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BRANDYWINE MANAGERS, LLC

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13F filer, CIK 1135121, HOCKESSIN, DE

BRANDYWINE MANAGERS, LLC reported $202,257,362 across 38 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-13. Its ten largest share positions make up 89.65% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-26-000819

Period
2025-12-31
Reported value
$202M
Holdings
38
Top 10 weight
89.65%
New
1
Sold out
0

Part of the filer group BRANDYWINE MANAGERS, LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CPBnew+3,329,500$92.8M
NOWadded+3,572$547K
GPCRadded+2,300$160K
FIGadded+2,652$99.1K

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
ISRGreduced-100-$56.6K
CRWDreduced-100-$46.9K
NTRAreduced-200-$45.8K
ALNYreduced-100-$39.8K
NVDAreduced-200-$37.3K

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, Q4 2025

Share positions as resolved from 13F-HR 0000919574-26-000819, largest first. % of portfolio is the value over $202,257,362, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CPBTHE CAMPBELLS COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,329,500 shares 3,329,500$92.8M45.88%newTimeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,815 shares; 2024Q4: 345,648 shares; 2025Q1: 293,679 shares; 2025Q2: 293,679 shares; 2025Q3: 293,679 shares; 2025Q4: 293,679 shares 293,679$41.6M20.54%0Timeline
PATHUIPATH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,009,684 shares 1,009,684$16.5M8.18%0Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,814 shares; 2024Q4: 32,814 shares; 2025Q1: 32,814 shares; 2025Q2: 32,814 shares; 2025Q3: 32,464 shares; 2025Q4: 32,364 shares 32,364$15.2M7.5%-100Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,390 shares; 2024Q4: 21,390 shares; 2025Q1: 20,310 shares; 2025Q2: 20,310 shares; 2025Q3: 19,610 shares; 2025Q4: 19,410 shares 19,410$3.62M1.79%-200Timeline
NTRANATERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,338 shares; 2024Q4: 18,338 shares; 2025Q1: 18,038 shares; 2025Q2: 17,838 shares; 2025Q3: 15,788 shares; 2025Q4: 15,588 shares 15,588$3.57M1.77%-200Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,354 shares; 2024Q4: 29,354 shares; 2025Q1: 29,354 shares; 2025Q2: 29,354 shares; 2025Q3: 29,354 shares; 2025Q4: 29,354 shares 29,354$2.4M1.19%0Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,906 shares; 2024Q4: 9,906 shares; 2025Q1: 9,906 shares; 2025Q2: 9,906 shares; 2025Q3: 9,906 shares; 2025Q4: 9,906 shares 9,906$1.95M0.97%0Timeline
ZSZSCALER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,359 shares; 2024Q4: 8,359 shares; 2025Q1: 8,359 shares; 2025Q2: 8,359 shares; 2025Q3: 8,359 shares; 2025Q4: 8,359 shares 8,359$1.88M0.93%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,913 shares; 2024Q4: 6,913 shares; 2025Q1: 6,913 shares; 2025Q2: 6,913 shares; 2025Q3: 6,913 shares; 2025Q4: 6,913 shares 6,913$1.83M0.91%0Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,898 shares; 2024Q4: 7,898 shares; 2025Q1: 7,898 shares; 2025Q2: 7,098 shares; 2025Q3: 7,098 shares; 2025Q4: 7,098 shares 7,098$1.52M0.75%0Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,859 shares; 2024Q4: 2,859 shares; 2025Q1: 3,501 shares; 2025Q2: 4,121 shares; 2025Q3: 3,521 shares; 2025Q4: 3,521 shares 3,521$1.48M0.73%0Timeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,348 shares; 2024Q4: 4,348 shares; 2025Q1: 4,348 shares; 2025Q2: 4,218 shares; 2025Q3: 3,718 shares; 2025Q4: 3,618 shares 3,618$1.44M0.71%-100Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,100 shares; 2024Q4: 10,100 shares; 2025Q1: 10,100 shares; 2025Q2: 10,100 shares; 2025Q3: 10,100 shares; 2025Q4: 10,100 shares 10,100$1.37M0.68%0Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,333 shares; 2024Q4: 3,333 shares; 2025Q1: 3,243 shares; 2025Q2: 3,178 shares; 2025Q3: 2,278 shares; 2025Q4: 2,178 shares 2,178$1.23M0.61%-100Timeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,970 shares; 2024Q4: 30,970 shares; 2025Q1: 30,970 shares; 2025Q2: 30,970 shares; 2025Q3: 30,970 shares; 2025Q4: 30,970 shares 30,970$1.1M0.54%0Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,988 shares; 2024Q4: 4,988 shares; 2025Q1: 4,988 shares; 2025Q2: 4,988 shares; 2025Q3: 4,988 shares; 2025Q4: 4,988 shares 4,988$1.09M0.54%0Timeline
