Brandywine Managers as of Dec. 31, 2025
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 | 3.3M | 27.87 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 20.5 | $42M | 294k | 141.49 | |
| Uipath Cl A (PATH) | 8.2 | $17M | 1.0M | 16.39 | |
| Crowdstrike Hldgs Cl A (CRWD) | 7.5 | $15M | 32k | 468.76 | |
| NVIDIA Corporation (NVDA) | 1.8 | $3.6M | 19k | 186.50 | |
| Natera (NTRA) | 1.8 | $3.6M | 16k | 229.09 | |
| Uber Technologies (UBER) | 1.2 | $2.4M | 29k | 81.71 | |
| Cloudflare Cl A Com (NET) | 1.0 | $2.0M | 9.9k | 197.15 | |
| Zscaler Incorporated (ZS) | 0.9 | $1.9M | 8.4k | 224.92 | |
| salesforce (CRM) | 0.9 | $1.8M | 6.9k | 264.91 | |
| Advanced Micro Devices (AMD) | 0.8 | $1.5M | 7.1k | 214.16 | |
| Mongodb Cl A (MDB) | 0.7 | $1.5M | 3.5k | 419.69 | |
| Alnylam Pharmaceuticals (ALNY) | 0.7 | $1.4M | 3.6k | 397.65 | |
| Datadog Cl A Com (DDOG) | 0.7 | $1.4M | 10k | 135.99 | |
| Intuitive Surgical Com New (ISRG) | 0.6 | $1.2M | 2.2k | 566.36 | |
| Samsara Com Cl A (IOT) | 0.5 | $1.1M | 31k | 35.45 | |
| Snowflake Com Shs (SNOW) | 0.5 | $1.1M | 5.0k | 219.36 | |
| Guardant Health (GH) | 0.5 | $1.0M | 10k | 102.14 | |
| Mastercard Incorporated Cl A (MA) | 0.5 | $1.0M | 1.8k | 570.88 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 0.5 | $929k | 13k | 69.55 | |
| Avidity Biosciences Ord (RNA) | 0.4 | $905k | 13k | 72.13 | |
| Eli Lilly & Co. (LLY) | 0.4 | $749k | 697.00 | 1074.68 | |
| Servicenow (NOW) | 0.3 | $684k | 4.5k | 153.19 | |
| Twist Bioscience Corp (TWST) | 0.3 | $665k | 21k | 31.72 | |
| Figma Class A Com Stk (FIG) | 0.3 | $640k | 17k | 37.37 | |
| Veeva Sys Cl A Com (VEEV) | 0.3 | $616k | 2.8k | 223.23 | |
| Klaviyo Com Ser A (KVYO) | 0.3 | $565k | 17k | 32.47 | |
| Beam Therapeutics (BEAM) | 0.3 | $516k | 19k | 27.72 | |
| Heartflow Inc/Sh (HTFL) | 0.2 | $489k | 17k | 29.15 | |
| Viking Therapeutics (VKTX) | 0.2 | $433k | 12k | 35.18 | |
| Pagerduty (PD) | 0.2 | $400k | 31k | 13.11 | |
| Schrodinger (SDGR) | 0.2 | $373k | 21k | 17.88 | |
| Okta Cl A (OKTA) | 0.2 | $338k | 3.9k | 86.47 | |
| Twilio Cl A (TWLO) | 0.2 | $335k | 2.4k | 142.24 | |
| Relay Therapeutics (RLAY) | 0.2 | $325k | 38k | 8.46 | |
| 10x Genomics Cl A Com (TXG) | 0.2 | $309k | 19k | 16.31 | |
| Moderna (MRNA) | 0.1 | $280k | 9.5k | 29.49 | |
| Abcellera Biologics (ABCL) | 0.0 | $97k | 29k | 3.42 |
