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Livermore
Livermore
ZHEN

Brandywine Managers, LLC

SEC CIK
0001135121
Latest filing
Aug 13, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 14, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
40
+2 vs. Q4 2025
Portfolio value
$169.9M
−$32.3M (−16.0%) vs. Q4 2025
Filed
May 14, 2026
SEC
Holdings of Brandywine Managers, LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
CPBCAMPBELL'S CoCOM3,329,500$74.1M43.6%00.0%UnchangedHistory
iShares Tr464288257MSCI ACWI ETF293,679$40.6M23.9%00.0%Unchanged–
CRWDCrowdStrike Holdings, Inc.Stock32,124$12.5M7.4%−240−0.7%ReducedHistory
PATHUiPath, Inc.Stock1,009,684$11.2M6.6%00.0%UnchangedHistory
NVDANVIDIA CorpStock18,860$3.29M1.9%−550−2.8%ReducedHistory
NTRANatera, Inc.COM14,588$2.92M1.7%−1,000−6.4%ReducedHistory
UBERUber Technologies, IncStock29,354$2.11M1.2%00.0%UnchangedHistory
NETCloudflare, Inc.CL A COM9,906$2.04M1.2%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock7,098$1.44M0.8%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock6,913$1.29M0.8%00.0%UnchangedHistory
DDOGDatadog, Inc.CL A COM10,100$1.19M0.7%00.0%UnchangedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM3,168$1.05M0.6%−450−12.4%ReducedHistory
TWSTTwist Bioscience CorpCOM20,970$996.5K0.6%00.0%UnchangedHistory
IOTSamsara Inc.Stock30,970$981.4K0.6%00.0%UnchangedHistory
MAMastercard IncStock1,785$891.9K0.5%00.0%UnchangedHistory
MDBMongoDB, Inc.CL A3,521$861.8K0.5%00.0%UnchangedHistory
ISRGIntuitive Surgical IncCOM NEW1,858$856.5K0.5%−320−14.7%ReducedHistory
VICRVicor CorpCOM5,303$853.8K0.5%+5,303NewHistory
GHGuardant Health, Inc.COM9,133$843.6K0.5%−1,000−9.9%ReducedHistory
SNOWSnowflake Inc.Stock4,988$752.3K0.4%00.0%UnchangedHistory
PANWPalo Alto Networks IncStock4,689$751.7K0.4%+4,689NewHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS13,357$643.8K0.4%00.0%UnchangedHistory
LLYEli Lilly & CoStock697$641.1K0.4%00.0%UnchangedHistory
KYMRKymera Therapeutics, Inc.COM7,570$630.5K0.4%+7,570NewHistory
AVGOBroadcom Inc.Stock1,967$608.8K0.4%+1,967NewHistory
BEAMBeam Therapeutics Inc.COM25,455$606.6K0.4%+6,849+36.8%AddedHistory
MPWRMonolithic Power Systems, Inc.COM542$592.6K0.3%+542NewHistory
GOOGAlphabet Inc.Stock1,857$532.7K0.3%+1,857NewHistory
MRNAModerna, Inc.Stock9,510$483.1K0.3%00.0%UnchangedHistory
BLLNBillionToOne, Inc.CL A5,750$453.9K0.3%+5,750NewHistory
HTFLHeartflow, Inc.COM16,774$408.1K0.2%00.0%UnchangedHistory
TXG10x Genomics, Inc.CL A COM18,938$402.1K0.2%00.0%UnchangedHistory
VKTXViking Therapeutics, Inc.COM12,301$400.3K0.2%00.0%UnchangedHistory
RLAYRelay Therapeutics, Inc.COM38,429$382.4K0.2%00.0%UnchangedHistory
KVYOKlaviyo, Inc.COM SER A17,384$338.3K0.2%00.0%UnchangedHistory
SDGRSchrodinger, Inc.COM28,456$323.3K0.2%+7,570+36.2%AddedHistory
TWLOTwilio IncCL A2,357$296.6K0.2%00.0%UnchangedHistory
OKTAOkta, Inc.CL A2,809$221.1K0.1%−1,100−28.1%ReducedHistory
PDPagerDuty, Inc.COM30,517$189.5K0.1%00.0%UnchangedHistory
ABCLAbCellera Biologics Inc.COM28,488$99.4K0.1%00.0%UnchangedHistory

Sold out since Q4 2025 (5)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Brandywine Managers, LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
ZSZscaler, Inc.Stock8,359$1.88M0.9%History
Avidity Biosciences, Inc.05370A108COM12,540$904.5K0.4%–
NOWServiceNow, Inc.Stock4,465$684.0K0.3%History
FIGFigma, Inc.Stock17,130$640.1K0.3%History
VEEVVeeva Systems IncStock2,759$615.9K0.3%History