Brandywine Managers, LLC
- SEC CIK
- 0001135121
- Latest filing
- Aug 13, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 35
- −2 vs. Q4 2024
- Portfolio value
- $83.4M
- −$11.5M (−12.2%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ABCLAbCellera Biologics Inc. | COM | 28,488 | $63.5K | 0.1% | 00.0% | Unchanged | History |
| RLAYRelay Therapeutics, Inc. | COM | 38,429 | $100.7K | 0.1% | 00.0% | Unchanged | History |
| TXG10x Genomics, Inc. | CL A COM | 18,938 | $165.3K | 0.2% | +8,865+88.0% | Added | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 11,057 | $191.4K | 0.2% | 00.0% | Unchanged | History |
| BEAMBeam Therapeutics Inc. | COM | 11,306 | $220.8K | 0.3% | 00.0% | Unchanged | History |
| TWLOTwilio Inc | CL A | 2,357 | $230.8K | 0.3% | 00.0% | Unchanged | History |
| KVYOKlaviyo, Inc. | COM SER A | 8,692 | $263.0K | 0.3% | 00.0% | Unchanged | History |
| MRNAModerna, Inc. | Stock | 9,510 | $269.6K | 0.3% | 00.0% | Unchanged | History |
| NVONovo Nordisk A S | ADR | 4,222 | $293.2K | 0.4% | 00.0% | Unchanged | History |
| SSentinelOne, Inc. | CL A | 19,001 | $345.4K | 0.4% | 00.0% | Unchanged | History |
| SDGRSchrodinger, Inc. | COM | 20,886 | $412.3K | 0.5% | 00.0% | Unchanged | History |
| GHGuardant Health, Inc. | COM | 10,233 | $435.9K | 0.5% | 00.0% | Unchanged | History |
| PDPagerDuty, Inc. | COM | 30,517 | $557.5K | 0.7% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 697 | $575.7K | 0.7% | 00.0% | Unchanged | History |
| MDBMongoDB, Inc. | CL A | 3,501 | $614.1K | 0.7% | +642+22.5% | Added | History |
| NOWServiceNow, Inc. | Stock | 893 | $711.0K | 0.9% | 00.0% | Unchanged | History |
| SNOWSnowflake Inc. | Stock | 4,988 | $729.0K | 0.9% | 00.0% | Unchanged | History |
| VEEVVeeva Systems Inc | Stock | 3,259 | $754.9K | 0.9% | −660−16.8% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 7,898 | $811.4K | 1.0% | 00.0% | Unchanged | History |
| TWSTTwist Bioscience Corp | COM | 20,970 | $823.3K | 1.0% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 1,785 | $978.4K | 1.2% | 00.0% | Unchanged | History |
| DDOGDatadog, Inc. | CL A COM | 10,100 | $1.00M | 1.2% | 00.0% | Unchanged | History |
| NETCloudflare, Inc. | CL A COM | 9,906 | $1.12M | 1.3% | 00.0% | Unchanged | History |
| OKTAOkta, Inc. | CL A | 11,109 | $1.17M | 1.4% | −1,578−12.4% | Reduced | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 4,348 | $1.17M | 1.4% | 00.0% | Unchanged | History |
| IOTSamsara Inc. | Stock | 30,970 | $1.19M | 1.4% | 00.0% | Unchanged | History |
| ISRGIntuitive Surgical Inc | COM NEW | 3,243 | $1.61M | 1.9% | −90−2.7% | Reduced | History |
| ZSZscaler, Inc. | Stock | 8,359 | $1.66M | 2.0% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 6,913 | $1.86M | 2.2% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 29,354 | $2.14M | 2.6% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 20,310 | $2.20M | 2.6% | −1,080−5.0% | Reduced | History |
| NTRANatera, Inc. | COM | 18,038 | $2.55M | 3.1% | −300−1.6% | Reduced | History |
| PATHUiPath, Inc. | Stock | 1,009,684 | $10.4M | 12.5% | 00.0% | Unchanged | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 32,814 | $11.6M | 13.9% | 00.0% | Unchanged | History |
| iShares Tr464288257 | MSCI ACWI ETF | 293,679 | $34.2M | 41.0% | −51,969−15.0% | Reduced | – |
Sold out since Q4 2024 (2)
Positions held at the end of Q4 2024 that are gone from this filing.