Brandywine Managers, LLC
- SEC CIK
- 0001135121
- Latest filing
- Aug 13, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 37
- +1 vs. Q2 2025
- Portfolio value
- $104.2M
- +$3.62M (+3.6%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ABCLAbCellera Biologics Inc. | COM | 28,488 | $143.3K | 0.1% | 00.0% | Unchanged | History |
| RLAYRelay Therapeutics, Inc. | COM | 38,429 | $200.6K | 0.2% | 00.0% | Unchanged | History |
| TXG10x Genomics, Inc. | CL A COM | 18,938 | $221.4K | 0.2% | 00.0% | Unchanged | History |
| TWLOTwilio Inc | CL A | 2,357 | $235.9K | 0.2% | 00.0% | Unchanged | History |
| MRNAModerna, Inc. | Stock | 9,510 | $245.6K | 0.2% | 00.0% | Unchanged | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 11,057 | $309.6K | 0.3% | 00.0% | Unchanged | History |
| VKTXViking Therapeutics, Inc. | COM | 12,301 | $323.3K | 0.3% | +4,219+52.2% | Added | History |
| OKTAOkta, Inc. | CL A | 4,209 | $386.0K | 0.4% | −6,100−59.2% | Reduced | History |
| SDGRSchrodinger, Inc. | COM | 20,886 | $419.0K | 0.4% | 00.0% | Unchanged | History |
| BEAMBeam Therapeutics Inc. | COM | 18,606 | $451.6K | 0.4% | 00.0% | Unchanged | History |
| KVYOKlaviyo, Inc. | COM SER A | 17,384 | $481.4K | 0.5% | +4,346+33.3% | Added | History |
| PDPagerDuty, Inc. | COM | 30,517 | $504.1K | 0.5% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 697 | $531.8K | 0.5% | 00.0% | Unchanged | History |
| Avidity Biosciences, Inc.05370A108 | COM | 12,540 | $546.4K | 0.5% | +12,540 | New | – |
| HTFLHeartflow, Inc. | COM | 16,774 | $564.6K | 0.5% | +16,774 | New | History |
| TWSTTwist Bioscience Corp | COM | 20,970 | $590.1K | 0.6% | 00.0% | Unchanged | History |
| GHGuardant Health, Inc. | COM | 10,233 | $639.4K | 0.6% | 00.0% | Unchanged | History |
| FIGFigma, Inc. | Stock | 14,478 | $751.0K | 0.7% | +14,478 | New | History |
| NOWServiceNow, Inc. | Stock | 893 | $821.8K | 0.8% | 00.0% | Unchanged | History |
| VEEVVeeva Systems Inc | Stock | 2,759 | $821.9K | 0.8% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 1,785 | $1.02M | 1.0% | 00.0% | Unchanged | History |
| ISRGIntuitive Surgical Inc | COM NEW | 2,278 | $1.02M | 1.0% | −900−28.3% | Reduced | History |
| MDBMongoDB, Inc. | CL A | 3,521 | $1.09M | 1.0% | −600−14.6% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 4,988 | $1.13M | 1.1% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 7,098 | $1.15M | 1.1% | 00.0% | Unchanged | History |
| IOTSamsara Inc. | Stock | 30,970 | $1.15M | 1.1% | 00.0% | Unchanged | History |
| DDOGDatadog, Inc. | CL A COM | 10,100 | $1.44M | 1.4% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 6,913 | $1.64M | 1.6% | 00.0% | Unchanged | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 3,718 | $1.70M | 1.6% | −500−11.9% | Reduced | History |
| NETCloudflare, Inc. | CL A COM | 9,906 | $2.13M | 2.0% | 00.0% | Unchanged | History |
| ZSZscaler, Inc. | Stock | 8,359 | $2.50M | 2.4% | 00.0% | Unchanged | History |
| NTRANatera, Inc. | COM | 15,788 | $2.54M | 2.4% | −2,050−11.5% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 29,354 | $2.88M | 2.8% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 19,610 | $3.66M | 3.5% | −700−3.4% | Reduced | History |
| PATHUiPath, Inc. | Stock | 1,009,684 | $13.5M | 13.0% | 00.0% | Unchanged | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 32,464 | $15.9M | 15.3% | −350−1.1% | Reduced | History |
| iShares Tr464288257 | MSCI ACWI ETF | 293,679 | $40.6M | 38.9% | 00.0% | Unchanged | – |
Sold out since Q2 2025 (2)
Positions held at the end of Q2 2025 that are gone from this filing.