Brandywine Managers
Latest statistics and disclosures from Brandywine Managers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CPB, ACWI, CRWD, PATH, NTRA, and represent 79.11% of Brandywine Managers's stock portfolio.
- Added to shares of these 9 stocks: MU, ALAB, CELC, SNDK, IMRX, IMTX, CRWD, NET, MPWR.
- Started 6 new stock positions in IMRX, ALAB, MU, IMTX, CELC, SNDK.
- Reduced shares in these 6 stocks: AMD, NVDA, LLY, ISRG, ALNY, HTFL.
- Brandywine Managers was a net buyer of stock by $1.8M.
- Brandywine Managers has $202M in assets under management (AUM), dropping by 18.98%.
- Central Index Key (CIK): 0001135121
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Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 46 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Campbell Soup Company (CPB) | 36.7 | $74M | 3.3M | 22.27 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 22.8 | $46M | 294k | 156.97 |
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| Crowdstrike Hldgs Cl A (CRWD) | 12.2 | $25M | 32k | 763.14 |
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| Uipath Cl A (PATH) | 5.4 | $11M | 1.0M | 10.87 |
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| Natera (NTRA) | 2.0 | $4.0M | 15k | 271.45 |
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| NVIDIA Corporation (NVDA) | 1.5 | $3.0M | -19% | 15k | 200.09 |
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| Advanced Micro Devices (AMD) | 1.5 | $3.0M | -26% | 5.2k | 580.91 |
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| Datadog Cl A Com (DDOG) | 1.3 | $2.6M | 10k | 260.36 |
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| Cloudflare Cl A Com (NET) | 1.3 | $2.6M | +7% | 11k | 245.28 |
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| Twist Bioscience Corp (TWST) | 1.1 | $2.2M | 21k | 102.88 |
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| Uber Technologies (UBER) | 1.0 | $2.1M | 29k | 72.16 |
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| Vicor Corporation (VICR) | 1.0 | $2.0M | 5.3k | 379.78 |
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| Micron Technology (MU) | 0.8 | $1.6M | NEW | 1.4k | 1154.29 |
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| Palo Alto Networks (PANW) | 0.8 | $1.6M | 4.7k | 341.02 |
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| Guardant Health (GH) | 0.7 | $1.4M | 9.1k | 150.03 |
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| Snowflake Com Shs (SNOW) | 0.6 | $1.3M | 5.0k | 254.50 |
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| Mongodb Cl A (MDB) | 0.6 | $1.2M | 3.5k | 335.90 |
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| salesforce (CRM) | 0.5 | $1.1M | 6.9k | 156.66 |
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| Samsara Com Cl A (IOT) | 0.5 | $1.0M | 31k | 32.43 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $917k | 1.8k | 513.60 |
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| Beam Therapeutics (BEAM) | 0.4 | $874k | 26k | 34.32 |
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| Kymera Therapeutics (KYMR) | 0.4 | $868k | 7.6k | 114.67 |
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| Monolithic Power Systems (MPWR) | 0.4 | $834k | +11% | 603.00 | 1382.36 |
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| Astera Labs (ALAB) | 0.4 | $782k | NEW | 1.6k | 483.02 |
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| Broadcom (AVGO) | 0.4 | $743k | 2.0k | 377.75 |
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| 10x Genomics Cl A Com (TXG) | 0.4 | $726k | 19k | 38.34 |
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| Relay Therapeutics (RLAY) | 0.4 | $719k | 38k | 18.71 |
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| Structure Therapeutics Sponsored Ads (GPCR) | 0.4 | $717k | 13k | 53.67 |
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| Alnylam Pharmaceuticals (ALNY) | 0.3 | $698k | -26% | 2.3k | 301.03 |
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| Celcuity (CELC) | 0.3 | $693k | NEW | 6.6k | 104.62 |
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| Billiontoone Cl A (BLLN) | 0.3 | $690k | 5.8k | 119.98 |
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| Moderna (MRNA) | 0.3 | $666k | 9.5k | 70.03 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $656k | 1.9k | 353.33 |
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| Sandisk Corp (SNDK) | 0.3 | $568k | NEW | 250.00 | 2273.73 |
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| Twilio Cl A (TWLO) | 0.2 | $486k | 2.4k | 206.33 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $480k | -34% | 1.2k | 397.68 |
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| Viking Therapeutics (VKTX) | 0.2 | $480k | 12k | 39.01 |
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| Schrodinger (SDGR) | 0.2 | $462k | 29k | 16.25 |
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| Eli Lilly & Co. (LLY) | 0.2 | $428k | -48% | 357.00 | 1199.43 |
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| Okta Cl A (OKTA) | 0.2 | $383k | 2.8k | 136.45 |
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| Pagerduty (PD) | 0.1 | $295k | 31k | 9.65 |
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| Heartflow Inc/Sh (HTFL) | 0.1 | $294k | -40% | 10k | 29.34 |
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| Immuneering Corp Class A Com (IMRX) | 0.1 | $275k | NEW | 55k | 4.99 |
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| Klaviyo Com Ser A (KVYO) | 0.1 | $263k | 17k | 15.10 |
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| Immatics SHS (IMTX) | 0.1 | $256k | NEW | 25k | 10.13 |
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| Abcellera Biologics (ABCL) | 0.1 | $224k | 29k | 7.85 |
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Past Filings by Brandywine Managers
SEC 13F filings are viewable for Brandywine Managers going back to 2010
- Brandywine Managers 2026 Q2 filed Aug. 14, 2026
- 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