Brandywine Managers, LLC
- SEC CIK
- 0001135121
- Latest filing
- Aug 13, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 13, 2021. Long positions only.
- Positions
- 46
- No 13F data for Q4 2020
- Portfolio value
- $75.2M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| KDPKeurig Dr Pepper Inc. | COM | 795,344 | $27.3M | 36.3% | – | – | History |
| DKNGDraftKings Inc. | COM CL A | 99,267 | $6.09M | 8.1% | – | – | History |
| TWLOTwilio Inc | CL A | 9,782 | $3.33M | 4.4% | – | – | History |
| WORKSlack Technologies, Inc. | COM CL A | 70,530 | $2.87M | 3.8% | – | – | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 14,361 | $2.62M | 3.5% | – | – | History |
| TWSTTwist Bioscience Corp | COM | 16,828 | $2.08M | 2.8% | – | – | History |
| OKTAOkta, Inc. | CL A | 9,050 | $2.00M | 2.7% | – | – | History |
| NTRANatera, Inc. | COM | 18,121 | $1.84M | 2.4% | – | – | History |
| GHGuardant Health, Inc. | COM | 9,799 | $1.50M | 2.0% | – | – | History |
| TDOCTeladoc Health, Inc. | COM | 7,300 | $1.33M | 1.8% | – | – | History |
| TXG10x Genomics, Inc. | CL A COM | 7,217 | $1.31M | 1.7% | – | – | History |
| MRNAModerna, Inc. | Stock | 9,510 | $1.25M | 1.7% | – | – | History |
| PDPagerDuty, Inc. | COM | 30,517 | $1.23M | 1.6% | – | – | History |
| CPBCAMPBELL'S Co | COM | 24,014 | $1.21M | 1.6% | – | – | History |
| ZSZscaler, Inc. | Stock | 7,000 | $1.20M | 1.6% | – | – | History |
| SDGRSchrodinger, Inc. | COM | 15,420 | $1.18M | 1.6% | – | – | History |
| DOCUDocuSign, Inc. | Stock | 5,511 | $1.12M | 1.5% | – | – | History |
| QTRXQuanterix Corp | COM | 18,678 | $1.09M | 1.5% | – | – | History |
| VEEVVeeva Systems Inc | Stock | 3,876 | $1.01M | 1.3% | – | – | History |
| BEAMBeam Therapeutics Inc. | COM | 11,067 | $886.0K | 1.2% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 1,165 | $861.0K | 1.1% | – | – | History |
| VRNSVaronis Systems Inc | COM | 16,080 | $826.0K | 1.1% | – | – | History |
| CELLBruker Cellular Analysis, Inc. | COM | 16,103 | $809.0K | 1.1% | – | – | History |
| SEERSeer, Inc. | COM CL A | 15,366 | $769.0K | 1.0% | – | – | History |
| RLAYRelay Therapeutics, Inc. | COM | 19,952 | $690.0K | 0.9% | – | – | History |
| ABCLAbCellera Biologics Inc. | COM | 19,372 | $658.0K | 0.9% | – | – | History |
| SMARSmartsheet Inc | COM CL A | 10,200 | $652.0K | 0.9% | – | – | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 4,608 | $651.0K | 0.9% | – | – | History |
| DDOGDatadog, Inc. | CL A COM | 7,200 | $600.0K | 0.8% | – | – | History |
| PLANAnaplan, Inc. | COM | 10,700 | $576.0K | 0.8% | – | – | History |
| UUnity Software Inc. | COM | 5,486 | $550.0K | 0.7% | – | – | History |
| XLNXXilinx Inc | COM | 4,010 | $497.0K | 0.7% | – | – | History |
| NVDANVIDIA Corp | Stock | 891 | $476.0K | 0.6% | – | – | History |
| NOWServiceNow, Inc. | Stock | 893 | $447.0K | 0.6% | – | – | History |
| ANETArista Networks, Inc. | COM | 1,379 | $416.0K | 0.6% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 1,235 | $398.0K | 0.5% | – | – | History |
| WFCWells Fargo & Company | Stock | 10,160 | $397.0K | 0.5% | – | – | History |
| ZUOZuora Inc | COM CL A | 25,600 | $379.0K | 0.5% | – | – | History |
| AIC3.ai, Inc. | Stock | 5,521 | $364.0K | 0.5% | – | – | History |
| TRHCTabula Rasa HealthCare, Inc. | COM | 7,832 | $361.0K | 0.5% | – | – | History |
| IONSIonis Pharmaceuticals Inc | COM | 7,085 | $319.0K | 0.4% | – | – | History |
| RBLXRoblox Corp | Stock | 4,491 | $291.0K | 0.4% | – | – | History |
| FULCFulcrum Therapeutics, Inc. | COM | 20,388 | $240.0K | 0.3% | – | – | History |
| RGNXREGENXBIO Inc. | COM | 6,900 | $235.0K | 0.3% | – | – | History |
| CRMSalesforce, Inc. | Stock | 1,000 | $212.0K | 0.3% | – | – | History |
| SREVConcentrix Srev, Inc. | COM | 75,879 | $112.0K | 0.1% | – | – | History |