Brandywine Managers as of March 31, 2026
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 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 23.9 | $41M | 294k | 138.37 | |
| Crowdstrike Hldgs Cl A (CRWD) | 7.4 | $13M | 32k | 390.41 | |
| Uipath Cl A (PATH) | 6.6 | $11M | 1.0M | 11.10 | |
| NVIDIA Corporation (NVDA) | 1.9 | $3.3M | 19k | 174.40 | |
| Natera (NTRA) | 1.7 | $2.9M | 15k | 199.99 | |
| Uber Technologies (UBER) | 1.2 | $2.1M | 29k | 71.93 | |
| Cloudflare Cl A Com (NET) | 1.2 | $2.0M | 9.9k | 206.34 | |
| Advanced Micro Devices (AMD) | 0.8 | $1.4M | 7.1k | 203.43 | |
| salesforce (CRM) | 0.8 | $1.3M | 6.9k | 186.67 | |
| Datadog Cl A Com (DDOG) | 0.7 | $1.2M | 10k | 118.05 | |
| Alnylam Pharmaceuticals (ALNY) | 0.6 | $1.0M | 3.2k | 330.87 | |
| Twist Bioscience Corp (TWST) | 0.6 | $997k | 21k | 47.52 | |
| Samsara Com Cl A (IOT) | 0.6 | $981k | 31k | 31.69 | |
| Mastercard Incorporated Cl A (MA) | 0.5 | $892k | 1.8k | 499.66 | |
| Mongodb Cl A (MDB) | 0.5 | $862k | 3.5k | 244.77 | |
| Intuitive Surgical Com New (ISRG) | 0.5 | $857k | 1.9k | 460.99 | |
| Vicor Corporation (VICR) | 0.5 | $854k | 5.3k | 161.00 | |
| Guardant Health (GH) | 0.5 | $844k | 9.1k | 92.37 | |
| Snowflake Com Shs (SNOW) | 0.4 | $752k | 5.0k | 150.82 | |
| Palo Alto Networks (PANW) | 0.4 | $752k | 4.7k | 160.32 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 0.4 | $644k | 13k | 48.20 | |
| Eli Lilly & Co. (LLY) | 0.4 | $641k | 697.00 | 919.77 | |
| Kymera Therapeutics (KYMR) | 0.4 | $631k | 7.6k | 83.29 | |
| Broadcom (AVGO) | 0.4 | $609k | 2.0k | 309.51 | |
| Beam Therapeutics (BEAM) | 0.4 | $607k | 26k | 23.83 | |
| Monolithic Power Systems (MPWR) | 0.3 | $593k | 542.00 | 1093.35 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $533k | 1.9k | 286.86 | |
| Moderna (MRNA) | 0.3 | $483k | 9.5k | 50.80 | |
| Billiontoone Cl A (BLLN) | 0.3 | $454k | 5.8k | 78.94 | |
| Heartflow Inc/Sh (HTFL) | 0.2 | $408k | 17k | 24.33 | |
| 10x Genomics Cl A Com (TXG) | 0.2 | $402k | 19k | 21.23 | |
| Viking Therapeutics (VKTX) | 0.2 | $400k | 12k | 32.54 | |
| Relay Therapeutics (RLAY) | 0.2 | $382k | 38k | 9.95 | |
| Klaviyo Com Ser A (KVYO) | 0.2 | $338k | 17k | 19.46 | |
| Schrodinger (SDGR) | 0.2 | $323k | 29k | 11.36 | |
| Twilio Cl A (TWLO) | 0.2 | $297k | 2.4k | 125.82 | |
| Okta Cl A (OKTA) | 0.1 | $221k | 2.8k | 78.71 | |
| Pagerduty (PD) | 0.1 | $190k | 31k | 6.21 | |
| Abcellera Biologics (ABCL) | 0.1 | $99k | 29k | 3.49 |
