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Livermore
Livermore
ZHEN

Brandywine Managers, LLC

SEC CIK
0001135121
Latest filing
Aug 13, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
38
−10 vs. Q2 2023
Portfolio value
$59.3M
−$92.2M (−60.9%) vs. Q2 2023
Filed
Nov 14, 2023
SEC
Holdings of Brandywine Managers, LLC in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr464288257MSCI ACWI ETF226,783$20.9M35.3%+17,165+8.2%Added–
PATHUiPath, Inc.Stock653,456$11.2M18.9%+41,692+6.8%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock28,680$4.80M8.1%00.0%UnchangedHistory
NVDANVIDIA CorpStock3,564$1.55M2.6%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock6,913$1.40M2.4%00.0%UnchangedHistory
UBERUber Technologies, IncStock26,740$1.23M2.1%00.0%UnchangedHistory
ZSZscaler, Inc.Stock7,407$1.15M1.9%00.0%UnchangedHistory
ISRGIntuitive Surgical IncCOM NEW3,495$1.02M1.7%00.0%UnchangedHistory
CPBCAMPBELL'S CoCOM24,014$986.5K1.7%00.0%UnchangedHistory
MRNAModerna, Inc.Stock9,510$982.3K1.7%00.0%UnchangedHistory
PANWPalo Alto Networks IncStock3,705$868.6K1.5%00.0%UnchangedHistory
OKTAOkta, Inc.CL A10,248$835.3K1.4%00.0%UnchangedHistory
NTRANatera, Inc.COM18,534$820.1K1.4%−3,000−13.9%ReducedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM4,608$816.1K1.4%00.0%UnchangedHistory
VEEVVeeva Systems IncStock3,919$797.3K1.3%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock7,299$750.5K1.3%00.0%UnchangedHistory
MAMastercard IncStock1,785$706.7K1.2%00.0%UnchangedHistory
PDPagerDuty, Inc.COM30,517$686.3K1.2%00.0%UnchangedHistory
DDOGDatadog, Inc.CL A COM7,200$655.8K1.1%00.0%UnchangedHistory
IOTSamsara Inc.Stock23,578$594.4K1.0%00.0%UnchangedHistory
SDGRSchrodinger, Inc.COM20,886$590.4K1.0%00.0%UnchangedHistory
TWLOTwilio IncCL A9,782$572.5K1.0%00.0%UnchangedHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS11,000$554.6K0.9%+11,000NewHistory
MBLYMobileye Global Inc.Stock13,067$542.9K0.9%00.0%UnchangedHistory
NOWServiceNow, Inc.Stock893$499.2K0.8%00.0%UnchangedHistory
GHGuardant Health, Inc.COM15,933$472.3K0.8%00.0%UnchangedHistory
TXG10x Genomics, Inc.CL A COM11,208$462.3K0.8%00.0%UnchangedHistory
TWSTTwist Bioscience CorpCOM20,970$424.9K0.7%00.0%UnchangedHistory
SNOWSnowflake Inc.Stock2,549$389.4K0.7%00.0%UnchangedHistory
PRMEPrime Medicine, Inc.COM32,977$314.6K0.5%00.0%UnchangedHistory
SMARSmartsheet IncCOM CL A7,700$311.5K0.5%00.0%UnchangedHistory
RLAYRelay Therapeutics, Inc.COM31,807$267.5K0.5%00.0%UnchangedHistory
ABCLAbCellera Biologics Inc.COM56,976$262.1K0.4%00.0%UnchangedHistory
UUnity Software Inc.COM8,327$261.4K0.4%00.0%UnchangedHistory
RBLXRoblox CorpStock7,241$209.7K0.4%00.0%UnchangedHistory
Olink Hldg AB680710100SPONSORED ADS13,600$200.6K0.3%00.0%Unchanged–
FULCFulcrum Therapeutics, Inc.COM26,127$116.0K0.2%00.0%UnchangedHistory
CELLBruker Cellular Analysis, Inc.COM29,772$29.7K0.1%00.0%UnchangedHistory

Sold out since Q2 2023 (11)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of Brandywine Managers, LLC sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
PGProcter & Gamble CoStock157,395$23.9M15.8%History
PMPhilip Morris International Inc.Stock207,202$20.2M13.4%History
ADPAutomatic Data Processing IncStock53,287$11.7M7.7%History
SBUXStarbucks CorpStock107,772$10.7M7.0%History
KDPKeurig Dr Pepper Inc.COM292,640$9.15M6.0%History
ZBRAZebra Technologies CorpCL A22,871$6.77M4.5%History
CLXClorox CoStock35,725$5.68M3.8%History
EXPDExpeditors International of Washington IncCOM35,295$4.28M2.8%History
DNLIDenali Therapeutics Inc.COM9,601$283.3K0.2%History
BEAMBeam Therapeutics Inc.COM8,067$257.6K0.2%History
DOCUDocuSign, Inc.Stock4,211$215.1K0.1%History