Brandywine Managers, LLC
- SEC CIK
- 0001135121
- Latest filing
- Aug 13, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 35
- −1 vs. Q2 2024
- Portfolio value
- $93.0M
- −$1.52M (−1.6%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ABCLAbCellera Biologics Inc. | COM | 28,488 | $74.1K | 0.1% | 00.0% | Unchanged | History |
| MBLYMobileye Global Inc. | Stock | 13,067 | $179.0K | 0.2% | 00.0% | Unchanged | History |
| TXG10x Genomics, Inc. | CL A COM | 10,073 | $227.4K | 0.2% | 00.0% | Unchanged | History |
| GHGuardant Health, Inc. | COM | 10,233 | $234.7K | 0.3% | +3,081+43.1% | Added | History |
| RLAYRelay Therapeutics, Inc. | COM | 38,429 | $272.1K | 0.3% | +6,622+20.8% | Added | History |
| BEAMBeam Therapeutics Inc. | COM | 11,306 | $277.0K | 0.3% | +11,306 | New | History |
| SDGRSchrodinger, Inc. | COM | 20,886 | $387.4K | 0.4% | 00.0% | Unchanged | History |
| SSentinelOne, Inc. | CL A | 19,001 | $454.5K | 0.5% | 00.0% | Unchanged | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 11,057 | $485.3K | 0.5% | 00.0% | Unchanged | History |
| NVONovo Nordisk A S | ADR | 4,222 | $502.7K | 0.5% | +740+21.3% | Added | History |
| VKTXViking Therapeutics, Inc. | COM | 8,082 | $511.7K | 0.6% | +8,082 | New | History |
| PDPagerDuty, Inc. | COM | 30,517 | $566.1K | 0.6% | 00.0% | Unchanged | History |
| SNOWSnowflake Inc. | Stock | 4,988 | $572.9K | 0.6% | +2,439+95.7% | Added | History |
| LLYEli Lilly & Co | Stock | 697 | $617.5K | 0.7% | +109+18.5% | Added | History |
| MRNAModerna, Inc. | Stock | 9,510 | $635.6K | 0.7% | 00.0% | Unchanged | History |
| MDBMongoDB, Inc. | CL A | 2,859 | $772.9K | 0.8% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 893 | $798.7K | 0.9% | 00.0% | Unchanged | History |
| NETCloudflare, Inc. | CL A COM | 9,906 | $801.3K | 0.9% | 00.0% | Unchanged | History |
| VEEVVeeva Systems Inc | Stock | 3,919 | $822.5K | 0.9% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 1,785 | $881.4K | 0.9% | 00.0% | Unchanged | History |
| OKTAOkta, Inc. | CL A | 12,687 | $943.2K | 1.0% | 00.0% | Unchanged | History |
| TWSTTwist Bioscience Corp | COM | 20,970 | $947.4K | 1.0% | 00.0% | Unchanged | History |
| DDOGDatadog, Inc. | CL A COM | 10,100 | $1.16M | 1.2% | +878+9.5% | Added | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 4,348 | $1.20M | 1.3% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 7,898 | $1.30M | 1.4% | +599+8.2% | Added | History |
| ZSZscaler, Inc. | Stock | 8,359 | $1.43M | 1.5% | +1,435+20.7% | Added | History |
| IOTSamsara Inc. | Stock | 30,970 | $1.49M | 1.6% | +7,392+31.4% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 3,333 | $1.64M | 1.8% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 6,913 | $1.89M | 2.0% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 29,354 | $2.21M | 2.4% | 00.0% | Unchanged | History |
| NTRANatera, Inc. | COM | 18,338 | $2.33M | 2.5% | +894+5.1% | Added | History |
| NVDANVIDIA Corp | Stock | 21,390 | $2.60M | 2.8% | −14,250−40.0% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 32,814 | $9.20M | 9.9% | +1,233+3.9% | Added | History |
| PATHUiPath, Inc. | Stock | 1,000,196 | $12.8M | 13.8% | 00.0% | Unchanged | History |
| iShares Tr464288257 | MSCI ACWI ETF | 349,815 | $41.8M | 45.0% | 00.0% | Unchanged | – |
Sold out since Q2 2024 (3)
Positions held at the end of Q2 2024 that are gone from this filing.