Brandywine Managers, LLC Top Holdings and 13F Report (2025) About Brandywine Managers, LLCInvestment ActivityBrandywine Managers, LLC has $100.63 million in total holdings as of June 30, 2025.Brandywine Managers, LLC owns shares of 36 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 0.61% of the portfolio was purchased this quarter.About 0.63% of the portfolio was sold this quarter.This quarter, Brandywine Managers, LLC has purchased 35 new stocks and bought additional shares in 3 stocks.Brandywine Managers, LLC sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares MSCI ACWI ETF $37,767,119CrowdStrike $16,712,498UiPath $12,923,955NVIDIA $3,208,777Natera $3,013,552 Largest New Holdings this Quarter 92686J106 - Viking Therapeutics $214,173 Holding Largest Purchases this Quarter Viking Therapeutics 8,082 shares (about $214.17K)KLAVIYO INC 4,346 shares (about $145.94K)MongoDB 620 shares (about $130.19K)Beam Therapeutics 7,300 shares (about $124.17K) Largest Sales this Quarter SentinelOne 8,500 shares (about $155.38K)Veeva Systems 500 shares (about $143.99K)Advanced Micro Devices 800 shares (about $113.52K)Okta 800 shares (about $79.98K)Alnylam Pharmaceuticals 130 shares (about $42.39K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBrandywine Managers, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorACWIiShares MSCI ACWI ETF$37,767,1190.0%293,67937.5%ManufacturingCRWDCrowdStrike$16,712,4980.0%32,81416.6%Computer and TechnologyPATHUiPath$12,923,9550.0%1,009,68412.8%Computer and TechnologyNVDANVIDIA$3,208,7770.0%20,3103.2%Computer and TechnologyNTRANatera$3,013,552$33,788 ▼-1.1%17,8383.0%MedicalUBERUber Technologies$2,738,7280.0%29,3542.7%Computer and TechnologyZSZscaler$2,624,2240.0%8,3592.6%Computer and TechnologyNETCloudflare$1,939,8920.0%9,9061.9%Computer and TechnologyCRMSalesforce$1,885,1060.0%6,9131.9%Computer and TechnologyISRGIntuitive Surgical$1,726,957$35,322 ▼-2.0%3,1781.7%MedicalALNYAlnylam Pharmaceuticals$1,375,448$42,392 ▼-3.0%4,2181.4%MedicalDDOGDatadog$1,356,7330.0%10,1001.3%Computer and TechnologyIOTSamsara$1,231,9870.0%30,9701.2%Computer and TechnologySNOWSnowflake$1,116,1650.0%4,9881.1%Computer and TechnologyOKTAOkta$1,030,591$79,976 ▼-7.2%10,3091.0%Computer and TechnologyAMDAdvanced Micro Devices$1,007,206$113,520 ▼-10.1%7,0981.0%Computer and TechnologyMAMastercard$1,003,0630.0%1,7851.0%Business ServicesNOWServiceNow$918,0750.0%8930.9%Computer and TechnologyMDBMongoDB$865,369$130,194 ▲17.7%4,1210.9%Computer and TechnologyVEEVVeeva Systems$794,537$143,990 ▼-15.3%2,7590.8%MedicalTWSTTwist Bioscience$771,4860.0%20,9700.8%MedicalLLYEli Lilly and Company$543,3320.0%6970.5%MedicalGHGuardant Health$532,5250.0%10,2330.5%MedicalPDPagerDuty$466,3000.0%30,5170.5%Computer and TechnologyKLAVIYO INC$437,816$145,939 ▲50.0%13,0380.4%COM SER ASDGRSchrodinger$420,2260.0%20,8860.4%MedicalBEAMBeam Therapeutics$316,488$124,173 ▲64.6%18,6060.3%MedicalTWLOTwilio$293,1170.0%2,3570.3%Computer and TechnologyMRNAModerna$262,3810.0%9,5100.3%MedicalNVONovo Nordisk A/S$258,618$32,785 ▼-11.3%3,7470.3%MedicalGPCRStructure Therapeutics$229,3220.0%11,0570.2%MedicalTXG10x Genomics$219,3020.0%18,9380.2%MedicalVKTXViking Therapeutics$214,173$214,173 ▲New Holding8,0820.2%MedicalSSentinelOne$191,958$155,380 ▼-44.7%10,5010.2%Computer and TechnologyRLAYRelay Therapeutics$132,9640.0%38,4290.1%MedicalABCLAbCellera Biologics$97,7140.0%28,4880.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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