# BRANDYWINE MANAGERS, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1135121. Source: https://holderbook.com/funds/1135121-brandywine-managers-llc/

- Reported value: $202.2M
- Positions: 46
- Weight of the ten largest: 85.8%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| THE CAMPBELLS COMPANY | [CPB](https://holderbook.com/stocks/CPB/) | $74.1M | 3,329,500 | 36.7% | 3 |
| ISHARES TR | [ACWI](https://holderbook.com/stocks/ACWI/) | $46.1M | 293,679 | 22.8% | 14 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $24.8M | 32,439 | 12.2% | 29 |
| UIPATH INC | [PATH](https://holderbook.com/stocks/PATH/) | $11.0M | 1,009,684 | 5.4% | 21 |
| NATERA INC | [NTRA](https://holderbook.com/stocks/NTRA/) | $4.0M | 14,588 | 2.0% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $3.0M | 15,180 | 1.5% | 26 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $3.0M | 5,213 | 1.5% | 18 |
| DATADOG INC | [DDOG](https://holderbook.com/stocks/DDOG/) | $2.6M | 10,100 | 1.3% | 28 |
| CLOUDFLARE INC | [NET](https://holderbook.com/stocks/NET/) | $2.6M | 10,677 | 1.3% | 9 |
| TWIST BIOSCIENCE CORP | [TWST](https://holderbook.com/stocks/TWST/) | $2.2M | 20,970 | 1.1% | 31 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $2.1M | 29,354 | 1.0% | 14 |
| VICOR CORP | [VICR](https://holderbook.com/stocks/VICR/) | $2.0M | 5,303 | 1.0% | 2 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $1.6M | 1,416 | 0.8% | 1 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $1.6M | 4,689 | 0.8% | 2 |
| GUARDANT HEALTH INC | [GH](https://holderbook.com/stocks/GH/) | $1.4M | 9,133 | 0.7% | 31 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $1.3M | 4,988 | 0.6% | 17 |
| MONGODB INC | [MDB](https://holderbook.com/stocks/MDB/) | $1.2M | 3,521 | 0.6% | 9 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $1.1M | 6,913 | 0.5% | 24 |
| SAMSARA INC | [IOT](https://holderbook.com/stocks/IOT/) | $1.0M | 30,970 | 0.5% | 19 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $916.8K | 1,785 | 0.5% | 17 |
| BEAM THERAPEUTICS INC | [BEAM](https://holderbook.com/stocks/BEAM/) | $873.6K | 25,455 | 0.4% | 8 |
| KYMERA THERAPEUTICS INC | [KYMR](https://holderbook.com/stocks/KYMR/) | $868.1K | 7,570 | 0.4% | 2 |
| MONOLITHIC PWR SYS INC | [MPWR](https://holderbook.com/stocks/MPWR/) | $833.6K | 603 | 0.4% | 2 |
| ASTERA LABS INC | [ALAB](https://holderbook.com/stocks/ALAB/) | $781.5K | 1,618 | 0.4% | 1 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $743.0K | 1,967 | 0.4% | 2 |
| 10X GENOMICS INC | [TXG](https://holderbook.com/stocks/TXG/) | $726.1K | 18,938 | 0.4% | 28 |
| RELAY THERAPEUTICS INC | [RLAY](https://holderbook.com/stocks/RLAY/) | $719.0K | 38,429 | 0.4% | 24 |
| STRUCTURE THERAPEUTICS INC | [GPCR](https://holderbook.com/stocks/GPCR/) | $716.9K | 13,357 | 0.4% | 12 |
| ALNYLAM PHARMACEUTICALS INC | [ALNY](https://holderbook.com/stocks/ALNY/) | $697.8K | 2,318 | 0.3% | 31 |
| CELCUITY INC | [CELC](https://holderbook.com/stocks/CELC/) | $692.7K | 6,621 | 0.3% | 1 |
| BILLIONTOONE INC | [BLLN](https://holderbook.com/stocks/BLLN/) | $689.9K | 5,750 | 0.3% | 2 |
| MODERNA INC | [MRNA](https://holderbook.com/stocks/MRNA/) | $666.0K | 9,510 | 0.3% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $656.1K | 1,857 | 0.3% | 2 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $568.4K | 250 | 0.3% | 1 |
| TWILIO INC | [TWLO](https://holderbook.com/stocks/TWLO/) | $486.3K | 2,357 | 0.2% | 7 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $480.4K | 1,208 | 0.2% | 31 |
| VIKING THERAPEUTICS INC | [VKTX](https://holderbook.com/stocks/VKTX/) | $479.9K | 12,301 | 0.2% | 5 |
| SCHRODINGER INC | [SDGR](https://holderbook.com/stocks/SDGR/) | $462.4K | 28,456 | 0.2% | 26 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $428.2K | 357 | 0.2% | 9 |
| OKTA INC | [OKTA](https://holderbook.com/stocks/OKTA/) | $383.3K | 2,809 | 0.2% | 31 |
| PAGERDUTY INC | [PD](https://holderbook.com/stocks/PD/) | $294.5K | 30,517 | 0.1% | 29 |
| HEARTFLOW INC | [HTFL](https://holderbook.com/stocks/HTFL/) | $294.1K | 10,024 | 0.1% | 4 |
| IMMUNEERING CORP | [IMRX](https://holderbook.com/stocks/IMRX/) | $274.8K | 55,066 | 0.1% | 1 |
| KLAVIYO INC | [KVYO](https://holderbook.com/stocks/KVYO/) | $262.5K | 17,384 | 0.1% | 7 |
| IMMATICS N.V | [IMTX](https://holderbook.com/stocks/IMTX/) | $255.6K | 25,227 | 0.1% | 1 |
| ABCELLERA BIOLOGICS INC | [ABCL](https://holderbook.com/stocks/ABCL/) | $223.6K | 28,488 | 0.1% | 23 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +17.9% | +14.8% | +3.1% | 100% |
| Q1 2026 | -16.3% | -4.6% | -11.6% | 100% |
| Q4 2025 | +5.0% | +2.4% | +2.6% | 100% |
| Q3 2025 | +3.9% | +7.8% | -3.9% | 100% |
| Q2 2025 | +20.7% | +10.5% | +10.3% | 100% |
| Q1 2025 | -5.0% | -4.6% | -0.5% | 100% |
| Q4 2024 | +1.7% | +2.1% | -0.4% | 100% |
| Q3 2024 | -0.7% | +5.4% | -6.1% | 99% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $202.2M | 46 |
| Q1 2026 | $169.9M | 40 |
| Q4 2025 | $202.3M | 38 |
| Q3 2025 | $104.2M | 37 |
| Q2 2025 | $100.6M | 36 |
| Q1 2025 | $83.4M | 35 |
| Q4 2024 | $94.9M | 37 |
| Q3 2024 | $93.0M | 35 |
| Q2 2024 | $94.5M | 36 |
| Q1 2024 | $101.3M | 40 |
| Q4 2023 | $91.3M | 42 |
| Q3 2023 | $59.3M | 38 |