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