Brandywine Managers, LLC

13F filer · CIK 0001135121

Reported Aug 14, 2026

13F portfolio value$202MU.S. long equity reported on 13F

Positions45Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight64.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202645 positions
CPBCAMPBELL'S Co	$74.1M	36.68%	1.12%	Not reported	Q3 2014
CRWDCrowdStrike Holdings, Inc.	$24.8M	12.25%	0.01%	+1.0%	Q2 2019
PATHUiPath, Inc.	$11M	5.43%	Not reported	Not reported	Q2 2021
NTRANatera, Inc.	$3.96M	1.96%	0.01%	Not reported	Q3 2017
NVDANvidia Corp	$3.04M	1.50%	0.00%	-19.5%	Q3 2018
AMDAdvanced Micro Devices Inc	$3.03M	1.50%	0.00%	-26.6%	Q3 2017
DDOGDatadog, Inc.	$2.63M	1.30%	0.01%	Not reported	Q3 2019
NETCloudflare, Inc.	$2.62M	1.30%	Not reported	+7.8%	Q2 2024
TWSTTwist Bioscience Corp	$2.16M	1.07%	0.03%	Not reported	Q4 2018
UBERUber Technologies, Inc	$2.12M	1.05%	0.00%	Not reported	Q1 2023
VICRVicor Corp	$2.01M	1.00%	0.05%	Not reported	Q1 2026
MUMicron Technology Inc	$1.63M	0.81%	0.00%	New	Q2 2026
PANWPalo Alto Networks Inc	$1.6M	0.79%	0.00%	Not reported	Q2 2018
GHGuardant Health, Inc.	$1.37M	0.68%	0.01%	Not reported	Q4 2018
SNOWSnowflake Inc.	$1.27M	0.63%	0.00%	Not reported	Q2 2022
MDBMongoDB, Inc.	$1.18M	0.59%	0.00%	Not reported	Q2 2024
CRMSalesforce, Inc.	$1.08M	0.54%	0.00%	Not reported	Q3 2020
IOTSamsara Inc.	$1M	0.50%	Not reported	Not reported	Q4 2021
MAMastercard Inc	$917K	0.45%	0.00%	Not reported	Q2 2022
BEAMBeam Therapeutics Inc.	$874K	0.43%	0.02%	Not reported	Q1 2020
KYMRKymera Therapeutics, Inc.	$868K	0.43%	0.01%	Not reported	Q1 2026
MPWRMonolithic Power Systems, Inc.	$834K	0.41%	0.00%	+11.3%	Q1 2026
ALABAstera Labs, Inc.	$782K	0.39%	0.00%	New	Q2 2026
AVGOBroadcom Inc.	$743K	0.37%	0.00%	Not reported	Q1 2026
TXG10x Genomics, Inc.	$726K	0.36%	0.01%	Not reported	Q3 2019
RLAYRelay Therapeutics, Inc.	$719K	0.36%	0.02%	Not reported	Q3 2020
GPCRStructure Therapeutics Inc.	$717K	0.35%	0.01%	Not reported	Q3 2023
ALNYAlnylam Pharmaceuticals, Inc.	$698K	0.35%	0.00%	-26.8%	Q4 2018
CELCCelcuity Inc.	$693K	0.34%	0.01%	New	Q2 2026
BLLNBillionToOne, Inc.	$690K	0.34%	0.05%	Not reported	Q1 2026
MRNAModerna, Inc.	$666K	0.33%	0.00%	Not reported	Q4 2018
GOOGAlphabet Inc.	$656K	0.32%	Not reported	Not reported	Q1 2026
SNDKSandisk Corp	$568K	0.28%	0.00%	New	Q2 2026
TWLOTwilio Inc	$486K	0.24%	0.00%	Not reported	Q1 2018
ISRGIntuitive Surgical Inc	$480K	0.24%	0.00%	-35.0%	Q3 2017
VKTXViking Therapeutics, Inc.	$480K	0.24%	0.01%	Not reported	Q3 2024
