG) | 1.4 | $1.4M | 10k | 142.40 |
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| Samsara Com Cl A (IOT) | 1.1 | $1.2M | 31k | 37.25 |
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| Advanced Micro Devices (AMD) | 1.1 | $1.1M | 7.1k | 161.79 |
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| Snowflake Com Shs (SNOW) | 1.1 | $1.1M | 5.0k | 225.55 |
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| Mongodb Cl A (MDB) | 1.0 | $1.1M | -14% | 3.5k | 310.38 |
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| Intuitive Surgical Com New (ISRG) | 1.0 | $1.0M | -28% | 2.3k | 447.23 |
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| Mastercard Incorporated Cl A (MA) | 1.0 | $1.0M | 1.8k | 568.81 |
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| Veeva Sys Cl A Com (VEEV) | 0.8 | $822k | 2.8k | 297.91 |
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| Servicenow (NOW) | 0.8 | $822k | 893.00 | 920.28 |
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| Figma Class A Com Stk (FIG) | 0.7 | $751k | NEW | 15k | 51.87 |
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| Guardant Health (GH) | 0.6 | $639k | 10k | 62.48 |
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| Twist Bioscience Corp (TWST) | 0.6 | $590k | 21k | 28.14 |
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| Heartflow Inc/Sh | 0.5 | $565k | NEW | 17k | 33.66 |
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| Avidity Biosciences Ord (RNA) | 0.5 | $546k | NEW | 13k | 43.57 |
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| Eli Lilly & Co. (LLY) | 0.5 | $532k | 697.00 | 763.00 |
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| Pagerduty (PD) | 0.5 | $504k | 31k | 16.52 |
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| Klaviyo Com Ser A (KVYO) | 0.5 | $481k | +33% | 17k | 27.69 |
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| Beam Therapeutics (BEAM) | 0.4 | $452k | 19k | 24.27 |
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| Schrodinger (SDGR) | 0.4 | $419k | 21k | 20.06 |
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| Okta Cl A (OKTA) | 0.4 | $386k | -59% | 4.2k | 91.70 |
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| Viking Therapeutics (VKTX) | 0.3 | $323k | +52% | 12k | 26.28 |
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| Structure Therapeutics Sponsored Ads (GPCR) | 0.3 | $310k | 11k | 28.00 |
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| Moderna (MRNA) | 0.2 | $246k | 9.5k | 25.83 |
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| Twilio Cl A (TWLO) | 0.2 | $236k | 2.4k | 100.09 |
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| 10x Genomics Cl A Com (TXG) | 0.2 | $221k | 19k | 11.69 |
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| Relay Therapeutics (RLAY) | 0.2 | $201k | 38k | 5.22 |
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| Abcellera Biologics (ABCL) | 0.1 | $143k | 29k | 5.03 |
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Past Filings by Brandywine Managers
SEC 13F filings are viewable for Brandywine Managers going back to 2010
- Brandywine Managers 2025 Q3 filed Nov. 14, 2025
- Brandywine Managers 2025 Q2 filed Aug. 14, 2025
- Brandywine Managers 2025 Q1 filed May 15, 2025
- 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