Brandywine Managers, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Brandywine Managers, LLC disclosed 36 US equity positions worth $100.6m in its Q2 2025 13F filing. The largest position was ACWI at 37.5% of the reported book, followed by CRWD and PATH. Against the Q1 2025 filing, it opened 1 new position, added to 3 and reduced 8 among the top 36 holdings.
What did Brandywine Managers, LLC own in Q2 2025? Top 36 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ACWI ISHARES TR | 37.5% | $37.8m | 293,679 | 0% | held | |
| 2 | CRWD CROWDSTRIKE HLDGS INC | Technology | 16.6% | $16.7m | 32,814 | 0% | held |
| 3 | PATH UIPATH INC | Technology | 12.8% | $12.9m | 1,009,684 | 0% | held |
| 4 | NVDA NVIDIA CORPORATION | Technology | 3.2% | $3.2m | 20,310 | 0% | held |
| 5 | NTRA NATERA INC | Healthcare | 3.0% | $3.0m | 17,838 | -1% | reduced |
| 6 | UBER UBER TECHNOLOGIES INC | Technology | 2.7% | $2.7m | 29,354 | 0% | held |
| 7 | ZS ZSCALER INC | Technology | 2.6% | $2.6m | 8,359 | 0% | held |
| 8 | NET CLOUDFLARE INC | Technology | 1.9% | $1.9m | 9,906 | 0% | held |
| 9 | CRM SALESFORCE INC | Technology | 1.9% | $1.9m | 6,913 | 0% | held |
| 10 | ISRG INTUITIVE SURGICAL INC | Healthcare | 1.7% | $1.7m | 3,178 | -2% | reduced |
| 11 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 1.4% | $1.4m | 4,218 | -3% | reduced |
| 12 | DDOG DATADOG INC | Technology | 1.3% | $1.4m | 10,100 | 0% | held |
| 13 | IOT SAMSARA INC | Technology | 1.2% | $1.2m | 30,970 | 0% | held |
| 14 | SNOW SNOWFLAKE INC | Technology | 1.1% | $1.1m | 4,988 | 0% | held |
| 15 | OKTA OKTA INC | Technology | 1.0% | $1.0m | 10,309 | -7% | reduced |
| 16 | AMD ADVANCED MICRO DEVICES INC | Technology | 1.0% | $1.0m | 7,098 | -10% | reduced |
| 17 | MA MASTERCARD INCORPORATED | Financial Services | 1.0% | $1.0m | 1,785 | 0% | held |
| 18 | NOW SERVICENOW INC | Technology | 0.9% | $918.1k | 893 | 0% | held |
| 19 | MDB MONGODB INC | Technology | 0.9% | $865.4k | 4,121 | 18% | added |
| 20 | VEEV VEEVA SYS INC | Healthcare | 0.8% | $794.5k | 2,759 | -15% | reduced |
| 21 | TWST TWIST BIOSCIENCE CORP | Healthcare | 0.8% | $771.5k | 20,970 | 0% | held |
| 22 | LLY ELI LILLY & CO | Healthcare | 0.5% | $543.3k | 697 | 0% | held |
| 23 | GH GUARDANT HEALTH INC | Healthcare | 0.5% | $532.5k | 10,233 | 0% | held |
| 24 | PD PAGERDUTY INC | Technology | 0.5% | $466.3k | 30,517 | 0% | held |
| 25 | KVYO KLAVIYO INC | Technology | 0.4% | $437.8k | 13,038 | 50% | added |
| 26 | SDGR SCHRODINGER INC | Healthcare | 0.4% | $420.2k | 20,886 | 0% | held |
| 27 | BEAM BEAM THERAPEUTICS INC | Healthcare | 0.3% | $316.5k | 18,606 | 65% | added |
| 28 | TWLO TWILIO INC | Technology | 0.3% | $293.1k | 2,357 | 0% | held |
| 29 | MRNA MODERNA INC | Healthcare | 0.3% | $262.4k | 9,510 | 0% | held |
| 30 | NVO NOVO-NORDISK A S | Healthcare | 0.3% | $258.6k | 3,747 | -11% | reduced |
| 31 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 0.2% | $229.3k | 11,057 | 0% | held |
| 32 | TXG 10X GENOMICS INC | Healthcare | 0.2% | $219.3k | 18,938 | 0% | held |
| 33 | VKTX VIKING THERAPEUTICS INC | Healthcare | 0.2% | $214.2k | 8,082 | – | new |
| 34 | S SENTINELONE INC | Technology | 0.2% | $192.0k | 10,501 | -45% | reduced |
| 35 | RLAY RELAY THERAPEUTICS INC | Healthcare | 0.1% | $133.0k | 38,429 | 0% | held |
| 36 | ABCL ABCELLERA BIOLOGICS INC | Healthcare | 0.1% | $97.7k | 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.