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

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