Institutions / Brandywine Managers, LLC / Activity
Activity — Brandywine Managers, LLC
21 moves.
| 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 |
| Q1 2026 as of | New | Alphabet Inc. Common stock | $532.7K | +2K | 1,857 0.31% of portfolio | low |
| Q1 2026 as of | New | BLLN BillionToOne, Inc. Common Stock | $453.9K | +6K | 5,750 0.27% of portfolio | low |
| Q1 2026 as of | Trim | Natera, Inc. Common stock | $-200.0K | -1K -6.42% | 14,588 1.72% of portfolio | low |
| Q1 2026 as of | Add | Beam Therapeutics Inc. Common stock | $163.2K | +7K +36.81% | 25,455 0.36% of portfolio | low |
| Q1 2026 as of | Trim | Alnylam Pharmaceuticals Inc Common stock | $-148.9K | -450 -12.44% | 3,168 0.62% of portfolio | low |
| Q1 2026 as of | Trim | Intuitive Surgical Inc Common stock | $-147.5K | -320 -14.69% | 1,858 0.50% of portfolio | low |
| Q1 2026 as of | Trim | NVIDIA Corp Common stock | $-95.9K | -550 -2.83% | 18,860 1.94% of portfolio | low |
| Q1 2026 as of | Trim | CrowdStrike Holdings, Inc. Common stock | $-93.7K | -240 -0.74% | 32,124 7.38% of portfolio | low |
| Q1 2026 as of | Trim | Guardant Health, Inc. Common stock | $-92.4K | -1K -9.87% | 9,133 0.50% of portfolio | low |
| Q1 2026 as of | Trim | Okta, Inc. Common stock | $-86.6K | -1K -28.14% | 2,809 0.13% of portfolio | low |
| Q1 2026 as of | Add | Schrodinger, Inc. Common stock | $86.0K | +8K +36.24% | 28,456 0.19% of portfolio | low |