BRANDYWINE MANAGERS, LLC — 13F Holdings & Portfolio
CIK 1135121 · latest 13F-HR filed 2026-08-14
BRANDYWINE MANAGERS, LLC manages $202.2M in 13F-reported U.S. long-equity assets across 46 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CPB (36.68%), ACWI (22.80%), CRWD (12.25%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions, exited 0, added to 28, and trimmed 7.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
HOCKESSIN, DE 19707
$202.2M
Long-equity book
46
Distinct positions
2026-06-30
Filed 2026-08-14
+6 / −0 / ↑28 / ↓7
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CROWDSTRIKE HLDGS INC$12.2M +97.4%
- ISHARES TR$5.5M +13.4%
- ADVANCED MICRO DEVICES INC$1.6M +109.7%
- DATADOG INC$1.4M +120.6%
- TWIST BIOSCIENCE CORP$1.2M +116.5%
Top Trims
- INTUITIVE SURGICAL INC-$376.1K -43.9%
- ALNYLAM PHARMACEUTICALS INC-$350.4K -33.4%
- NVIDIA CORPORATION-$251.8K -7.7%
- ELI LILLY & CO-$212.9K -33.2%
- SALESFORCE INC-$207.5K -16.1%
New Positions
- MICRON TECHNOLOGY INC$1.6M
- ASTERA LABS INC$781.5K
- CELCUITY INC$692.7K
- SANDISK CORP$568.4K
- IMMUNEERING CORP$274.8K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | THE CAMPBELLS COMPANY | CPB | 134429109 | $74.1M | 36.68% | 3,329,500 | SH |
| 2 | ISHARES TR | ACWI | 464288257 | $46.1M | 22.80% | 293,679 | SH |
| 3 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $24.8M | 12.25% | 32,439 | SH |
| 4 | UIPATH INC | PATH | 90364P105 | $11.0M | 5.43% | 1,009,684 | SH |
| 5 | NATERA INC | NTRA | 632307104 | $4.0M | 1.96% | 14,588 | SH |
| 6 | NVIDIA CORPORATION | NVDA | 67066G104 | $3.0M | 1.50% | 15,180 | SH |
| 7 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $3.0M | 1.50% | 5,213 | SH |
| 8 | DATADOG INC | DDOG | 23804L103 | $2.6M | 1.30% | 10,100 | SH |
| 9 | CLOUDFLARE INC | NET | 18915M107 | $2.6M | 1.30% | 10,677 | SH |
| 10 | TWIST BIOSCIENCE CORP | TWST | 90184D100 | $2.2M | 1.07% | 20,970 | SH |
| 11 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $2.1M | 1.05% | 29,354 | SH |
| 12 | VICOR CORP | VICR | 925815102 | $2.0M | 1.00% | 5,303 | SH |
| 13 | MICRON TECHNOLOGY INC | MU | 595112103 | $1.6M | 0.81% | 1,416 | SH |
| 14 | PALO ALTO NETWORKS INC | PANW | 697435105 | $1.6M | 0.79% | 4,689 | SH |
| 15 | GUARDANT HEALTH INC | GH | 40131M109 | $1.4M | 0.68% | 9,133 | SH |
| 16 | SNOWFLAKE INC | SNOW | 833445109 | $1.3M | 0.63% | 4,988 | SH |
| 17 | MONGODB INC | MDB | 60937P106 | $1.2M | 0.59% | 3,521 | SH |
| 18 | SALESFORCE INC | CRM | 79466L302 | $1.1M | 0.54% | 6,913 | SH |
| 19 | SAMSARA INC | IOT | 79589L106 | $1.0M | 0.50% | 30,970 | SH |
| 20 | MASTERCARD INCORPORATED | MA | 57636Q104 | $916.8K | 0.45% | 1,785 | SH |
| 21 | BEAM THERAPEUTICS INC | BEAM | 07373V105 | $873.6K | 0.43% | 25,455 | SH |
| 22 | KYMERA THERAPEUTICS INC | KYMR | 501575104 | $868.1K | 0.43% | 7,570 | SH |
| 23 | MONOLITHIC PWR SYS INC | MPWR | 609839105 | $833.6K | 0.41% | 603 | SH |
| 24 | ASTERA LABS INC | ALAB | 04626A103 | $781.5K | 0.39% | 1,618 | SH |
| 25 | BROADCOM INC | AVGO | 11135F101 | $743.0K | 0.37% | 1,967 | SH |
| 26 | 10X GENOMICS INC | TXG | 88025U109 | $726.1K | 0.36% | 18,938 | SH |
| 27 | RELAY THERAPEUTICS INC | RLAY | 75943R102 | $719.0K | 0.36% | 38,429 | SH |
| 28 | STRUCTURE THERAPEUTICS INC | GPCR | 86366E106 | $716.9K | 0.35% | 13,357 | SH |
| 29 | ALNYLAM PHARMACEUTICALS INC | ALNY | 02043Q107 | $697.8K | 0.35% | 2,318 | SH |
| 30 | CELCUITY INC | CELC | 15102K100 | $692.7K | 0.34% | 6,621 | SH |
| 31 | BILLIONTOONE INC | BLLN | 090168105 | $689.9K | 0.34% | 5,750 | SH |
| 32 | MODERNA INC | MRNA | 60770K107 | $666.0K | 0.33% | 9,510 | SH |
| 33 | ALPHABET INC | GOOG | 02079K107 | $656.1K | 0.32% | 1,857 | SH |
| 34 | SANDISK CORP | SNDK | 80004C200 | $568.4K | 0.28% | 250 | SH |
| 35 | TWILIO INC | TWLO | 90138F102 | $486.3K | 0.24% | 2,357 | SH |
| 36 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $480.4K | 0.24% | 1,208 | SH |
| 37 | VIKING THERAPEUTICS INC | VKTX | 92686J106 | $479.9K | 0.24% | 12,301 | SH |
| 38 | SCHRODINGER INC | SDGR | 80810D103 | $462.4K | 0.23% | 28,456 | SH |
| 39 | ELI LILLY & CO | LLY | 532457108 | $428.2K | 0.21% | 357 | SH |
| 40 | OKTA INC | OKTA | 679295105 | $383.3K | 0.19% | 2,809 | SH |
| 41 | PAGERDUTY INC | PD | 69553P100 | $294.5K | 0.15% | 30,517 | SH |
| 42 | HEARTFLOW INC | HTFL | 42238D107 | $294.1K | 0.15% | 10,024 | SH |
| 43 | IMMUNEERING CORP | IMRX | 45254E107 | $274.8K | 0.14% | 55,066 | SH |
| 44 | KLAVIYO INC | KVYO | 49845K101 | $262.5K | 0.13% | 17,384 | SH |
| 45 | IMMATICS N.V | IMTX | N44445109 | $255.6K | 0.13% | 25,227 | SH |
| 46 | ABCELLERA BIOLOGICS INC | ABCL | 00288U106 | $223.6K | 0.11% | 28,488 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $202.2M | 46 | 0000919574-26-005178 |
| 2026-03-31 | 2026-05-14 | $169.9M | 40 | 0000919574-26-003102 |
| 2025-12-31 | 2026-02-13 | $202.3M | 38 | 0000919574-26-000819 |
| 2025-09-30 | 2025-11-14 | $104.2M | 37 | 0000919574-25-006760 |