Brandywine Managers, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Brandywine Managers, LLC reported 40 stock positions worth $169.9 million. Its top holding was Campbell's (CPB) at 43.6% of the portfolio, followed by iShares MSCI Acwi ETF (ACWI, 23.9%) and CrowdStrike Class A (CRWD, 7.4%). Compared with Q4 2025, it opened 7 new positions, sold out of 5, added to 2 and reduced 7. The biggest buy was a new position in Vicor (VICR) and the biggest sale an exit from Zscaler (ZS).
- Most Recent 13F
- Q2 2026
- Location
- HOCKESSIN, DE
- CIK
- 0001135121
- Portfolio Value
- $169.9M (Q1 2026)
- SEC Filing
- 0000919574-26-003102 ↗ filed May 14, 2026
Holdings Value
Holdings 40 stocks · $169.9M
| CPB The Campbell's Company | 43.64% | 3,329,500 | $74.1M | No change |
| ACWI iShares MSCI Acwi ETF | 23.92% | 293,679 | $40.6M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 7.38% | 32,124 | $12.5M | Reduce -0.7% |
| PATH Uipath Inc. Class A | 6.60% | 1,009,684 | $11.2M | No change |
| NVDA Nvidia Corp. | 1.94% | 18,860 | $3.3M | Reduce -2.8% |
| NTRA Natera Inc. | 1.72% | 14,588 | $2.9M | Reduce -6.4% |
| UBER Uber Technologies Inc. | 1.24% | 29,354 | $2.1M | No change |
| NET Cloudflare Inc. Class A | 1.20% | 9,906 | $2.0M | No change |
| AMD Advanced Micro Devices | 0.85% | 7,098 | $1.4M | No change |
| CRM Salesforce Inc. | 0.76% | 6,913 | $1.3M | No change |
| DDOG Datadog Inc. Class A | 0.70% | 10,100 | $1.2M | No change |
| ALNY Alnylam Pharmaceuticals Inc. | 0.62% | 3,168 | $1.0M | Reduce -12.4% |
| TWST Twist Bioscience Corp. | 0.59% | 20,970 | $996K | No change |
| IOT Samsara Inc. Class A | 0.58% | 30,970 | $981K | No change |
| MA Mastercard Inc. Class A | 0.52% | 1,785 | $892K | No change |
| MDB Mongodb Inc. | 0.51% | 3,521 | $862K | No change |
| ISRG Intuitive Surgical Inc. | 0.50% | 1,858 | $857K | Reduce -14.7% |
| VICR Vicor Corp. | 0.50% | 5,303 | $854K | New |
| GH Guardant Health Inc. | 0.50% | 9,133 | $844K | Reduce -9.9% |
| SNOW Snowflake Inc. | 0.44% | 4,988 | $752K | No change |
| PANW Palo Alto Networks Inc. | 0.44% | 4,689 | $752K | New |
| GPCR Structure Therapeutics Inc. | 0.38% | 13,357 | $644K | No change |
| LLY Eli Lilly & Co. | 0.38% | 697 | $641K | No change |
| KYMR Kymera Therapeutics Inc. | 0.37% | 7,570 | $631K | New |
| AVGO Broadcom Inc. | 0.36% | 1,967 | $609K | New |
| BEAM Beam Therapeutics Inc. | 0.36% | 25,455 | $607K | Add +36.8% |
| MPWR Monolithic Power Systems Inc. | 0.35% | 542 | $593K | New |
| GOOG Alphabet Inc. Class C | 0.31% | 1,857 | $533K | New |
| MRNA Moderna Inc. | 0.28% | 9,510 | $483K | No change |
| BLLN Billiontoone Inc. Class A | 0.27% | 5,750 | $454K | New |
| HTFL Heartflow Inc. | 0.24% | 16,774 | $408K | No change |
| TXG 10X Genomics Inc. Class A | 0.24% | 18,938 | $402K | No change |
| VKTX Viking Therapeutics Inc. | 0.24% | 12,301 | $400K | No change |
| RLAY Relay Therapeutics Inc. | 0.23% | 38,429 | $382K | No change |
| KVYO Klaviyo Inc. Class A | 0.20% | 17,384 | $338K | No change |
| SDGR Schrodinger Inc. | 0.19% | 28,456 | $323K | Add +36.2% |
| TWLO Twilio Inc. Class A | 0.17% | 2,357 | $297K | No change |
| OKTA Okta Inc. | 0.13% | 2,809 | $221K | Reduce -28.1% |
| PD Pagerduty Inc. | 0.11% | 30,517 | $190K | No change |
| ABCL Abcellera Biologics Inc. | 0.06% | 28,488 | $99K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| ZS Zscaler Inc. | Sold out | 0.00% | −0.93 |
| RNAM Avidity Biosciences Inc. | Sold out | 0.00% | −0.45 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.34 |
| FIG Figma Inc. Class A | Sold out | 0.00% | −0.32 |
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −0.30 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -0.7% | 7.38% | −0.12 |
| ISRG Intuitive Surgical Inc. | Reduce -14.7% | 0.50% | −0.11 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -12.4% | 0.62% | −0.09 |
| NTRA Natera Inc. | Reduce -6.4% | 1.72% | −0.05 |
| OKTA Okta Inc. | Reduce -28.1% | 0.13% | −0.04 |
| GH Guardant Health Inc. | Reduce -9.9% | 0.50% | −0.02 |
| NVDA Nvidia Corp. | Reduce -2.8% | 1.94% | +0.15 |
Portfolio Buys Q4 2025 → Q1 2026
| VICR Vicor Corp. | New | 0.50% | +0.50 |
| PANW Palo Alto Networks Inc. | New | 0.44% | +0.44 |
| KYMR Kymera Therapeutics Inc. | New | 0.37% | +0.37 |
| AVGO Broadcom Inc. | New | 0.36% | +0.36 |
| MPWR Monolithic Power Systems Inc. | New | 0.35% | +0.35 |
| GOOG Alphabet Inc. Class C | New | 0.31% | +0.31 |
| BLLN Billiontoone Inc. Class A | New | 0.27% | +0.27 |
| BEAM Beam Therapeutics Inc. | Add +36.8% | 0.36% | +0.10 |
| SDGR Schrodinger Inc. | Add +36.2% | 0.19% | +0.01 |
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 |