Brandywine Managers, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Brandywine Managers, LLC reported 38 stock positions worth $202.3 million. Its top holding was Campbell's (CPB) at 45.9% of the portfolio, followed by iShares MSCI Acwi ETF (ACWI, 20.5%) and Uipath Class A (PATH, 8.2%). Compared with Q3 2025, it opened 1 new position, added to 2 and reduced 7. The biggest buy was a new position in Campbell's (CPB) and the biggest sale CrowdStrike Class A (CRWD, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- HOCKESSIN, DE
- CIK
- 0001135121
- Portfolio Value
- $202.3M (Q4 2025)
- SEC Filing
- 0000919574-26-000819 ↗ filed Feb 13, 2026
Holdings Value
Holdings 38 stocks · $202.3M
| CPB The Campbell's Company | 45.88% | 3,329,500 | $92.8M | New |
| ACWI iShares MSCI Acwi ETF | 20.54% | 293,679 | $41.6M | No change |
| PATH Uipath Inc. Class A | 8.18% | 1,009,684 | $16.5M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 7.50% | 32,364 | $15.2M | Reduce -0.3% |
| NVDA Nvidia Corp. | 1.79% | 19,410 | $3.6M | Reduce -1.0% |
| NTRA Natera Inc. | 1.77% | 15,588 | $3.6M | Reduce -1.3% |
| UBER Uber Technologies Inc. | 1.19% | 29,354 | $2.4M | No change |
| NET Cloudflare Inc. Class A | 0.97% | 9,906 | $2.0M | No change |
| ZS Zscaler Inc. | 0.93% | 8,359 | $1.9M | No change |
| CRM Salesforce Inc. | 0.91% | 6,913 | $1.8M | No change |
| AMD Advanced Micro Devices | 0.75% | 7,098 | $1.5M | No change |
| MDB Mongodb Inc. | 0.73% | 3,521 | $1.5M | No change |
| ALNY Alnylam Pharmaceuticals Inc. | 0.71% | 3,618 | $1.4M | Reduce -2.7% |
| DDOG Datadog Inc. Class A | 0.68% | 10,100 | $1.4M | No change |
| ISRG Intuitive Surgical Inc. | 0.61% | 2,178 | $1.2M | Reduce -4.4% |
| IOT Samsara Inc. Class A | 0.54% | 30,970 | $1.1M | No change |
| SNOW Snowflake Inc. | 0.54% | 4,988 | $1.1M | No change |
| GH Guardant Health Inc. | 0.51% | 10,133 | $1.0M | Reduce -1.0% |
| MA Mastercard Inc. Class A | 0.50% | 1,785 | $1.0M | No change |
| GPCR Structure Therapeutics Inc. | 0.46% | 13,357 | $929K | Add +20.8% |
| RNAM Avidity Biosciences Inc. | 0.45% | 12,540 | $905K | No change |
| LLY Eli Lilly & Co. | 0.37% | 697 | $749K | No change |
| NOW ServiceNow Inc. | 0.34% | 4,465 | $684K | No change |
| TWST Twist Bioscience Corp. | 0.33% | 20,970 | $665K | No change |
| FIG Figma Inc. Class A | 0.32% | 17,130 | $640K | Add +18.3% |
| VEEV Veeva Systems Inc. Class A | 0.30% | 2,759 | $616K | No change |
| KVYO Klaviyo Inc. Class A | 0.28% | 17,384 | $564K | No change |
| BEAM Beam Therapeutics Inc. | 0.26% | 18,606 | $516K | No change |
| HTFL Heartflow Inc. | 0.24% | 16,774 | $489K | No change |
| VKTX Viking Therapeutics Inc. | 0.21% | 12,301 | $433K | No change |
| PD Pagerduty Inc. | 0.20% | 30,517 | $400K | No change |
| SDGR Schrodinger Inc. | 0.18% | 20,886 | $373K | No change |
| OKTA Okta Inc. | 0.17% | 3,909 | $338K | Reduce -7.1% |
| TWLO Twilio Inc. Class A | 0.17% | 2,357 | $335K | No change |
| RLAY Relay Therapeutics Inc. | 0.16% | 38,429 | $325K | No change |
| TXG 10X Genomics Inc. Class A | 0.15% | 18,938 | $309K | No change |
| MRNA Moderna Inc. | 0.14% | 9,510 | $280K | No change |
| ABCL Abcellera Biologics Inc. | 0.05% | 28,488 | $97K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -0.3% | 7.50% | −7.77 |
| NVDA Nvidia Corp. | Reduce -1.0% | 1.79% | −1.72 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -2.7% | 0.71% | −0.92 |
| NTRA Natera Inc. | Reduce -1.3% | 1.77% | −0.67 |
| ISRG Intuitive Surgical Inc. | Reduce -4.4% | 0.61% | −0.37 |
| OKTA Okta Inc. | Reduce -7.1% | 0.17% | −0.20 |
| GH Guardant Health Inc. | Reduce -1.0% | 0.51% | −0.10 |
Portfolio Buys Q3 2025 → Q4 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 |