Brandywine Managers
Latest statistics and disclosures from Brandywine Managers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CPB, ACWI, CRWD, PATH, NVDA, and represent 83.47% of Brandywine Managers's stock portfolio.
- Added to shares of these 9 stocks: VICR, PANW, KYMR, AVGO, MPWR, GOOG, BLLN, BEAM, SDGR.
- Started 7 new stock positions in BLLN, KYMR, PANW, AVGO, VICR, MPWR, GOOG.
- Reduced shares in these 10 stocks: ZS, Avidity Biosciences Ord, , FIG, VEEV, NTRA, ALNY, ISRG, NVDA, CRWD.
- Sold out of its positions in Avidity Biosciences Ord, FIG, NOW, VEEV, ZS.
- Brandywine Managers was a net seller of stock by $-916k.
- Brandywine Managers has $170M in assets under management (AUM), dropping by -15.99%.
- Central Index Key (CIK): 0001135121
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Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 40 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Campbell Soup Company (CPB) | 43.6 | $74M | 3.3M | 22.27 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 23.9 | $41M | 294k | 138.37 |
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| Crowdstrike Hldgs Cl A (CRWD) | 7.4 | $13M | 32k | 390.41 |
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| Uipath Cl A (PATH) | 6.6 | $11M | 1.0M | 11.10 |
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| NVIDIA Corporation (NVDA) | 1.9 | $3.3M | -2% | 19k | 174.40 |
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| Natera (NTRA) | 1.7 | $2.9M | -6% | 15k | 199.99 |
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| Uber Technologies (UBER) | 1.2 | $2.1M | 29k | 71.93 |
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| Cloudflare Cl A Com (NET) | 1.2 | $2.0M | 9.9k | 206.34 |
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| Advanced Micro Devices (AMD) | 0.8 | $1.4M | 7.1k | 203.43 |
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| salesforce (CRM) | 0.8 | $1.3M | 6.9k | 186.67 |
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| Datadog Cl A Com (DDOG) | 0.7 | $1.2M | 10k | 118.05 |
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| Alnylam Pharmaceuticals (ALNY) | 0.6 | $1.0M | -12% | 3.2k | 330.87 |
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| Twist Bioscience Corp (TWST) | 0.6 | $997k | 21k | 47.52 |
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| Samsara Com Cl A (IOT) | 0.6 | $981k | 31k | 31.69 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $892k | 1.8k | 499.66 |
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| Mongodb Cl A (MDB) | 0.5 | $862k | 3.5k | 244.77 |
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| Intuitive Surgical Com New (ISRG) | 0.5 | $857k | -14% | 1.9k | 460.99 |
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| Vicor Corporation (VICR) | 0.5 | $854k | NEW | 5.3k | 161.00 |
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| Guardant Health (GH) | 0.5 | $844k | -9% | 9.1k | 92.37 |
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| Snowflake Com Shs (SNOW) | 0.4 | $752k | 5.0k | 150.82 |
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| Palo Alto Networks (PANW) | 0.4 | $752k | NEW | 4.7k | 160.32 |
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| Structure Therapeutics Sponsored Ads (GPCR) | 0.4 | $644k | 13k | 48.20 |
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| Eli Lilly & Co. (LLY) | 0.4 | $641k | 697.00 | 919.77 |
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| Kymera Therapeutics (KYMR) | 0.4 | $631k | NEW | 7.6k | 83.29 |
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| Broadcom (AVGO) | 0.4 | $609k | NEW | 2.0k | 309.51 |
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| Beam Therapeutics (BEAM) | 0.4 | $607k | +36% | 26k | 23.83 |
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| Monolithic Power Systems (MPWR) | 0.3 | $593k | NEW | 542.00 | 1093.35 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $533k | NEW | 1.9k | 286.86 |
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| Moderna (MRNA) | 0.3 | $483k | 9.5k | 50.80 |
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| Billiontoone Cl A (BLLN) | 0.3 | $454k | NEW | 5.8k | 78.94 |
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| Heartflow Inc/Sh (HTFL) | 0.2 | $408k | 17k | 24.33 |
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| 10x Genomics Cl A Com (TXG) | 0.2 | $402k | 19k | 21.23 |
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| Viking Therapeutics (VKTX) | 0.2 | $400k | 12k | 32.54 |
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| Relay Therapeutics (RLAY) | 0.2 | $382k | 38k | 9.95 |
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| Klaviyo Com Ser A (KVYO) | 0.2 | $338k | 17k | 19.46 |
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| Schrodinger (SDGR) | 0.2 | $323k | +36% | 29k | 11.36 |
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| Twilio Cl A (TWLO) | 0.2 | $297k | 2.4k | 125.82 |
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| Okta Cl A (OKTA) | 0.1 | $221k | -28% | 2.8k | 78.71 |
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| Pagerduty (PD) | 0.1 | $190k | 31k | 6.21 |
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| Abcellera Biologics (ABCL) | 0.1 | $99k | 29k | 3.49 |
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Past Filings by Brandywine Managers
SEC 13F filings are viewable for Brandywine Managers going back to 2010
- Brandywine Managers 2026 Q1 filed May 14, 2026
- 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