Brandywine Managers, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Brandywine Managers, LLC reported 35 stock positions worth $83.4 million. Its top holding was iShares MSCI Acwi ETF (ACWI) at 41.0% of the portfolio, followed by CrowdStrike Class A (CRWD, 13.9%) and Uipath Class A (PATH, 12.5%). Compared with Q4 2024, it sold out of 2, added to 2 and reduced 6. The biggest buy was 10X Genomics Class A (TXG, shares +88%) and the biggest sale iShares MSCI Acwi ETF (ACWI, shares −15%).

Most Recent 13F
Q2 2026
Location
HOCKESSIN, DE
CIK
0001135121
Portfolio Value
$83.4M (Q1 2025)
SEC Filing
0000919574-25-003035 ↗ filed May 15, 2025

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 $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 35 stocks · $83.4M
ACWI iShares MSCI Acwi ETF 41.01% 293,679 $34.2M Reduce -15.0%
CRWD CrowdStrike Holdings Inc. Class A 13.88% 32,814 $11.6M No change
PATH Uipath Inc. Class A 12.48% 1,009,684 $10.4M No change
NTRA Natera Inc. 3.06% 18,038 $2.6M Reduce -1.6%
NVDA Nvidia Corp. 2.64% 20,310 $2.2M Reduce -5.0%
UBER Uber Technologies Inc. 2.57% 29,354 $2.1M No change
CRM Salesforce Inc. 2.23% 6,913 $1.9M No change
ZS Zscaler Inc. 1.99% 8,359 $1.7M No change
ISRG Intuitive Surgical Inc. 1.93% 3,243 $1.6M Reduce -2.7%
IOT Samsara Inc. Class A 1.42% 30,970 $1.2M No change
ALNY Alnylam Pharmaceuticals Inc. 1.41% 4,348 $1.2M No change
OKTA Okta Inc. 1.40% 11,109 $1.2M Reduce -12.4%
NET Cloudflare Inc. Class A 1.34% 9,906 $1.1M No change
DDOG Datadog Inc. Class A 1.20% 10,100 $1.0M No change
MA Mastercard Inc. Class A 1.17% 1,785 $978K No change
TWST Twist Bioscience Corp. 0.99% 20,970 $823K No change
AMD Advanced Micro Devices 0.97% 7,898 $811K No change
VEEV Veeva Systems Inc. Class A 0.91% 3,259 $755K Reduce -16.8%
SNOW Snowflake Inc. 0.87% 4,988 $729K No change
NOW ServiceNow Inc. 0.85% 893 $711K No change
MDB Mongodb Inc. 0.74% 3,501 $614K Add +22.5%
LLY Eli Lilly & Co. 0.69% 697 $576K No change
PD Pagerduty Inc. 0.67% 30,517 $558K No change
GH Guardant Health Inc. 0.52% 10,233 $436K No change
SDGR Schrodinger Inc. 0.49% 20,886 $412K No change
S Sentinelone Inc. Class A 0.41% 19,001 $345K No change
NVO Novo-Nordisk A/S-Spons ADR 0.35% 4,222 $293K No change
MRNA Moderna Inc. 0.32% 9,510 $270K No change
KVYO Klaviyo Inc. Class A 0.32% 8,692 $263K No change
TWLO Twilio Inc. Class A 0.28% 2,357 $231K No change
BEAM Beam Therapeutics Inc. 0.26% 11,306 $221K No change
GPCR Structure Therapeutics Inc. 0.23% 11,057 $191K No change
TXG 10X Genomics Inc. Class A 0.20% 18,938 $165K Add +88.0%
RLAY Relay Therapeutics Inc. 0.12% 38,429 $101K No change
ABCL Abcellera Biologics Inc. 0.08% 28,488 $64K No change

Portfolio Sells Q4 2024 → Q1 2025
ACWI iShares MSCI Acwi ETF Reduce -15.0% 41.01% −1.79
NVDA Nvidia Corp. Reduce -5.0% 2.64% −0.39
VKTX Viking Therapeutics Inc. Sold out 0.00% −0.34
MBLY Mobileye Global Inc. Class A Sold out 0.00% −0.27
NTRA Natera Inc. Reduce -1.6% 3.06% +0.00
VEEV Veeva Systems Inc. Class A Reduce -16.8% 0.91% +0.04
ISRG Intuitive Surgical Inc. Reduce -2.7% 1.93% +0.09
OKTA Okta Inc. Reduce -12.4% 1.40% +0.35

Portfolio Buys Q4 2024 → Q1 2025
TXG 10X Genomics Inc. Class A Add +88.0% 0.20% +0.05
MDB Mongodb Inc. Add +22.5% 0.74% +0.04

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