BRANDYWINE MANAGERS, LLC
13F Reported Value
ⓘ$169.9M
Holdings
40
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
BRANDYWINE MANAGERS, LLC disclosed 40 positions worth $169.9M in its Form 13F-HR for Q1 2026, led by $CPB (CAMPBELL'S Co) at 43.6% of the equity portfolio. During the quarter the fund opened 7 new positions and exited 5 — including a new stake in $VICR and a full exit from $ZS. The portfolio is most concentrated in Consumer Staples (43.6% of disclosed assets). All figures are sourced directly from BRANDYWINE MANAGERS, LLC’s Form 13F-HR filing with the SEC under CIK 1135121.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 54.5#1,219
Quality
$74.1M3,329,500 sh ISHARES TR
—Quality
$40.6M293,679 sh- 55.0#1,180
Quality
$12.5M32,124 sh - 67.7
Quality
$11.2M1,009,684 sh - 90.2
Quality
$3.3M18,860 sh - 46.4
Quality
$2.9M14,588 sh - 79.3
Quality
$2.1M29,354 sh - 52.6
Quality
$2.0M9,906 sh - 78.8
Quality
$1.4M7,098 sh - 75.2
Quality
$1.3M6,913 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 CAMPBELL'S Co$CPB | 54.5#1,219 | $74.1M | 3,329,500 |
| ISHARES TR | — | $40.6M | 293,679 |
 CrowdStrike Holdings, Inc.$CRWD | 55.0#1,180 | $12.5M | 32,124 |
 UiPath, Inc.$PATH | 67.7 | $11.2M | 1,009,684 |
 NVIDIA CORP$NVDA | 90.2 | $3.3M | 18,860 |
 Natera, Inc.$NTRA | 46.4 | $2.9M | 14,588 |
 Uber Technologies, Inc$UBER | 79.3 | $2.1M | 29,354 |
 Cloudflare, Inc.$NET | 52.6 | $2.0M | 9,906 |
 ADVANCED MICRO DEVICES INC$AMD | 78.8 | $1.4M | 7,098 |
 Salesforce, Inc.$CRM | 75.2 | $1.3M | 6,913 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BRANDYWINE MANAGERS, LLC's 40 positions.
Showing top 10 of 40 holdings.
Sector Allocation
Consumer Staples
$74.1M
Technology
$42.5M
Other
$40.6M
Healthcare
$11.7M
Financials
$891,893
Full Holdings — BRANDYWINE MANAGERS, LLC (Q1 2026)
All 40 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $CPB | CAMPBELL'S Co | $74.1M | 43.6% | +0% | 54.5 |
| 2 | — | ISHARES TR | $40.6M | 23.9% | +0% | — |
| 3 | $CRWD | CrowdStrike Holdings, Inc. | $12.5M | 7.4% | -1% | 55 |
| 4 | $PATH | UiPath, Inc. | $11.2M | 6.6% | +0% | 67.7 |
| 5 | $NVDA | NVIDIA CORP | $3.3M | 1.9% | -3% | 90.2 |
| 6 | $NTRA | Natera, Inc. | $2.9M | 1.7% | -6% | 46.4 |
| 7 | $UBER | Uber Technologies, Inc | $2.1M | 1.2% | +0% | 79.3 |
| 8 | $NET | Cloudflare, Inc. | $2.0M | 1.2% | +0% | 52.6 |
| 9 | $AMD | ADVANCED MICRO DEVICES INC | $1.4M | 0.8% | +0% | 78.8 |
| 10 | $CRM | Salesforce, Inc. | $1.3M | 0.8% | +0% | 75.2 |
| 11 |  $DDOG | Datadog, Inc. | $1.2M | 0.7% | +0% | 62.9 |
| 12 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $1.0M | 0.6% | -12% | 60.9 |
| 13 |  $TWST | Twist Bioscience Corp | $996,494 | 0.6% | +0% | 33.3 |
| 14 |  $IOT | Samsara Inc. | $981,439 | 0.6% | +0% | 61.3 |
| 15 |  $MA | Mastercard Inc | $891,893 | 0.5% | +0% | 81.7 |
| 16 |  $MDB | MongoDB, Inc. | $861,835 | 0.5% | +0% | 54.6 |
| 17 |  $ISRG | INTUITIVE SURGICAL INC | $856,519 | 0.5% | -15% | 81.4 |
| 18 |  $VICR | VICOR CORP | $853,783 | 0.5% | NEW | 63.6 |
| 19 |  $GH | Guardant Health, Inc. | $843,615 | 0.5% | -10% | 36.1 |
| 20 |  $SNOW | Snowflake Inc. | $752,290 | 0.4% | +0% | 49.6 |
| 21 |  $PANW | Palo Alto Networks Inc | $751,740 | 0.4% | NEW | 66.5 |
| 22 |  $GPCR | Structure Therapeutics Inc. | $643,807 | 0.4% | +0% | — |
| 23 |  $LLY | ELI LILLY & Co | $641,080 | 0.4% | +0% | 89.3 |
| 24 |  $KYMR | Kymera Therapeutics, Inc. | $630,505 | 0.4% | NEW | 29.2 |
| 25 |  $AVGO | Broadcom Inc. | $608,806 | 0.4% | NEW | 86.4 |
| 26 |  $BEAM | Beam Therapeutics Inc. | $606,593 | 0.4% | +37% | 12.1 |
| 27 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $592,596 | 0.3% | NEW | 76.3 |
| 28 |  $GOOGL | Alphabet Inc. | $532,699 | 0.3% | NEW | 80.2 |
| 29 |  $MRNA | Moderna, Inc. | $483,108 | 0.3% | +0% | 15.9 |
| 30 |  $BLLN | BillionToOne, Inc. | $453,905 | 0.3% | NEW | — |
| 31 |  $HTFL | Heartflow, Inc. | $408,111 | 0.2% | +0% | 45.3 |
| 32 |  $TXG | 10x Genomics, Inc. | $402,054 | 0.2% | +0% | 44.1 |
| 33 |  $VKTX | Viking Therapeutics, Inc. | $400,275 | 0.2% | +0% | — |
| 34 |  $RLAY | Relay Therapeutics, Inc. | $382,369 | 0.2% | +0% | 12.7 |
| 35 |  $KVYO | Klaviyo, Inc. | $338,293 | 0.2% | +0% | 50.7 |
| 36 |  $SDGR | Schrodinger, Inc. | $323,260 | 0.2% | +36% | 31 |
| 37 |  $TWLO | TWILIO INC | $296,558 | 0.2% | +0% | 59.5 |
| 38 |  $OKTA | Okta, Inc. | $221,096 | 0.1% | -28% | 67.3 |
| 39 |  $PD | PagerDuty, Inc. | $189,511 | 0.1% | +0% | 66.6 |
| 40 |  $ABCL | AbCellera Biologics Inc. | $99,423 | 0.1% | +0% | 17.2 |
New Positions (7)
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