Brandywine Managers, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Brandywine Managers, LLC reported 37 stock positions worth $94.9 million. Its top holding was iShares MSCI Acwi ETF (ACWI) at 42.8% of the portfolio, followed by Uipath Class A (PATH, 13.5%) and CrowdStrike Class A (CRWD, 11.8%). Compared with Q3 2024, it opened 2 new positions, added to 1 and reduced 1. The biggest buy was a new position in Klaviyo Class A (KVYO) and the biggest sale iShares MSCI Acwi ETF (ACWI, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- HOCKESSIN, DE
- CIK
- 0001135121
- Portfolio Value
- $94.9M (Q4 2024)
- SEC Filing
- 0000919574-25-001151 ↗ filed Feb 13, 2025
Holdings Value
Holdings 37 stocks · $94.9M
| ACWI iShares MSCI Acwi ETF | 42.80% | 345,648 | $40.6M | Reduce -1.2% |
| PATH Uipath Inc. Class A | 13.52% | 1,009,684 | $12.8M | Add +0.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 11.83% | 32,814 | $11.2M | No change |
| NTRA Natera Inc. | 3.06% | 18,338 | $2.9M | No change |
| NVDA Nvidia Corp. | 3.03% | 21,390 | $2.9M | No change |
| CRM Salesforce Inc. | 2.44% | 6,913 | $2.3M | No change |
| UBER Uber Technologies Inc. | 1.87% | 29,354 | $1.8M | No change |
| ISRG Intuitive Surgical Inc. | 1.83% | 3,333 | $1.7M | No change |
| ZS Zscaler Inc. | 1.59% | 8,359 | $1.5M | No change |
| DDOG Datadog Inc. Class A | 1.52% | 10,100 | $1.4M | No change |
| IOT Samsara Inc. Class A | 1.43% | 30,970 | $1.4M | No change |
| NET Cloudflare Inc. Class A | 1.12% | 9,906 | $1.1M | No change |
| ALNY Alnylam Pharmaceuticals Inc. | 1.08% | 4,348 | $1.0M | No change |
| OKTA Okta Inc. | 1.05% | 12,687 | $1000K | No change |
| TWST Twist Bioscience Corp. | 1.03% | 20,970 | $974K | No change |
| AMD Advanced Micro Devices | 1.01% | 7,898 | $954K | No change |
| NOW ServiceNow Inc. | 1.00% | 893 | $947K | No change |
| MA Mastercard Inc. Class A | 0.99% | 1,785 | $940K | No change |
| VEEV Veeva Systems Inc. Class A | 0.87% | 3,919 | $824K | No change |
| SNOW Snowflake Inc. | 0.81% | 4,988 | $770K | No change |
| MDB Mongodb Inc. | 0.70% | 2,859 | $666K | No change |
| PD Pagerduty Inc. | 0.59% | 30,517 | $557K | No change |
| LLY Eli Lilly & Co. | 0.57% | 697 | $538K | No change |
| S Sentinelone Inc. Class A | 0.44% | 19,001 | $422K | No change |
| SDGR Schrodinger Inc. | 0.42% | 20,886 | $403K | No change |
| MRNA Moderna Inc. | 0.42% | 9,510 | $395K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.38% | 4,222 | $363K | No change |
| KVYO Klaviyo Inc. Class A | 0.38% | 8,692 | $358K | New |
| VKTX Viking Therapeutics Inc. | 0.34% | 8,082 | $325K | No change |
| GH Guardant Health Inc. | 0.33% | 10,233 | $313K | No change |
| GPCR Structure Therapeutics Inc. | 0.32% | 11,057 | $300K | No change |
| BEAM Beam Therapeutics Inc. | 0.30% | 11,306 | $280K | No change |
| MBLY Mobileye Global Inc. Class A | 0.27% | 13,067 | $260K | No change |
| TWLO Twilio Inc. Class A | 0.27% | 2,357 | $255K | New |
| RLAY Relay Therapeutics Inc. | 0.17% | 38,429 | $158K | No change |
| TXG 10X Genomics Inc. Class A | 0.15% | 10,073 | $145K | No change |
| ABCL Abcellera Biologics Inc. | 0.09% | 28,488 | $83K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| ACWI iShares MSCI Acwi ETF | Reduce -1.2% | 42.80% | −2.16 |
Portfolio Buys Q3 2024 → Q4 2024
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 |