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BRANDYWINE MANAGERS, LLC

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13F filer, CIK 1135121, HOCKESSIN, DE

BRANDYWINE MANAGERS, LLC reported $104,248,807 across 37 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 83.52% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-25-006760

Period
2025-09-30
Reported value
$104M
Holdings
37
Top 10 weight
83.52%
New
3
Sold out
2

Part of the filer group BRANDYWINE MANAGERS, LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FIGnew+14,478$751K
HTFLnew+16,774$565K
RNAMnew+12,540$546K
KVYOadded+4,346$120K
VKTXadded+4,219$111K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
OKTAreduced-6,100-$559K
ISRGreduced-900-$403K
NTRAreduced-2,050-$330K
NVOexited-3,747-$259K
ALNYreduced-500-$228K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0000919574-25-006760, largest first. % of portfolio is the value over $104,248,807, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,815 shares; 2024Q4: 345,648 shares; 2025Q1: 293,679 shares; 2025Q2: 293,679 shares; 2025Q3: 293,679 shares 293,679$40.6M38.94%0Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,814 shares; 2024Q4: 32,814 shares; 2025Q1: 32,814 shares; 2025Q2: 32,814 shares; 2025Q3: 32,464 shares 32,464$15.9M15.27%-350Timeline
PATHUIPATH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000,196 shares; 2024Q4: 1,009,684 shares; 2025Q1: 1,009,684 shares; 2025Q2: 1,009,684 shares; 2025Q3: 1,009,684 shares 1,009,684$13.5M12.96%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,390 shares; 2024Q4: 21,390 shares; 2025Q1: 20,310 shares; 2025Q2: 20,310 shares; 2025Q3: 19,610 shares 19,610$3.66M3.51%-700Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,354 shares; 2024Q4: 29,354 shares; 2025Q1: 29,354 shares; 2025Q2: 29,354 shares; 2025Q3: 29,354 shares 29,354$2.88M2.76%0Timeline
NTRANATERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,338 shares; 2024Q4: 18,338 shares; 2025Q1: 18,038 shares; 2025Q2: 17,838 shares; 2025Q3: 15,788 shares 15,788$2.54M2.44%-2,050Timeline
ZSZSCALER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,359 shares; 2024Q4: 8,359 shares; 2025Q1: 8,359 shares; 2025Q2: 8,359 shares; 2025Q3: 8,359 shares 8,359$2.5M2.4%0Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,906 shares; 2024Q4: 9,906 shares; 2025Q1: 9,906 shares; 2025Q2: 9,906 shares; 2025Q3: 9,906 shares 9,906$2.13M2.04%0Timeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,348 shares; 2024Q4: 4,348 shares; 2025Q1: 4,348 shares; 2025Q2: 4,218 shares; 2025Q3: 3,718 shares 3,718$1.7M1.63%-500Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,913 shares; 2024Q4: 6,913 shares; 2025Q1: 6,913 shares; 2025Q2: 6,913 shares; 2025Q3: 6,913 shares 6,913$1.64M1.57%0Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,100 shares; 2024Q4: 10,100 shares; 2025Q1: 10,100 shares; 2025Q2: 10,100 shares; 2025Q3: 10,100 shares 10,100$1.44M1.38%0Timeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,970 shares; 2024Q4: 30,970 shares; 2025Q1: 30,970 shares; 2025Q2: 30,970 shares; 2025Q3: 30,970 shares 30,970$1.15M1.11%0Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,898 shares; 2024Q4: 7,898 shares; 2025Q1: 7,898 shares; 2025Q2: 7,098 shares; 2025Q3: 7,098 shares 7,098$1.15M1.1%0Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,988 shares; 2024Q4: 4,988 shares; 2025Q1: 4,988 shares; 2025Q2: 4,988 shares; 2025Q3: 4,988 shares 4,988$1.13M1.08%0Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,859 shares; 2024Q4: 2,859 shares; 2025Q1: 3,501 shares; 2025Q2: 4,121 shares; 2025Q3: 3,521 shares 3,521$1.09M1.05%-600Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,333 shares; 2024Q4: 3,333 shares; 2025Q1: 3,243 shares; 2025Q2: 3,178 shares; 2025Q3: 2,278 shares 2,278$1.02M0.98%-900Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,785 shares; 2025Q1: 1,785 shares; 2025Q2: 1,785 shares; 2025Q3: 1,785 shares 1,785$1.02M0.97%0Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,919 shares; 2024Q4: 3,919 shares; 2025Q1: 3,259 shares; 2025Q2: 2,759 shares; 2025Q3: 2,759 shares 2,759$822K0.79%0Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 893 shares; 2024Q4: 893 shares; 2025Q1: 893 shares; 2025Q2: 893 shares; 2025Q3: 893 shares 893$822K0.79%0Timeline
FIGFIGMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,478 shares 14,478$751K0.72%newTimeline
GHGUARDANT HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,233 shares; 2024Q4: 10,233 shares; 2025Q1: 10,233 shares; 2025Q2: 10,233 shares; 2025Q3: 10,233 shares 10,233$639K0.61%0Timeline
TWSTTWIST BIOSCIENCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,970 shares; 2024Q4: 20,970 shares; 2025Q1: 20,970 shares; 2025Q2: 20,970 shares; 2025Q3: 20,970 shares 20,970$590K0.57%0Timeline
HTFLHEARTFLOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,774 shares 16,774$565K0.54%newTimeline
RNAMAVIDITY BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,540 shares 12,540$546K0.52%newTimeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 697 shares; 2024Q4: 697 shares; 2025Q1: 697 shares; 2025Q2: 697 shares; 2025Q3: 697 shares 697$532K0.51%0Timeline
PDPAGERDUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,517 shares; 2024Q4: 30,517 shares; 2025Q1: 30,517 shares; 2025Q2: 30,517 shares; 2025Q3: 30,517 shares 30,517$504K0.48%0Timeline
KVYOKLAVIYO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,692 shares; 2025Q1: 8,692 shares; 2025Q2: 13,038 shares; 2025Q3: 17,384 shares 17,384$481K0.46%+4,346Timeline
BEAMBEAM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,306 shares; 2024Q4: 11,306 shares; 2025Q1: 11,306 shares; 2025Q2: 18,606 shares; 2025Q3: 18,606 shares 18,606$452K0.43%0Timeline
SDGRSCHRODINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,886 shares; 2024Q4: 20,886 shares; 2025Q1: 20,886 shares; 2025Q2: 20,886 shares; 2025Q3: 20,886 shares 20,886$419K0.4%0Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,687 shares; 2024Q4: 12,687 shares; 2025Q1: 11,109 shares; 2025Q2: 10,309 shares; 2025Q3: 4,209 shares 4,209$386K0.37%-6,100Timeline
VKTXVIKING THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,082 shares; 2024Q4: 8,082 shares; 2025Q1: not reported; 2025Q2: 8,082 shares; 2025Q3: 12,301 shares 12,301$323K0.31%+4,219Timeline
GPCRSTRUCTURE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,057 shares; 2024Q4: 11,057 shares; 2025Q1: 11,057 shares; 2025Q2: 11,057 shares; 2025Q3: 11,057 shares 11,057$310K0.3%0Timeline
MRNAMODERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,510 shares; 2024Q4: 9,510 shares; 2025Q1: 9,510 shares; 2025Q2: 9,510 shares; 2025Q3: 9,510 shares 9,510$246K0.24%0Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,357 shares; 2025Q1: 2,357 shares; 2025Q2: 2,357 shares; 2025Q3: 2,357 shares 2,357$236K0.23%0Timeline
TXG10X GENOMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,073 shares; 2024Q4: 10,073 shares; 2025Q1: 18,938 shares; 2025Q2: 18,938 shares; 2025Q3: 18,938 shares 18,938$221K0.21%0Timeline
RLAYRELAY THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,429 shares; 2024Q4: 38,429 shares; 2025Q1: 38,429 shares; 2025Q2: 38,429 shares; 2025Q3: 38,429 shares 38,429$201K0.19%0Timeline
ABCLABCELLERA BIOLOGICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,488 shares; 2024Q4: 28,488 shares; 2025Q1: 28,488 shares; 2025Q2: 28,488 shares; 2025Q3: 28,488 shares 28,488$143K0.14%0Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NVONOVO-NORDISK A S3,747$259Kshares
SSENTINELONE INC10,501$192Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000919574-25-006760 base2025-11-14acceptance time not in the bulk data set