Skip to main content
Livermore
Livermore
ZHEN

Brandywine Managers, LLC

SEC CIK
0001135121
Latest filing
Aug 13, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed May 13, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
42
−1 vs. Q4 2021
Portfolio value
$58.0M
−$30.3M (−34.3%) vs. Q4 2021
Filed
May 13, 2022
SEC
Holdings of Brandywine Managers, LLC in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
KDPKeurig Dr Pepper Inc.COM397,670$13.5M23.3%−198,837−33.3%ReducedHistory
PATHUiPath, Inc.Stock434,841$9.39M16.2%+2,744+0.6%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock26,598$6.04M10.4%+3,580+15.6%AddedHistory
ZSZscaler, Inc.Stock7,000$1.69M2.9%00.0%UnchangedHistory
MRNAModerna, Inc.Stock9,510$1.64M2.8%00.0%UnchangedHistory
TWLOTwilio IncCL A9,782$1.61M2.8%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock6,913$1.47M2.5%00.0%UnchangedHistory
OKTAOkta, Inc.CL A9,050$1.37M2.4%00.0%UnchangedHistory
DDOGDatadog, Inc.CL A COM7,200$1.09M1.9%00.0%UnchangedHistory
CPBCAMPBELL'S CoCOM24,014$1.07M1.8%00.0%UnchangedHistory
ISRGIntuitive Surgical IncCOM NEW3,495$1.05M1.8%00.0%UnchangedHistory
PDPagerDuty, Inc.COM30,517$1.04M1.8%00.0%UnchangedHistory
NVDANVIDIA CorpStock3,564$972.0K1.7%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock8,099$886.0K1.5%+8,099NewHistory
NTRANatera, Inc.COM21,534$876.0K1.5%+3,413+18.8%AddedHistory
TWSTTwist Bioscience CorpCOM17,599$869.0K1.5%+196+1.1%AddedHistory
VEEVVeeva Systems IncStock3,876$823.0K1.4%00.0%UnchangedHistory
PLANAnaplan, Inc.COM11,888$773.0K1.3%00.0%UnchangedHistory
PANWPalo Alto Networks IncStock1,235$769.0K1.3%00.0%UnchangedHistory
VRNSVaronis Systems IncCOM16,080$764.0K1.3%00.0%UnchangedHistory
RLAYRelay Therapeutics, Inc.COM25,425$761.0K1.3%00.0%UnchangedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM4,608$752.0K1.3%00.0%UnchangedHistory
BEAMBeam Therapeutics Inc.COM13,067$749.0K1.3%+167+1.3%AddedHistory
GHGuardant Health, Inc.COM9,951$659.0K1.1%+152+1.6%AddedHistory
TXG10x Genomics, Inc.CL A COM8,241$627.0K1.1%+1,024+14.2%AddedHistory
FULCFulcrum Therapeutics, Inc.COM26,127$618.0K1.1%+847+3.4%AddedHistory
DOCUDocuSign, Inc.Stock5,511$590.0K1.0%00.0%UnchangedHistory
SDGRSchrodinger, Inc.COM16,612$567.0K1.0%+395+2.4%AddedHistory
SMARSmartsheet IncCOM CL A10,200$559.0K1.0%00.0%UnchangedHistory
QTRXQuanterix CorpCOM19,065$557.0K1.0%+387+2.1%AddedHistory
TDOCTeladoc Health, Inc.COM7,627$550.0K0.9%00.0%UnchangedHistory
NOWServiceNow, Inc.Stock893$497.0K0.9%00.0%UnchangedHistory
UUnity Software Inc.COM4,386$435.0K0.8%00.0%UnchangedHistory
ABCLAbCellera Biologics Inc.COM40,091$391.0K0.7%+2,827+7.6%AddedHistory
IOTSamsara Inc.Stock20,268$325.0K0.6%+10,647+110.7%AddedHistory
IONSIonis Pharmaceuticals IncCOM8,460$313.0K0.5%00.0%UnchangedHistory
DNLIDenali Therapeutics Inc.COM9,601$309.0K0.5%00.0%UnchangedHistory
RBLXRoblox CorpStock5,382$249.0K0.4%+891+19.8%AddedHistory
SEERSeer, Inc.COM CL A15,366$234.0K0.4%00.0%UnchangedHistory
CELLBruker Cellular Analysis, Inc.COM30,676$218.0K0.4%+7,584+32.8%AddedHistory
SSentinelOne, Inc.CL A5,585$216.0K0.4%00.0%UnchangedHistory
SREVConcentrix Srev, Inc.COM75,879$99.0K0.2%00.0%UnchangedHistory

Sold out since Q4 2021 (2)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of Brandywine Managers, LLC sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
DNUTKrispy Kreme, Inc.COM322,086$6.09M6.9%History
XLNXXilinx IncCOM4,700$997.0K1.1%History