Brandywine Managers, LLC
- SEC CIK
- 0001135121
- Latest filing
- Aug 13, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 37
- +2 vs. Q3 2024
- Portfolio value
- $94.9M
- +$1.87M (+2.0%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ABCLAbCellera Biologics Inc. | COM | 28,488 | $83.5K | 0.1% | 00.0% | Unchanged | History |
| TXG10x Genomics, Inc. | CL A COM | 10,073 | $144.6K | 0.2% | 00.0% | Unchanged | History |
| RLAYRelay Therapeutics, Inc. | COM | 38,429 | $158.3K | 0.2% | 00.0% | Unchanged | History |
| TWLOTwilio Inc | CL A | 2,357 | $254.7K | 0.3% | +2,357 | New | History |
| MBLYMobileye Global Inc. | Stock | 13,067 | $260.3K | 0.3% | 00.0% | Unchanged | History |
| BEAMBeam Therapeutics Inc. | COM | 11,306 | $280.4K | 0.3% | 00.0% | Unchanged | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 11,057 | $299.9K | 0.3% | 00.0% | Unchanged | History |
| GHGuardant Health, Inc. | COM | 10,233 | $312.6K | 0.3% | 00.0% | Unchanged | History |
| VKTXViking Therapeutics, Inc. | COM | 8,082 | $325.2K | 0.3% | 00.0% | Unchanged | History |
| KVYOKlaviyo, Inc. | COM SER A | 8,692 | $358.5K | 0.4% | +8,692 | New | History |
| NVONovo Nordisk A S | ADR | 4,222 | $363.2K | 0.4% | 00.0% | Unchanged | History |
| MRNAModerna, Inc. | Stock | 9,510 | $395.4K | 0.4% | 00.0% | Unchanged | History |
| SDGRSchrodinger, Inc. | COM | 20,886 | $402.9K | 0.4% | 00.0% | Unchanged | History |
| SSentinelOne, Inc. | CL A | 19,001 | $421.8K | 0.4% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 697 | $538.1K | 0.6% | 00.0% | Unchanged | History |
| PDPagerDuty, Inc. | COM | 30,517 | $557.2K | 0.6% | 00.0% | Unchanged | History |
| MDBMongoDB, Inc. | CL A | 2,859 | $665.6K | 0.7% | 00.0% | Unchanged | History |
| SNOWSnowflake Inc. | Stock | 4,988 | $770.2K | 0.8% | 00.0% | Unchanged | History |
| VEEVVeeva Systems Inc | Stock | 3,919 | $824.0K | 0.9% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 1,785 | $939.9K | 1.0% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 893 | $946.7K | 1.0% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 7,898 | $954.0K | 1.0% | 00.0% | Unchanged | History |
| TWSTTwist Bioscience Corp | COM | 20,970 | $974.5K | 1.0% | 00.0% | Unchanged | History |
| OKTAOkta, Inc. | CL A | 12,687 | $999.7K | 1.1% | 00.0% | Unchanged | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 4,348 | $1.02M | 1.1% | 00.0% | Unchanged | History |
| NETCloudflare, Inc. | CL A COM | 9,906 | $1.07M | 1.1% | 00.0% | Unchanged | History |
| IOTSamsara Inc. | Stock | 30,970 | $1.35M | 1.4% | 00.0% | Unchanged | History |
| DDOGDatadog, Inc. | CL A COM | 10,100 | $1.44M | 1.5% | 00.0% | Unchanged | History |
| ZSZscaler, Inc. | Stock | 8,359 | $1.51M | 1.6% | 00.0% | Unchanged | History |
| ISRGIntuitive Surgical Inc | COM NEW | 3,333 | $1.74M | 1.8% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 29,354 | $1.77M | 1.9% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 6,913 | $2.31M | 2.4% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 21,390 | $2.87M | 3.0% | 00.0% | Unchanged | History |
| NTRANatera, Inc. | COM | 18,338 | $2.90M | 3.1% | 00.0% | Unchanged | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 32,814 | $11.2M | 11.8% | 00.0% | Unchanged | History |
| PATHUiPath, Inc. | Stock | 1,009,684 | $12.8M | 13.5% | +9,488+0.9% | Added | History |
| iShares Tr464288257 | MSCI ACWI ETF | 345,648 | $40.6M | 42.8% | −4,167−1.2% | Reduced | – |