Brandywine Managers, LLC
- SEC CIK
- 0001135121
- Latest filing
- Aug 13, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 36
- +1 vs. Q1 2025
- Portfolio value
- $100.6M
- +$17.3M (+20.7%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ABCLAbCellera Biologics Inc. | COM | 28,488 | $97.7K | 0.1% | 00.0% | Unchanged | History |
| RLAYRelay Therapeutics, Inc. | COM | 38,429 | $133.0K | 0.1% | 00.0% | Unchanged | History |
| SSentinelOne, Inc. | CL A | 10,501 | $192.0K | 0.2% | −8,500−44.7% | Reduced | History |
| VKTXViking Therapeutics, Inc. | COM | 8,082 | $214.2K | 0.2% | +8,082 | New | History |
| TXG10x Genomics, Inc. | CL A COM | 18,938 | $219.3K | 0.2% | 00.0% | Unchanged | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 11,057 | $229.3K | 0.2% | 00.0% | Unchanged | History |
| NVONovo Nordisk A S | ADR | 3,747 | $258.6K | 0.3% | −475−11.3% | Reduced | History |
| MRNAModerna, Inc. | Stock | 9,510 | $262.4K | 0.3% | 00.0% | Unchanged | History |
| TWLOTwilio Inc | CL A | 2,357 | $293.1K | 0.3% | 00.0% | Unchanged | History |
| BEAMBeam Therapeutics Inc. | COM | 18,606 | $316.5K | 0.3% | +7,300+64.6% | Added | History |
| SDGRSchrodinger, Inc. | COM | 20,886 | $420.2K | 0.4% | 00.0% | Unchanged | History |
| KVYOKlaviyo, Inc. | COM SER A | 13,038 | $437.8K | 0.4% | +4,346+50.0% | Added | History |
| PDPagerDuty, Inc. | COM | 30,517 | $466.3K | 0.5% | 00.0% | Unchanged | History |
| GHGuardant Health, Inc. | COM | 10,233 | $532.5K | 0.5% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 697 | $543.3K | 0.5% | 00.0% | Unchanged | History |
| TWSTTwist Bioscience Corp | COM | 20,970 | $771.5K | 0.8% | 00.0% | Unchanged | History |
| VEEVVeeva Systems Inc | Stock | 2,759 | $794.5K | 0.8% | −500−15.3% | Reduced | History |
| MDBMongoDB, Inc. | CL A | 4,121 | $865.4K | 0.9% | +620+17.7% | Added | History |
| NOWServiceNow, Inc. | Stock | 893 | $918.1K | 0.9% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 1,785 | $1.00M | 1.0% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 7,098 | $1.01M | 1.0% | −800−10.1% | Reduced | History |
| OKTAOkta, Inc. | CL A | 10,309 | $1.03M | 1.0% | −800−7.2% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 4,988 | $1.12M | 1.1% | 00.0% | Unchanged | History |
| IOTSamsara Inc. | Stock | 30,970 | $1.23M | 1.2% | 00.0% | Unchanged | History |
| DDOGDatadog, Inc. | CL A COM | 10,100 | $1.36M | 1.3% | 00.0% | Unchanged | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 4,218 | $1.38M | 1.4% | −130−3.0% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 3,178 | $1.73M | 1.7% | −65−2.0% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 6,913 | $1.89M | 1.9% | 00.0% | Unchanged | History |
| NETCloudflare, Inc. | CL A COM | 9,906 | $1.94M | 1.9% | 00.0% | Unchanged | History |
| ZSZscaler, Inc. | Stock | 8,359 | $2.62M | 2.6% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 29,354 | $2.74M | 2.7% | 00.0% | Unchanged | History |
| NTRANatera, Inc. | COM | 17,838 | $3.01M | 3.0% | −200−1.1% | Reduced | History |
| NVDANVIDIA Corp | Stock | 20,310 | $3.21M | 3.2% | 00.0% | Unchanged | History |
| PATHUiPath, Inc. | Stock | 1,009,684 | $12.9M | 12.8% | 00.0% | Unchanged | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 32,814 | $16.7M | 16.6% | 00.0% | Unchanged | History |
| iShares Tr464288257 | MSCI ACWI ETF | 293,679 | $37.8M | 37.5% | 00.0% | Unchanged | – |