BRANDYWINE MANAGERS, LLC
13F Reported Value
ⓘ$202.2M
Holdings
46
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
BRANDYWINE MANAGERS, LLC disclosed 46 positions worth $202.2M in its Form 13F-HR for Q2 2026, led by $CPB (CAMPBELL'S Co) at 36.7% of the equity portfolio. During the quarter the fund opened 6 new positions and exited 0 — including a new stake in $MU. The portfolio is most concentrated in Consumer Staples (36.7% 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
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 55.2#1,265
Quality
$74.1M3,329,500 sh ISHARES TR - MSCI ACWI ETF
—Quality
$46.1M293,679 sh- 67.7#346
Quality
$24.8M32,439 sh - 69.9
Quality
$11.0M1,009,684 sh - 53.5
Quality
$4.0M14,588 sh - 85.9
Quality
$3.0M15,180 sh - 79.8
Quality
$3.0M5,213 sh - 71.4
Quality
$2.6M10,100 sh - 56.4
Quality
$2.6M10,677 sh - 33.9
Quality
$2.2M20,970 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 CAMPBELL'S Co$CPB | 55.2#1,265 | $74.1M | 3,329,500 |
| ISHARES TR - MSCI ACWI ETF | — | $46.1M | 293,679 |
 CrowdStrike Holdings, Inc.$CRWD | 67.7#346 | $24.8M | 32,439 |
 UiPath, Inc.$PATH | 69.9 | $11.0M | 1,009,684 |
 Natera, Inc.$NTRA | 53.5 | $4.0M | 14,588 |
 NVIDIA CORP$NVDA | 85.9 | $3.0M | 15,180 |
 ADVANCED MICRO DEVICES INC$AMD | 79.8 | $3.0M | 5,213 |
 Datadog, Inc.$DDOG | 71.4 | $2.6M | 10,100 |
 Cloudflare, Inc.$NET | 56.4 | $2.6M | 10,677 |
 Twist Bioscience Corp$TWST | 33.9 | $2.2M | 20,970 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BRANDYWINE MANAGERS, LLC's 46 positions.
Showing top 10 of 46 holdings.
Sector Allocation
Consumer Staples
$74.1M
Technology
$64.7M
Other
$46.1M
Healthcare
$16.3M
Financials
$916,776
Full Holdings — BRANDYWINE MANAGERS, LLC (Q2 2026)
All 46 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 | 36.7% | +0% | 55.2 |
| 2 | — | ISHARES TR - MSCI ACWI ETF | $46.1M | 22.8% | +0% | — |
| 3 | $CRWD | CrowdStrike Holdings, Inc. | $24.8M | 12.3% | +1% | 67.7 |
| 4 | $PATH | UiPath, Inc. | $11.0M | 5.4% | +0% | 69.9 |
| 5 | $NTRA | Natera, Inc. | $4.0M | 2.0% | +0% | 53.5 |
| 6 | $NVDA | NVIDIA CORP | $3.0M | 1.5% | -20% | 85.9 |
| 7 | $AMD | ADVANCED MICRO DEVICES INC | $3.0M | 1.5% | -27% | 79.8 |
| 8 | $DDOG | Datadog, Inc. | $2.6M | 1.3% | +0% | 71.4 |
| 9 | $NET | Cloudflare, Inc. | $2.6M | 1.3% | +8% | 56.4 |
| 10 | $TWST | Twist Bioscience Corp | $2.2M | 1.1% | +0% | 33.9 |
| 11 |  $UBER | Uber Technologies, Inc | $2.1M | 1.1% | +0% | 73.5 |
| 12 |  $VICR | VICOR CORP | $2.0M | 1.0% | +0% | 58.1 |
| 13 |  $MU | MICRON TECHNOLOGY INC | $1.6M | 0.8% | NEW | 86.2 |
| 14 |  $PANW | Palo Alto Networks Inc | $1.6M | 0.8% | +0% | 65.5 |
| 15 |  $GH | Guardant Health, Inc. | $1.4M | 0.7% | +0% | 39 |
| 16 |  $SNOW | Snowflake Inc. | $1.3M | 0.6% | +0% | 54.9 |
| 17 |  $MDB | MongoDB, Inc. | $1.2M | 0.6% | +0% | 68.8 |
| 18 |  $CRM | Salesforce, Inc. | $1.1M | 0.5% | +0% | 77 |
| 19 |  $IOT | Samsara Inc. | $1.0M | 0.5% | +0% | 68.6 |
| 20 |  $MA | Mastercard Inc | $916,776 | 0.5% | +0% | 85.1 |
| 21 |  $BEAM | Beam Therapeutics Inc. | $873,616 | 0.4% | +0% | 34.2 |
| 22 |  $KYMR | Kymera Therapeutics, Inc. | $868,052 | 0.4% | +0% | 28.4 |
| 23 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $833,563 | 0.4% | +11% | 73.3 |
| 24 |  $ALAB | Astera Labs, Inc. | $781,526 | 0.4% | NEW | 75.1 |
| 25 |  $AVGO | Broadcom Inc. | $743,034 | 0.4% | +0% | 84.5 |
| 26 |  $TXG | 10x Genomics, Inc. | $726,083 | 0.4% | +0% | 40.5 |
| 27 |  $RLAY | Relay Therapeutics, Inc. | $719,007 | 0.4% | +0% | 19.5 |
| 28 |  $GPCR | Structure Therapeutics Inc. | $716,870 | 0.3% | +0% | — |
| 29 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $697,788 | 0.3% | -27% | 71.4 |
| 30 |  $CELC | Celcuity Inc. | $692,689 | 0.3% | NEW | — |
| 31 |  $BLLN | BillionToOne, Inc. | $689,885 | 0.3% | +0% | 61.9 |
| 32 |  $MRNA | Moderna, Inc. | $665,985 | 0.3% | +0% | 21.2 |
| 33 |  $GOOGL | Alphabet Inc. | $656,134 | 0.3% | +0% | 78.2 |
| 34 |  $SNDK | Sandisk Corp | $568,433 | 0.3% | NEW | 87.7 |
| 35 |  $TWLO | TWILIO INC | $486,320 | 0.2% | +0% | 70.4 |
| 36 |  $ISRG | INTUITIVE SURGICAL INC | $480,397 | 0.2% | -35% | 79.9 |
| 37 |  $VKTX | Viking Therapeutics, Inc. | $479,862 | 0.2% | +0% | — |
| 38 |  $SDGR | Schrodinger, Inc. | $462,410 | 0.2% | +0% | 33 |
| 39 |  $LLY | ELI LILLY & Co | $428,197 | 0.2% | -49% | 87.5 |
| 40 |  $OKTA | Okta, Inc. | $383,288 | 0.2% | +0% | 64.7 |
| 41 |  $PD | PagerDuty, Inc. | $294,489 | 0.1% | +0% | 60.4 |
| 42 |  $HTFL | Heartflow, Inc. | $294,104 | 0.1% | -40% | 34.3 |
| 43 |  $IMRX | Immuneering Corp | $274,779 | 0.1% | NEW | — |
| 44 |  $KVYO | Klaviyo, Inc. | $262,498 | 0.1% | +0% | 61.3 |
| 45 |  $IMTX | Immatics N.V. | $255,550 | 0.1% | NEW | — |
| 46 |  $ABCL | AbCellera Biologics Inc. | $223,631 | 0.1% | +0% | 29.3 |
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