13F-HR filed by BRANDYWINE MANAGERS, LLC
BRANDYWINE MANAGERS, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 46 holding rows worth $202,159,333.
- Accession
- 0000919574-26-005178
- Filer
- CIK 1135121
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A combination report, 46 entries on the cover page, a total value of $202,159,333 stated on the cover page (in dollars after the unit check, H1), rows summing to $202,159,333 with VALUE read as dollars as filed, 13F file number 028-06335. The quarter's positions are built on this report. The resolved quarter.
Other managers
- reports for this filerGARDNER RUSSO & QUINN LLC028-02635
- reports for this filerPARAMETRIC PORTFOLIO ASSOCIATES LLC028-04558
- reports for this filerAperio Group, LLC028-11964
- included managerBrandyTrust Global Partners, LP028-18174
- included managerABANCO INVESTORS LTD., LLC028-06287
- included managerRDZ Family, LLC028-23262
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| THE CAMPBELLS COMPANY COM | 134429109 | Stock | 3,329,500 | $74,147,965 | dollars as filed | |
| ISHARES TR | 464288257 | MSCI ACWI ETF | 293,679 | $46,098,793 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 32,439 | $24,755,498 | dollars as filed | |
| UIPATH INC | 90364P105 | CL A | 1,009,684 | $10,975,265 | dollars as filed | |
| NATERA INC COM | 632307104 | Stock | 14,588 | $3,959,913 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 15,180 | $3,037,366 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 5,213 | $3,028,284 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 10,100 | $2,629,636 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 10,677 | $2,618,855 | dollars as filed | |
| TWIST BIOSCIENCE CORP | 90184D100 | COM | 20,970 | $2,157,394 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 29,354 | $2,118,185 | dollars as filed | |
| VICOR CORP | 925815102 | COM | 5,303 | $2,013,973 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 1,416 | $1,634,475 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 4,689 | $1,599,043 | dollars as filed | |
| GUARDANT HEALTH INC COM | 40131M109 | Stock | 9,133 | $1,370,224 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 4,988 | $1,269,446 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 3,521 | $1,182,704 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 6,913 | $1,082,991 | dollars as filed | |
| SAMSARA INC COM CL A | 79589L106 | Stock | 30,970 | $1,004,357 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,785 | $916,776 | dollars as filed | |
| BEAM THERAPEUTICS INC | 07373V105 | COM | 25,455 | $873,616 | dollars as filed | |
| KYMERA THERAPEUTICS INC | 501575104 | COM | 7,570 | $868,052 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 603 | $833,563 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 1,618 | $781,526 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,967 | $743,034 | dollars as filed | |
| 10X GENOMICS INC CL A COM | 88025U109 | Stock | 18,938 | $726,083 | dollars as filed | |
| RELAY THERAPEUTICS INC COM | 75943R102 | Stock | 38,429 | $719,007 | dollars as filed | |
| STRUCTURE THERAPEUTICS INC COMP | 86366E106 | EQUITY | 13,357 | $716,870 | dollars as filed | |
| ALNYLAM PHARMACEUTICALS INC COM | 02043Q107 | Stock | 2,318 | $697,788 | dollars as filed | |
| CELCUITY INC | 15102K100 | COM | 6,621 | $692,689 | dollars as filed | |
| BILLIONTOONE INC | 090168105 | CL A | 5,750 | $689,885 | dollars as filed | |
| MODERNA INC | 60770K107 | COM | 9,510 | $665,985 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,857 | $656,134 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 250 | $568,433 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 2,357 | $486,320 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 1,208 | $480,397 | dollars as filed | |
| VIKING THERAPEUTICS INC | 92686J106 | COM | 12,301 | $479,862 | dollars as filed | |
| SCHRODINGER INC COM | 80810D103 | Stock | 28,456 | $462,410 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 357 | $428,197 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 2,809 | $383,288 | dollars as filed | |
| PAGERDUTY INC COM | 69553P100 | Stock | 30,517 | $294,489 | dollars as filed | |
| HEARTFLOW INC | 42238D107 | COM | 10,024 | $294,104 | dollars as filed | |
| IMMUNEERING CORP | 45254E107 | CLASS A COM | 55,066 | $274,779 | dollars as filed | |
| KLAVIYO INC COM SER A | 49845K101 | Stock | 17,384 | $262,498 | dollars as filed | |
| IMMATICS N.V | N44445109 | SHS | 25,227 | $255,550 | dollars as filed | |
| ABCELLERA BIOLOGICS INC COM | 00288U106 | Stock | 28,488 | $223,631 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000919574-26-005178 | this filing | 2026-08-14 | acceptance time not in the bulk data set |