BRANDYWINE MANAGERS, LLC — 13F Holdings & Portfolio
CIK 1135121 · latest 13F-HR filed 2026-05-14
BRANDYWINE MANAGERS, LLC manages $169.9M in 13F-reported U.S. long-equity assets across 40 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are CPB (43.64%), ACWI (23.92%), CRWD (7.38%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 5, added to 5, and trimmed 25.
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.
$169.9M
Long-equity book
40
Distinct positions
2026-03-31
Filed 2026-05-14
+7 / −5 / ↑5 / ↓25
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- TWIST BIOSCIENCE CORP$331.3K +49.8%
- MODERNA INC$202.7K +72.3%
- 10X GENOMICS INC$93.2K +30.2%
- BEAM THERAPEUTICS INC$90.8K +17.6%
- RELAY THERAPEUTICS INC$57.3K +17.6%
Top Trims
- THE CAMPBELLS COMPANY-$18.6M -20.1%
- UIPATH INC-$5.3M -32.3%
- CROWDSTRIKE HLDGS INC-$2.6M -17.3%
- NATERA INC-$653.6K -18.3%
- MONGODB INC-$615.9K -41.7%
New Positions
- VICOR CORP$853.8K
- PALO ALTO NETWORKS INC$751.7K
- KYMERA THERAPEUTICS INC$630.5K
- BROADCOM INC$608.8K
- MONOLITHIC PWR SYS INC$592.6K
Exited Positions
- ZSCALER INC$1.9M
- AVIDITY BIOSCIENCES INC$904.5K
- SERVICENOW INC$684.0K
- FIGMA INC$640.1K
- VEEVA SYS INC$615.9K
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 | 43.64% | 3,329,500 | SH |
| 2 | ISHARES TR | ACWI | 464288257 | $40.6M | 23.92% | 293,679 | SH |
| 3 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $12.5M | 7.38% | 32,124 | SH |
| 4 | UIPATH INC | PATH | 90364P105 | $11.2M | 6.60% | 1,009,684 | SH |
| 5 | NVIDIA CORPORATION | NVDA | 67066G104 | $3.3M | 1.94% | 18,860 | SH |
| 6 | NATERA INC | NTRA | 632307104 | $2.9M | 1.72% | 14,588 | SH |
| 7 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $2.1M | 1.24% | 29,354 | SH |
| 8 | CLOUDFLARE INC | NET | 18915M107 | $2.0M | 1.20% | 9,906 | SH |
| 9 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $1.4M | 0.85% | 7,098 | SH |
| 10 | SALESFORCE INC | CRM | 79466L302 | $1.3M | 0.76% | 6,913 | SH |
| 11 | DATADOG INC | DDOG | 23804L103 | $1.2M | 0.70% | 10,100 | SH |
| 12 | ALNYLAM PHARMACEUTICALS INC | ALNY | 02043Q107 | $1.0M | 0.62% | 3,168 | SH |
| 13 | TWIST BIOSCIENCE CORP | TWST | 90184D100 | $996.5K | 0.59% | 20,970 | SH |
| 14 | SAMSARA INC | IOT | 79589L106 | $981.4K | 0.58% | 30,970 | SH |
| 15 | MASTERCARD INCORPORATED | MA | 57636Q104 | $891.9K | 0.52% | 1,785 | SH |
| 16 | MONGODB INC | MDB | 60937P106 | $861.8K | 0.51% | 3,521 | SH |
| 17 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $856.5K | 0.50% | 1,858 | SH |
| 18 | VICOR CORP | VICR | 925815102 | $853.8K | 0.50% | 5,303 | SH |
| 19 | GUARDANT HEALTH INC | GH | 40131M109 | $843.6K | 0.50% | 9,133 | SH |
| 20 | SNOWFLAKE INC | SNOW | 833445109 | $752.3K | 0.44% | 4,988 | SH |
| 21 | PALO ALTO NETWORKS INC | PANW | 697435105 | $751.7K | 0.44% | 4,689 | SH |
| 22 | STRUCTURE THERAPEUTICS INC | GPCR | 86366E106 | $643.8K | 0.38% | 13,357 | SH |
| 23 | ELI LILLY & CO | LLY | 532457108 | $641.1K | 0.38% | 697 | SH |
| 24 | KYMERA THERAPEUTICS INC | KYMR | 501575104 | $630.5K | 0.37% | 7,570 | SH |
| 25 | BROADCOM INC | AVGO | 11135F101 | $608.8K | 0.36% | 1,967 | SH |
| 26 | BEAM THERAPEUTICS INC | BEAM | 07373V105 | $606.6K | 0.36% | 25,455 | SH |
| 27 | MONOLITHIC PWR SYS INC | MPWR | 609839105 | $592.6K | 0.35% | 542 | SH |
| 28 | ALPHABET INC | GOOG | 02079K107 | $532.7K | 0.31% | 1,857 | SH |
| 29 | MODERNA INC | MRNA | 60770K107 | $483.1K | 0.28% | 9,510 | SH |
| 30 | BILLIONTOONE INC | BLLN | 090168105 | $453.9K | 0.27% | 5,750 | SH |
| 31 | HEARTFLOW INC | HTFL | 42238D107 | $408.1K | 0.24% | 16,774 | SH |
| 32 | 10X GENOMICS INC | TXG | 88025U109 | $402.1K | 0.24% | 18,938 | SH |
| 33 | VIKING THERAPEUTICS INC | VKTX | 92686J106 | $400.3K | 0.24% | 12,301 | SH |
| 34 | RELAY THERAPEUTICS INC | RLAY | 75943R102 | $382.4K | 0.23% | 38,429 | SH |
| 35 | KLAVIYO INC | KVYO | 49845K101 | $338.3K | 0.20% | 17,384 | SH |
| 36 | SCHRODINGER INC | SDGR | 80810D103 | $323.3K | 0.19% | 28,456 | SH |
| 37 | TWILIO INC | TWLO | 90138F102 | $296.6K | 0.17% | 2,357 | SH |
| 38 | OKTA INC | OKTA | 679295105 | $221.1K | 0.13% | 2,809 | SH |
| 39 | PAGERDUTY INC | PD | 69553P100 | $189.5K | 0.11% | 30,517 | SH |
| 40 | ABCELLERA BIOLOGICS INC | ABCL | 00288U106 | $99.4K | 0.06% | 28,488 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |