Brandywine Managers, LLC
- SEC CIK
- 0001135121
- Latest filing
- Aug 13, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 48
- +11 vs. Q4 2022
- Portfolio value
- $140.7M
- +$112.1M (+391.6%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CELLBruker Cellular Analysis, Inc. | COM | 29,772 | $34.5K | <0.1% | 00.0% | Unchanged | History |
| FULCFulcrum Therapeutics, Inc. | COM | 26,127 | $74.5K | 0.1% | 00.0% | Unchanged | History |
| DNLIDenali Therapeutics Inc. | COM | 9,601 | $221.2K | 0.2% | 00.0% | Unchanged | History |
| DOCUDocuSign, Inc. | Stock | 4,211 | $245.5K | 0.2% | 00.0% | Unchanged | History |
| BEAMBeam Therapeutics Inc. | COM | 8,067 | $247.0K | 0.2% | 00.0% | Unchanged | History |
| UUnity Software Inc. | COM | 8,327 | $270.1K | 0.2% | +8,327 | New | History |
| Olink Hldg AB680710100 | SPONSORED ADS | 13,600 | $306.4K | 0.2% | +13,600 | New | – |
| TWSTTwist Bioscience Corp | COM | 20,970 | $316.2K | 0.2% | 00.0% | Unchanged | History |
| RBLXRoblox Corp | Stock | 7,241 | $325.7K | 0.2% | 00.0% | Unchanged | History |
| SMARSmartsheet Inc | COM CL A | 7,700 | $368.1K | 0.3% | 00.0% | Unchanged | History |
| GHGuardant Health, Inc. | COM | 15,933 | $373.5K | 0.3% | 00.0% | Unchanged | History |
| SNOWSnowflake Inc. | Stock | 2,549 | $393.3K | 0.3% | 00.0% | Unchanged | History |
| PRMEPrime Medicine, Inc. | COM | 32,977 | $405.6K | 0.3% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 893 | $415.0K | 0.3% | 00.0% | Unchanged | History |
| ABCLAbCellera Biologics Inc. | COM | 56,976 | $429.6K | 0.3% | 00.0% | Unchanged | History |
| IOTSamsara Inc. | Stock | 25,578 | $504.4K | 0.4% | 00.0% | Unchanged | History |
| DDOGDatadog, Inc. | CL A COM | 7,200 | $523.2K | 0.4% | 00.0% | Unchanged | History |
| RLAYRelay Therapeutics, Inc. | COM | 31,807 | $523.9K | 0.4% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 16,998 | $538.8K | 0.4% | +16,998 | New | History |
| SDGRSchrodinger, Inc. | COM | 20,886 | $549.9K | 0.4% | 00.0% | Unchanged | History |
| MBLYMobileye Global Inc. | Stock | 13,067 | $565.4K | 0.4% | 00.0% | Unchanged | History |
| TXG10x Genomics, Inc. | CL A COM | 11,208 | $625.3K | 0.4% | 00.0% | Unchanged | History |
| TWLOTwilio Inc | CL A | 9,782 | $651.8K | 0.5% | 00.0% | Unchanged | History |
| VEEVVeeva Systems Inc | Stock | 3,919 | $720.3K | 0.5% | 00.0% | Unchanged | History |
| PANWPalo Alto Networks Inc | Stock | 3,705 | $740.0K | 0.5% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 8,099 | $793.8K | 0.6% | 00.0% | Unchanged | History |
| ZSZscaler, Inc. | Stock | 7,407 | $865.4K | 0.6% | +407+5.8% | Added | History |
| OKTAOkta, Inc. | CL A | 10,248 | $883.8K | 0.6% | 00.0% | Unchanged | History |
| ISRGIntuitive Surgical Inc | COM NEW | 3,495 | $892.9K | 0.6% | 00.0% | Unchanged | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 4,608 | $923.1K | 0.7% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 3,564 | $990.0K | 0.7% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 2,750 | $999.4K | 0.7% | 00.0% | Unchanged | History |
| PDPagerDuty, Inc. | COM | 30,517 | $1.07M | 0.8% | 00.0% | Unchanged | History |
| NTRANatera, Inc. | COM | 21,534 | $1.20M | 0.8% | 00.0% | Unchanged | History |
| CPBCAMPBELL'S Co | COM | 24,014 | $1.32M | 0.9% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 6,913 | $1.38M | 1.0% | 00.0% | Unchanged | History |
| MRNAModerna, Inc. | Stock | 9,510 | $1.46M | 1.0% | 00.0% | Unchanged | History |
| EXPDExpeditors International of Washington Inc | COM | 35,295 | $3.78M | 2.7% | +35,295 | New | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 28,680 | $3.94M | 2.8% | 00.0% | Unchanged | History |
| CLXClorox Co | Stock | 35,725 | $5.57M | 4.0% | +35,725 | New | History |
| ZBRAZebra Technologies Corp | CL A | 22,871 | $7.05M | 5.0% | +22,871 | New | History |
| PATHUiPath, Inc. | Stock | 434,841 | $7.64M | 5.4% | 00.0% | Unchanged | History |
| KDPKeurig Dr Pepper Inc. | COM | 292,640 | $10.1M | 7.2% | +292,640 | New | History |
| SBUXStarbucks Corp | Stock | 107,772 | $11.0M | 7.8% | +107,772 | New | History |
| ADPAutomatic Data Processing Inc | Stock | 53,287 | $11.8M | 8.4% | +53,287 | New | History |
| iShares Tr464288257 | MSCI ACWI ETF | 154,919 | $14.1M | 10.0% | +154,919 | New | – |
| PMPhilip Morris International Inc. | Stock | 207,202 | $20.2M | 14.3% | +207,202 | New | History |
| PGProcter & Gamble Co | Stock | 157,395 | $22.3M | 15.9% | +157,395 | New | History |
Sold out since Q4 2022 (1)
Positions held at the end of Q4 2022 that are gone from this filing.