Holders — by stockHoldings — by fund
BRANDYWINE MANAGERS, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001135121
$202.2M
disclosed book value
46
positions
36.7%
largest position share
Positions, as of 2026-06-30
top 46 of 46 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CPBTHE CAMPBELLS COMPANY | 3.3M | $74.1M | 36.7% |
| 2 | ACWIISHARES TR | 293,679 | $46.1M | 22.8% |
| 3 | CRWDCROWDSTRIKE HLDGS INC | 32,439 | $24.8M | 12.2% |
| 4 | PATHUIPATH INC | 1.0M | $11.0M | 5.4% |
| 5 | NTRANATERA INC | 14,588 | $4.0M | 2% |
| 6 | NVDANVIDIA CORPORATION | 15,180 | $3.0M | 1.5% |
| 7 | AMDADVANCED MICRO DEVICES INC | 5,213 | $3.0M | 1.5% |
| 8 | DDOGDATADOG INC | 10,100 | $2.6M | 1.3% |
| 9 | NETCLOUDFLARE INC | 10,677 | $2.6M | 1.3% |
| 10 | TWSTTWIST BIOSCIENCE CORP | 20,970 | $2.2M | 1.1% |
| 11 | UBERUBER TECHNOLOGIES INC | 29,354 | $2.1M | 1% |
| 12 | VICRVICOR CORP | 5,303 | $2.0M | 1% |
| 13 | MUMICRON TECHNOLOGY INC | 1,416 | $1.6M | 0.8% |
| 14 | PANWPALO ALTO NETWORKS INC | 4,689 | $1.6M | 0.8% |
| 15 | GHGUARDANT HEALTH INC | 9,133 | $1.4M | 0.7% |
| 16 | SNOWSNOWFLAKE INC | 4,988 | $1.3M | 0.6% |
| 17 | MDBMONGODB INC | 3,521 | $1.2M | 0.6% |
| 18 | CRMSALESFORCE INC | 6,913 | $1.1M | 0.5% |
| 19 | IOTSAMSARA INC | 30,970 | $1.0M | 0.5% |
| 20 | MAMASTERCARD INCORPORATED | 1,785 | $916,776 | 0.5% |
| 21 | BEAMBEAM THERAPEUTICS INC | 25,455 | $873,616 | 0.4% |
| 22 | KYMRKYMERA THERAPEUTICS INC | 7,570 | $868,052 | 0.4% |
| 23 | MPWRMONOLITHIC PWR SYS INC | 603 | $833,563 | 0.4% |
| 24 | ALABASTERA LABS INC | 1,618 | $781,526 | 0.4% |
| 25 | AVGOBROADCOM INC | 1,967 | $743,034 | 0.4% |
| 26 | TXG10X GENOMICS INC | 18,938 | $726,083 | 0.4% |
| 27 | RLAYRELAY THERAPEUTICS INC | 38,429 | $719,007 | 0.4% |
| 28 | GPCRSTRUCTURE THERAPEUTICS INC | 13,357 | $716,870 | 0.4% |
| 29 | ALNYALNYLAM PHARMACEUTICALS INC | 2,318 | $697,788 | 0.3% |
| 30 | CELCCELCUITY INC | 6,621 | $692,689 | 0.3% |
| 31 | BLLNBILLIONTOONE INC | 5,750 | $689,885 | 0.3% |
| 32 | MRNAMODERNA INC | 9,510 | $665,985 | 0.3% |
| 33 | GOOGALPHABET INC | 1,857 | $656,134 | 0.3% |
| 34 | SNDKSANDISK CORP | 250 | $568,433 | 0.3% |
| 35 | TWLOTWILIO INC | 2,357 | $486,320 | 0.2% |
| 36 | ISRGINTUITIVE SURGICAL INC | 1,208 | $480,397 | 0.2% |
| 37 | VKTXVIKING THERAPEUTICS INC | 12,301 | $479,862 | 0.2% |
| 38 | SDGRSCHRODINGER INC | 28,456 | $462,410 | 0.2% |
| 39 | LLYELI LILLY & CO | 357 | $428,197 | 0.2% |
| 40 | OKTAOKTA INC | 2,809 | $383,288 | 0.2% |
| 41 | PDPAGERDUTY INC | 30,517 | $294,489 | 0.1% |
| 42 | HTFLHEARTFLOW INC | 10,024 | $294,104 | 0.1% |
| 43 | IMRXIMMUNEERING CORP | 55,066 | $274,779 | 0.1% |
| 44 | KVYOKLAVIYO INC | 17,384 | $262,498 | 0.1% |
| 45 | IMTXIMMATICS N.V | 25,227 | $255,550 | 0.1% |
| 46 | ABCLABCELLERA BIOLOGICS INC | 28,488 | $223,631 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.