Brandywine Managers, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Brandywine Managers, Llc disclosed 46 stock positions valued at approximately $202.16M as of quarter-end June 30, 2026. The largest holdings include THE CAMPBELLS COMPANY, ISHARES TR, and CROWDSTRIKE HLDGS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 46
- Portfolio Value
- $202.16M
Holdings by Sector
Brandywine Managers, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| THE CAMPBELLS COMPANY | CPB | Consumer Defensive | 36.68% | 3,329,500 | - | - | $74,147,965 |
| ISHARES TR | ACWI | Other | 22.80% | 293,679 | - | - | $46,098,793 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 12.25% | 32,439 | +315 | +0.98% | $24,755,498 |
| UIPATH INC | PATH | Technology | 5.43% | 1,009,684 | - | - | $10,975,265 |
| NATERA INC | NTRA | Healthcare | 1.96% | 14,588 | - | - | $3,959,913 |
| NVIDIA CORPORATION | NVDA | Technology | 1.50% | 15,180 | -3,680 | -19.51% | $3,037,366 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.50% | 5,213 | -1,885 | -26.56% | $3,028,284 |
| DATADOG INC | DDOG | Technology | 1.30% | 10,100 | - | - | $2,629,636 |
| CLOUDFLARE INC | NET | Technology | 1.30% | 10,677 | +771 | +7.78% | $2,618,855 |
| TWIST BIOSCIENCE CORP | TWST | Healthcare | 1.07% | 20,970 | - | - | $2,157,394 |
| UBER TECHNOLOGIES INC | UBER | Technology | 1.05% | 29,354 | - | - | $2,118,185 |
| VICOR CORP | VICR | Technology | 1.00% | 5,303 | - | - | $2,013,973 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.81% | 1,416 | +1,416 | +100.00% | $1,634,475 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.79% | 4,689 | - | - | $1,599,043 |
| GUARDANT HEALTH INC | GH | Healthcare | 0.68% | 9,133 | - | - | $1,370,224 |
| SNOWFLAKE INC | SNOW | Technology | 0.63% | 4,988 | - | - | $1,269,446 |
| MONGODB INC | MDB | Technology | 0.59% | 3,521 | - | - | $1,182,704 |
| SALESFORCE INC | CRM | Technology | 0.54% | 6,913 | - | - | $1,082,991 |
| SAMSARA INC | IOT | Technology | 0.50% | 30,970 | - | - | $1,004,357 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.45% | 1,785 | - | - | $916,776 |
| BEAM THERAPEUTICS INC | BEAM | Healthcare | 0.43% | 25,455 | - | - | $873,616 |
| KYMERA THERAPEUTICS INC | KYMR | Healthcare | 0.43% | 7,570 | - | - | $868,052 |
| MONOLITHIC PWR SYS INC | MPWR | Technology | 0.41% | 603 | +61 | +11.25% | $833,563 |
| ASTERA LABS INC | ALAB | Technology | 0.39% | 1,618 | +1,618 | +100.00% | $781,526 |
| BROADCOM INC | AVGO | Technology | 0.37% | 1,967 | - | - | $743,034 |
| 10X GENOMICS INC | TXG | Healthcare | 0.36% | 18,938 | - | - | $726,083 |
| RELAY THERAPEUTICS INC | RLAY | Healthcare | 0.36% | 38,429 | - | - | $719,007 |
| STRUCTURE THERAPEUTICS INC | GPCR | Healthcare | 0.35% | 13,357 | - | - | $716,870 |
| ALNYLAM PHARMACEUTICALS INC | ALNY | Healthcare | 0.35% | 2,318 | -850 | -26.83% | $697,788 |
| CELCUITY INC | CELC | Healthcare | 0.34% | 6,621 | +6,621 | +100.00% | $692,689 |
Showing 30 of 46 holdings in the latest reporting period.