Brandywine Managers, LLC Top Holdings and 13F Report (2025) About Brandywine Managers, LLCInvestment ActivityBrandywine Managers, LLC has $83.36 million in total holdings as of March 31, 2025.Brandywine Managers, LLC owns shares of 35 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 0.23% of the portfolio was purchased this quarter.About 8.59% of the portfolio was sold this quarter.This quarter, Brandywine Managers, LLC has purchased 37 new stocks and bought additional shares in 2 stocks.Brandywine Managers, LLC sold shares of 6 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares MSCI ACWI ETF $34,181,299CrowdStrike $11,569,560UiPath $10,399,745Natera $2,550,754NVIDIA $2,201,198 Largest Purchases this Quarter MongoDB 642 shares (about $112.61K)10x Genomics 8,865 shares (about $77.39K) Largest Sales this Quarter iShares MSCI ACWI ETF 51,969 shares (about $6.05M)Okta 1,578 shares (about $166.04K)Veeva Systems 660 shares (about $152.88K)NVIDIA 1,080 shares (about $117.05K)Intuitive Surgical 90 shares (about $44.57K) 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$34,181,299$6,048,672 ▼-15.0%293,67941.0%ManufacturingCRWDCrowdStrike$11,569,5600.0%32,81413.9%Computer and TechnologyPATHUiPath$10,399,7450.0%1,009,68412.5%Business ServicesNTRANatera$2,550,754$42,423 ▼-1.6%18,0383.1%MedicalNVDANVIDIA$2,201,198$117,050 ▼-5.0%20,3102.6%Computer and TechnologyUBERUber Technologies$2,138,7320.0%29,3542.6%Computer and TechnologyCRMSalesforce$1,855,1730.0%6,9132.2%Computer and TechnologyZSZscaler$1,658,5930.0%8,3592.0%Computer and TechnologyISRGIntuitive Surgical$1,606,161$44,574 ▼-2.7%3,2431.9%MedicalIOTSamsara$1,187,0800.0%30,9701.4%Computer and TechnologyALNYAlnylam Pharmaceuticals$1,174,0470.0%4,3481.4%MedicalOKTAOkta$1,168,889$166,037 ▼-12.4%11,1091.4%Computer and TechnologyNETCloudflare$1,116,3070.0%9,9061.3%Computer and TechnologyDDOGDatadog$1,002,0210.0%10,1001.2%Computer and TechnologyMAMastercard$978,3940.0%1,7851.2%Business ServicesTWSTTwist Bioscience$823,2820.0%20,9701.0%MedicalAMDAdvanced Micro Devices$811,4410.0%7,8981.0%Computer and TechnologyVEEVVeeva Systems$754,882$152,876 ▼-16.8%3,2590.9%MedicalSNOWSnowflake$729,0460.0%4,9880.9%Computer and TechnologyNOWServiceNow$710,9530.0%8930.9%Computer and TechnologyMDBMongoDB$614,075$112,607 ▲22.5%3,5010.7%Computer and TechnologyLLYEli Lilly and Company$575,6590.0%6970.7%MedicalPDPagerDuty$557,5460.0%30,5170.7%Computer and TechnologyGHGuardant Health$435,9260.0%10,2330.5%MedicalSDGRSchrödinger$412,2900.0%20,8860.5%MedicalSSentinelOne$345,4380.0%19,0010.4%Computer and TechnologyNVONovo Nordisk A/S$293,1760.0%4,2220.4%MedicalMRNAModerna$269,6090.0%9,5100.3%MedicalKLAVIYO INC$263,0200.0%8,6920.3%COM SER ATWLOTwilio$230,7740.0%2,3570.3%Computer and TechnologyBEAMBeam Therapeutics$220,8060.0%11,3060.3%MedicalGPCRStructure Therapeutics$191,3970.0%11,0570.2%MedicalTXG10x Genomics$165,329$77,392 ▲88.0%18,9380.2%MedicalRLAYRelay Therapeutics$100,6840.0%38,4290.1%MedicalABCLAbCellera Biologics$63,5280.0%28,4880.1%MedicalVKTXViking Therapeutics$0$325,220 ▼-100.0%00.0%MedicalMBLYMobileye Global$0$260,295 ▼-100.0%00.0%Auto/Tires/TrucksShowing 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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