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Livermore
Livermore
ZHEN

Brandywine Managers, LLC

SEC CIK
0001135121
Latest filing
Aug 13, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
48
0 vs. Q1 2023
Portfolio value
$151.5M
+$10.8M (+7.7%) vs. Q1 2023
Filed
Aug 14, 2023
SEC
Holdings of Brandywine Managers, LLC in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
PGProcter & Gamble CoStock157,395$23.9M15.8%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock207,202$20.2M13.4%00.0%UnchangedHistory
iShares Tr464288257MSCI ACWI ETF209,618$20.1M13.3%+54,699+35.3%Added–
ADPAutomatic Data Processing IncStock53,287$11.7M7.7%00.0%UnchangedHistory
SBUXStarbucks CorpStock107,772$10.7M7.0%00.0%UnchangedHistory
PATHUiPath, Inc.Stock611,764$10.1M6.7%+176,923+40.7%AddedHistory
KDPKeurig Dr Pepper Inc.COM292,640$9.15M6.0%00.0%UnchangedHistory
ZBRAZebra Technologies CorpCL A22,871$6.77M4.5%00.0%UnchangedHistory
CLXClorox CoStock35,725$5.68M3.8%00.0%UnchangedHistory
EXPDExpeditors International of Washington IncCOM35,295$4.28M2.8%00.0%UnchangedHistory
CRWDCrowdStrike Holdings, Inc.Stock28,680$4.21M2.8%00.0%UnchangedHistory
NVDANVIDIA CorpStock3,564$1.51M1.0%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock6,913$1.46M1.0%00.0%UnchangedHistory
ISRGIntuitive Surgical IncCOM NEW3,495$1.20M0.8%00.0%UnchangedHistory
MRNAModerna, Inc.Stock9,510$1.16M0.8%00.0%UnchangedHistory
UBERUber Technologies, IncStock26,740$1.15M0.8%+9,742+57.3%AddedHistory
CPBCAMPBELL'S CoCOM24,014$1.10M0.7%00.0%UnchangedHistory
ZSZscaler, Inc.Stock7,407$1.08M0.7%00.0%UnchangedHistory
NTRANatera, Inc.COM21,534$1.05M0.7%00.0%UnchangedHistory
SDGRSchrodinger, Inc.COM20,886$1.04M0.7%00.0%UnchangedHistory
PANWPalo Alto Networks IncStock3,705$946.7K0.6%00.0%UnchangedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM4,608$875.2K0.6%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock7,299$831.4K0.5%−800−9.9%ReducedHistory
VEEVVeeva Systems IncStock3,919$774.9K0.5%00.0%UnchangedHistory
OKTAOkta, Inc.CL A10,248$710.7K0.5%00.0%UnchangedHistory
DDOGDatadog, Inc.CL A COM7,200$708.3K0.5%00.0%UnchangedHistory
MAMastercard IncStock1,785$702.0K0.5%−965−35.1%ReducedHistory
PDPagerDuty, Inc.COM30,517$686.0K0.5%00.0%UnchangedHistory
IOTSamsara Inc.Stock23,578$653.3K0.4%−2,000−7.8%ReducedHistory
TXG10x Genomics, Inc.CL A COM11,208$625.9K0.4%00.0%UnchangedHistory
TWLOTwilio IncCL A9,782$622.3K0.4%00.0%UnchangedHistory
GHGuardant Health, Inc.COM15,933$570.4K0.4%00.0%UnchangedHistory
MBLYMobileye Global Inc.Stock13,067$502.0K0.3%00.0%UnchangedHistory
NOWServiceNow, Inc.Stock893$501.8K0.3%00.0%UnchangedHistory
PRMEPrime Medicine, Inc.COM32,977$483.1K0.3%00.0%UnchangedHistory
SNOWSnowflake Inc.Stock2,549$448.6K0.3%00.0%UnchangedHistory
TWSTTwist Bioscience CorpCOM20,970$429.0K0.3%00.0%UnchangedHistory
RLAYRelay Therapeutics, Inc.COM31,807$399.5K0.3%00.0%UnchangedHistory
ABCLAbCellera Biologics Inc.COM56,976$368.1K0.2%00.0%UnchangedHistory
UUnity Software Inc.COM8,327$361.6K0.2%00.0%UnchangedHistory
SMARSmartsheet IncCOM CL A7,700$294.6K0.2%00.0%UnchangedHistory
RBLXRoblox CorpStock7,241$291.8K0.2%00.0%UnchangedHistory
DNLIDenali Therapeutics Inc.COM9,601$283.3K0.2%00.0%UnchangedHistory
BEAMBeam Therapeutics Inc.COM8,067$257.6K0.2%00.0%UnchangedHistory
Olink Hldg AB680710100SPONSORED ADS13,600$255.0K0.2%00.0%Unchanged–
DOCUDocuSign, Inc.Stock4,211$215.1K0.1%00.0%UnchangedHistory
FULCFulcrum Therapeutics, Inc.COM26,127$86.2K0.1%00.0%UnchangedHistory
CELLBruker Cellular Analysis, Inc.COM29,772$14.6K<0.1%00.0%UnchangedHistory