Brandywine Managers, LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Brandywine Managers, LLC disclosed 35 US equity positions worth $83.4m in its Q1 2025 13F filing. The largest position was ACWI at 41.0% of the reported book, followed by CRWD and PATH. Against the Q4 2024 filing, it opened 0 new positions, added to 2 and reduced 6 among the top 35 holdings.
What did Brandywine Managers, LLC own in Q1 2025? Top 35 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | ACWI ISHARES TR | 41.0% | $34.2m | 293,679 | -15% | reduced | |
| 2 | CRWD CROWDSTRIKE HLDGS INC | Technology | 13.9% | $11.6m | 32,814 | 0% | held |
| 3 | PATH UIPATH INC | Technology | 12.5% | $10.4m | 1,009,684 | 0% | held |
| 4 | NTRA NATERA INC | Healthcare | 3.1% | $2.6m | 18,038 | -2% | reduced |
| 5 | NVDA NVIDIA CORPORATION | Technology | 2.6% | $2.2m | 20,310 | -5% | reduced |
| 6 | UBER UBER TECHNOLOGIES INC | Technology | 2.6% | $2.1m | 29,354 | 0% | held |
| 7 | CRM SALESFORCE INC | Technology | 2.2% | $1.9m | 6,913 | 0% | held |
| 8 | ZS ZSCALER INC | Technology | 2.0% | $1.7m | 8,359 | 0% | held |
| 9 | ISRG INTUITIVE SURGICAL INC | Healthcare | 1.9% | $1.6m | 3,243 | -3% | reduced |
| 10 | IOT SAMSARA INC | Technology | 1.4% | $1.2m | 30,970 | 0% | held |
| 11 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 1.4% | $1.2m | 4,348 | 0% | held |
| 12 | OKTA OKTA INC | Technology | 1.4% | $1.2m | 11,109 | -12% | reduced |
| 13 | NET CLOUDFLARE INC | Technology | 1.3% | $1.1m | 9,906 | 0% | held |
| 14 | DDOG DATADOG INC | Technology | 1.2% | $1.0m | 10,100 | 0% | held |
| 15 | MA MASTERCARD INCORPORATED | Financial Services | 1.2% | $978.4k | 1,785 | 0% | held |
| 16 | TWST TWIST BIOSCIENCE CORP | Healthcare | 1.0% | $823.3k | 20,970 | 0% | held |
| 17 | AMD ADVANCED MICRO DEVICES INC | Technology | 1.0% | $811.4k | 7,898 | 0% | held |
| 18 | VEEV VEEVA SYS INC | Healthcare | 0.9% | $754.9k | 3,259 | -17% | reduced |
| 19 | SNOW SNOWFLAKE INC | Technology | 0.9% | $729.0k | 4,988 | 0% | held |
| 20 | NOW SERVICENOW INC | Technology | 0.9% | $711.0k | 893 | 0% | held |
| 21 | MDB MONGODB INC | Technology | 0.7% | $614.1k | 3,501 | 22% | added |
| 22 | LLY ELI LILLY & CO | Healthcare | 0.7% | $575.7k | 697 | 0% | held |
| 23 | PD PAGERDUTY INC | Technology | 0.7% | $557.5k | 30,517 | 0% | held |
| 24 | GH GUARDANT HEALTH INC | Healthcare | 0.5% | $435.9k | 10,233 | 0% | held |
| 25 | SDGR SCHRODINGER INC | Healthcare | 0.5% | $412.3k | 20,886 | 0% | held |
| 26 | S SENTINELONE INC | Technology | 0.4% | $345.4k | 19,001 | 0% | held |
| 27 | NVO NOVO-NORDISK A S | Healthcare | 0.4% | $293.2k | 4,222 | 0% | held |
| 28 | MRNA MODERNA INC | Healthcare | 0.3% | $269.6k | 9,510 | 0% | held |
| 29 | KVYO KLAVIYO INC | Technology | 0.3% | $263.0k | 8,692 | 0% | held |
| 30 | TWLO TWILIO INC | Technology | 0.3% | $230.8k | 2,357 | 0% | held |
| 31 | BEAM BEAM THERAPEUTICS INC | Healthcare | 0.3% | $220.8k | 11,306 | 0% | held |
| 32 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 0.2% | $191.4k | 11,057 | 0% | held |
| 33 | TXG 10X GENOMICS INC | Healthcare | 0.2% | $165.3k | 18,938 | 88% | added |
| 34 | RLAY RELAY THERAPEUTICS INC | Healthcare | 0.1% | $100.7k | 38,429 | 0% | held |
| 35 | ABCL ABCELLERA BIOLOGICS INC | Healthcare | 0.1% | $63.5k | 28,488 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.