Brandywine Managers, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Brandywine Managers, LLC reported 37 stock positions worth $104.2 million. Its top holding was iShares MSCI Acwi ETF (ACWI) at 38.9% of the portfolio, followed by CrowdStrike Class A (CRWD, 15.3%) and Uipath Class A (PATH, 13.0%). Compared with Q2 2025, it opened 3 new positions, sold out of 2, added to 2 and reduced 7. The biggest buy was a new position in Figma Class A (FIG) and the biggest sale CrowdStrike Class A (CRWD, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- HOCKESSIN, DE
- CIK
- 0001135121
- Portfolio Value
- $104.2M (Q3 2025)
- SEC Filing
- 0000919574-25-006760 ↗ filed Nov 14, 2025
Holdings Value
Holdings 37 stocks · $104.2M
| ACWI iShares MSCI Acwi ETF | 38.94% | 293,679 | $40.6M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 15.27% | 32,464 | $15.9M | Reduce -1.1% |
| PATH Uipath Inc. Class A | 12.96% | 1,009,684 | $13.5M | No change |
| NVDA Nvidia Corp. | 3.51% | 19,610 | $3.7M | Reduce -3.5% |
| UBER Uber Technologies Inc. | 2.76% | 29,354 | $2.9M | No change |
| NTRA Natera Inc. | 2.44% | 15,788 | $2.5M | Reduce -11.5% |
| ZS Zscaler Inc. | 2.40% | 8,359 | $2.5M | No change |
| NET Cloudflare Inc. Class A | 2.04% | 9,906 | $2.1M | No change |
| ALNY Alnylam Pharmaceuticals Inc. | 1.63% | 3,718 | $1.7M | Reduce -11.8% |
| CRM Salesforce Inc. | 1.57% | 6,913 | $1.6M | No change |
| DDOG Datadog Inc. Class A | 1.38% | 10,100 | $1.4M | No change |
| IOT Samsara Inc. Class A | 1.11% | 30,970 | $1.2M | No change |
| AMD Advanced Micro Devices | 1.10% | 7,098 | $1.1M | No change |
| SNOW Snowflake Inc. | 1.08% | 4,988 | $1.1M | No change |
| MDB Mongodb Inc. | 1.05% | 3,521 | $1.1M | Reduce -14.6% |
| ISRG Intuitive Surgical Inc. | 0.98% | 2,278 | $1.0M | Reduce -28.3% |
| MA Mastercard Inc. Class A | 0.97% | 1,785 | $1.0M | No change |
| VEEV Veeva Systems Inc. Class A | 0.79% | 2,759 | $822K | No change |
| NOW ServiceNow Inc. | 0.79% | 893 | $822K | No change |
| FIG Figma Inc. Class A | 0.72% | 14,478 | $751K | New |
| GH Guardant Health Inc. | 0.61% | 10,233 | $639K | No change |
| TWST Twist Bioscience Corp. | 0.57% | 20,970 | $590K | No change |
| HTFL Heartflow Inc. | 0.54% | 16,774 | $565K | New |
| RNAM Avidity Biosciences Inc. | 0.52% | 12,540 | $546K | New |
| LLY Eli Lilly & Co. | 0.51% | 697 | $532K | No change |
| PD Pagerduty Inc. | 0.48% | 30,517 | $504K | No change |
| KVYO Klaviyo Inc. Class A | 0.46% | 17,384 | $481K | Add +33.3% |
| BEAM Beam Therapeutics Inc. | 0.43% | 18,606 | $452K | No change |
| SDGR Schrodinger Inc. | 0.40% | 20,886 | $419K | No change |
| OKTA Okta Inc. | 0.37% | 4,209 | $386K | Reduce -59.2% |
| VKTX Viking Therapeutics Inc. | 0.31% | 12,301 | $323K | Add +52.2% |
| GPCR Structure Therapeutics Inc. | 0.30% | 11,057 | $310K | No change |
| MRNA Moderna Inc. | 0.24% | 9,510 | $246K | No change |
| TWLO Twilio Inc. Class A | 0.23% | 2,357 | $236K | No change |
| TXG 10X Genomics Inc. Class A | 0.21% | 18,938 | $221K | No change |
| RLAY Relay Therapeutics Inc. | 0.19% | 38,429 | $201K | No change |
| ABCL Abcellera Biologics Inc. | 0.14% | 28,488 | $143K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -1.1% | 15.27% | −1.34 |
| ISRG Intuitive Surgical Inc. | Reduce -28.3% | 0.98% | −0.74 |
| OKTA Okta Inc. | Reduce -59.2% | 0.37% | −0.65 |
| NTRA Natera Inc. | Reduce -11.5% | 2.44% | −0.56 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.26 |
| S Sentinelone Inc. Class A | Sold out | 0.00% | −0.19 |
| MDB Mongodb Inc. | Reduce -14.6% | 1.05% | +0.19 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -11.8% | 1.63% | +0.26 |
| NVDA Nvidia Corp. | Reduce -3.5% | 3.51% | +0.32 |
Portfolio Buys Q2 2025 → Q3 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 |