Brandywine Managers, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Brandywine Managers, LLC reported 40 stock positions worth $101.3 million. Its top holding was iShares MSCI Acwi ETF (ACWI) at 38.0% of the portfolio, followed by Uipath Class A (PATH, 22.5%) and CrowdStrike Class A (CRWD, 9.8%). Compared with Q4 2023, it sold out of 2 and added to 3. The biggest buy was iShares MSCI Acwi ETF (ACWI, shares +17%) and the biggest sale an exit from Sentinelone Class A (S).

Most Recent 13F
Q2 2026
Location
HOCKESSIN, DE
CIK
0001135121
Portfolio Value
$101.3M (Q1 2024)
SEC Filing
0000919574-24-003173 ↗ filed May 15, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $101.3M $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 Q2 2026

Holdings 40 stocks · $101.3M
ACWI iShares MSCI Acwi ETF 38.02% 349,815 $38.5M Add +16.6%
PATH Uipath Inc. Class A 22.52% 1,006,660 $22.8M No change
CRWD CrowdStrike Holdings Inc. Class A 9.75% 30,828 $9.9M Add +3.2%
NVDA Nvidia Corp. 3.18% 3,564 $3.2M No change
UBER Uber Technologies Inc. 2.19% 28,832 $2.2M No change
CRM Salesforce Inc. 2.06% 6,913 $2.1M No change
NTRA Natera Inc. 1.57% 17,444 $1.6M No change
ZS Zscaler Inc. 1.41% 7,407 $1.4M No change
ISRG Intuitive Surgical Inc. 1.31% 3,333 $1.3M No change
AMD Advanced Micro Devices 1.30% 7,299 $1.3M No change
PANW Palo Alto Networks Inc. 1.14% 4,075 $1.2M Add +10.0%
OKTA Okta Inc. 1.06% 10,248 $1.1M No change
CPB The Campbell's Company filed as CAMPBELL SOUP CO 1.05% 24,014 $1.1M No change
MRNA Moderna Inc. 1.00% 9,510 $1.0M No change
VEEV Veeva Systems Inc. Class A 0.90% 3,919 $908K No change
IOT Samsara Inc. Class A 0.88% 23,578 $891K No change
DDOG Datadog Inc. Class A 0.88% 7,200 $890K No change
MA Mastercard Inc. Class A 0.85% 1,785 $860K No change
TWST Twist Bioscience Corp. 0.71% 20,970 $719K No change
MORF Morphic Holding Inc. 0.70% 20,286 $714K No change
PD Pagerduty Inc. 0.68% 30,517 $692K No change
NOW ServiceNow Inc. 0.67% 893 $681K No change
ALNY Alnylam Pharmaceuticals Inc. 0.64% 4,348 $650K No change
TWLO Twilio Inc. Class A 0.59% 9,782 $598K No change
SDGR Schrodinger Inc. 0.56% 20,886 $564K No change
GPCR Structure Therapeutics Inc. 0.51% 12,007 $515K No change
MBLY Mobileye Global Inc. Class A 0.41% 13,067 $420K No change
SNOW Snowflake Inc. 0.41% 2,549 $412K No change
TXG 10X Genomics Inc. Class A 0.37% 10,073 $378K No change
SMAR Smartsheet Inc. Class A 0.29% 7,700 $296K No change
GH Guardant Health Inc. 0.29% 14,303 $295K No change
RBLX Roblox Corp. Class A 0.27% 7,241 $276K No change
BEAM Beam Therapeutics Inc. 0.26% 8,067 $267K No change
RLAY Relay Therapeutics Inc. 0.26% 31,807 $264K No change
ABCL Abcellera Biologics Inc. 0.25% 56,976 $258K No change
DOCU Docusign Inc. 0.25% 4,211 $251K No change
FULC Fulcrum Therapeutics Inc. 0.24% 26,127 $247K No change
PRME Prime Medicine Inc. 0.23% 32,977 $231K No change
U Unity Software Inc. 0.22% 8,327 $222K No change
SEER Seer Inc. 0.08% 44,552 $85K No change

Portfolio Sells Q4 2023 → Q1 2024
S Sentinelone Inc. Class A Sold out 0.00% −0.24
DNLI Denali Therapeutics Inc. Sold out 0.00% −0.23

Portfolio Buys Q4 2023 → Q1 2024
ACWI iShares MSCI Acwi ETF Add +16.6% 38.02% +4.59
CRWD CrowdStrike Holdings Inc. Class A Add +3.2% 9.75% +1.40
PANW Palo Alto Networks Inc. Add +10.0% 1.14% −0.05

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