Brandywine Managers as of June 30, 2026
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 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 22.8 | $46M | 294k | 156.97 | |
| Crowdstrike Hldgs Cl A (CRWD) | 12.2 | $25M | 32k | 763.14 | |
| Uipath Cl A (PATH) | 5.4 | $11M | 1.0M | 10.87 | |
| Natera (NTRA) | 2.0 | $4.0M | 15k | 271.45 | |
| NVIDIA Corporation (NVDA) | 1.5 | $3.0M | 15k | 200.09 | |
| Advanced Micro Devices (AMD) | 1.5 | $3.0M | 5.2k | 580.91 | |
| Datadog Cl A Com (DDOG) | 1.3 | $2.6M | 10k | 260.36 | |
| Cloudflare Cl A Com (NET) | 1.3 | $2.6M | 11k | 245.28 | |
| Twist Bioscience Corp (TWST) | 1.1 | $2.2M | 21k | 102.88 | |
| Uber Technologies (UBER) | 1.0 | $2.1M | 29k | 72.16 | |
| Vicor Corporation (VICR) | 1.0 | $2.0M | 5.3k | 379.78 | |
| Micron Technology (MU) | 0.8 | $1.6M | 1.4k | 1154.29 | |
| Palo Alto Networks (PANW) | 0.8 | $1.6M | 4.7k | 341.02 | |
| Guardant Health (GH) | 0.7 | $1.4M | 9.1k | 150.03 | |
| Snowflake Com Shs (SNOW) | 0.6 | $1.3M | 5.0k | 254.50 | |
| Mongodb Cl A (MDB) | 0.6 | $1.2M | 3.5k | 335.90 | |
| salesforce (CRM) | 0.5 | $1.1M | 6.9k | 156.66 | |
| Samsara Com Cl A (IOT) | 0.5 | $1.0M | 31k | 32.43 | |
| Mastercard Incorporated Cl A (MA) | 0.5 | $917k | 1.8k | 513.60 | |
| Beam Therapeutics (BEAM) | 0.4 | $874k | 26k | 34.32 | |
| Kymera Therapeutics (KYMR) | 0.4 | $868k | 7.6k | 114.67 | |
| Monolithic Power Systems (MPWR) | 0.4 | $834k | 603.00 | 1382.36 | |
| Astera Labs (ALAB) | 0.4 | $782k | 1.6k | 483.02 | |
| Broadcom (AVGO) | 0.4 | $743k | 2.0k | 377.75 | |
| 10x Genomics Cl A Com (TXG) | 0.4 | $726k | 19k | 38.34 | |
| Relay Therapeutics (RLAY) | 0.4 | $719k | 38k | 18.71 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 0.4 | $717k | 13k | 53.67 | |
| Alnylam Pharmaceuticals (ALNY) | 0.3 | $698k | 2.3k | 301.03 | |
| Celcuity (CELC) | 0.3 | $693k | 6.6k | 104.62 | |
| Billiontoone Cl A (BLLN) | 0.3 | $690k | 5.8k | 119.98 | |
| Moderna (MRNA) | 0.3 | $666k | 9.5k | 70.03 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $656k | 1.9k | 353.33 | |
| Sandisk Corp (SNDK) | 0.3 | $568k | 250.00 | 2273.73 | |
| Twilio Cl A (TWLO) | 0.2 | $486k | 2.4k | 206.33 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $480k | 1.2k | 397.68 | |
| Viking Therapeutics (VKTX) | 0.2 | $480k | 12k | 39.01 | |
| Schrodinger (SDGR) | 0.2 | $462k | 29k | 16.25 | |
| Eli Lilly & Co. (LLY) | 0.2 | $428k | 357.00 | 1199.43 | |
| Okta Cl A (OKTA) | 0.2 | $383k | 2.8k | 136.45 | |
| Pagerduty (PD) | 0.1 | $295k | 31k | 9.65 | |
| Heartflow Inc/Sh (HTFL) | 0.1 | $294k | 10k | 29.34 | |
| Immuneering Corp Class A Com (IMRX) | 0.1 | $275k | 55k | 4.99 | |
| Klaviyo Com Ser A (KVYO) | 0.1 | $263k | 17k | 15.10 | |
| Immatics SHS (IMTX) | 0.1 | $256k | 25k | 10.13 | |
| Abcellera Biologics (ABCL) | 0.1 | $224k | 29k | 7.85 |
