Brandywine Managers, LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Brandywine Managers, LLC disclosed 37 US equity positions worth $104.2m in its Q3 2025 13F filing. The largest position was ACWI at 38.9% of the reported book, followed by CRWD and PATH. Against the Q2 2025 filing, it opened 3 new positions, added to 2 and reduced 7 among the top 37 holdings.
What did Brandywine Managers, LLC own in Q3 2025? Top 37 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ACWI ISHARES TR | 38.9% | $40.6m | 293,679 | 0% | held | |
| 2 | CRWD CROWDSTRIKE HLDGS INC | Technology | 15.3% | $15.9m | 32,464 | -1% | reduced |
| 3 | PATH UIPATH INC | Technology | 13.0% | $13.5m | 1,009,684 | 0% | held |
| 4 | NVDA NVIDIA CORPORATION | Technology | 3.5% | $3.7m | 19,610 | -3% | reduced |
| 5 | UBER UBER TECHNOLOGIES INC | Technology | 2.8% | $2.9m | 29,354 | 0% | held |
| 6 | NTRA NATERA INC | Healthcare | 2.4% | $2.5m | 15,788 | -11% | reduced |
| 7 | ZS ZSCALER INC | Technology | 2.4% | $2.5m | 8,359 | 0% | held |
| 8 | NET CLOUDFLARE INC | Technology | 2.0% | $2.1m | 9,906 | 0% | held |
| 9 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 1.6% | $1.7m | 3,718 | -12% | reduced |
| 10 | CRM SALESFORCE INC | Technology | 1.6% | $1.6m | 6,913 | 0% | held |
| 11 | DDOG DATADOG INC | Technology | 1.4% | $1.4m | 10,100 | 0% | held |
| 12 | IOT SAMSARA INC | Technology | 1.1% | $1.2m | 30,970 | 0% | held |
| 13 | AMD ADVANCED MICRO DEVICES INC | Technology | 1.1% | $1.1m | 7,098 | 0% | held |
| 14 | SNOW SNOWFLAKE INC | Technology | 1.1% | $1.1m | 4,988 | 0% | held |
| 15 | MDB MONGODB INC | Technology | 1.0% | $1.1m | 3,521 | -15% | reduced |
| 16 | ISRG INTUITIVE SURGICAL INC | Healthcare | 1.0% | $1.0m | 2,278 | -28% | reduced |
| 17 | MA MASTERCARD INCORPORATED | Financial Services | 1.0% | $1.0m | 1,785 | 0% | held |
| 18 | VEEV VEEVA SYS INC | Healthcare | 0.8% | $821.9k | 2,759 | 0% | held |
| 19 | NOW SERVICENOW INC | Technology | 0.8% | $821.8k | 893 | 0% | held |
| 20 | FIG FIGMA INC | Technology | 0.7% | $751.0k | 14,478 | – | new |
| 21 | GH GUARDANT HEALTH INC | Healthcare | 0.6% | $639.4k | 10,233 | 0% | held |
| 22 | TWST TWIST BIOSCIENCE CORP | Healthcare | 0.6% | $590.1k | 20,970 | 0% | held |
| 23 | HTFL HEARTFLOW INC | Healthcare | 0.5% | $564.6k | 16,774 | – | new |
| 24 | RNAGBP AVIDITY BIOSCIENCES INC | 0.5% | $546.4k | 12,540 | – | new | |
| 25 | LLY ELI LILLY & CO | Healthcare | 0.5% | $531.8k | 697 | 0% | held |
| 26 | PD PAGERDUTY INC | Technology | 0.5% | $504.1k | 30,517 | 0% | held |
| 27 | KVYO KLAVIYO INC | Technology | 0.5% | $481.4k | 17,384 | 33% | added |
| 28 | BEAM BEAM THERAPEUTICS INC | Healthcare | 0.4% | $451.6k | 18,606 | 0% | held |
| 29 | SDGR SCHRODINGER INC | Healthcare | 0.4% | $419.0k | 20,886 | 0% | held |
| 30 | OKTA OKTA INC | Technology | 0.4% | $386.0k | 4,209 | -59% | reduced |
| 31 | VKTX VIKING THERAPEUTICS INC | Healthcare | 0.3% | $323.3k | 12,301 | 52% | added |
| 32 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 0.3% | $309.6k | 11,057 | 0% | held |
| 33 | MRNA MODERNA INC | Healthcare | 0.2% | $245.6k | 9,510 | 0% | held |
| 34 | TWLO TWILIO INC | Technology | 0.2% | $235.9k | 2,357 | 0% | held |
| 35 | TXG 10X GENOMICS INC | Healthcare | 0.2% | $221.4k | 18,938 | 0% | held |
| 36 | RLAY RELAY THERAPEUTICS INC | Healthcare | 0.2% | $200.6k | 38,429 | 0% | held |
| 37 | ABCL ABCELLERA BIOLOGICS INC | Healthcare | 0.1% | $143.3k | 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.