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Livermore
Livermore
ZHEN

Brandywine Managers, LLC

SEC CIK
0001135121
Latest filing
Aug 13, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
42
0 vs. Q1 2022
Portfolio value
$40.8M
−$17.2M (−29.6%) vs. Q1 2022
Filed
Aug 15, 2022
SEC
Holdings of Brandywine Managers, LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
PATHUiPath, Inc.Stock434,841$7.91M19.4%00.0%UnchangedHistory
KDPKeurig Dr Pepper Inc.COM198,833$7.04M17.2%−198,837−50.0%ReducedHistory
CRWDCrowdStrike Holdings, Inc.Stock27,792$4.68M11.5%+1,194+4.5%AddedHistory
MRNAModerna, Inc.Stock9,510$1.36M3.3%00.0%UnchangedHistory
CPBCAMPBELL'S CoCOM24,014$1.15M2.8%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock6,913$1.14M2.8%00.0%UnchangedHistory
ZSZscaler, Inc.Stock7,000$1.05M2.6%00.0%UnchangedHistory
MAMastercard IncStock2,750$868.0K2.1%+2,750NewHistory
TWLOTwilio IncCL A9,782$820.0K2.0%00.0%UnchangedHistory
OKTAOkta, Inc.CL A9,050$818.0K2.0%00.0%UnchangedHistory
NTRANatera, Inc.COM21,534$763.0K1.9%00.0%UnchangedHistory
PDPagerDuty, Inc.COM30,517$756.0K1.9%00.0%UnchangedHistory
ISRGIntuitive Surgical IncCOM NEW3,495$701.0K1.7%00.0%UnchangedHistory
VEEVVeeva Systems IncStock3,476$688.0K1.7%−400−10.3%ReducedHistory
DDOGDatadog, Inc.CL A COM7,200$686.0K1.7%00.0%UnchangedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM4,608$672.0K1.6%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock8,099$619.0K1.5%00.0%UnchangedHistory
TWSTTwist Bioscience CorpCOM17,599$615.0K1.5%00.0%UnchangedHistory
PANWPalo Alto Networks IncStock1,235$610.0K1.5%00.0%UnchangedHistory
ABCLAbCellera Biologics Inc.COM56,976$607.0K1.5%+16,885+42.1%AddedHistory
SDGRSchrodinger, Inc.COM20,886$552.0K1.4%+4,274+25.7%AddedHistory
NVDANVIDIA CorpStock3,564$540.0K1.3%00.0%UnchangedHistory
GHGuardant Health, Inc.COM13,308$537.0K1.3%+3,357+33.7%AddedHistory
RLAYRelay Therapeutics, Inc.COM31,807$533.0K1.3%+6,382+25.1%AddedHistory
BEAMBeam Therapeutics Inc.COM13,067$506.0K1.2%00.0%UnchangedHistory
NOWServiceNow, Inc.Stock893$425.0K1.0%00.0%UnchangedHistory
VRNSVaronis Systems IncCOM13,580$398.0K1.0%−2,500−15.5%ReducedHistory
TXG10x Genomics, Inc.CL A COM8,241$373.0K0.9%00.0%UnchangedHistory
SNOWSnowflake Inc.Stock2,549$354.0K0.9%+2,549NewHistory
IONSIonis Pharmaceuticals IncCOM8,460$313.0K0.8%00.0%UnchangedHistory
QTRXQuanterix CorpCOM19,065$309.0K0.8%00.0%UnchangedHistory
IOTSamsara Inc.Stock25,578$286.0K0.7%+5,310+26.2%AddedHistory
DNLIDenali Therapeutics Inc.COM9,601$283.0K0.7%00.0%UnchangedHistory
CELLBruker Cellular Analysis, Inc.COM54,772$272.0K0.7%+24,096+78.6%AddedHistory
TDOCTeladoc Health, Inc.COM7,627$253.0K0.6%00.0%UnchangedHistory
DOCUDocuSign, Inc.Stock4,211$242.0K0.6%−1,300−23.6%ReducedHistory
SMARSmartsheet IncCOM CL A7,700$242.0K0.6%−2,500−24.5%ReducedHistory
RBLXRoblox CorpStock7,241$238.0K0.6%+1,859+34.5%AddedHistory
UUnity Software Inc.COM5,918$218.0K0.5%+1,532+34.9%AddedHistory
SEERSeer, Inc.COM CL A15,366$138.0K0.3%00.0%UnchangedHistory
FULCFulcrum Therapeutics, Inc.COM26,127$128.0K0.3%00.0%UnchangedHistory
SREVConcentrix Srev, Inc.COM75,879$112.0K0.3%00.0%UnchangedHistory

Sold out since Q1 2022 (2)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Brandywine Managers, LLC sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
PLANAnaplan, Inc.COM11,888$773.0K1.3%History
SSentinelOne, Inc.CL A5,585$216.0K0.4%History