Brandywine Managers, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Brandywine Managers, LLC disclosed 46 US equity positions worth $202.2m in its Q2 2026 13F filing. The largest position was CPB at 36.7% of the reported book, followed by ACWI and CRWD. Against the Q1 2026 filing, it opened 6 new positions, added to 3 and reduced 6 among the top 46 holdings.
What did Brandywine Managers, LLC own in Q2 2026? Top 46 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | CPB THE CAMPBELLS COMPANY | Consumer Defensive | 36.7% | $74.1m | 3,329,500 | 0% | held |
| 2 | ACWI ISHARES TR | 22.8% | $46.1m | 293,679 | 0% | held | |
| 3 | CRWD CROWDSTRIKE HLDGS INC | Technology | 12.2% | $24.8m | 32,439 | 1% | added |
| 4 | PATH UIPATH INC | Technology | 5.4% | $11.0m | 1,009,684 | 0% | held |
| 5 | NTRA NATERA INC | Healthcare | 2.0% | $4.0m | 14,588 | 0% | held |
| 6 | NVDA NVIDIA CORPORATION | Technology | 1.5% | $3.0m | 15,180 | -20% | reduced |
| 7 | AMD ADVANCED MICRO DEVICES INC | Technology | 1.5% | $3.0m | 5,213 | -27% | reduced |
| 8 | DDOG DATADOG INC | Technology | 1.3% | $2.6m | 10,100 | 0% | held |
| 9 | NET CLOUDFLARE INC | Technology | 1.3% | $2.6m | 10,677 | 8% | added |
| 10 | TWST TWIST BIOSCIENCE CORP | Healthcare | 1.1% | $2.2m | 20,970 | 0% | held |
| 11 | UBER UBER TECHNOLOGIES INC | Technology | 1.0% | $2.1m | 29,354 | 0% | held |
| 12 | VICR VICOR CORP | Technology | 1.0% | $2.0m | 5,303 | 0% | held |
| 13 | MU MICRON TECHNOLOGY INC | Technology | 0.8% | $1.6m | 1,416 | – | new |
| 14 | PANW PALO ALTO NETWORKS INC | Technology | 0.8% | $1.6m | 4,689 | 0% | held |
| 15 | GH GUARDANT HEALTH INC | Healthcare | 0.7% | $1.4m | 9,133 | 0% | held |
| 16 | SNOW SNOWFLAKE INC | Technology | 0.6% | $1.3m | 4,988 | 0% | held |
| 17 | MDB MONGODB INC | Technology | 0.6% | $1.2m | 3,521 | 0% | held |
| 18 | CRM SALESFORCE INC | Technology | 0.5% | $1.1m | 6,913 | 0% | held |
| 19 | IOT SAMSARA INC | Technology | 0.5% | $1.0m | 30,970 | 0% | held |
| 20 | MA MASTERCARD INCORPORATED | Financial Services | 0.5% | $916.8k | 1,785 | 0% | held |
| 21 | BEAM BEAM THERAPEUTICS INC | Healthcare | 0.4% | $873.6k | 25,455 | 0% | held |
| 22 | KYMR KYMERA THERAPEUTICS INC | Healthcare | 0.4% | $868.1k | 7,570 | 0% | held |
| 23 | MPWR MONOLITHIC PWR SYS INC | Technology | 0.4% | $833.6k | 603 | 11% | added |
| 24 | ALAB ASTERA LABS INC | Technology | 0.4% | $781.5k | 1,618 | – | new |
| 25 | AVGO BROADCOM INC | Technology | 0.4% | $743.0k | 1,967 | 0% | held |
| 26 | TXG 10X GENOMICS INC | Healthcare | 0.4% | $726.1k | 18,938 | 0% | held |
| 27 | RLAY RELAY THERAPEUTICS INC | Healthcare | 0.4% | $719.0k | 38,429 | 0% | held |
| 28 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 0.4% | $716.9k | 13,357 | 0% | held |
| 29 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 0.3% | $697.8k | 2,318 | -27% | reduced |
| 30 | CELC CELCUITY INC | Healthcare | 0.3% | $692.7k | 6,621 | – | new |
| 31 | BLLN BILLIONTOONE INC | 0.3% | $689.9k | 5,750 | 0% | held | |
| 32 | MRNA MODERNA INC | Healthcare | 0.3% | $666.0k | 9,510 | 0% | held |
| 33 | GOOG ALPHABET INC | Communication Services | 0.3% | $656.1k | 1,857 | 0% | held |
| 34 | SNDK SANDISK CORP | Technology | 0.3% | $568.4k | 250 | – | new |
| 35 | TWLO TWILIO INC | Technology | 0.2% | $486.3k | 2,357 | 0% | held |
| 36 | ISRG INTUITIVE SURGICAL INC | Healthcare | 0.2% | $480.4k | 1,208 | -35% | reduced |
| 37 | VKTX VIKING THERAPEUTICS INC | Healthcare | 0.2% | $479.9k | 12,301 | 0% | held |
| 38 | SDGR SCHRODINGER INC | Healthcare | 0.2% | $462.4k | 28,456 | 0% | held |
| 39 | LLY ELI LILLY & CO | Healthcare | 0.2% | $428.2k | 357 | -49% | reduced |
| 40 | OKTA OKTA INC | Technology | 0.2% | $383.3k | 2,809 | 0% | held |
| 41 | PD PAGERDUTY INC | Technology | 0.1% | $294.5k | 30,517 | 0% | held |
| 42 | HTFL HEARTFLOW INC | Healthcare | 0.1% | $294.1k | 10,024 | -40% | reduced |
| 43 | IMRX IMMUNEERING CORP | 0.1% | $274.8k | 55,066 | – | new | |
| 44 | KVYO KLAVIYO INC | Technology | 0.1% | $262.5k | 17,384 | 0% | held |
| 45 | IMTX IMMATICS N.V | Healthcare | 0.1% | $255.6k | 25,227 | – | new |
| 46 | ABCL ABCELLERA BIOLOGICS INC | Healthcare | 0.1% | $223.6k | 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.