Brandywine Managers, LLC Top Holdings and 13F Report (2026) About Brandywine Managers, LLCInvestment ActivityBrandywine Managers, LLC has $202.16 million in total holdings as of June 30, 2026.Brandywine Managers, LLC owns shares of 46 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 2.34% of the portfolio was purchased this quarter.About 1.46% of the portfolio was sold this quarter.This quarter, Brandywine Managers, LLC has purchased 40 new stocks and bought additional shares in 3 stocks.Brandywine Managers, LLC sold shares of 6 stocks and completely divested from 0 stocks this quarter.Largest Holdings THE CAMPBELLS COMPANY $74,147,965iShares MSCI ACWI ETF $46,098,793CrowdStrike $24,755,498UiPath $10,975,265Natera $3,959,913 Largest New Holdings this Quarter 595112103 - Micron Technology $1,634,475 Holding04626A103 - ASTERA LABS INC $781,526 Holding15102K100 - Celcuity $692,689 Holding80004C200 - SANDISK CORP $568,433 Holding45254E107 - Immuneering $274,779 Holding Largest Purchases this Quarter Micron Technology 1,416 shares (about $1.63M)ASTERA LABS INC 1,618 shares (about $781.53K)Celcuity 6,621 shares (about $692.69K)SANDISK CORP 250 shares (about $568.43K)Immuneering 55,066 shares (about $274.78K) Largest Sales this Quarter Advanced Micro Devices 1,885 shares (about $1.10M)NVIDIA 3,680 shares (about $736.33K)Eli Lilly and Company 340 shares (about $407.81K)Intuitive Surgical 650 shares (about $258.49K)Alnylam Pharmaceuticals 850 shares (about $255.88K) 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 PortfolioSectorTHE CAMPBELLS COMPANY$74,147,9650.0%3,329,50036.7%COMACWIiShares MSCI ACWI ETF$46,098,7930.0%293,67922.8%ETFCRWDCrowdStrike$24,755,498$240,389 â–²1.0%32,43912.2%TechnologyPATHUiPath$10,975,2650.0%1,009,6845.4%TechnologyNTRANatera$3,959,9130.0%14,5882.0%HealthcareNVDANVIDIA$3,037,366$736,331 â–¼-19.5%15,1801.5%TechnologyAMDAdvanced Micro Devices$3,028,284$1,095,015 â–¼-26.6%5,2131.5%TechnologyDDOGDatadog$2,629,6360.0%10,1001.3%TechnologyNETCloudflare$2,618,855$189,111 â–²7.8%10,6771.3%TechnologyTWSTTwist Bioscience$2,157,3940.0%20,9701.1%HealthcareUBERUber Technologies$2,118,1850.0%29,3541.0%IndustrialsVICRVicor$2,013,9730.0%5,3031.0%IndustrialsMUMicron Technology$1,634,475$1,634,475 â–²New Holding1,4160.8%TechnologyPANWPalo Alto Networks$1,599,0430.0%4,6890.8%TechnologyGHGuardant Health$1,370,2240.0%9,1330.7%HealthcareSNOWSnowflake$1,269,4460.0%4,9880.6%TechnologyMDBMongoDB$1,182,7040.0%3,5210.6%TechnologyCRMSalesforce$1,082,9910.0%6,9130.5%TechnologyIOTSamsara$1,004,3570.0%30,9700.5%TechnologyMAMastercard$916,7760.0%1,7850.5%FinanceBEAMBeam Therapeutics$873,6160.0%25,4550.4%HealthcareKYMRKymera Therapeutics$868,0520.0%7,5700.4%HealthcareMPWRMonolithic Power Systems$833,563$84,324 â–²11.3%6030.4%TechnologyASTERA LABS INC$781,526$781,526 â–²New Holding1,6180.4%COMAVGOBroadcom$743,0340.0%1,9670.4%TechnologyTXG10x Genomics$726,0830.0%18,9380.4%HealthcareRLAYRelay Therapeutics$719,0070.0%38,4290.4%HealthcareGPCRStructure Therapeutics$716,8700.0%13,3570.4%HealthcareALNYAlnylam Pharmaceuticals$697,788$255,876 â–¼-26.8%2,3180.3%HealthcareCELCCelcuity$692,689$692,689 â–²New Holding6,6210.3%HealthcareBILLIONTOONE INC$689,8850.0%5,7500.3%CL AMRNAModerna$665,9850.0%9,5100.3%HealthcareGOOGAlphabet$656,1340.0%1,8570.3%Communication ServicesSANDISK CORP$568,433$568,433 â–²New Holding2500.3%COMTWLOTwilio$486,3200.0%2,3570.2%TechnologyISRGIntuitive Surgical$480,397$258,492 â–¼-35.0%1,2080.2%HealthcareVKTXViking Therapeutics$479,8620.0%12,3010.2%HealthcareSDGRSchrodinger$462,4100.0%28,4560.2%HealthcareLLYEli Lilly and Company$428,197$407,807 â–¼-48.8%3570.2%HealthcareOKTAOkta$383,2880.0%2,8090.2%TechnologyPDPagerDuty$294,4890.0%30,5170.1%TechnologyHEARTFLOW INC$294,104$198,045 â–¼-40.2%10,0240.1%COMIMRXImmuneering$274,779$274,779 â–²New Holding55,0660.1%HealthcareKLAVIYO INC$262,4980.0%17,3840.1%COM SER AIMTXImmatics$255,550$255,550 â–²New Holding25,2270.1%HealthcareABCLAbCellera Biologics$223,6310.0%28,4880.1%HealthcareShowing largest 100 holdings. 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