Investor
BRANDYWINE MANAGERS, LLC
CIK 0001135121 · filed 2026-05-14 · SEC filing
13F book
$169.9M
Positions
40
7 new · 5 sold
Largest name
43.6%
The Campbells Company
Est. mark
−$31.3M
Price effect on 33 names still held. Flow −$1.05M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| The Campbells Company | — | 3.33M | $74.1M | 43.6% | −$18.6M | Held |
| Ishares Tr | — | 293.7K | $40.6M | 23.9% | −$916.3K | Held |
| Crowdstrike Hldgs Inc | — | 32.1K | $12.5M | 7.4% | −$2.52M | Cut−$2.63M |
| UiPath, Inc. | PATH | 1.01M | $11.2M | 6.6% | −$5.34M | Held |
| Nvidia Corp | NVDA | 18.9K | $3.29M | 1.9% | −$228.2K | Cut−$330.8K |
| Natera, Inc. | NTRA | 14.6K | $2.92M | 1.7% | −$424.5K | Cut−$653.6K |
| Uber Technologies, Inc | UBER | 29.4K | $2.11M | 1.2% | −$287.1K | Held |
| Cloudflare, Inc. | NET | 9.91K | $2.04M | 1.2% | $91K | Held |
| Advanced Micro Devices Inc | AMD | 7.1K | $1.44M | 0.9% | −$76.2K | Held |
| Salesforce, Inc. | CRM | 6.91K | $1.29M | 0.8% | −$540.9K | Held |
| Datadog, Inc. | DDOG | 10.1K | $1.19M | 0.7% | −$181.2K | Held |
| Alnylam Pharmaceuticals, Inc. | ALNY | 3.17K | $1.05M | 0.6% | −$211.6K | Cut−$390.5K |
| Twist Bioscience Corp | TWST | 21K | $996.5K | 0.6% | $331.3K | Held |
| Samsara Inc. | IOT | 31K | $981.4K | 0.6% | −$116.4K | Held |
| Mastercard Inc | MA | 1.78K | $891.9K | 0.5% | −$127.1K | Held |
| MongoDB, Inc. | MDB | 3.52K | $861.8K | 0.5% | −$615.9K | Held |
| Intuitive Surgical Inc | ISRG | 1.86K | $856.5K | 0.5% | −$195.8K | Cut−$377K |
| Vicor Corp | VICR | 5.3K | $853.8K | 0.5% | — | New |
| Guardant Health, Inc. | GH | 9.13K | $843.6K | 0.5% | −$89.2K | Cut−$191.4K |
| Snowflake Inc. | SNOW | 4.99K | $752.3K | 0.4% | −$341.9K | Held |
| Palo Alto Networks Inc | PANW | 4.69K | $751.7K | 0.4% | — | New |
| Structure Therapeutics Inc. | GPCR | 13.4K | $643.8K | 0.4% | −$285.2K | Held |
| Eli Lilly & Co | LLY | 697 | $641.1K | 0.4% | −$108K | Held |
| Kymera Therapeutics, Inc. | KYMR | 7.57K | $630.5K | 0.4% | — | New |
| Broadcom Inc. | AVGO | 1.97K | $608.8K | 0.4% | — | New |
| Beam Therapeutics Inc. | BEAM | 25.5K | $606.6K | 0.4% | −$72.4K | Added$90.8K |
| Monolithic Pwr Sys Inc | — | 542 | $592.6K | 0.3% | — | New |
| Alphabet Inc | — | 1.86K | $532.7K | 0.3% | — | New |
| Moderna, Inc. | MRNA | 9.51K | $483.1K | 0.3% | $202.7K | Held |
| BillionToOne, Inc. | BLLN | 5.75K | $453.9K | 0.3% | — | New |
| Heartflow, Inc. | HTFL | 16.8K | $408.1K | 0.2% | −$80.9K | Held |
| 10x Genomics, Inc. | TXG | 18.9K | $402.1K | 0.2% | $93.2K | Held |
| Viking Therapeutics, Inc. | VKTX | 12.3K | $400.3K | 0.2% | −$32.5K | Held |
| Relay Therapeutics, Inc. | RLAY | 38.4K | $382.4K | 0.2% | $57.3K | Held |
| Klaviyo, Inc. | KVYO | 17.4K | $338.3K | 0.2% | −$226.2K | Held |
| Schrodinger, Inc. | SDGR | 28.5K | $323.3K | 0.2% | −$136.2K | Added−$50.2K |
| Twilio Inc | TWLO | 2.36K | $296.6K | 0.2% | −$38.7K | Held |
| Okta, Inc. | OKTA | 2.81K | $221.1K | 0.1% | −$21.8K | Cut−$116.9K |
| PagerDuty, Inc. | PD | 30.5K | $189.5K | 0.1% | −$210.6K | Held |
| AbCellera Biologics Inc. | ABCL | 28.5K | $99.4K | 0.1% | $1.99K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.