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Livermore
Livermore
ZHEN

Brandywine Managers, LLC

SEC CIK
0001135121
Latest filing
Aug 13, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
36
−4 vs. Q1 2024
Portfolio value
$94.5M
−$6.77M (−6.7%) vs. Q1 2024
Filed
Aug 14, 2024
SEC
Holdings of Brandywine Managers, LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr464288257MSCI ACWI ETF349,815$39.3M41.6%00.0%Unchanged–
PATHUiPath, Inc.Stock1,000,196$12.7M13.4%−6,464−0.6%ReducedHistory
CRWDCrowdStrike Holdings, Inc.Stock31,581$12.1M12.8%+753+2.4%AddedHistory
NVDANVIDIA CorpStock35,640$4.40M4.7%00.0%UnchangedConverted for a 10-for-1 splitHistory
UBERUber Technologies, IncStock29,354$2.13M2.3%+522+1.8%AddedHistory
NTRANatera, Inc.COM17,444$1.89M2.0%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock6,913$1.78M1.9%00.0%UnchangedHistory
ISRGIntuitive Surgical IncCOM NEW3,333$1.48M1.6%00.0%UnchangedHistory
ZSZscaler, Inc.Stock6,924$1.33M1.4%−483−6.5%ReducedHistory
DDOGDatadog, Inc.CL A COM9,222$1.20M1.3%+2,022+28.1%AddedHistory
OKTAOkta, Inc.CL A12,687$1.19M1.3%+2,439+23.8%AddedHistory
AMDAdvanced Micro Devices IncStock7,299$1.18M1.3%00.0%UnchangedHistory
MRNAModerna, Inc.Stock9,510$1.13M1.2%00.0%UnchangedHistory
CPBCAMPBELL'S CoCOM24,014$1.09M1.1%00.0%UnchangedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM4,348$1.06M1.1%00.0%UnchangedHistory
TWSTTwist Bioscience CorpCOM20,970$1.03M1.1%00.0%UnchangedHistory
NETCloudflare, Inc.CL A COM9,906$820.5K0.9%+9,906NewHistory
IOTSamsara Inc.Stock23,578$794.6K0.8%00.0%UnchangedHistory
MAMastercard IncStock1,785$787.5K0.8%00.0%UnchangedHistory
VEEVVeeva Systems IncStock3,919$717.2K0.8%00.0%UnchangedHistory
MDBMongoDB, Inc.CL A2,859$714.6K0.8%+2,859NewHistory
NOWServiceNow, Inc.Stock893$702.5K0.7%00.0%UnchangedHistory
PDPagerDuty, Inc.COM30,517$699.8K0.7%00.0%UnchangedHistory
LLYEli Lilly & CoStock588$532.4K0.6%+588NewHistory
NVONovo Nordisk A SADR3,482$497.0K0.5%+3,482NewHistory
MORFMorphic Holding, Inc.COM14,286$486.7K0.5%−6,000−29.6%ReducedHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS11,057$434.2K0.5%−950−7.9%ReducedHistory
SDGRSchrodinger, Inc.COM20,886$403.9K0.4%00.0%UnchangedHistory
SSentinelOne, Inc.CL A19,001$400.0K0.4%+19,001NewHistory
MBLYMobileye Global Inc.Stock13,067$367.0K0.4%00.0%UnchangedHistory
SNOWSnowflake Inc.Stock2,549$344.3K0.4%00.0%UnchangedHistory
RLAYRelay Therapeutics, Inc.COM31,807$207.4K0.2%00.0%UnchangedHistory
GHGuardant Health, Inc.COM7,152$206.6K0.2%−7,151−50.0%ReducedHistory
TXG10x Genomics, Inc.CL A COM10,073$195.9K0.2%00.0%UnchangedHistory
FULCFulcrum Therapeutics, Inc.COM26,127$162.0K0.2%00.0%UnchangedHistory
ABCLAbCellera Biologics Inc.COM28,488$84.3K0.1%−28,488−50.0%ReducedHistory

Sold out since Q1 2024 (9)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Brandywine Managers, LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
PANWPalo Alto Networks IncStock4,075$1.16M1.1%History
TWLOTwilio IncCL A9,782$598.2K0.6%History
SMARSmartsheet IncCOM CL A7,700$296.4K0.3%History
RBLXRoblox CorpStock7,241$276.5K0.3%History
BEAMBeam Therapeutics Inc.COM8,067$266.5K0.3%History
DOCUDocuSign, Inc.Stock4,211$250.8K0.2%History
PRMEPrime Medicine, Inc.COM32,977$230.8K0.2%History
UUnity Software Inc.COM8,327$222.3K0.2%History
SEERSeer, Inc.COM CL A44,552$84.6K0.1%History