Brandywine Managers, LLC
- SEC CIK
- 0001135121
- Latest filing
- Aug 13, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 38
- +1 vs. Q3 2025
- Portfolio value
- $202.3M
- +$98.0M (+94.0%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ABCLAbCellera Biologics Inc. | COM | 28,488 | $97.4K | <0.1% | 00.0% | Unchanged | History |
| MRNAModerna, Inc. | Stock | 9,510 | $280.4K | 0.1% | 00.0% | Unchanged | History |
| TXG10x Genomics, Inc. | CL A COM | 18,938 | $308.9K | 0.2% | 00.0% | Unchanged | History |
| RLAYRelay Therapeutics, Inc. | COM | 38,429 | $325.1K | 0.2% | 00.0% | Unchanged | History |
| TWLOTwilio Inc | CL A | 2,357 | $335.3K | 0.2% | 00.0% | Unchanged | History |
| OKTAOkta, Inc. | CL A | 3,909 | $338.0K | 0.2% | −300−7.1% | Reduced | History |
| SDGRSchrodinger, Inc. | COM | 20,886 | $373.4K | 0.2% | 00.0% | Unchanged | History |
| PDPagerDuty, Inc. | COM | 30,517 | $400.1K | 0.2% | 00.0% | Unchanged | History |
| VKTXViking Therapeutics, Inc. | COM | 12,301 | $432.7K | 0.2% | 00.0% | Unchanged | History |
| HTFLHeartflow, Inc. | COM | 16,774 | $489.0K | 0.2% | 00.0% | Unchanged | History |
| BEAMBeam Therapeutics Inc. | COM | 18,606 | $515.8K | 0.3% | 00.0% | Unchanged | History |
| KVYOKlaviyo, Inc. | COM SER A | 17,384 | $564.5K | 0.3% | 00.0% | Unchanged | History |
| VEEVVeeva Systems Inc | Stock | 2,759 | $615.9K | 0.3% | 00.0% | Unchanged | History |
| FIGFigma, Inc. | Stock | 17,130 | $640.1K | 0.3% | +2,652+18.3% | Added | History |
| TWSTTwist Bioscience Corp | COM | 20,970 | $665.2K | 0.3% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 4,465 | $684.0K | 0.3% | 00.0% | UnchangedConverted for a 5-for-1 split | History |
| LLYEli Lilly & Co | Stock | 697 | $749.1K | 0.4% | 00.0% | Unchanged | History |
| Avidity Biosciences, Inc.05370A108 | COM | 12,540 | $904.5K | 0.4% | 00.0% | Unchanged | – |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 13,357 | $929.0K | 0.5% | +2,300+20.8% | Added | History |
| MAMastercard Inc | Stock | 1,785 | $1.02M | 0.5% | 00.0% | Unchanged | History |
| GHGuardant Health, Inc. | COM | 10,133 | $1.03M | 0.5% | −100−1.0% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 4,988 | $1.09M | 0.5% | 00.0% | Unchanged | History |
| IOTSamsara Inc. | Stock | 30,970 | $1.10M | 0.5% | 00.0% | Unchanged | History |
| ISRGIntuitive Surgical Inc | COM NEW | 2,178 | $1.23M | 0.6% | −100−4.4% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 10,100 | $1.37M | 0.7% | 00.0% | Unchanged | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 3,618 | $1.44M | 0.7% | −100−2.7% | Reduced | History |
| MDBMongoDB, Inc. | CL A | 3,521 | $1.48M | 0.7% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 7,098 | $1.52M | 0.8% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 6,913 | $1.83M | 0.9% | 00.0% | Unchanged | History |
| ZSZscaler, Inc. | Stock | 8,359 | $1.88M | 0.9% | 00.0% | Unchanged | History |
| NETCloudflare, Inc. | CL A COM | 9,906 | $1.95M | 1.0% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 29,354 | $2.40M | 1.2% | 00.0% | Unchanged | History |
| NTRANatera, Inc. | COM | 15,588 | $3.57M | 1.8% | −200−1.3% | Reduced | History |
| NVDANVIDIA Corp | Stock | 19,410 | $3.62M | 1.8% | −200−1.0% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 32,364 | $15.2M | 7.5% | −100−0.3% | Reduced | History |
| PATHUiPath, Inc. | Stock | 1,009,684 | $16.5M | 8.2% | 00.0% | Unchanged | History |
| iShares Tr464288257 | MSCI ACWI ETF | 293,679 | $41.6M | 20.5% | 00.0% | Unchanged | – |
| CPBCAMPBELL'S Co | COM | 3,329,500 | $92.8M | 45.9% | +3,329,500 | New | History |