Brandywine Managers, Llc Portfolio Stock Holdings
Brandywine Managers, Llc disclosed 40 stock positions valued at approximately $169.9 million in its latest SEC 13F filing. The largest holdings include THE CAMPBELLS COMPANY, ISHARES TR, and CROWDSTRIKE HLDGS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 40
- Portfolio Value
- $169.9M
Holdings by Sector
Brandywine Managers, Llc Portfolio Holdings in Q1 2026
38 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| THE CAMPBELLS COMPANY | CPB | Consumer Defensive | 43.64% | 3,329,500 | - | - | $74,147,965 |
| ISHARES TR | ACWI | Other | 23.92% | 293,679 | - | - | $40,636,363 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 7.38% | 32,124 | -240 | -0.74% | $12,541,531 |
| UIPATH INC | PATH | Technology | 6.60% | 1,009,684 | - | - | $11,207,492 |
| NVIDIA CORPORATION | NVDA | Technology | 1.94% | 18,860 | -550 | -2.83% | $3,289,184 |
| NATERA INC | NTRA | Healthcare | 1.72% | 14,588 | -1,000 | -6.42% | $2,917,454 |
| UBER TECHNOLOGIES INC | UBER | Technology | 1.24% | 29,354 | - | - | $2,111,433 |
| CLOUDFLARE INC | NET | Technology | 1.20% | 9,906 | - | - | $2,044,004 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.85% | 7,098 | - | - | $1,443,946 |
| SALESFORCE INC | CRM | Technology | 0.76% | 6,913 | - | - | $1,290,450 |
| DATADOG INC | DDOG | Technology | 0.70% | 10,100 | - | - | $1,192,305 |
| ALNYLAM PHARMACEUTICALS INC | ALNY | Healthcare | 0.62% | 3,168 | -450 | -12.44% | $1,048,196 |
| TWIST BIOSCIENCE CORP | TWST | Healthcare | 0.59% | 20,970 | - | - | $996,494 |
| SAMSARA INC | IOT | Technology | 0.58% | 30,970 | - | - | $981,439 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.52% | 1,785 | - | - | $891,893 |
| MONGODB INC | MDB | Technology | 0.51% | 3,521 | - | - | $861,835 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.50% | 1,858 | -320 | -14.69% | $856,519 |
| VICOR CORP | VICR | Technology | 0.50% | 5,303 | +5,303 | +100.00% | $853,783 |
| GUARDANT HEALTH INC | GH | Healthcare | 0.50% | 9,133 | -1,000 | -9.87% | $843,615 |
| SNOWFLAKE INC | SNOW | Technology | 0.44% | 4,988 | - | - | $752,290 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.44% | 4,689 | +4,689 | +100.00% | $751,740 |
| STRUCTURE THERAPEUTICS INC | GPCR | Healthcare | 0.38% | 13,357 | - | - | $643,807 |
| ELI LILLY & CO | LLY | Healthcare | 0.38% | 697 | - | - | $641,080 |
| KYMERA THERAPEUTICS INC | KYMR | Healthcare | 0.37% | 7,570 | +7,570 | +100.00% | $630,505 |
| BROADCOM INC | AVGO | Technology | 0.36% | 1,967 | +1,967 | +100.00% | $608,806 |
| BEAM THERAPEUTICS INC | BEAM | Healthcare | 0.36% | 25,455 | +6,849 | +36.81% | $606,593 |
| MONOLITHIC PWR SYS INC | MPWR | Technology | 0.35% | 542 | +542 | +100.00% | $592,596 |
| ALPHABET INC | GOOG | Communication Services | 0.31% | 1,857 | +1,857 | +100.00% | $532,699 |
| MODERNA INC | MRNA | Healthcare | 0.28% | 9,510 | - | - | $483,108 |
| 10X GENOMICS INC | TXG | Healthcare | 0.24% | 18,938 | - | - | $402,054 |
| VIKING THERAPEUTICS INC | VKTX | Healthcare | 0.24% | 12,301 | - | - | $400,275 |
| RELAY THERAPEUTICS INC | RLAY | Healthcare | 0.23% | 38,429 | - | - | $382,369 |
| KLAVIYO INC | KVYO | Technology | 0.20% | 17,384 | - | - | $338,293 |
| SCHRODINGER INC | SDGR | Healthcare | 0.19% | 28,456 | +7,570 | +36.24% | $323,260 |
| TWILIO INC | TWLO | Technology | 0.17% | 2,357 | - | - | $296,558 |
| OKTA INC | OKTA | Technology | 0.13% | 2,809 | -1,100 | -28.14% | $221,096 |
| PAGERDUTY INC | PD | Technology | 0.11% | 30,517 | - | - | $189,511 |
| ABCELLERA BIOLOGICS INC | ABCL | Healthcare | 0.06% | 28,488 | - | - | $99,423 |