Brandywine Managers
Latest statistics and disclosures from Brandywine Managers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CPB, ACWI, PATH, CRWD, NVDA, and represent 83.90% of Brandywine Managers's stock portfolio.
- Added to shares of these 4 stocks: CPB (+$93M), NOW, GPCR, FIG.
- Started 1 new stock position in CPB.
- Reduced shares in these 7 stocks: ISRG, CRWD, NTRA, ALNY, NVDA, OKTA, GH.
- Brandywine Managers was a net buyer of stock by $93M.
- Brandywine Managers has $202M in assets under management (AUM), dropping by 94.01%.
- Central Index Key (CIK): 0001135121
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Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 38 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Campbell Soup Company (CPB) | 45.9 | $93M | NEW | 3.3M | 27.87 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 20.5 | $42M | 294k | 141.49 |
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| Uipath Cl A (PATH) | 8.2 | $17M | 1.0M | 16.39 |
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| Crowdstrike Hldgs Cl A (CRWD) | 7.5 | $15M | 32k | 468.76 |
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| NVIDIA Corporation (NVDA) | 1.8 | $3.6M | 19k | 186.50 |
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| Natera (NTRA) | 1.8 | $3.6M | 16k | 229.09 |
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| Uber Technologies (UBER) | 1.2 | $2.4M | 29k | 81.71 |
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| Cloudflare Cl A Com (NET) | 1.0 | $2.0M | 9.9k | 197.15 |
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| Zscaler Incorporated (ZS) | 0.9 | $1.9M | 8.4k | 224.92 |
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| salesforce (CRM) | 0.9 | $1.8M | 6.9k | 264.91 |
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| Advanced Micro Devices (AMD) | 0.8 | $1.5M | 7.1k | 214.16 |
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| Mongodb Cl A (MDB) | 0.7 | $1.5M | 3.5k | 419.69 |
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| Alnylam Pharmaceuticals (ALNY) | 0.7 | $1.4M | -2% | 3.6k | 397.65 |
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| Datadog Cl A Com (DDOG) | 0.7 | $1.4M | 10k | 135.99 |
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| Intuitive Surgical Com New (ISRG) | 0.6 | $1.2M | -4% | 2.2k | 566.36 |
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| Samsara Com Cl A (IOT) | 0.5 | $1.1M | 31k | 35.45 |
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| Snowflake Com Shs (SNOW) | 0.5 | $1.1M | 5.0k | 219.36 |
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| Guardant Health (GH) | 0.5 | $1.0M | 10k | 102.14 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $1.0M | 1.8k | 570.88 |
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| Structure Therapeutics Sponsored Ads (GPCR) | 0.5 | $929k | +20% | 13k | 69.55 |
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| Avidity Biosciences Ord (RNA) | 0.4 | $905k | 13k | 72.13 |
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| Eli Lilly & Co. (LLY) | 0.4 | $749k | 697.00 | 1074.68 |
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| Servicenow (NOW) | 0.3 | $684k | +400% | 4.5k | 153.19 |
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| Twist Bioscience Corp (TWST) | 0.3 | $665k | 21k | 31.72 |
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| Figma Class A Com Stk (FIG) | 0.3 | $640k | +18% | 17k | 37.37 |
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| Veeva Sys Cl A Com (VEEV) | 0.3 | $616k | 2.8k | 223.23 |
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| Klaviyo Com Ser A (KVYO) | 0.3 | $565k | 17k | 32.47 |
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| Beam Therapeutics (BEAM) | 0.3 | $516k | 19k | 27.72 |
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| Heartflow Inc/Sh (HTFL) | 0.2 | $489k | 17k | 29.15 |
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| Viking Therapeutics (VKTX) | 0.2 | $433k | 12k | 35.18 |
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| Pagerduty (PD) | 0.2 | $400k | 31k | 13.11 |
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| Schrodinger (SDGR) | 0.2 | $373k | 21k | 17.88 |
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| Okta Cl A (OKTA) | 0.2 | $338k | -7% | 3.9k | 86.47 |
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| Twilio Cl A (TWLO) | 0.2 | $335k | 2.4k | 142.24 |
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| Relay Therapeutics (RLAY) | 0.2 | $325k | 38k | 8.46 |
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| 10x Genomics Cl A Com (TXG) | 0.2 | $309k | 19k | 16.31 |
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| Moderna (MRNA) | 0.1 | $280k | 9.5k | 29.49 |
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| Abcellera Biologics (ABCL) | 0.0 | $97k | 29k | 3.42 |
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Past Filings by Brandywine Managers
SEC 13F filings are viewable for Brandywine Managers going back to 2010
- Brandywine Managers 2025 Q4 filed Feb. 13, 2026
- 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