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Livermore
Livermore
ZHEN

Brandywine Managers, LLC

SEC CIK
0001135121
Latest filing
Aug 13, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
39
−3 vs. Q2 2022
Portfolio value
$30.4M
−$10.4M (−25.5%) vs. Q2 2022
Filed
Nov 14, 2022
SEC
Holdings of Brandywine Managers, LLC in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
PATHUiPath, Inc.Stock434,841$5.48M18.0%00.0%UnchangedHistory
CRWDCrowdStrike Holdings, Inc.Stock27,792$4.58M15.1%00.0%UnchangedHistory
ZSZscaler, Inc.Stock7,000$1.15M3.8%00.0%UnchangedHistory
CPBCAMPBELL'S CoCOM24,014$1.13M3.7%00.0%UnchangedHistory
MRNAModerna, Inc.Stock9,510$1.13M3.7%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock6,913$994.0K3.3%00.0%UnchangedHistory
NTRANatera, Inc.COM21,534$944.0K3.1%00.0%UnchangedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM4,608$922.0K3.0%00.0%UnchangedHistory
MAMastercard IncStock2,750$782.0K2.6%00.0%UnchangedHistory
GHGuardant Health, Inc.COM13,308$716.0K2.4%00.0%UnchangedHistory
RLAYRelay Therapeutics, Inc.COM31,807$712.0K2.3%00.0%UnchangedHistory
PDPagerDuty, Inc.COM30,517$704.0K2.3%00.0%UnchangedHistory
TWLOTwilio IncCL A9,782$676.0K2.2%00.0%UnchangedHistory
ISRGIntuitive Surgical IncCOM NEW3,495$655.0K2.2%00.0%UnchangedHistory
VEEVVeeva Systems IncStock3,919$646.0K2.1%+443+12.7%AddedHistory
DDOGDatadog, Inc.CL A COM7,200$639.0K2.1%00.0%UnchangedHistory
BEAMBeam Therapeutics Inc.COM13,067$623.0K2.0%00.0%UnchangedHistory
TWSTTwist Bioscience CorpCOM17,599$620.0K2.0%00.0%UnchangedHistory
PANWPalo Alto Networks IncStock3,705$607.0K2.0%00.0%UnchangedConverted for a 3-for-1 splitHistory
OKTAOkta, Inc.CL A10,248$583.0K1.9%+1,198+13.2%AddedHistory
ABCLAbCellera Biologics Inc.COM56,976$563.0K1.9%00.0%UnchangedHistory
SDGRSchrodinger, Inc.COM20,886$522.0K1.7%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock8,099$513.0K1.7%00.0%UnchangedHistory
SNOWSnowflake Inc.Stock2,549$433.0K1.4%00.0%UnchangedHistory
NVDANVIDIA CorpStock3,564$433.0K1.4%00.0%UnchangedHistory
IONSIonis Pharmaceuticals IncCOM8,460$374.0K1.2%00.0%UnchangedHistory
VRNSVaronis Systems IncCOM13,580$360.0K1.2%00.0%UnchangedHistory
NOWServiceNow, Inc.Stock893$337.0K1.1%00.0%UnchangedHistory
TXG10x Genomics, Inc.CL A COM11,208$319.0K1.0%+2,967+36.0%AddedHistory
IOTSamsara Inc.Stock25,578$309.0K1.0%00.0%UnchangedHistory
DNLIDenali Therapeutics Inc.COM9,601$295.0K1.0%00.0%UnchangedHistory
SMARSmartsheet IncCOM CL A7,700$265.0K0.9%00.0%UnchangedHistory
RBLXRoblox CorpStock7,241$260.0K0.9%00.0%UnchangedHistory
DOCUDocuSign, Inc.Stock4,211$225.0K0.7%00.0%UnchangedHistory
FULCFulcrum Therapeutics, Inc.COM26,127$211.0K0.7%00.0%UnchangedHistory
QTRXQuanterix CorpCOM19,065$210.0K0.7%00.0%UnchangedHistory
SSentinelOne, Inc.CL A7,900$202.0K0.7%+7,900NewHistory
CELLBruker Cellular Analysis, Inc.COM54,772$157.0K0.5%00.0%UnchangedHistory
SEERSeer, Inc.COM CL A15,366$119.0K0.4%00.0%UnchangedHistory

Sold out since Q2 2022 (4)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Brandywine Managers, LLC sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
KDPKeurig Dr Pepper Inc.COM198,833$7.04M17.2%History
TDOCTeladoc Health, Inc.COM7,627$253.0K0.6%History
UUnity Software Inc.COM5,918$218.0K0.5%History
SREVConcentrix Srev, Inc.COM75,879$112.0K0.3%History