SDGRSchrodinger, Inc.	$462K	0.23%	0.05%	Not reported	Q1 2020
LLYELI LILLY & Co	$428K	0.21%	0.00%	-48.8%	Q2 2024
OKTAOkta, Inc.	$383K	0.19%	Not reported	Not reported	Q3 2017
PDPagerDuty, Inc.	$294K	0.15%	0.04%	Not reported	Q2 2019
HTFLHeartflow, Inc.	$294K	0.15%	0.01%	-40.2%	Q3 2025
IMRXImmuneering Corp	$275K	0.14%	0.21%	New	Q2 2026
KVYOKlaviyo, Inc.	$262K	0.13%	Not reported	Not reported	Q4 2024
IMTXImmatics N.V.	$256K	0.13%	0.02%	New	Q2 2026
ABCLAbCellera Biologics Inc.	$224K	0.11%	0.01%	Not reported	Q4 2020
Q1 2026Reported May 14, 202639 positions
CPBCAMPBELL'S Co	$74.1M	43.64%	1.12%	Not reported	Q3 2014
CRWDCrowdStrike Holdings, Inc.	$12.5M	7.38%	0.01%	-0.7%	Q2 2019
PATHUiPath, Inc.	$11.2M	6.60%	Not reported	Not reported	Q2 2021
NVDANvidia Corp	$3.29M	1.94%	0.00%	-2.8%	Q3 2018
NTRANatera, Inc.	$2.92M	1.72%	0.01%	-6.4%	Q3 2017
UBERUber Technologies, Inc	$2.11M	1.24%	0.00%	Not reported	Q1 2023
NETCloudflare, Inc.	$2.04M	1.20%	Not reported	Not reported	Q2 2024
AMDAdvanced Micro Devices Inc	$1.44M	0.85%	0.00%	Not reported	Q3 2017
CRMSalesforce, Inc.	$1.29M	0.76%	0.00%	Not reported	Q3 2020
DDOGDatadog, Inc.	$1.19M	0.70%	0.01%	Not reported	Q3 2019
ALNYAlnylam Pharmaceuticals, Inc.	$1.05M	0.62%	0.00%	-12.4%	Q4 2018
TWSTTwist Bioscience Corp	$996K	0.59%	0.03%	Not reported	Q4 2018
IOTSamsara Inc.	$981K	0.58%	Not reported	Not reported	Q4 2021
MAMastercard Inc	$892K	0.52%	0.00%	Not reported	Q2 2022
MDBMongoDB, Inc.	$862K	0.51%	0.00%	Not reported	Q2 2024
ISRGIntuitive Surgical Inc	$857K	0.50%	0.00%	-14.7%	Q3 2017
VICRVicor Corp	$854K	0.50%	0.05%	New	Q1 2026
GHGuardant Health, Inc.	$844K	0.50%	0.01%	-9.9%	Q4 2018
SNOWSnowflake Inc.	$752K	0.44%	0.00%	Not reported	Q2 2022
PANWPalo Alto Networks Inc	$752K	0.44%	0.00%	Not reported	Q2 2018
GPCRStructure Therapeutics Inc.	$644K	0.38%	0.01%	Not reported	Q3 2023
LLYELI LILLY & Co	$641K	0.38%	0.00%	Not reported	Q2 2024
KYMRKymera Therapeutics, Inc.	$631K	0.37%	0.01%	New	Q1 2026
AVGOBroadcom Inc.	$609K	0.36%	0.00%	New	Q1 2026
BEAMBeam Therapeutics Inc.	$607K	0.36%	0.02%	+36.8%	Q1 2020
MPWRMonolithic Power Systems, Inc.	$593K	0.35%	0.00%	New	Q1 2026
GOOGAlphabet Inc.	$533K	0.31%	Not reported	New	Q1 2026
MRNAModerna, Inc.	$483K	0.28%	0.00%	Not reported	Q4 2018
BLLNBillionToOne, Inc.	$454K	0.27%	0.05%	New	Q1 2026
HTFLHeartflow, Inc.	$408K	0.24%	0.02%	Not reported	Q3 2025
TXG10x Genomics, Inc.	$402K	0.24%	0.01%	Not reported	Q3 2019
VKTXViking Therapeutics, Inc.	$400K	0.24%	0.01%	Not reported	Q3 2024
