Brandywine Managers, LLC
Brandywine Managers, LLC reported 46 holdings worth US$202M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Brandywine Managers, LLC reported 46 holdings worth US$202M as of Jun 30, 2026. Largest: The Campbell's Company, Crowdstrike Holdings, Inc. and Uipath, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 46
- Value as reported
- US$202M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| The Campbell's Company | 3.33M | US$74.1M | 36.7% |
| Crowdstrike Holdings, Inc. | 32,439 | US$24.8M | 12.2% |
| Uipath, Inc. | 1.01M | US$11M | 5.4% |
| Natera, Inc. | 14,588 | US$3.96M | 2.0% |
| Nvidia Corporation | 15,180 | US$3.04M | 1.5% |
| Advanced Micro Devices Inc | 5,213 | US$3.03M | 1.5% |
| Datadog, Inc. | 10,100 | US$2.63M | 1.3% |
| Cloudflare, Inc. | 10,677 | US$2.62M | 1.3% |
| Twist Bioscience Corporation | 20,970 | US$2.16M | 1.1% |
| Uber Technologies, Inc. | 29,354 | US$2.12M | 1.0% |
| Vicor Corporation | 5,303 | US$2.01M | 1.00% |
| Micron Technology, Inc. | 1,416 | US$1.63M | 0.81% |
| Palo Alto Networks, Inc. | 4,689 | US$1.6M | 0.79% |
| Guardant Health, Inc. | 9,133 | US$1.37M | 0.68% |
| Snowflake Inc. | 4,988 | US$1.27M | 0.63% |
| Mongodb, Inc. | 3,521 | US$1.18M | 0.59% |
| Salesforce, Inc. | 6,913 | US$1.08M | 0.54% |
| Samsara Inc. | 30,970 | US$1M | 0.50% |
| Mastercard Incorporated | 1,785 | US$917K | 0.45% |
| Beam Therapeutics Inc. | 25,455 | US$874K | 0.43% |
| Kymera Therapeutics, Inc. | 7,570 | US$868K | 0.43% |
| Monolithic Power Systems, Inc. | 603 | US$834K | 0.41% |
| Astera Labs, Inc. | 1,618 | US$782K | 0.39% |
| Broadcom Inc. | 1,967 | US$743K | 0.37% |
| 10x Genomics, Inc. | 18,938 | US$726K | 0.36% |
| Relay Therapeutics, Inc. | 38,429 | US$719K | 0.36% |
| Alnylam Pharmaceuticals, Inc. | 2,318 | US$698K | 0.35% |
| Celcuity Inc. | 6,621 | US$693K | 0.34% |
| Billiontoone, Inc. | 5,750 | US$690K | 0.34% |
| Moderna, Inc. | 9,510 | US$666K | 0.33% |
| Alphabet Inc (google) Class C | 1,836 | US$656K | 0.32% |
| Sandisk Corporation | 250 | US$568K | 0.28% |
| Twilio Inc. | 2,357 | US$486K | 0.24% |
| Intuitive Surgical, Inc. | 1,208 | US$480K | 0.24% |
| Viking Therapeutics, Inc. | 12,301 | US$480K | 0.24% |
| Schrodinger, Inc. | 28,456 | US$462K | 0.23% |
| Eli Lilly And Company | 357 | US$428K | 0.21% |
| Okta, Inc. | 2,809 | US$383K | 0.19% |
| Pagerduty, Inc. | 30,517 | US$294K | 0.15% |
| Heartflow, Inc. | 10,024 | US$294K | 0.15% |
| Immuneering Corporation | 55,066 | US$275K | 0.14% |
| Klaviyo, Inc. Series A | 17,384 | US$262K | 0.13% |
| Abcellera Biologics Inc. | 28,488 | US$224K | 0.11% |
Source
View original at SEC
Related