Brandywine Managers, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Brandywine Managers, LLC reported 36 stock positions worth $100.6 million. Its top holding was iShares MSCI Acwi ETF (ACWI) at 37.5% of the portfolio, followed by CrowdStrike Class A (CRWD, 16.6%) and Uipath Class A (PATH, 12.8%). Compared with Q1 2025, it opened 1 new position, added to 3 and reduced 8. The biggest buy was a new position in Viking Therapeutics (VKTX) and the biggest sale Okta (OKTA, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- HOCKESSIN, DE
- CIK
- 0001135121
- Portfolio Value
- $100.6M (Q2 2025)
- SEC Filing
- 0000919574-25-004676 ↗ filed Aug 14, 2025
Holdings Value
Holdings 36 stocks · $100.6M
| ACWI iShares MSCI Acwi ETF | 37.53% | 293,679 | $37.8M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 16.61% | 32,814 | $16.7M | No change |
| PATH Uipath Inc. Class A | 12.84% | 1,009,684 | $12.9M | No change |
| NVDA Nvidia Corp. | 3.19% | 20,310 | $3.2M | No change |
| NTRA Natera Inc. | 2.99% | 17,838 | $3.0M | Reduce -1.1% |
| UBER Uber Technologies Inc. | 2.72% | 29,354 | $2.7M | No change |
| ZS Zscaler Inc. | 2.61% | 8,359 | $2.6M | No change |
| NET Cloudflare Inc. Class A | 1.93% | 9,906 | $1.9M | No change |
| CRM Salesforce Inc. | 1.87% | 6,913 | $1.9M | No change |
| ISRG Intuitive Surgical Inc. | 1.72% | 3,178 | $1.7M | Reduce -2.0% |
| ALNY Alnylam Pharmaceuticals Inc. | 1.37% | 4,218 | $1.4M | Reduce -3.0% |
| DDOG Datadog Inc. Class A | 1.35% | 10,100 | $1.4M | No change |
| IOT Samsara Inc. Class A | 1.22% | 30,970 | $1.2M | No change |
| SNOW Snowflake Inc. | 1.11% | 4,988 | $1.1M | No change |
| OKTA Okta Inc. | 1.02% | 10,309 | $1.0M | Reduce -7.2% |
| AMD Advanced Micro Devices | 1.00% | 7,098 | $1.0M | Reduce -10.1% |
| MA Mastercard Inc. Class A | 1.00% | 1,785 | $1.0M | No change |
| NOW ServiceNow Inc. | 0.91% | 893 | $918K | No change |
| MDB Mongodb Inc. | 0.86% | 4,121 | $865K | Add +17.7% |
| VEEV Veeva Systems Inc. Class A | 0.79% | 2,759 | $795K | Reduce -15.3% |
| TWST Twist Bioscience Corp. | 0.77% | 20,970 | $771K | No change |
| LLY Eli Lilly & Co. | 0.54% | 697 | $543K | No change |
| GH Guardant Health Inc. | 0.53% | 10,233 | $533K | No change |
| PD Pagerduty Inc. | 0.46% | 30,517 | $466K | No change |
| KVYO Klaviyo Inc. Class A | 0.44% | 13,038 | $438K | Add +50.0% |
| SDGR Schrodinger Inc. | 0.42% | 20,886 | $420K | No change |
| BEAM Beam Therapeutics Inc. | 0.31% | 18,606 | $316K | Add +64.6% |
| TWLO Twilio Inc. Class A | 0.29% | 2,357 | $293K | No change |
| MRNA Moderna Inc. | 0.26% | 9,510 | $262K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.26% | 3,747 | $259K | Reduce -11.3% |
| GPCR Structure Therapeutics Inc. | 0.23% | 11,057 | $229K | No change |
| TXG 10X Genomics Inc. Class A | 0.22% | 18,938 | $219K | No change |
| VKTX Viking Therapeutics Inc. | 0.21% | 8,082 | $214K | New |
| S Sentinelone Inc. Class A | 0.19% | 10,501 | $192K | Reduce -44.7% |
| RLAY Relay Therapeutics Inc. | 0.13% | 38,429 | $133K | No change |
| ABCL Abcellera Biologics Inc. | 0.10% | 28,488 | $98K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| OKTA Okta Inc. | Reduce -7.2% | 1.02% | −0.38 |
| S Sentinelone Inc. Class A | Reduce -44.7% | 0.19% | −0.22 |
| ISRG Intuitive Surgical Inc. | Reduce -2.0% | 1.72% | −0.21 |
| VEEV Veeva Systems Inc. Class A | Reduce -15.3% | 0.79% | −0.12 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -11.3% | 0.26% | −0.09 |
| NTRA Natera Inc. | Reduce -1.1% | 2.99% | −0.07 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -3.0% | 1.37% | −0.04 |
| AMD Advanced Micro Devices | Reduce -10.1% | 1.00% | +0.03 |
Portfolio Buys Q1 2025 → Q2 2025
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 |