BRANDYWINE MANAGERS, LLC

Est. AUM

$169.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	THE CAMPBELLS COMPANY	COM	$74.1M	3329500	43.64%	SOLE
2	ISHARES TR	MSCI ACWI ETF	$40.6M	293679	23.92%	SOLE
3	CROWDSTRIKE HLDGS INC	CL A	$12.5M	32124	7.38%	SOLE
4	UIPATH INC	CL A	$11.2M	1009684	6.60%	SOLE
5	NVIDIA CORPORATION	COM	$3.3M	18860	1.94%	SOLE
6	NATERA INC	COM	$2.9M	14588	1.72%	SOLE
7	UBER TECHNOLOGIES INC	COM	$2.1M	29354	1.24%	SOLE
8	CLOUDFLARE INC	CL A COM	$2.0M	9906	1.20%	SOLE
9	ADVANCED MICRO DEVICES INC	COM	$1.4M	7098	0.85%	SOLE
10	SALESFORCE INC	COM	$1.3M	6913	0.76%	SOLE
11	DATADOG INC	CL A COM	$1.2M	10100	0.70%	SOLE
12	ALNYLAM PHARMACEUTICALS INC	COM	$1.0M	3168	0.62%	SOLE
13	TWIST BIOSCIENCE CORP	COM	$996K	20970	0.59%	SOLE
14	SAMSARA INC	COM CL A	$981K	30970	0.58%	SOLE
15	MASTERCARD INCORPORATED	CL A	$892K	1785	0.52%	SOLE
16	MONGODB INC	CL A	$862K	3521	0.51%	SOLE
17	INTUITIVE SURGICAL INC	COM NEW	$857K	1858	0.50%	SOLE
18	VICOR CORP	COM	$854K	5303	0.50%	SOLE
19	GUARDANT HEALTH INC	COM	$844K	9133	0.50%	SOLE
20	SNOWFLAKE INC	COM SHS	$752K	4988	0.44%	SOLE
21	PALO ALTO NETWORKS INC	COM	$752K	4689	0.44%	SOLE
22	STRUCTURE THERAPEUTICS INC	SPONSORED ADS	$644K	13357	0.38%	SOLE
23	ELI LILLY & CO	COM	$641K	697	0.38%	SOLE
24	KYMERA THERAPEUTICS INC	COM	$631K	7570	0.37%	SOLE
25	BROADCOM INC	COM	$609K	1967	0.36%	SOLE
26	BEAM THERAPEUTICS INC	COM	$607K	25455	0.36%	SOLE
27	MONOLITHIC PWR SYS INC	COM	$593K	542	0.35%	SOLE
28	ALPHABET INC	CAP STK CL C	$533K	1857	0.31%	SOLE
29	MODERNA INC	COM	$483K	9510	0.28%	SOLE
30	BILLIONTOONE INC	CL A	$454K	5750	0.27%	SOLE
31	HEARTFLOW INC	COM	$408K	16774	0.24%	SOLE
32	10X GENOMICS INC	CL A COM	$402K	18938	0.24%	SOLE
33	VIKING THERAPEUTICS INC	COM	$400K	12301	0.24%	SOLE
34	RELAY THERAPEUTICS INC	COM	$382K	38429	0.22%	SOLE
35	KLAVIYO INC	COM SER A	$338K	17384	0.20%	SOLE
36	SCHRODINGER INC	COM	$323K	28456	0.19%	SOLE
37	TWILIO INC	CL A	$297K	2357	0.17%	SOLE
38	OKTA INC	CL A	$221K	2809	0.13%	SOLE
39	PAGERDUTY INC	COM	$190K	30517	0.11%	SOLE
40	ABCELLERA BIOLOGICS INC	COM	$99K	28488	0.06%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.