Brandywine Managers, LLC
- SEC CIK
- 0001135121
- Latest filing
- Aug 13, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 40
- −2 vs. Q4 2023
- Portfolio value
- $101.3M
- +$9.97M (+10.9%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464288257 | MSCI ACWI ETF | 349,815 | $38.5M | 38.0% | +49,684+16.6% | Added | – |
| PATHUiPath, Inc. | Stock | 1,006,660 | $22.8M | 22.5% | 00.0% | Unchanged | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 30,828 | $9.88M | 9.8% | +954+3.2% | Added | History |
| NVDANVIDIA Corp | Stock | 3,564 | $3.22M | 3.2% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 28,832 | $2.22M | 2.2% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 6,913 | $2.08M | 2.1% | 00.0% | Unchanged | History |
| NTRANatera, Inc. | COM | 17,444 | $1.60M | 1.6% | 00.0% | Unchanged | History |
| ZSZscaler, Inc. | Stock | 7,407 | $1.43M | 1.4% | 00.0% | Unchanged | History |
| ISRGIntuitive Surgical Inc | COM NEW | 3,333 | $1.33M | 1.3% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 7,299 | $1.32M | 1.3% | 00.0% | Unchanged | History |
| PANWPalo Alto Networks Inc | Stock | 4,075 | $1.16M | 1.1% | +370+10.0% | Added | History |
| OKTAOkta, Inc. | CL A | 10,248 | $1.07M | 1.1% | 00.0% | Unchanged | History |
| CPBCAMPBELL'S Co | COM | 24,014 | $1.07M | 1.1% | 00.0% | Unchanged | History |
| MRNAModerna, Inc. | Stock | 9,510 | $1.01M | 1.0% | 00.0% | Unchanged | History |
| VEEVVeeva Systems Inc | Stock | 3,919 | $908.0K | 0.9% | 00.0% | Unchanged | History |
| IOTSamsara Inc. | Stock | 23,578 | $891.0K | 0.9% | 00.0% | Unchanged | History |
| DDOGDatadog, Inc. | CL A COM | 7,200 | $889.9K | 0.9% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 1,785 | $859.6K | 0.8% | 00.0% | Unchanged | History |
| TWSTTwist Bioscience Corp | COM | 20,970 | $719.5K | 0.7% | 00.0% | Unchanged | History |
| MORFMorphic Holding, Inc. | COM | 20,286 | $714.1K | 0.7% | 00.0% | Unchanged | History |
| PDPagerDuty, Inc. | COM | 30,517 | $692.1K | 0.7% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 893 | $680.8K | 0.7% | 00.0% | Unchanged | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 4,348 | $649.8K | 0.6% | 00.0% | Unchanged | History |
| TWLOTwilio Inc | CL A | 9,782 | $598.2K | 0.6% | 00.0% | Unchanged | History |
| SDGRSchrodinger, Inc. | COM | 20,886 | $563.9K | 0.6% | 00.0% | Unchanged | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 12,007 | $514.6K | 0.5% | 00.0% | Unchanged | History |
| MBLYMobileye Global Inc. | Stock | 13,067 | $420.1K | 0.4% | 00.0% | Unchanged | History |
| SNOWSnowflake Inc. | Stock | 2,549 | $411.9K | 0.4% | 00.0% | Unchanged | History |
| TXG10x Genomics, Inc. | CL A COM | 10,073 | $378.0K | 0.4% | 00.0% | Unchanged | History |
| SMARSmartsheet Inc | COM CL A | 7,700 | $296.4K | 0.3% | 00.0% | Unchanged | History |
| GHGuardant Health, Inc. | COM | 14,303 | $295.1K | 0.3% | 00.0% | Unchanged | History |
| RBLXRoblox Corp | Stock | 7,241 | $276.5K | 0.3% | 00.0% | Unchanged | History |
| BEAMBeam Therapeutics Inc. | COM | 8,067 | $266.5K | 0.3% | 00.0% | Unchanged | History |
| RLAYRelay Therapeutics, Inc. | COM | 31,807 | $264.0K | 0.3% | 00.0% | Unchanged | History |
| ABCLAbCellera Biologics Inc. | COM | 56,976 | $258.1K | 0.3% | 00.0% | Unchanged | History |
| DOCUDocuSign, Inc. | Stock | 4,211 | $250.8K | 0.2% | 00.0% | Unchanged | History |
| FULCFulcrum Therapeutics, Inc. | COM | 26,127 | $246.6K | 0.2% | 00.0% | Unchanged | History |
| PRMEPrime Medicine, Inc. | COM | 32,977 | $230.8K | 0.2% | 00.0% | Unchanged | History |
| UUnity Software Inc. | COM | 8,327 | $222.3K | 0.2% | 00.0% | Unchanged | History |
| SEERSeer, Inc. | COM CL A | 44,552 | $84.6K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2023 (2)
Positions held at the end of Q4 2023 that are gone from this filing.