Brandywine Managers
Latest statistics and disclosures from Brandywine Managers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are KDP, PATH, CRWD, ZS, MRNA, and represent 55.65% of Brandywine Managers's stock portfolio.
- Added to shares of these 10 stocks: AMD, CRWD, IOT, NTRA, TXG, PATH, BLI, RBLX, ABCL, FULC.
- Started 1 new stock positions in AMD.
- Reduced shares in these 3 stocks: KDP (-$6.8M), DNUT (-$6.1M), Xilinx.
- Sold out of its positions in DNUT, Xilinx.
- Brandywine Managers was a net seller of stock by $-12M.
- Brandywine Managers has $58M in assets under management (AUM), dropping by -34.31%.
- Central Index Key (CIK): 0001135121
Tip: Access up to 7 years of quarterly data
Positions held by Brandywine Managers consolidated in one spreadsheet with up to 7 years of data
Download as csv

Portfolio Holdings for Brandywine Managers
Companies in the Brandywine Managers portfolio as of the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Keurig Dr Pepper (KDP) | 23.3 | $14M | -33% | 398k | 33.96 | |
Uipath Cl A (PATH) | 16.2 | $9.4M | 435k | 21.59 | ||
Crowdstrike Hldgs Cl A (CRWD) | 10.4 | $6.0M | +15% | 27k | 227.08 | |
Zscaler Incorporated (ZS) | 2.9 | $1.7M | 7.0k | 241.29 | ||
Moderna (MRNA) | 2.8 | $1.6M | 9.5k | 172.24 | ||
Twilio Cl A (TWLO) | 2.8 | $1.6M | 9.8k | 164.79 | ||
salesforce (CRM) | 2.5 | $1.5M | 6.9k | 212.35 | ||
Okta Cl A (OKTA) | 2.4 | $1.4M | 9.1k | 150.94 | ||
Datadog Cl A Com (DDOG) | 1.9 | $1.1M | 7.2k | 151.53 | ||
Campbell Soup Company (CPB) | 1.8 | $1.1M | 24k | 44.56 | ||
Intuitive Surgical Com New (ISRG) | 1.8 | $1.1M | 3.5k | 301.57 | ||
Pagerduty (PD) | 1.8 | $1.0M | 31k | 34.18 | ||
NVIDIA Corporation (NVDA) | 1.7 | $972k | 3.6k | 272.73 | ||
Advanced Micro Devices (AMD) | 1.5 | $886k | NEW | 8.1k | 109.40 | |
Setup an alertBrandywine Managers will file the next quarterly 13-HR in about 3 months. Would you like to be notified? |
||||||
Natera (NTRA) | 1.5 | $876k | +18% | 22k | 40.68 | |
Twist Bioscience Corp (TWST) | 1.5 | $869k | 18k | 49.38 | ||
Veeva Sys Cl A Com (VEEV) | 1.4 | $823k | 3.9k | 212.33 | ||
Anaplan (PLAN) | 1.3 | $773k | 12k | 65.02 | ||
Palo Alto Networks (PANW) | 1.3 | $769k | 1.2k | 622.67 | ||
Varonis Sys (VRNS) | 1.3 | $764k | 16k | 47.51 | ||
Relay Therapeutics (RLAY) | 1.3 | $761k | 25k | 29.93 | ||
Alnylam Pharmaceuticals (ALNY) | 1.3 | $752k | 4.6k | 163.19 | ||
Beam Therapeutics (BEAM) | 1.3 | $749k | 13k | 57.32 | ||
Guardant Health (GH) | 1.1 | $659k | 10k | 66.22 | ||
10x Genomics Cl A Com (TXG) | 1.1 | $627k | +14% | 8.2k | 76.08 | |
Fulcrum Therapeutics (FULC) | 1.1 | $618k | +3% | 26k | 23.65 | |
Docusign (DOCU) | 1.0 | $590k | 5.5k | 107.06 | ||
Schrodinger (SDGR) | 1.0 | $567k | +2% | 17k | 34.13 | |
Smartsheet Com Cl A (SMAR) | 1.0 | $559k | 10k | 54.80 | ||
Quanterix Ord (QTRX) | 1.0 | $557k | +2% | 19k | 29.22 | |
Teladoc (TDOC) | 0.9 | $550k | 7.6k | 72.11 | ||
Servicenow (NOW) | 0.9 | $497k | 893.00 | 556.55 | ||
Unity Software (U) | 0.8 | $435k | 4.4k | 99.18 | ||
Abcellera Biologics (ABCL) | 0.7 | $391k | +7% | 40k | 9.75 | |
Samsara Com Cl A (IOT) | 0.6 | $325k | +110% | 20k | 16.04 | |
Ionis Pharmaceuticals (IONS) | 0.5 | $313k | 8.5k | 37.00 | ||
Denali Therapeutics (DNLI) | 0.5 | $309k | 9.6k | 32.18 | ||
Roblox Corp Cl A (RBLX) | 0.4 | $249k | +19% | 5.4k | 46.27 | |
Seer Com Cl A (SEER) | 0.4 | $234k | 15k | 15.23 | ||
Berkeley Lts (BLI) | 0.4 | $218k | +32% | 31k | 7.11 | |
Sentinelone Cl A (S) | 0.4 | $216k | 5.6k | 38.67 | ||
Servicesource (SREV) | 0.2 | $99k | 76k | 1.30 |
Past Filings by Brandywine Managers
SEC 13F filings are viewable for Brandywine Managers going back to 2010
- 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
- Brandywine Managers 2020 Q3 filed Nov. 16, 2020
- Brandywine Managers 2020 Q2 filed Aug. 14, 2020
- Brandywine Managers 2020 Q1 filed May 15, 2020
- Brandywine Managers 2019 Q4 filed Feb. 13, 2020
- Brandywine Managers 2019 Q3 filed Nov. 13, 2019
- Brandywine Managers 2019 Q2 filed Aug. 13, 2019
- Brandywine Managers 2019 Q1 filed May 14, 2019
- Brandywine Managers 2018 Q4 filed Feb. 12, 2019
- Brandywine Managers 2018 Q3 filed Nov. 14, 2018
- Brandywine Managers 2018 Q2 filed Aug. 10, 2018