RLAYRelay Therapeutics, Inc.	$382K	0.23%	0.02%	Not reported	Q3 2020
KVYOKlaviyo, Inc.	$338K	0.20%	Not reported	Not reported	Q4 2024
SDGRSchrodinger, Inc.	$323K	0.19%	0.05%	+36.2%	Q1 2020
TWLOTwilio Inc	$297K	0.17%	0.00%	Not reported	Q1 2018
OKTAOkta, Inc.	$221K	0.13%	Not reported	-28.1%	Q3 2017
PDPagerDuty, Inc.	$190K	0.11%	0.04%	Not reported	Q2 2019
ABCLAbCellera Biologics Inc.	$99.4K	0.06%	0.01%	Not reported	Q4 2020
Q4 2025Reported Feb 13, 202637 positions
CPBCAMPBELL'S Co	$92.8M	45.88%	1.12%	Not reported	Q3 2014
PATHUiPath, Inc.	$16.5M	8.18%	Not reported	Not reported	Q2 2021
CRWDCrowdStrike Holdings, Inc.	$15.2M	7.50%	0.01%	-0.3%	Q2 2019
NVDANvidia Corp	$3.62M	1.79%	0.00%	-1.0%	Q3 2018
NTRANatera, Inc.	$3.57M	1.77%	0.01%	-1.3%	Q3 2017
UBERUber Technologies, Inc	$2.4M	1.19%	0.00%	Not reported	Q1 2023
NETCloudflare, Inc.	$1.95M	0.97%	Not reported	Not reported	Q2 2024
ZSZscaler, Inc.	$1.88M	0.93%	0.01%	Not reported	Q4 2018
CRMSalesforce, Inc.	$1.83M	0.91%	0.00%	Not reported	Q3 2020
AMDAdvanced Micro Devices Inc	$1.52M	0.75%	0.00%	Not reported	Q3 2017
MDBMongoDB, Inc.	$1.48M	0.73%	0.00%	Not reported	Q2 2024
ALNYAlnylam Pharmaceuticals, Inc.	$1.44M	0.71%	0.00%	-2.7%	Q4 2018
DDOGDatadog, Inc.	$1.37M	0.68%	0.01%	Not reported	Q3 2019
ISRGIntuitive Surgical Inc	$1.23M	0.61%	0.00%	-4.4%	Q3 2017
IOTSamsara Inc.	$1.1M	0.54%	Not reported	Not reported	Q4 2021
SNOWSnowflake Inc.	$1.09M	0.54%	0.00%	Not reported	Q2 2022
GHGuardant Health, Inc.	$1.03M	0.51%	0.01%	-1.0%	Q4 2018
MAMastercard Inc	$1.02M	0.50%	0.00%	Not reported	Q2 2022
GPCRStructure Therapeutics Inc.	$929K	0.46%	0.01%	+20.8%	Q3 2023
RNAMAvidity Biosciences, Inc.	$905K	0.45%	0.01%	Not reported	Q3 2025
LLYELI LILLY & Co	$749K	0.37%	0.00%	Not reported	Q2 2024
NOWServiceNow, Inc.	$684K	0.34%	0.00%	Not reported	Q4 2016
TWSTTwist Bioscience Corp	$665K	0.33%	0.03%	Not reported	Q4 2018
FIGFigma, Inc.	$640K	0.32%	Not reported	+18.3%	Q3 2025
VEEVVeeva Systems Inc	$616K	0.30%	0.00%	Not reported	Q2 2017
KVYOKlaviyo, Inc.	$564K	0.28%	Not reported	Not reported	Q4 2024
BEAMBeam Therapeutics Inc.	$516K	0.26%	0.02%	Not reported	Q1 2020
HTFLHeartflow, Inc.	$489K	0.24%	0.02%	Not reported	Q3 2025
VKTXViking Therapeutics, Inc.	$433K	0.21%	0.01%	Not reported	Q3 2024
PDPagerDuty, Inc.	$400K	0.20%	0.03%	Not reported	Q2 2019
SDGRSchrodinger, Inc.	$373K	0.18%	0.03%	Not reported	Q1 2020
OKTAOkta, Inc.	$338K	0.17%	Not reported	-7.1%	Q3 2017
TWLOTwilio Inc	$335K	0.17%	0.00%	Not reported	Q1 2018
RLAYRelay Therapeutics, Inc.	$325K	0.16%	0.02%	Not reported	Q3 2020
