Brandywine Managers, LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Brandywine Managers, LLC disclosed 38 US equity positions worth $202.3m in its Q4 2025 13F filing. The largest position was CPB at 45.9% of the reported book, followed by ACWI and PATH. Against the Q3 2025 filing, it opened 1 new position, added to 3 and reduced 6 among the top 38 holdings.
What did Brandywine Managers, LLC own in Q4 2025? Top 38 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CPB THE CAMPBELLS COMPANY | Consumer Defensive | 45.9% | $92.8m | 3,329,500 | – | new |
| 2 | ACWI ISHARES TR | 20.5% | $41.6m | 293,679 | 0% | held | |
| 3 | PATH UIPATH INC | Technology | 8.2% | $16.5m | 1,009,684 | 0% | held |
| 4 | CRWD CROWDSTRIKE HLDGS INC | Technology | 7.5% | $15.2m | 32,364 | -0% | held |
| 5 | NVDA NVIDIA CORPORATION | Technology | 1.8% | $3.6m | 19,410 | -1% | reduced |
| 6 | NTRA NATERA INC | Healthcare | 1.8% | $3.6m | 15,588 | -1% | reduced |
| 7 | UBER UBER TECHNOLOGIES INC | Technology | 1.2% | $2.4m | 29,354 | 0% | held |
| 8 | NET CLOUDFLARE INC | Technology | 1.0% | $2.0m | 9,906 | 0% | held |
| 9 | ZS ZSCALER INC | Technology | 0.9% | $1.9m | 8,359 | 0% | held |
| 10 | CRM SALESFORCE INC | Technology | 0.9% | $1.8m | 6,913 | 0% | held |
| 11 | AMD ADVANCED MICRO DEVICES INC | Technology | 0.8% | $1.5m | 7,098 | 0% | held |
| 12 | MDB MONGODB INC | Technology | 0.7% | $1.5m | 3,521 | 0% | held |
| 13 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 0.7% | $1.4m | 3,618 | -3% | reduced |
| 14 | DDOG DATADOG INC | Technology | 0.7% | $1.4m | 10,100 | 0% | held |
| 15 | ISRG INTUITIVE SURGICAL INC | Healthcare | 0.6% | $1.2m | 2,178 | -4% | reduced |
| 16 | IOT SAMSARA INC | Technology | 0.5% | $1.1m | 30,970 | 0% | held |
| 17 | SNOW SNOWFLAKE INC | Technology | 0.5% | $1.1m | 4,988 | 0% | held |
| 18 | GH GUARDANT HEALTH INC | Healthcare | 0.5% | $1.0m | 10,133 | -1% | reduced |
| 19 | MA MASTERCARD INCORPORATED | Financial Services | 0.5% | $1.0m | 1,785 | 0% | held |
| 20 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 0.5% | $929.0k | 13,357 | 21% | added |
| 21 | RNAGBP AVIDITY BIOSCIENCES INC | 0.4% | $904.5k | 12,540 | 0% | held | |
| 22 | LLY ELI LILLY & CO | Healthcare | 0.4% | $749.1k | 697 | 0% | held |
| 23 | NOW SERVICENOW INC | Technology | 0.3% | $684.0k | 4,465 | 400% | added |
| 24 | TWST TWIST BIOSCIENCE CORP | Healthcare | 0.3% | $665.2k | 20,970 | 0% | held |
| 25 | FIG FIGMA INC | Technology | 0.3% | $640.1k | 17,130 | 18% | added |
| 26 | VEEV VEEVA SYS INC | Healthcare | 0.3% | $615.9k | 2,759 | 0% | held |
| 27 | KVYO KLAVIYO INC | Technology | 0.3% | $564.5k | 17,384 | 0% | held |
| 28 | BEAM BEAM THERAPEUTICS INC | Healthcare | 0.3% | $515.8k | 18,606 | 0% | held |
| 29 | HTFL HEARTFLOW INC | Healthcare | 0.2% | $489.0k | 16,774 | 0% | held |
| 30 | VKTX VIKING THERAPEUTICS INC | Healthcare | 0.2% | $432.7k | 12,301 | 0% | held |
| 31 | PD PAGERDUTY INC | Technology | 0.2% | $400.1k | 30,517 | 0% | held |
| 32 | SDGR SCHRODINGER INC | Healthcare | 0.2% | $373.4k | 20,886 | 0% | held |
| 33 | OKTA OKTA INC | Technology | 0.2% | $338.0k | 3,909 | -7% | reduced |
| 34 | TWLO TWILIO INC | Technology | 0.2% | $335.3k | 2,357 | 0% | held |
| 35 | RLAY RELAY THERAPEUTICS INC | Healthcare | 0.2% | $325.1k | 38,429 | 0% | held |
| 36 | TXG 10X GENOMICS INC | Healthcare | 0.2% | $308.9k | 18,938 | 0% | held |
| 37 | MRNA MODERNA INC | Healthcare | 0.1% | $280.4k | 9,510 | 0% | held |
| 38 | ABCL ABCELLERA BIOLOGICS INC | Healthcare | 0.0% | $97.4k | 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.