Brandywine Managers as of Sept. 30, 2025
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 | |
| Crowdstrike Hldgs Cl A (CRWD) | 15.3 | $16M | 33k | 490.38 | |
| Uipath Cl A (PATH) | 13.0 | $14M | 1.0M | 13.38 | |
| NVIDIA Corporation (NVDA) | 3.5 | $3.7M | 20k | 186.58 | |
| Uber Technologies (UBER) | 2.8 | $2.9M | 29k | 97.97 | |
| Natera (NTRA) | 2.4 | $2.5M | 16k | 160.97 | |
| Zscaler Incorporated (ZS) | 2.4 | $2.5M | 8.4k | 299.66 | |
| Cloudflare Cl A Com (NET) | 2.0 | $2.1M | 9.9k | 214.59 | |
| Alnylam Pharmaceuticals (ALNY) | 1.6 | $1.7M | 3.7k | 456.00 | |
| salesforce (CRM) | 1.6 | $1.6M | 6.9k | 237.00 | |
| Datadog Cl A Com (DDOG) | 1.4 | $1.4M | 10k | 142.40 | |
| Samsara Com Cl A (IOT) | 1.1 | $1.2M | 31k | 37.25 | |
| Advanced Micro Devices (AMD) | 1.1 | $1.1M | 7.1k | 161.79 | |
| Snowflake Com Shs (SNOW) | 1.1 | $1.1M | 5.0k | 225.55 | |
| Mongodb Cl A (MDB) | 1.0 | $1.1M | 3.5k | 310.38 | |
| Intuitive Surgical Com New (ISRG) | 1.0 | $1.0M | 2.3k | 447.23 | |
| Mastercard Incorporated Cl A (MA) | 1.0 | $1.0M | 1.8k | 568.81 | |
| Veeva Sys Cl A Com (VEEV) | 0.8 | $822k | 2.8k | 297.91 | |
| Servicenow (NOW) | 0.8 | $822k | 893.00 | 920.28 | |
| Figma Class A Com Stk (FIG) | 0.7 | $751k | 15k | 51.87 | |
| Guardant Health (GH) | 0.6 | $639k | 10k | 62.48 | |
| Twist Bioscience Corp (TWST) | 0.6 | $590k | 21k | 28.14 | |
| Heartflow Inc/Sh (HTFL) | 0.5 | $565k | 17k | 33.66 | |
| Avidity Biosciences Ord (RNA) | 0.5 | $546k | 13k | 43.57 | |
| Eli Lilly & Co. (LLY) | 0.5 | $532k | 697.00 | 763.00 | |
| Pagerduty (PD) | 0.5 | $504k | 31k | 16.52 | |
| Klaviyo Com Ser A (KVYO) | 0.5 | $481k | 17k | 27.69 | |
| Beam Therapeutics (BEAM) | 0.4 | $452k | 19k | 24.27 | |
| Schrodinger (SDGR) | 0.4 | $419k | 21k | 20.06 | |
| Okta Cl A (OKTA) | 0.4 | $386k | 4.2k | 91.70 | |
| Viking Therapeutics (VKTX) | 0.3 | $323k | 12k | 26.28 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 0.3 | $310k | 11k | 28.00 | |
| Moderna (MRNA) | 0.2 | $246k | 9.5k | 25.83 | |
| Twilio Cl A (TWLO) | 0.2 | $236k | 2.4k | 100.09 | |
| 10x Genomics Cl A Com (TXG) | 0.2 | $221k | 19k | 11.69 | |
| Relay Therapeutics (RLAY) | 0.2 | $201k | 38k | 5.22 | |
| Abcellera Biologics (ABCL) | 0.1 | $143k | 29k | 5.03 |
