Brandywine Managers, LLC
- SEC CIK
- 0001135121
- Latest filing
- Aug 13, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 37
- −2 vs. Q3 2022
- Portfolio value
- $28.6M
- −$1.78M (−5.9%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CELLBruker Cellular Analysis, Inc. | COM | 29,772 | $79.8K | 0.3% | −25,000−45.6% | Reduced | History |
| FULCFulcrum Therapeutics, Inc. | COM | 26,127 | $190.2K | 0.7% | 00.0% | Unchanged | History |
| RBLXRoblox Corp | Stock | 7,241 | $206.1K | 0.7% | 00.0% | Unchanged | History |
| DOCUDocuSign, Inc. | Stock | 4,211 | $233.4K | 0.8% | 00.0% | Unchanged | History |
| QTRXQuanterix Corp | COM | 19,065 | $264.1K | 0.9% | 00.0% | Unchanged | History |
| DNLIDenali Therapeutics Inc. | COM | 9,601 | $267.0K | 0.9% | 00.0% | Unchanged | History |
| SMARSmartsheet Inc | COM CL A | 7,700 | $303.1K | 1.1% | 00.0% | Unchanged | History |
| BEAMBeam Therapeutics Inc. | COM | 8,067 | $315.5K | 1.1% | −5,000−38.3% | Reduced | History |
| IOTSamsara Inc. | Stock | 25,578 | $317.9K | 1.1% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 893 | $346.7K | 1.2% | 00.0% | Unchanged | History |
| SNOWSnowflake Inc. | Stock | 2,549 | $365.9K | 1.3% | 00.0% | Unchanged | History |
| SDGRSchrodinger, Inc. | COM | 20,886 | $390.4K | 1.4% | 00.0% | Unchanged | History |
| TXG10x Genomics, Inc. | CL A COM | 11,208 | $408.4K | 1.4% | 00.0% | Unchanged | History |
| GHGuardant Health, Inc. | COM | 15,933 | $433.4K | 1.5% | +2,625+19.7% | Added | History |
| MBLYMobileye Global Inc. | Stock | 13,067 | $458.1K | 1.6% | +13,067 | New | History |
| RLAYRelay Therapeutics, Inc. | COM | 31,807 | $475.2K | 1.7% | 00.0% | Unchanged | History |
| TWLOTwilio Inc | CL A | 9,782 | $478.9K | 1.7% | 00.0% | Unchanged | History |
| TWSTTwist Bioscience Corp | COM | 20,970 | $499.3K | 1.7% | +3,371+19.2% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 3,705 | $517.0K | 1.8% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 3,564 | $520.8K | 1.8% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 8,099 | $524.6K | 1.8% | 00.0% | Unchanged | History |
| DDOGDatadog, Inc. | CL A COM | 7,200 | $529.2K | 1.8% | 00.0% | Unchanged | History |
| ABCLAbCellera Biologics Inc. | COM | 56,976 | $577.2K | 2.0% | 00.0% | Unchanged | History |
| PRMEPrime Medicine, Inc. | COM | 32,977 | $612.7K | 2.1% | +32,977 | New | History |
| VEEVVeeva Systems Inc | Stock | 3,919 | $632.4K | 2.2% | 00.0% | Unchanged | History |
| OKTAOkta, Inc. | CL A | 10,248 | $700.2K | 2.4% | 00.0% | Unchanged | History |
| ZSZscaler, Inc. | Stock | 7,000 | $783.3K | 2.7% | 00.0% | Unchanged | History |
| PDPagerDuty, Inc. | COM | 30,517 | $810.5K | 2.8% | 00.0% | Unchanged | History |
| NTRANatera, Inc. | COM | 21,534 | $865.0K | 3.0% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 6,913 | $916.6K | 3.2% | 00.0% | Unchanged | History |
| ISRGIntuitive Surgical Inc | COM NEW | 3,495 | $927.4K | 3.2% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 2,750 | $956.3K | 3.3% | 00.0% | Unchanged | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 4,608 | $1.10M | 3.8% | 00.0% | Unchanged | History |
| CPBCAMPBELL'S Co | COM | 24,014 | $1.36M | 4.8% | 00.0% | Unchanged | History |
| MRNAModerna, Inc. | Stock | 9,510 | $1.71M | 6.0% | 00.0% | Unchanged | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 28,680 | $3.02M | 10.6% | +888+3.2% | Added | History |
| PATHUiPath, Inc. | Stock | 434,841 | $5.53M | 19.3% | 00.0% | Unchanged | History |
Sold out since Q3 2022 (4)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| IONSIonis Pharmaceuticals Inc | COM | 8,460 | $374.0K | 1.2% | History |
| VRNSVaronis Systems Inc | COM | 13,580 | $360.0K | 1.2% | History |
| SSentinelOne, Inc. | CL A | 7,900 | $202.0K | 0.7% | History |
| SEERSeer, Inc. | COM CL A | 15,366 | $119.0K | 0.4% | History |