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