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Livermore
Livermore
ZHEN

Brandywine Managers, LLC

SEC CIK
0001135121
Latest filing
Aug 13, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
42
+4 vs. Q3 2023
Portfolio value
$91.3M
+$32.1M (+54.1%) vs. Q3 2023
Filed
Feb 14, 2024
SEC
Holdings of Brandywine Managers, LLC in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr464288257MSCI ACWI ETF300,131$30.5M33.4%+73,348+32.3%Added–
PATHUiPath, Inc.Stock1,006,660$25.0M27.4%+353,204+54.1%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock29,874$7.63M8.4%+1,194+4.2%AddedHistory
CRMSalesforce, Inc.Stock6,913$1.82M2.0%00.0%UnchangedHistory
UBERUber Technologies, IncStock28,832$1.78M1.9%+2,092+7.8%AddedHistory
NVDANVIDIA CorpStock3,564$1.76M1.9%00.0%UnchangedHistory
ZSZscaler, Inc.Stock7,407$1.64M1.8%00.0%UnchangedHistory
ISRGIntuitive Surgical IncCOM NEW3,333$1.12M1.2%−162−4.6%ReducedHistory
NTRANatera, Inc.COM17,444$1.09M1.2%−1,090−5.9%ReducedHistory
PANWPalo Alto Networks IncStock3,705$1.09M1.2%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock7,299$1.08M1.2%00.0%UnchangedHistory
CPBCAMPBELL'S CoCOM24,014$1.04M1.1%00.0%UnchangedHistory
MRNAModerna, Inc.Stock9,510$945.8K1.0%00.0%UnchangedHistory
OKTAOkta, Inc.CL A10,248$927.8K1.0%00.0%UnchangedHistory
DDOGDatadog, Inc.CL A COM7,200$873.9K1.0%00.0%UnchangedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM4,348$832.3K0.9%−260−5.6%ReducedHistory
IOTSamsara Inc.Stock23,578$787.0K0.9%00.0%UnchangedHistory
TWSTTwist Bioscience CorpCOM20,970$773.0K0.8%00.0%UnchangedHistory
MAMastercard IncStock1,785$761.3K0.8%00.0%UnchangedHistory
VEEVVeeva Systems IncStock3,919$754.5K0.8%00.0%UnchangedHistory
SDGRSchrodinger, Inc.COM20,886$747.7K0.8%00.0%UnchangedHistory
TWLOTwilio IncCL A9,782$742.2K0.8%00.0%UnchangedHistory
PDPagerDuty, Inc.COM30,517$706.5K0.8%00.0%UnchangedHistory
NOWServiceNow, Inc.Stock893$630.9K0.7%00.0%UnchangedHistory
MORFMorphic Holding, Inc.COM20,286$585.9K0.6%+20,286NewHistory
MBLYMobileye Global Inc.Stock13,067$566.1K0.6%00.0%UnchangedHistory
TXG10x Genomics, Inc.CL A COM10,073$563.7K0.6%−1,135−10.1%ReducedHistory
SNOWSnowflake Inc.Stock2,549$507.3K0.6%00.0%UnchangedHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS12,007$489.4K0.5%+1,007+9.2%AddedHistory
GHGuardant Health, Inc.COM14,303$386.9K0.4%−1,630−10.2%ReducedHistory
SMARSmartsheet IncCOM CL A7,700$368.2K0.4%00.0%UnchangedHistory
RLAYRelay Therapeutics, Inc.COM31,807$350.2K0.4%00.0%UnchangedHistory
UUnity Software Inc.COM8,327$340.5K0.4%00.0%UnchangedHistory
RBLXRoblox CorpStock7,241$331.1K0.4%00.0%UnchangedHistory
ABCLAbCellera Biologics Inc.COM56,976$325.3K0.4%00.0%UnchangedHistory
PRMEPrime Medicine, Inc.COM32,977$292.2K0.3%00.0%UnchangedHistory
DOCUDocuSign, Inc.Stock4,211$250.3K0.3%+4,211NewHistory
BEAMBeam Therapeutics Inc.COM8,067$219.6K0.2%+8,067NewHistory
SSentinelOne, Inc.CL A7,900$216.8K0.2%+7,900NewHistory
DNLIDenali Therapeutics Inc.COM9,601$206.0K0.2%+9,601NewHistory
FULCFulcrum Therapeutics, Inc.COM26,127$176.4K0.2%00.0%UnchangedHistory
SEERSeer, Inc.COM CL A44,552$86.4K0.1%+44,552NewHistory

Sold out since Q3 2023 (2)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of Brandywine Managers, LLC sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
Olink Hldg AB680710100SPONSORED ADS13,600$200.6K0.3%–
CELLBruker Cellular Analysis, Inc.COM29,772$29.7K0.1%History