Institutional
BRANDYWINE MANAGERS, LLC
CIK 0001135121
$169.9M
Reported AUM
40
Positions
Q1 2026
Period
2026-05-14
Filed
The Brief · BRANDYWINE MANAGERS, LLC · Q1 2026
AI · grounded in 13F
Brandywine Managers, LLC exited its position in ZS for a reduction of $1.88M. The fund also closed positions in RNAGBP and NOW, totaling $904,510 and $683,993 respectively. On the buy side, the manager established new positions in VICR for $853,783 and PANW for $751,740.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CPB | THE CAMPBELLS COMPANY | $21.99 | -0.41% | -27.37% | -35.55% | $74.1M | 43.64% | — | HELD |
| 2 | ACWI | ISHARES TR | $155.97 | 0.20% | 22.98% | 62.51% | $40.6M | 23.92% | — | HELD |
| 3 | CRWD | CROWDSTRIKE HLDGS INC | $188.23 | 1.63% | 65.87% | 163.66% | $12.5M | 7.38% | — | HELD |
| 4 | PATH | UIPATH INC | $12.62 | 2.06% | 13.64% | -80.02% | $11.2M | 6.60% | — | HELD |
| 5 | NVDA | NVIDIA CORPORATION | $198.08 | 1.56% | 12.42% | 774.16% | $3.3M | 1.94% | — | HELD |
| 6 | NTRA | NATERA INC | $265.32 | -1.61% | 100.37% | 127.70% | $2.9M | 1.72% | — | HELD |
| 7 | UBER | UBER TECHNOLOGIES INC | $69.96 | -0.58% | -19.56% | 78.62% | $2.1M | 1.24% | — | HELD |
| 8 | NET | CLOUDFLARE INC | $278.92 | -1.58% | 41.62% | 134.71% | $2.0M | 1.20% | — | HELD |
| 9 | AMD | ADVANCED MICRO DEVICES INC | $491.92 | 1.34% | 186.40% | 344.13% | $1.4M | 0.85% | — | HELD |
| 10 | CRM | SALESFORCE INC | $182.64 | 1.07% | -27.31% | -30.68% | $1.3M | 0.76% | — | HELD |
| 11 | DDOG | DATADOG INC | $271.68 | 1.16% | 98.05% | 94.89% | $1.2M | 0.70% | — | HELD |
| 12 | ALNY | ALNYLAM PHARMACEUTICALS INC | $201.93 | -1.73% | -49.48% | 0.77% | $1.0M | 0.62% | — | HELD |
| 13 | TWST | TWIST BIOSCIENCE CORP | $90.85 | -0.53% | 168.29% | -20.18% | $996K | 0.59% | — | HELD |
| 14 | IOT | SAMSARA INC | $36.96 | 3.24% | -0.58% | 97.79% | $981K | 0.58% | — | HELD |
| 15 | MA | MASTERCARD INCORPORATED | $571.41 | -1.03% | 3.76% | 71.76% | $892K | 0.52% | — | HELD |
| 16 | MDB | MONGODB INC | $333.51 | 2.34% | 47.48% | -16.83% | $862K | 0.51% | — | HELD |
| 17 | ISRG | INTUITIVE SURGICAL INC | $352.62 | -0.10% | -26.94% | 0.51% | $857K | 0.50% | — | HELD |
| 18 | VICR | VICOR CORP | $213.12 | 3.12% | 371.31% | 67.52% | $854K | 0.50% | — | HELD |
| 19 | GH | GUARDANT HEALTH INC | $161.89 | 6.26% | 264.70% | 18.69% | $844K | 0.50% | — | HELD |
| 20 | SNOW | SNOWFLAKE INC | $297.74 | -0.12% | 45.40% | -2.05% | $752K | 0.44% | — | HELD |
| 21 | PANW | PALO ALTO NETWORKS INC | $327.67 | 0.61% | 88.38% | 323.84% | $752K | 0.44% | — | HELD |
| 22 | GPCR | STRUCTURE THERAPEUTICS INC | $47.14 | -4.71% | 169.41% | 99.20% | $644K | 0.38% | — | HELD |
| 23 | LLY | ELI LILLY & CO | $1143.39 | -1.00% | 50.85% | 361.96% | $641K | 0.38% | — | HELD |
| 24 | KYMR | KYMERA THERAPEUTICS INC | $102.84 | -3.90% | 140.11% | 66.00% | $631K | 0.37% | — | HELD |
| 25 | AVGO | BROADCOM INC | $388.14 | 0.08% | 34.78% | 753.17% | $609K | 0.36% | — | HELD |
| 26 | BEAM | BEAM THERAPEUTICS INC | $25.52 | -3.66% | 36.01% | -76.91% | $607K | 0.36% | — | HELD |
| 27 | MPWR | MONOLITHIC PWR SYS INC | $1427.99 | 8.50% | 68.71% | 175.79% | $593K | 0.35% | — | HELD |
| 28 | GOOG | ALPHABET INC | $353.20 | 5.85% | 76.17% | 131.42% | $533K | 0.31% | — | HELD |
| 29 | MRNA | MODERNA INC | $57.41 | -0.88% | 109.82% | -84.62% | $483K | 0.28% | — | HELD |
| 30 | BLLN | BILLIONTOONE INC | $137.07 | -1.81% | 39.55% | 70.56% | $454K | 0.27% | — | HELD |
| 31 | HTFL | HEARTFLOW INC | $25.33 | -1.93% | — | — | $408K | 0.24% | — | HELD |
| 32 | TXG | 10X GENOMICS INC | $47.74 | -3.42% | — | — | $402K | 0.24% | — | HELD |
| 33 | VKTX | VIKING THERAPEUTICS INC | $31.98 | -3.43% | — | — | $400K | 0.24% | — | HELD |
| 34 | RLAY | RELAY THERAPEUTICS INC | $18.65 | -4.11% | — | — | $382K | 0.23% | — | HELD |
| 35 | KVYO | KLAVIYO INC | $18.35 | 0.03% | — | — | $338K | 0.20% | — | HELD |
| 36 | SDGR | SCHRODINGER INC | $15.07 | -1.82% | — | — | $323K | 0.19% | — | HELD |
| 37 | TWLO | TWILIO INC | $195.10 | 2.18% | — | — | $297K | 0.17% | — | HELD |
| 38 | OKTA | OKTA INC | $140.79 | 0.27% | — | — | $221K | 0.13% | — | HELD |
| 39 | PD | PAGERDUTY INC | $10.57 | 1.98% | — | — | $190K | 0.11% | — | HELD |
| 40 | ABCL | ABCELLERA BIOLOGICS INC | $5.53 | -2.81% | — | — | $99K | 0.06% | — | HELD |
Source: SEC EDGAR · accession 0000919574-26-003102. 13F discloses long positions only — shorts, foreign equities, and options are excluded.