Brandywine Managers, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Brandywine Managers, LLC reported 46 stock positions worth $202.2 million. Its top holding was Campbell's (CPB) at 36.7% of the portfolio, followed by iShares MSCI Acwi ETF (ACWI, 22.8%) and CrowdStrike Class A (CRWD, 12.2%). Compared with Q1 2026, it opened 6 new positions, added to 3 and reduced 6. The biggest buy was CrowdStrike Class A (CRWD, shares +1%) and the biggest sale Nvidia (NVDA, shares −20%).

Most Recent 13F
Q2 2026
Location
HOCKESSIN, DE
CIK
0001135121
Portfolio Value
$202.2M (Q2 2026)
SEC Filing
0000919574-26-005178 ↗ filed Aug 14, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $101.3M Q1 2024 Q2 2024: $94.5M Q2 2024 Q3 2024: $93.0M Q3 2024 Q4 2024: $94.9M Q4 2024 Q1 2025: $83.4M Q1 2025 Q2 2025: $100.6M Q2 2025 Q3 2025: $104.2M Q3 2025 Q4 2025: $202.3M Q4 2025 Q1 2026: $169.9M Q1 2026 Q2 2026: $202.2M $202.2M Q2 2026

Holdings 46 stocks · $202.2M
CPB The Campbell's Company 36.68% 3,329,500 $74.1M No change
ACWI iShares MSCI Acwi ETF 22.80% 293,679 $46.1M No change
CRWD CrowdStrike Holdings Inc. Class A 12.25% 32,439 $24.8M Add +1.0%
PATH Uipath Inc. Class A 5.43% 1,009,684 $11.0M No change
NTRA Natera Inc. 1.96% 14,588 $4.0M No change
NVDA Nvidia Corp. 1.50% 15,180 $3.0M Reduce -19.5%
AMD Advanced Micro Devices 1.50% 5,213 $3.0M Reduce -26.6%
DDOG Datadog Inc. Class A 1.30% 10,100 $2.6M No change
NET Cloudflare Inc. Class A 1.30% 10,677 $2.6M Add +7.8%
TWST Twist Bioscience Corp. 1.07% 20,970 $2.2M No change
UBER Uber Technologies Inc. 1.05% 29,354 $2.1M No change
VICR Vicor Corp. 1.00% 5,303 $2.0M No change
MU Micron Technology Inc. 0.81% 1,416 $1.6M New
PANW Palo Alto Networks Inc. 0.79% 4,689 $1.6M No change
GH Guardant Health Inc. 0.68% 9,133 $1.4M No change
SNOW Snowflake Inc. 0.63% 4,988 $1.3M No change
MDB Mongodb Inc. 0.58% 3,521 $1.2M No change
CRM Salesforce Inc. 0.54% 6,913 $1.1M No change
IOT Samsara Inc. Class A 0.50% 30,970 $1.0M No change
MA Mastercard Inc. Class A 0.45% 1,785 $917K No change
BEAM Beam Therapeutics Inc. 0.43% 25,455 $874K No change
KYMR Kymera Therapeutics Inc. 0.43% 7,570 $868K No change
MPWR Monolithic Power Systems Inc. 0.41% 603 $834K Add +11.3%
ALAB Astera Labs Inc. 0.39% 1,618 $782K New
AVGO Broadcom Inc. 0.37% 1,967 $743K No change
TXG 10X Genomics Inc. Class A 0.36% 18,938 $726K No change
RLAY Relay Therapeutics Inc. 0.36% 38,429 $719K No change
GPCR Structure Therapeutics Inc. 0.35% 13,357 $717K No change
ALNY Alnylam Pharmaceuticals Inc. 0.35% 2,318 $698K Reduce -26.8%
CELC Celcuity Inc. 0.34% 6,621 $693K New
BLLN Billiontoone Inc. Class A 0.34% 5,750 $690K No change
MRNA Moderna Inc. 0.33% 9,510 $666K No change
GOOG Alphabet Inc. Class C 0.32% 1,857 $656K No change
SNDK Sandisk Corp. 0.28% 250 $568K New
TWLO Twilio Inc. Class A 0.24% 2,357 $486K No change
ISRG Intuitive Surgical Inc. 0.24% 1,208 $480K Reduce -35.0%
VKTX Viking Therapeutics Inc. 0.24% 12,301 $480K No change
SDGR Schrodinger Inc. 0.23% 28,456 $462K No change
LLY Eli Lilly & Co. 0.21% 357 $428K Reduce -48.8%
OKTA Okta Inc. 0.19% 2,809 $383K No change
PD Pagerduty Inc. 0.15% 30,517 $294K No change
HTFL Heartflow Inc. 0.15% 10,024 $294K Reduce -40.2%
IMRX Immuneering Corp. Class A 0.14% 55,066 $275K New
KVYO Klaviyo Inc. Class A 0.13% 17,384 $262K No change
IMTX Immatics NV 0.13% 25,227 $256K New
ABCL Abcellera Biologics Inc. 0.11% 28,488 $224K No change

Portfolio Sells Q1 2026 → Q2 2026
NVDA Nvidia Corp. Reduce -19.5% 1.50% −0.43
ALNY Alnylam Pharmaceuticals Inc. Reduce -26.8% 0.35% −0.27
ISRG Intuitive Surgical Inc. Reduce -35.0% 0.24% −0.27
LLY Eli Lilly & Co. Reduce -48.8% 0.21% −0.17
HTFL Heartflow Inc. Reduce -40.2% 0.15% −0.09
AMD Advanced Micro Devices Reduce -26.6% 1.50% +0.65

Portfolio Buys Q1 2026 → Q2 2026
CRWD CrowdStrike Holdings Inc. Class A Add +1.0% 12.25% +4.86
MU Micron Technology Inc. New 0.81% +0.81
ALAB Astera Labs Inc. New 0.39% +0.39
CELC Celcuity Inc. New 0.34% +0.34
SNDK Sandisk Corp. New 0.28% +0.28
IMRX Immuneering Corp. Class A New 0.14% +0.14
IMTX Immatics NV New 0.13% +0.13
NET Cloudflare Inc. Class A Add +7.8% 1.30% +0.09
MPWR Monolithic Power Systems Inc. Add +11.3% 0.41% +0.06

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 46$202.2MCPB, ACWI, CRWD, PATH, NTRA
Q1 2026 40$169.9MCPB, ACWI, CRWD, PATH, NVDA
Q4 2025 38$202.3MCPB, ACWI, PATH, CRWD, NVDA
Q3 2025 37$104.2MACWI, CRWD, PATH, NVDA, UBER
Q2 2025 36$100.6MACWI, CRWD, PATH, NVDA, NTRA
Q1 2025 35$83.4MACWI, CRWD, PATH, NTRA, NVDA
Q4 2024 37$94.9MACWI, PATH, CRWD, NTRA, NVDA
Q3 2024 35$93.0MACWI, PATH, CRWD, NVDA, NTRA
Q2 2024 36$94.5MACWI, PATH, CRWD, NVDA, UBER
Q1 2024 40$101.3MACWI, PATH, CRWD, NVDA, UBER