Brandywine Managers, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Brandywine Managers, LLC reported 36 stock positions worth $94.5 million. Its top holding was iShares MSCI Acwi ETF (ACWI) at 41.6% of the portfolio, followed by Uipath Class A (PATH, 13.4%) and CrowdStrike Class A (CRWD, 12.8%). Compared with Q1 2024, it opened 5 new positions, sold out of 9, added to 4 and reduced 6. The biggest buy was CrowdStrike Class A (CRWD, shares +2%) and the biggest sale Uipath Class A (PATH, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- HOCKESSIN, DE
- CIK
- 0001135121
- Portfolio Value
- $94.5M (Q2 2024)
- SEC Filing
- 0000919574-24-004684 ↗ filed Aug 14, 2024
Holdings Value
Holdings 36 stocks · $94.5M
| ACWI iShares MSCI Acwi ETF | 41.59% | 349,815 | $39.3M | No change |
| PATH Uipath Inc. Class A | 13.41% | 1,000,196 | $12.7M | Reduce -0.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 12.80% | 31,581 | $12.1M | Add +2.4% |
| NVDA Nvidia Corp. | 4.66% | 35,640 | $4.4M | No change |
| UBER Uber Technologies Inc. | 2.26% | 29,354 | $2.1M | Add +1.8% |
| NTRA Natera Inc. | 2.00% | 17,444 | $1.9M | No change |
| CRM Salesforce Inc. | 1.88% | 6,913 | $1.8M | No change |
| ISRG Intuitive Surgical Inc. | 1.57% | 3,333 | $1.5M | No change |
| ZS Zscaler Inc. | 1.41% | 6,924 | $1.3M | Reduce -6.5% |
| DDOG Datadog Inc. Class A | 1.26% | 9,222 | $1.2M | Add +28.1% |
| OKTA Okta Inc. | 1.26% | 12,687 | $1.2M | Add +23.8% |
| AMD Advanced Micro Devices | 1.25% | 7,299 | $1.2M | No change |
| MRNA Moderna Inc. | 1.19% | 9,510 | $1.1M | No change |
| CPB The Campbell's Company filed as CAMPBELL SOUP CO | 1.15% | 24,014 | $1.1M | No change |
| ALNY Alnylam Pharmaceuticals Inc. | 1.12% | 4,348 | $1.1M | No change |
| TWST Twist Bioscience Corp. | 1.09% | 20,970 | $1.0M | No change |
| NET Cloudflare Inc. Class A | 0.87% | 9,906 | $821K | New |
| IOT Samsara Inc. Class A | 0.84% | 23,578 | $795K | No change |
| MA Mastercard Inc. Class A | 0.83% | 1,785 | $787K | No change |
| VEEV Veeva Systems Inc. Class A | 0.76% | 3,919 | $717K | No change |
| MDB Mongodb Inc. | 0.76% | 2,859 | $715K | New |
| NOW ServiceNow Inc. | 0.74% | 893 | $702K | No change |
| PD Pagerduty Inc. | 0.74% | 30,517 | $700K | No change |
| LLY Eli Lilly & Co. | 0.56% | 588 | $532K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.53% | 3,482 | $497K | New |
| MORF Morphic Holding Inc. | 0.51% | 14,286 | $487K | Reduce -29.6% |
| GPCR Structure Therapeutics Inc. | 0.46% | 11,057 | $434K | Reduce -7.9% |
| SDGR Schrodinger Inc. | 0.43% | 20,886 | $404K | No change |
| S Sentinelone Inc. Class A | 0.42% | 19,001 | $400K | New |
| MBLY Mobileye Global Inc. Class A | 0.39% | 13,067 | $367K | No change |
| SNOW Snowflake Inc. | 0.36% | 2,549 | $344K | No change |
| RLAY Relay Therapeutics Inc. | 0.22% | 31,807 | $207K | No change |
| GH Guardant Health Inc. | 0.22% | 7,152 | $207K | Reduce -50.0% |
| TXG 10X Genomics Inc. Class A | 0.21% | 10,073 | $196K | No change |
| FULC Fulcrum Therapeutics Inc. | 0.17% | 26,127 | $162K | No change |
| ABCL Abcellera Biologics Inc. | 0.09% | 28,488 | $84K | Reduce -50.0% |
Portfolio Sells Q1 2024 → Q2 2024
| PATH Uipath Inc. Class A | Reduce -0.6% | 13.41% | −9.11 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −1.14 |
| TWLO Twilio Inc. Class A | Sold out | 0.00% | −0.59 |
| SMAR Smartsheet Inc. Class A | Sold out | 0.00% | −0.29 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.27 |
| BEAM Beam Therapeutics Inc. | Sold out | 0.00% | −0.26 |
| DOCU Docusign Inc. | Sold out | 0.00% | −0.25 |
| PRME Prime Medicine Inc. | Sold out | 0.00% | −0.23 |
| U Unity Software Inc. | Sold out | 0.00% | −0.22 |
| MORF Morphic Holding Inc. | Reduce -29.6% | 0.51% | −0.19 |
| ABCL Abcellera Biologics Inc. | Reduce -50.0% | 0.09% | −0.17 |
| SEER Seer Inc. | Sold out | 0.00% | −0.08 |
| GH Guardant Health Inc. | Reduce -50.0% | 0.22% | −0.07 |
| GPCR Structure Therapeutics Inc. | Reduce -7.9% | 0.46% | −0.05 |
| ZS Zscaler Inc. | Reduce -6.5% | 1.41% | −0.00 |
Portfolio Buys Q1 2024 → Q2 2024
| CRWD CrowdStrike Holdings Inc. Class A | Add +2.4% | 12.80% | +3.04 |
| NET Cloudflare Inc. Class A | New | 0.87% | +0.87 |
| MDB Mongodb Inc. | New | 0.76% | +0.76 |
| LLY Eli Lilly & Co. | New | 0.56% | +0.56 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.53% | +0.53 |
| S Sentinelone Inc. Class A | New | 0.42% | +0.42 |
| DDOG Datadog Inc. Class A | Add +28.1% | 1.26% | +0.39 |
| OKTA Okta Inc. | Add +23.8% | 1.26% | +0.20 |
| UBER Uber Technologies Inc. | Add +1.8% | 2.26% | +0.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 46 | $202.2M | CPB, ACWI, CRWD, PATH, NTRA |
| Q1 2026 | 40 | $169.9M | CPB, ACWI, CRWD, PATH, NVDA |
| Q4 2025 | 38 | $202.3M | CPB, ACWI, PATH, CRWD, NVDA |
| Q3 2025 | 37 | $104.2M | ACWI, CRWD, PATH, NVDA, UBER |
| Q2 2025 | 36 | $100.6M | ACWI, CRWD, PATH, NVDA, NTRA |
| Q1 2025 | 35 | $83.4M | ACWI, CRWD, PATH, NTRA, NVDA |
| Q4 2024 | 37 | $94.9M | ACWI, PATH, CRWD, NTRA, NVDA |
| Q3 2024 | 35 | $93.0M | ACWI, PATH, CRWD, NVDA, NTRA |
| Q2 2024 | 36 | $94.5M | ACWI, PATH, CRWD, NVDA, UBER |
| Q1 2024 | 40 | $101.3M | ACWI, PATH, CRWD, NVDA, UBER |