Q4 2025 · 13F-HR
BRANDYWINE MANAGERS, LLCholdings as filed
Filed 2026-02-13 · accession 0000919574-26-000819
$202.3M
Reported value
38
Positions
2025-12-31
Period end
The Brief · BRANDYWINE MANAGERS, LLC · Q4 2025
AI · grounded in 13F
Brandywine Managers, LLC established a new position in The Campbells Company CPB valued at $92.79M. The fund increased its stake in ServiceNow Inc NOW by 400% and Structure Therapeutics Inc GPCR by 20.8%. Conversely, the manager reduced holdings in Okta Inc OKTA by 7.1% and Intuitive Surgical Inc ISRG by 4.4%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 134429109 | CPB | THE CAMPBELLS COMPANY | $92.8M | 45.9% | 3,329,500 | Common | SOLE |
| 464288257 | ACWI | ISHARES TR | $41.6M | 20.5% | 293,679 | Common | SOLE |
| 90364P105 | PATH | UIPATH INC | $16.5M | 8.18% | 1,009,684 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $15.2M | 7.50% | 32,364 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $3.6M | 1.79% | 19,410 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $3.6M | 1.77% | 15,588 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $2.4M | 1.19% | 29,354 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $2.0M | 0.97% | 9,906 | Common | SOLE |
| 98980G102 | ZS | ZSCALER INC | $1.9M | 0.93% | 8,359 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $1.8M | 0.91% | 6,913 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $1.5M | 0.75% | 7,098 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $1.5M | 0.73% | 3,521 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $1.4M | 0.71% | 3,618 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $1.4M | 0.68% | 10,100 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $1.2M | 0.61% | 2,178 | Common | SOLE |
| 79589L106 | IOT | SAMSARA INC | $1.1M | 0.54% | 30,970 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $1.1M | 0.54% | 4,988 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $1.0M | 0.51% | 10,133 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $1.0M | 0.50% | 1,785 | Common | SOLE |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $928,979 | 0.46% | 13,357 | Common | SOLE |
| 05370A108 | RNAGBP | AVIDITY BIOSCIENCES INC | $904,510 | 0.45% | 12,540 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $749,052 | 0.37% | 697 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $683,993 | 0.34% | 4,465 | Common | SOLE |
| 90184D100 | TWST | TWIST BIOSCIENCE CORP | $665,168 | 0.33% | 20,970 | Common | SOLE |
| 316841105 | FIG | FIGMA INC | $640,148 | 0.32% | 17,130 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $615,892 | 0.30% | 2,759 | Common | SOLE |
| 49845K101 | KVYO | KLAVIYO INC | $564,458 | 0.28% | 17,384 | Common | SOLE |
| 07373V105 | BEAM | BEAM THERAPEUTICS INC | $515,758 | 0.26% | 18,606 | Common | SOLE |
| 42238D107 | HTFL | HEARTFLOW INC | $488,962 | 0.24% | 16,774 | Common | SOLE |
| 92686J106 | VKTX | VIKING THERAPEUTICS INC | $432,749 | 0.21% | 12,301 | Common | SOLE |
| 69553P100 | PD | PAGERDUTY INC | $400,078 | 0.20% | 30,517 | Common | SOLE |
| 80810D103 | SDGR | SCHRODINGER INC | $373,442 | 0.18% | 20,886 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $338,011 | 0.17% | 3,909 | Common | SOLE |
| 90138F102 | TWLO | TWILIO INC | $335,260 | 0.17% | 2,357 | Common | SOLE |
| 75943R102 | RLAY | RELAY THERAPEUTICS INC | $325,109 | 0.16% | 38,429 | Common | SOLE |
| 88025U109 | TXG | 10X GENOMICS INC | $308,879 | 0.15% | 18,938 | Common | SOLE |
| 60770K107 | MRNA | MODERNA INC | $280,450 | 0.14% | 9,510 | Common | SOLE |
| 00288U106 | ABCL | ABCELLERA BIOLOGICS INC | $97,429 | 0.05% | 28,488 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.