TXG10x Genomics, Inc.	$309K	0.15%	0.01%	Not reported	Q3 2019
MRNAModerna, Inc.	$280K	0.14%	0.00%	Not reported	Q4 2018
ABCLAbCellera Biologics Inc.	$97.4K	0.05%	0.01%	Not reported	Q4 2020
Q3 2025Reported Nov 14, 202536 positions
CRWDCrowdStrike Holdings, Inc.	$15.9M	15.27%	0.01%	-1.1%	Q2 2019
PATHUiPath, Inc.	$13.5M	12.96%	Not reported	Not reported	Q2 2021
NVDANvidia Corp	$3.66M	3.51%	0.00%	-3.5%	Q3 2018
UBERUber Technologies, Inc	$2.88M	2.76%	0.00%	Not reported	Q1 2023
NTRANatera, Inc.	$2.54M	2.44%	0.01%	-11.5%	Q3 2017
ZSZscaler, Inc.	$2.5M	2.40%	0.01%	Not reported	Q4 2018
NETCloudflare, Inc.	$2.13M	2.04%	Not reported	Not reported	Q2 2024
ALNYAlnylam Pharmaceuticals, Inc.	$1.7M	1.63%	0.00%	-11.9%	Q4 2018
CRMSalesforce, Inc.	$1.64M	1.57%	0.00%	Not reported	Q3 2020
DDOGDatadog, Inc.	$1.44M	1.38%	0.01%	Not reported	Q3 2019
IOTSamsara Inc.	$1.15M	1.11%	Not reported	Not reported	Q4 2021
AMDAdvanced Micro Devices Inc	$1.15M	1.10%	0.00%	Not reported	Q3 2017
SNOWSnowflake Inc.	$1.13M	1.08%	0.00%	Not reported	Q2 2022
MDBMongoDB, Inc.	$1.09M	1.05%	0.00%	-14.6%	Q2 2024
ISRGIntuitive Surgical Inc	$1.02M	0.98%	0.00%	-28.3%	Q3 2017
MAMastercard Inc	$1.02M	0.97%	0.00%	Not reported	Q2 2022
VEEVVeeva Systems Inc	$822K	0.79%	0.00%	Not reported	Q2 2017
NOWServiceNow, Inc.	$822K	0.79%	0.00%	Not reported	Q4 2016
FIGFigma, Inc.	$751K	0.72%	Not reported	New	Q3 2025
GHGuardant Health, Inc.	$639K	0.61%	0.01%	Not reported	Q4 2018
TWSTTwist Bioscience Corp	$590K	0.57%	0.03%	Not reported	Q4 2018
HTFLHeartflow, Inc.	$565K	0.54%	0.02%	New	Q3 2025
RNAMAvidity Biosciences, Inc.	$546K	0.52%	0.01%	New	Q3 2025
LLYELI LILLY & Co	$532K	0.51%	0.00%	Not reported	Q2 2024
PDPagerDuty, Inc.	$504K	0.48%	0.03%	Not reported	Q2 2019
KVYOKlaviyo, Inc.	$481K	0.46%	Not reported	+33.3%	Q4 2024
BEAMBeam Therapeutics Inc.	$452K	0.43%	0.02%	Not reported	Q1 2020
SDGRSchrodinger, Inc.	$419K	0.40%	0.03%	Not reported	Q1 2020
OKTAOkta, Inc.	$386K	0.37%	Not reported	-59.2%	Q3 2017
VKTXViking Therapeutics, Inc.	$323K	0.31%	0.01%	+52.2%	Q3 2024
GPCRStructure Therapeutics Inc.	$310K	0.30%	0.01%	Not reported	Q3 2023
MRNAModerna, Inc.	$246K	0.24%	0.00%	Not reported	Q4 2018
TWLOTwilio Inc	$236K	0.23%	0.00%	Not reported	Q1 2018
TXG10x Genomics, Inc.	$221K	0.21%	0.02%	Not reported	Q3 2019
RLAYRelay Therapeutics, Inc.	$201K	0.19%	0.02%	Not reported	Q3 2020
ABCLAbCellera Biologics Inc.	$143K	0.14%	0.01%	Not reported	Q4 2020

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