Brandywine Managers, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Brandywine Managers, LLC disclosed 40 US equity positions worth $169.9m in its Q1 2026 13F filing. The largest position was CPB at 43.6% of the reported book, followed by ACWI and CRWD.
What did Brandywine Managers, LLC own in Q1 2026? Top 40 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CPB THE CAMPBELLS COMPANY | Consumer Defensive | 43.6% | $74.1m | 3,329,500 | – | |
| 2 | ACWI ISHARES TR | 23.9% | $40.6m | 293,679 | – | ||
| 3 | CRWD CROWDSTRIKE HLDGS INC | Technology | 7.4% | $12.5m | 32,124 | – | |
| 4 | PATH UIPATH INC | Technology | 6.6% | $11.2m | 1,009,684 | – | |
| 5 | NVDA NVIDIA CORPORATION | Technology | 1.9% | $3.3m | 18,860 | – | |
| 6 | NTRA NATERA INC | Healthcare | 1.7% | $2.9m | 14,588 | – | |
| 7 | UBER UBER TECHNOLOGIES INC | Technology | 1.2% | $2.1m | 29,354 | – | |
| 8 | NET CLOUDFLARE INC | Technology | 1.2% | $2.0m | 9,906 | – | |
| 9 | AMD ADVANCED MICRO DEVICES INC | Technology | 0.8% | $1.4m | 7,098 | – | |
| 10 | CRM SALESFORCE INC | Technology | 0.8% | $1.3m | 6,913 | – | |
| 11 | DDOG DATADOG INC | Technology | 0.7% | $1.2m | 10,100 | – | |
| 12 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 0.6% | $1.0m | 3,168 | – | |
| 13 | TWST TWIST BIOSCIENCE CORP | Healthcare | 0.6% | $996.5k | 20,970 | – | |
| 14 | IOT SAMSARA INC | Technology | 0.6% | $981.4k | 30,970 | – | |
| 15 | MA MASTERCARD INCORPORATED | Financial Services | 0.5% | $891.9k | 1,785 | – | |
| 16 | MDB MONGODB INC | Technology | 0.5% | $861.8k | 3,521 | – | |
| 17 | ISRG INTUITIVE SURGICAL INC | Healthcare | 0.5% | $856.5k | 1,858 | – | |
| 18 | VICR VICOR CORP | Technology | 0.5% | $853.8k | 5,303 | – | |
| 19 | GH GUARDANT HEALTH INC | Healthcare | 0.5% | $843.6k | 9,133 | – | |
| 20 | SNOW SNOWFLAKE INC | Technology | 0.4% | $752.3k | 4,988 | – | |
| 21 | PANW PALO ALTO NETWORKS INC | Technology | 0.4% | $751.7k | 4,689 | – | |
| 22 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 0.4% | $643.8k | 13,357 | – | |
| 23 | LLY ELI LILLY & CO | Healthcare | 0.4% | $641.1k | 697 | – | |
| 24 | KYMR KYMERA THERAPEUTICS INC | Healthcare | 0.4% | $630.5k | 7,570 | – | |
| 25 | AVGO BROADCOM INC | Technology | 0.4% | $608.8k | 1,967 | – | |
| 26 | BEAM BEAM THERAPEUTICS INC | Healthcare | 0.4% | $606.6k | 25,455 | – | |
| 27 | MPWR MONOLITHIC PWR SYS INC | Technology | 0.3% | $592.6k | 542 | – | |
| 28 | GOOG ALPHABET INC | Communication Services | 0.3% | $532.7k | 1,857 | – | |
| 29 | MRNA MODERNA INC | Healthcare | 0.3% | $483.1k | 9,510 | – | |
| 30 | BLLN BILLIONTOONE INC | 0.3% | $453.9k | 5,750 | – | ||
| 31 | HTFL HEARTFLOW INC | Healthcare | 0.2% | $408.1k | 16,774 | – | |
| 32 | TXG 10X GENOMICS INC | Healthcare | 0.2% | $402.1k | 18,938 | – | |
| 33 | VKTX VIKING THERAPEUTICS INC | Healthcare | 0.2% | $400.3k | 12,301 | – | |
| 34 | RLAY RELAY THERAPEUTICS INC | Healthcare | 0.2% | $382.4k | 38,429 | – | |
| 35 | KVYO KLAVIYO INC | Technology | 0.2% | $338.3k | 17,384 | – | |
| 36 | SDGR SCHRODINGER INC | Healthcare | 0.2% | $323.3k | 28,456 | – | |
| 37 | TWLO TWILIO INC | Technology | 0.2% | $296.6k | 2,357 | – | |
| 38 | OKTA OKTA INC | Technology | 0.1% | $221.1k | 2,809 | – | |
| 39 | PD PAGERDUTY INC | Technology | 0.1% | $189.5k | 30,517 | – | |
| 40 | ABCL ABCELLERA BIOLOGICS INC | Healthcare | 0.1% | $99.4k | 28,488 | – |
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.