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Livermore
Livermore
ZHEN

Brandywine Managers, LLC

SEC CIK
0001135121
Latest filing
Aug 13, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 10, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
43
−1 vs. Q3 2021
Portfolio value
$88.3M
−$7.54M (−7.9%) vs. Q3 2021
Filed
Feb 10, 2022
SEC
Holdings of Brandywine Managers, LLC in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
KDPKeurig Dr Pepper Inc.COM596,507$22.0M24.9%−198,837−25.0%ReducedHistory
PATHUiPath, Inc.Stock432,097$18.6M21.1%+104,430+31.9%AddedHistory
DNUTKrispy Kreme, Inc.COM322,086$6.09M6.9%00.0%UnchangedHistory
CRWDCrowdStrike Holdings, Inc.Stock23,018$4.71M5.3%00.0%UnchangedHistory
TWLOTwilio IncCL A9,782$2.58M2.9%00.0%UnchangedHistory
MRNAModerna, Inc.Stock9,510$2.42M2.7%00.0%UnchangedHistory
ZSZscaler, Inc.Stock7,000$2.25M2.5%00.0%UnchangedHistory
OKTAOkta, Inc.CL A9,050$2.03M2.3%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock6,913$1.76M2.0%−1,450−17.3%ReducedHistory
NTRANatera, Inc.COM18,121$1.69M1.9%00.0%UnchangedHistory
TWSTTwist Bioscience CorpCOM17,403$1.35M1.5%00.0%UnchangedHistory
DDOGDatadog, Inc.CL A COM7,200$1.28M1.5%00.0%UnchangedHistory
ISRGIntuitive Surgical IncCOM NEW3,495$1.26M1.4%00.0%UnchangedConverted for a 3-for-1 splitHistory
TXG10x Genomics, Inc.CL A COM7,217$1.07M1.2%00.0%UnchangedHistory
PDPagerDuty, Inc.COM30,517$1.06M1.2%00.0%UnchangedHistory
NVDANVIDIA CorpStock3,564$1.05M1.2%00.0%UnchangedHistory
CPBCAMPBELL'S CoCOM24,014$1.04M1.2%00.0%UnchangedHistory
BEAMBeam Therapeutics Inc.COM12,900$1.03M1.2%00.0%UnchangedHistory
XLNXXilinx IncCOM4,700$997.0K1.1%+690+17.2%AddedHistory
VEEVVeeva Systems IncStock3,876$990.0K1.1%00.0%UnchangedHistory
GHGuardant Health, Inc.COM9,799$980.0K1.1%00.0%UnchangedHistory
DOCUDocuSign, Inc.Stock5,511$839.0K1.0%00.0%UnchangedHistory
QTRXQuanterix CorpCOM18,678$792.0K0.9%00.0%UnchangedHistory
SMARSmartsheet IncCOM CL A10,200$790.0K0.9%00.0%UnchangedHistory
VRNSVaronis Systems IncCOM16,080$784.0K0.9%00.0%UnchangedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM4,608$781.0K0.9%00.0%UnchangedHistory
RLAYRelay Therapeutics, Inc.COM25,425$781.0K0.9%+3,702+17.0%AddedHistory
TDOCTeladoc Health, Inc.COM7,627$700.0K0.8%00.0%UnchangedHistory
PANWPalo Alto Networks IncStock1,235$688.0K0.8%00.0%UnchangedHistory
UUnity Software Inc.COM4,386$627.0K0.7%−1,100−20.1%ReducedHistory
NOWServiceNow, Inc.Stock893$580.0K0.7%00.0%UnchangedHistory
SDGRSchrodinger, Inc.COM16,217$565.0K0.6%00.0%UnchangedHistory
PLANAnaplan, Inc.COM11,888$545.0K0.6%+1,188+11.1%AddedHistory
ABCLAbCellera Biologics Inc.COM37,264$533.0K0.6%+6,545+21.3%AddedHistory
RBLXRoblox CorpStock4,491$463.0K0.5%00.0%UnchangedHistory
FULCFulcrum Therapeutics, Inc.COM25,280$447.0K0.5%+4,892+24.0%AddedHistory
DNLIDenali Therapeutics Inc.COM9,601$428.0K0.5%+1,050+12.3%AddedHistory
CELLBruker Cellular Analysis, Inc.COM23,092$420.0K0.5%00.0%UnchangedHistory
SEERSeer, Inc.COM CL A15,366$351.0K0.4%00.0%UnchangedHistory
SSentinelOne, Inc.CL A5,585$282.0K0.3%00.0%UnchangedHistory
IOTSamsara Inc.Stock9,621$270.0K0.3%+9,621NewHistory
IONSIonis Pharmaceuticals IncCOM8,460$257.0K0.3%00.0%UnchangedHistory
SREVConcentrix Srev, Inc.COM75,879$75.0K0.1%00.0%UnchangedHistory

Sold out since Q3 2021 (2)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Brandywine Managers, LLC sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
AIC3.ai, Inc.Stock5,028$233.0K0.2%History
TRHCTabula Rasa HealthCare, Inc.COM7,832$205.0K0.2%History