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