Investor
BRANDYWINE MANAGERS, LLC
CIK 0001135121 · filed 2026-02-13 · SEC filing
13F book
$202.3M
Positions
38
Largest name
45.9%
The Campbells Company
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| The Campbells Company | — | 3.33M | $92.8M | 45.9% | — | Held |
| Ishares Tr | — | 293.7K | $41.6M | 20.5% | — | Held |
| UiPath, Inc. | PATH | 1.01M | $16.5M | 8.2% | — | Held |
| Crowdstrike Hldgs Inc | — | 32.4K | $15.2M | 7.5% | — | Held |
| Nvidia Corp | NVDA | 19.4K | $3.62M | 1.8% | — | Held |
| Natera, Inc. | NTRA | 15.6K | $3.57M | 1.8% | — | Held |
| Uber Technologies, Inc | UBER | 29.4K | $2.4M | 1.2% | — | Held |
| Cloudflare, Inc. | NET | 9.91K | $1.95M | 1.0% | — | Held |
| Zscaler, Inc. | ZS | 8.36K | $1.88M | 0.9% | — | Held |
| Salesforce, Inc. | CRM | 6.91K | $1.83M | 0.9% | — | Held |
| Advanced Micro Devices Inc | AMD | 7.1K | $1.52M | 0.8% | — | Held |
| MongoDB, Inc. | MDB | 3.52K | $1.48M | 0.7% | — | Held |
| Alnylam Pharmaceuticals, Inc. | ALNY | 3.62K | $1.44M | 0.7% | — | Held |
| Datadog, Inc. | DDOG | 10.1K | $1.37M | 0.7% | — | Held |
| Intuitive Surgical Inc | ISRG | 2.18K | $1.23M | 0.6% | — | Held |
| Samsara Inc. | IOT | 31K | $1.1M | 0.5% | — | Held |
| Snowflake Inc. | SNOW | 4.99K | $1.09M | 0.5% | — | Held |
| Guardant Health, Inc. | GH | 10.1K | $1.03M | 0.5% | — | Held |
| Mastercard Inc | MA | 1.78K | $1.02M | 0.5% | — | Held |
| Structure Therapeutics Inc. | GPCR | 13.4K | $929K | 0.5% | — | Held |
| Avidity Biosciences Inc | — | 12.5K | $904.5K | 0.4% | — | Held |
| Eli Lilly & Co | LLY | 697 | $749.1K | 0.4% | — | Held |
| ServiceNow, Inc. | NOW | 4.46K | $684K | 0.3% | — | Held |
| Twist Bioscience Corp | TWST | 21K | $665.2K | 0.3% | — | Held |
| Figma, Inc. | FIG | 17.1K | $640.1K | 0.3% | — | Held |
| Veeva Sys Inc | — | 2.76K | $615.9K | 0.3% | — | Held |
| Klaviyo, Inc. | KVYO | 17.4K | $564.5K | 0.3% | — | Held |
| Beam Therapeutics Inc. | BEAM | 18.6K | $515.8K | 0.3% | — | Held |
| Heartflow, Inc. | HTFL | 16.8K | $489K | 0.2% | — | Held |
| Viking Therapeutics, Inc. | VKTX | 12.3K | $432.7K | 0.2% | — | Held |
| PagerDuty, Inc. | PD | 30.5K | $400.1K | 0.2% | — | Held |
| Schrodinger, Inc. | SDGR | 20.9K | $373.4K | 0.2% | — | Held |
| Okta, Inc. | OKTA | 3.91K | $338K | 0.2% | — | Held |
| Twilio Inc | TWLO | 2.36K | $335.3K | 0.2% | — | Held |
| Relay Therapeutics, Inc. | RLAY | 38.4K | $325.1K | 0.2% | — | Held |
| 10x Genomics, Inc. | TXG | 18.9K | $308.9K | 0.2% | — | Held |
| Moderna, Inc. | MRNA | 9.51K | $280.4K | 0.1% | — | Held |
| AbCellera Biologics Inc. | ABCL | 28.5K | $97.4K | 0.0% | — | Held |
Positions as of Q4 2025. 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.