GHGUARDANT HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,233 shares; 2024Q4: 10,233 shares; 2025Q1: 10,233 shares; 2025Q2: 10,233 shares; 2025Q3: 10,233 shares; 2025Q4: 10,133 shares 10,133$1.03M0.51%-100Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,785 shares; 2025Q1: 1,785 shares; 2025Q2: 1,785 shares; 2025Q3: 1,785 shares; 2025Q4: 1,785 shares 1,785$1.02M0.5%0Timeline
GPCRSTRUCTURE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,057 shares; 2024Q4: 11,057 shares; 2025Q1: 11,057 shares; 2025Q2: 11,057 shares; 2025Q3: 11,057 shares; 2025Q4: 13,357 shares 13,357$929K0.46%+2,300Timeline
RNAMAVIDITY BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,540 shares; 2025Q4: 12,540 shares 12,540$905K0.45%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 697 shares; 2024Q4: 697 shares; 2025Q1: 697 shares; 2025Q2: 697 shares; 2025Q3: 697 shares; 2025Q4: 697 shares 697$749K0.37%0Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 893 shares; 2024Q4: 893 shares; 2025Q1: 893 shares; 2025Q2: 893 shares; 2025Q3: 893 shares; 2025Q4: 4,465 shares 4,465$684K0.34%+3,572Timeline
TWSTTWIST BIOSCIENCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,970 shares; 2024Q4: 20,970 shares; 2025Q1: 20,970 shares; 2025Q2: 20,970 shares; 2025Q3: 20,970 shares; 2025Q4: 20,970 shares 20,970$665K0.33%0Timeline
FIGFIGMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,478 shares; 2025Q4: 17,130 shares 17,130$640K0.32%+2,652Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,919 shares; 2024Q4: 3,919 shares; 2025Q1: 3,259 shares; 2025Q2: 2,759 shares; 2025Q3: 2,759 shares; 2025Q4: 2,759 shares 2,759$616K0.3%0Timeline
KVYOKLAVIYO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,692 shares; 2025Q1: 8,692 shares; 2025Q2: 13,038 shares; 2025Q3: 17,384 shares; 2025Q4: 17,384 shares 17,384$564K0.28%0Timeline
BEAMBEAM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,306 shares; 2024Q4: 11,306 shares; 2025Q1: 11,306 shares; 2025Q2: 18,606 shares; 2025Q3: 18,606 shares; 2025Q4: 18,606 shares 18,606$516K0.26%0Timeline
HTFLHEARTFLOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,774 shares; 2025Q4: 16,774 shares 16,774$489K0.24%0Timeline
VKTXVIKING THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,082 shares; 2024Q4: 8,082 shares; 2025Q1: not reported; 2025Q2: 8,082 shares; 2025Q3: 12,301 shares; 2025Q4: 12,301 shares 12,301$433K0.21%0Timeline
PDPAGERDUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,517 shares; 2024Q4: 30,517 shares; 2025Q1: 30,517 shares; 2025Q2: 30,517 shares; 2025Q3: 30,517 shares; 2025Q4: 30,517 shares 30,517$400K0.2%0Timeline
SDGRSCHRODINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,886 shares; 2024Q4: 20,886 shares; 2025Q1: 20,886 shares; 2025Q2: 20,886 shares; 2025Q3: 20,886 shares; 2025Q4: 20,886 shares 20,886$373K0.18%0Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,687 shares; 2024Q4: 12,687 shares; 2025Q1: 11,109 shares; 2025Q2: 10,309 shares; 2025Q3: 4,209 shares; 2025Q4: 3,909 shares 3,909$338K0.17%-300Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,357 shares; 2025Q1: 2,357 shares; 2025Q2: 2,357 shares; 2025Q3: 2,357 shares; 2025Q4: 2,357 shares 2,357$335K0.17%0Timeline
RLAYRELAY THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,429 shares; 2024Q4: 38,429 shares; 2025Q1: 38,429 shares; 2025Q2: 38,429 shares; 2025Q3: 38,429 shares; 2025Q4: 38,429 shares 38,429$325K0.16%0Timeline
TXG10X GENOMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,073 shares; 2024Q4: 10,073 shares; 2025Q1: 18,938 shares; 2025Q2: 18,938 shares; 2025Q3: 18,938 shares; 2025Q4: 18,938 shares 18,938$309K0.15%0Timeline
MRNAMODERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,510 shares; 2024Q4: 9,510 shares; 2025Q1: 9,510 shares; 2025Q2: 9,510 shares; 2025Q3: 9,510 shares; 2025Q4: 9,510 shares 9,510$280K0.14%0Timeline
ABCLABCELLERA BIOLOGICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,488 shares; 2024Q4: 28,488 shares; 2025Q1: 28,488 shares; 2025Q2: 28,488 shares; 2025Q3: 28,488 shares; 2025Q4: 28,488 shares 28,488$97.4K0.05%0Timeline

How Q4 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 0000919574-26-000819 base2026-02-13acceptance time not in the bulk data set