Institutions / Brandywine Managers, LLC
Brandywine Managers, LLC
CIK 1135121 · Institution · as of Mar 31, 2026
Portfolio value
$169.91M
Positions
40
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$169.91M-16.0%Positions
40+5.3%Top holdings
Mar 31, 2026View all 40 →
| Company | Value | % of portfolio |
|---|---|---|
| CAMPBELL'S Co | $74.15M | 43.6% |
| iShares Tr | $40.64M | 23.9% |
| CrowdStrike Holdings, Inc. | $12.54M | 7.4% |
| UiPath, Inc. | $11.21M | 6.6% |
| NVIDIA Corp | $3.29M | 1.9% |
| Natera, Inc. | $2.92M | 1.7% |
| Uber Technologies, Inc | $2.11M | 1.2% |
| Cloudflare, Inc. | $2.04M | 1.2% |
| Advanced Micro Devices Inc | $1.44M | 0.8% |
| Salesforce Inc | $1.29M | 0.8% |
| Datadog, Inc. | $1.19M | 0.7% |
| Alnylam Pharmaceuticals Inc | $1.05M | 0.6% |
| Twist Bioscience Corp | $996.5K | 0.6% |
| Samsara Inc. | $981.4K | 0.6% |
| Mastercard Inc | $891.9K | 0.5% |
| MongoDB, Inc. | $861.8K | 0.5% |
| Intuitive Surgical Inc | $856.5K | 0.5% |
| Vicor Corp | $853.8K | 0.5% |
| Guardant Health, Inc. | $843.6K | 0.5% |
| Snowflake Inc. | $752.3K | 0.4% |
| Palo Alto Networks Inc | $751.7K | 0.4% |
| Structure Therapeutics Inc.GPCR | $643.8K | 0.4% |
| ELI LILLY & Co | $641.1K | 0.4% |
| Kymera Therapeutics, Inc. | $630.5K | 0.4% |
| Broadcom Inc. | $608.8K | 0.4% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | Zscaler, Inc. Common stock | $-1.88M | -8K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Avidity Biosciences, Inc. Common stock | $-904.5K | -13K -100.00% | 0 | low |
| Q1 2026 as of | New | Vicor Corp Common stock | $853.8K | +5K | 5,303 0.50% of portfolio | low |
| Q1 2026 as of | New | Palo Alto Networks Inc Common stock | $751.7K | +5K | 4,689 0.44% of portfolio | low |
| Q1 2026 as of | Exit | ServiceNow Inc Common stock | $-684.0K | -4K -100.00% | 0 | low |
| Q1 2026 as of | Exit | FIG Figma, Inc. Common Stock | $-640.1K | -17K -100.00% | 0 | low |
| Q1 2026 as of | New | Kymera Therapeutics, Inc. Common stock | $630.5K | +8K | 7,570 0.37% of portfolio | low |
| Q1 2026 as of | Exit | Veeva Systems Inc Common stock | $-615.9K | -3K -100.00% | 0 | low |
| Q1 2026 as of | New | Broadcom Inc. Common stock | $608.8K | +2K | 1,967 0.36% of portfolio | low |
| Q1 2026 as of | New | Monolithic Power Systems Inc Common stock | $592.6K | +542 | 542 0.35% of portfolio | low |