Brandywine Managers, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$169.9M
Q ending 2026-03-31
Prior quarter
$202.3M
Q ending 2025-12-31
Change
-16.0% QoQ · +103.8% YoY
Positions
40
reported holdings
Largest positions
All 40 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| The Campbells Company | CPB | Shares | $74.1M | 3.3M |
| Ishares Tr | ACWI | Shares | $40.6M | 294K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $12.5M | 32K |
| Uipath Inc | PATH | Shares | $11.2M | 1.0M |
| Nvidia Corporation | NVDA | Shares | $3.3M | 19K |
| Natera Inc | NTRA | Shares | $2.9M | 15K |
| Uber Technologies Inc | UBER | Shares | $2.1M | 29K |
| Cloudflare Inc | NET | Shares | $2.0M | 10K |
| Advanced Micro Devices Inc | AMD | Shares | $1.4M | 7K |
| Salesforce Inc | CRM | Shares | $1.3M | 7K |
| Datadog Inc | DDOG | Shares | $1.2M | 10K |
| Alnylam Pharmaceuticals Inc | ALNY | Shares | $1.0M | 3K |
| Twist Bioscience Corp | TWST | Shares | $996K | 21K |
| Samsara Inc | IOT | Shares | $981K | 31K |
| Mastercard Incorporated | MA | Shares | $892K | 2K |
| Mongodb Inc | MDB | Shares | $862K | 4K |
| Intuitive Surgical Inc | ISRG | Shares | $857K | 2K |
| Vicor Corp | VICR | Shares | $854K | 5K |
| Guardant Health Inc | GH | Shares | $844K | 9K |
| Snowflake Inc | SNOW | Shares | $752K | 5K |
| Palo Alto Networks Inc | PANW | Shares | $752K | 5K |
| Structure Therapeutics Inc | GPCR | Shares | $644K | 13K |
| Eli Lilly & Co | LLY | Shares | $641K | 697 |
| Kymera Therapeutics Inc | KYMR | Shares | $631K | 8K |
| Broadcom Inc | AVGO | Shares | $609K | 2K |
| Beam Therapeutics Inc | BEAM | Shares | $607K | 25K |
| Monolithic Pwr Sys Inc | MPWR | Shares | $593K | 542 |
| Alphabet Inc | GOOG | Shares | $533K | 2K |
| Moderna Inc | MRNA | Shares | $483K | 10K |
| Billiontoone Inc | BLLN | Shares | $454K | 6K |
| Heartflow Inc | HTFL | Shares | $408K | 17K |
| 10X Genomics Inc | TXG | Shares | $402K | 19K |
| Viking Therapeutics Inc | VKTX | Shares | $400K | 12K |
| Relay Therapeutics Inc | RLAY | Shares | $382K | 38K |
| Klaviyo Inc | KVYO | Shares | $338K | 17K |
| Schrodinger Inc | SDGR | Shares | $323K | 28K |
| Twilio Inc | TWLO | Shares | $297K | 2K |
| Okta Inc | OKTA | Shares | $221K | 3K |
| Pagerduty Inc | PD | Shares | $190K | 31K |
| Abcellera Biologics Inc | ABCL | Shares | $99K | 28K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.