Brandywine Managers, LLC
- SEC CIK
- 0001135121
- Latest filing
- Aug 13, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 44
- −1 vs. Q2 2021
- Portfolio value
- $95.8M
- +$8.10M (+9.2%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SREVConcentrix Srev, Inc. | COM | 75,879 | $102.0K | 0.1% | 00.0% | Unchanged | History |
| TRHCTabula Rasa HealthCare, Inc. | COM | 7,832 | $205.0K | 0.2% | 00.0% | Unchanged | History |
| AIC3.ai, Inc. | Stock | 5,028 | $233.0K | 0.2% | 00.0% | Unchanged | History |
| IONSIonis Pharmaceuticals Inc | COM | 8,460 | $284.0K | 0.3% | 00.0% | Unchanged | History |
| SSentinelOne, Inc. | CL A | 5,585 | $299.0K | 0.3% | 00.0% | Unchanged | History |
| RBLXRoblox Corp | Stock | 4,491 | $339.0K | 0.4% | 00.0% | Unchanged | History |
| DNLIDenali Therapeutics Inc. | COM | 8,551 | $431.0K | 0.4% | 00.0% | Unchanged | History |
| CELLBruker Cellular Analysis, Inc. | COM | 23,092 | $452.0K | 0.5% | +1,988+9.4% | Added | History |
| SEERSeer, Inc. | COM CL A | 15,366 | $531.0K | 0.6% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 893 | $556.0K | 0.6% | 00.0% | Unchanged | History |
| FULCFulcrum Therapeutics, Inc. | COM | 20,388 | $575.0K | 0.6% | 00.0% | Unchanged | History |
| PANWPalo Alto Networks Inc | Stock | 1,235 | $592.0K | 0.6% | 00.0% | Unchanged | History |
| XLNXXilinx Inc | COM | 4,010 | $605.0K | 0.6% | 00.0% | Unchanged | History |
| ABCLAbCellera Biologics Inc. | COM | 30,719 | $616.0K | 0.6% | +5,612+22.4% | Added | History |
| PLANAnaplan, Inc. | COM | 10,700 | $652.0K | 0.7% | 00.0% | Unchanged | History |
| RLAYRelay Therapeutics, Inc. | COM | 21,723 | $685.0K | 0.7% | 00.0% | Unchanged | History |
| UUnity Software Inc. | COM | 5,486 | $693.0K | 0.7% | 00.0% | Unchanged | History |
| SMARSmartsheet Inc | COM CL A | 10,200 | $702.0K | 0.7% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 3,564 | $738.0K | 0.8% | 00.0% | UnchangedConverted for a 4-for-1 split | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 4,608 | $870.0K | 0.9% | 00.0% | Unchanged | History |
| SDGRSchrodinger, Inc. | COM | 16,217 | $887.0K | 0.9% | 00.0% | Unchanged | History |
| QTRXQuanterix Corp | COM | 18,678 | $930.0K | 1.0% | 00.0% | Unchanged | History |
| TDOCTeladoc Health, Inc. | COM | 7,627 | $967.0K | 1.0% | 00.0% | Unchanged | History |
| VRNSVaronis Systems Inc | COM | 16,080 | $978.0K | 1.0% | 00.0% | Unchanged | History |
| CPBCAMPBELL'S Co | COM | 24,014 | $1.00M | 1.0% | 00.0% | Unchanged | History |
| DDOGDatadog, Inc. | CL A COM | 7,200 | $1.02M | 1.1% | 00.0% | Unchanged | History |
| TXG10x Genomics, Inc. | CL A COM | 7,217 | $1.05M | 1.1% | 00.0% | Unchanged | History |
| VEEVVeeva Systems Inc | Stock | 3,876 | $1.12M | 1.2% | 00.0% | Unchanged | History |
| BEAMBeam Therapeutics Inc. | COM | 12,900 | $1.12M | 1.2% | 00.0% | Unchanged | History |
| ISRGIntuitive Surgical Inc | COM NEW | 1,165 | $1.16M | 1.2% | 00.0% | Unchanged | History |
| GHGuardant Health, Inc. | COM | 9,799 | $1.23M | 1.3% | 00.0% | Unchanged | History |
| PDPagerDuty, Inc. | COM | 30,517 | $1.26M | 1.3% | 00.0% | Unchanged | History |
| DOCUDocuSign, Inc. | Stock | 5,511 | $1.42M | 1.5% | 00.0% | Unchanged | History |
| ZSZscaler, Inc. | Stock | 7,000 | $1.84M | 1.9% | 00.0% | Unchanged | History |
| TWSTTwist Bioscience Corp | COM | 17,403 | $1.86M | 1.9% | 00.0% | Unchanged | History |
| NTRANatera, Inc. | COM | 18,121 | $2.02M | 2.1% | 00.0% | Unchanged | History |
| OKTAOkta, Inc. | CL A | 9,050 | $2.15M | 2.2% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 8,363 | $2.27M | 2.4% | +7,363+736.3% | Added | History |
| TWLOTwilio Inc | CL A | 9,782 | $3.12M | 3.3% | 00.0% | Unchanged | History |
| MRNAModerna, Inc. | Stock | 9,510 | $3.66M | 3.8% | 00.0% | Unchanged | History |
| DNUTKrispy Kreme, Inc. | COM | 322,086 | $4.51M | 4.7% | +322,086 | New | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 23,018 | $5.66M | 5.9% | +2,450+11.9% | Added | History |
| PATHUiPath, Inc. | Stock | 327,667 | $17.2M | 18.0% | +191,780+141.1% | Added | History |
| KDPKeurig Dr Pepper Inc. | COM | 795,344 | $27.2M | 28.4% | 00.0% | Unchanged | History |
Sold out since Q2 2021 (2)
Positions held at the end of Q2 2021 that are gone from this filing.