Brandywine Managers, LLC
- SEC CIK
- 0001135121
- Latest filing
- Aug 13, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 46
- +6 vs. Q1 2026
- Portfolio value
- $202.2M
- +$32.2M (+19.0%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ABCLAbCellera Biologics Inc. | COM | 28,488 | $223.6K | 0.1% | 00.0% | Unchanged | History |
| IMTXImmatics N.V. | SHS | 25,227 | $255.6K | 0.1% | +25,227 | New | History |
| KVYOKlaviyo, Inc. | COM SER A | 17,384 | $262.5K | 0.1% | 00.0% | Unchanged | History |
| IMRXImmuneering Corp | CLASS A COM | 55,066 | $274.8K | 0.1% | +55,066 | New | History |
| HTFLHeartflow, Inc. | COM | 10,024 | $294.1K | 0.1% | −6,750−40.2% | Reduced | History |
| PDPagerDuty, Inc. | COM | 30,517 | $294.5K | 0.1% | 00.0% | Unchanged | History |
| OKTAOkta, Inc. | CL A | 2,809 | $383.3K | 0.2% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 357 | $428.2K | 0.2% | −340−48.8% | Reduced | History |
| SDGRSchrodinger, Inc. | COM | 28,456 | $462.4K | 0.2% | 00.0% | Unchanged | History |
| VKTXViking Therapeutics, Inc. | COM | 12,301 | $479.9K | 0.2% | 00.0% | Unchanged | History |
| ISRGIntuitive Surgical Inc | COM NEW | 1,208 | $480.4K | 0.2% | −650−35.0% | Reduced | History |
| TWLOTwilio Inc | CL A | 2,357 | $486.3K | 0.2% | 00.0% | Unchanged | History |
| SNDKSandisk Corp | COM | 250 | $568.4K | 0.3% | +250 | New | History |
| GOOGAlphabet Inc. | Stock | 1,857 | $656.1K | 0.3% | 00.0% | Unchanged | History |
| MRNAModerna, Inc. | Stock | 9,510 | $666.0K | 0.3% | 00.0% | Unchanged | History |
| BLLNBillionToOne, Inc. | CL A | 5,750 | $689.9K | 0.3% | 00.0% | Unchanged | History |
| CELCCelcuity Inc. | COM | 6,621 | $692.7K | 0.3% | +6,621 | New | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 2,318 | $697.8K | 0.3% | −850−26.8% | Reduced | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 13,357 | $716.9K | 0.4% | 00.0% | Unchanged | History |
| RLAYRelay Therapeutics, Inc. | COM | 38,429 | $719.0K | 0.4% | 00.0% | Unchanged | History |
| TXG10x Genomics, Inc. | CL A COM | 18,938 | $726.1K | 0.4% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 1,967 | $743.0K | 0.4% | 00.0% | Unchanged | History |
| ALABAstera Labs, Inc. | Stock | 1,618 | $781.5K | 0.4% | +1,618 | New | History |
| MPWRMonolithic Power Systems, Inc. | COM | 603 | $833.6K | 0.4% | +61+11.3% | Added | History |
| KYMRKymera Therapeutics, Inc. | COM | 7,570 | $868.1K | 0.4% | 00.0% | Unchanged | History |
| BEAMBeam Therapeutics Inc. | COM | 25,455 | $873.6K | 0.4% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 1,785 | $916.8K | 0.5% | 00.0% | Unchanged | History |
| IOTSamsara Inc. | Stock | 30,970 | $1.00M | 0.5% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 6,913 | $1.08M | 0.5% | 00.0% | Unchanged | History |
| MDBMongoDB, Inc. | CL A | 3,521 | $1.18M | 0.6% | 00.0% | Unchanged | History |
| SNOWSnowflake Inc. | Stock | 4,988 | $1.27M | 0.6% | 00.0% | Unchanged | History |
| GHGuardant Health, Inc. | COM | 9,133 | $1.37M | 0.7% | 00.0% | Unchanged | History |
| PANWPalo Alto Networks Inc | Stock | 4,689 | $1.60M | 0.8% | 00.0% | Unchanged | History |
| MUMicron Technology Inc | Stock | 1,416 | $1.63M | 0.8% | +1,416 | New | History |
| VICRVicor Corp | COM | 5,303 | $2.01M | 1.0% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 29,354 | $2.12M | 1.0% | 00.0% | Unchanged | History |
| TWSTTwist Bioscience Corp | COM | 20,970 | $2.16M | 1.1% | 00.0% | Unchanged | History |
| NETCloudflare, Inc. | CL A COM | 10,677 | $2.62M | 1.3% | +771+7.8% | Added | History |
| DDOGDatadog, Inc. | CL A COM | 10,100 | $2.63M | 1.3% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 5,213 | $3.03M | 1.5% | −1,885−26.6% | Reduced | History |
| NVDANVIDIA Corp | Stock | 15,180 | $3.04M | 1.5% | −3,680−19.5% | Reduced | History |
| NTRANatera, Inc. | COM | 14,588 | $3.96M | 2.0% | 00.0% | Unchanged | History |
| PATHUiPath, Inc. | Stock | 1,009,684 | $11.0M | 5.4% | 00.0% | Unchanged | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 32,439 | $24.8M | 12.2% | +315+1.0% | Added | History |
| iShares Tr464288257 | MSCI ACWI ETF | 293,679 | $46.1M | 22.8% | 00.0% | Unchanged | – |
| CPBCAMPBELL'S Co | COM | 3,329,500 | $74.1M | 36.7% | 00.0% | Unchanged | History |