Brandywine Managers, LLC Top Holdings and 13F Report (2026) About Brandywine Managers, LLCInvestment ActivityBrandywine Managers, LLC has $169.91 million in total holdings as of March 31, 2026.Brandywine Managers, LLC owns shares of 40 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 2.75% of the portfolio was purchased this quarter.About 3.29% of the portfolio was sold this quarter.This quarter, Brandywine Managers, LLC has purchased 38 new stocks and bought additional shares in 2 stocks.Brandywine Managers, LLC sold shares of 7 stocks and completely divested from 5 stocks this quarter.Largest Holdings THE CAMPBELLS COMPANY $74,147,965iShares MSCI ACWI ETF $40,636,363CrowdStrike $12,541,531UiPath $11,207,492NVIDIA $3,289,184 Largest New Holdings this Quarter 925815102 - Vicor $853,783 Holding697435105 - Palo Alto Networks $751,740 Holding501575104 - Kymera Therapeutics $630,505 Holding11135F101 - Broadcom $608,806 Holding609839105 - Monolithic Power Systems $592,596 Holding Largest Purchases this Quarter Vicor 5,303 shares (about $853.78K)Palo Alto Networks 4,689 shares (about $751.74K)Kymera Therapeutics 7,570 shares (about $630.51K)Broadcom 1,967 shares (about $608.81K)Monolithic Power Systems 542 shares (about $592.60K) Largest Sales this Quarter Natera 1,000 shares (about $199.99K)Alnylam Pharmaceuticals 450 shares (about $148.89K)Intuitive Surgical 320 shares (about $147.52K)NVIDIA 550 shares (about $95.92K)CrowdStrike 240 shares (about $93.70K) 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%3,329,50043.6%COMACWIiShares MSCI ACWI ETF$40,636,3630.0%293,67923.9%ManufacturingCRWDCrowdStrike$12,541,531$93,698 â–¼-0.7%32,1247.4%Computer and TechnologyPATHUiPath$11,207,4920.0%1,009,6846.6%Computer and TechnologyNVDANVIDIA$3,289,184$95,920 â–¼-2.8%18,8601.9%Computer and TechnologyNTRANatera$2,917,454$199,990 â–¼-6.4%14,5881.7%MedicalUBERUber Technologies$2,111,4330.0%29,3541.2%Computer and TechnologyNETCloudflare$2,044,0040.0%9,9061.2%Computer and TechnologyAMDAdvanced Micro Devices$1,443,9460.0%7,0980.8%Computer and TechnologyCRMSalesforce$1,290,4500.0%6,9130.8%Computer and TechnologyDDOGDatadog$1,192,3050.0%10,1000.7%Computer and TechnologyALNYAlnylam Pharmaceuticals$1,048,196$148,891 â–¼-12.4%3,1680.6%MedicalTWSTTwist Bioscience$996,4940.0%20,9700.6%MedicalIOTSamsara$981,4390.0%30,9700.6%Computer and TechnologyMAMastercard$891,8930.0%1,7850.5%Business ServicesMDBMongoDB$861,8350.0%3,5210.5%Computer and TechnologyISRGIntuitive Surgical$856,519$147,517 â–¼-14.7%1,8580.5%MedicalVICRVicor$853,783$853,783 â–²New Holding5,3030.5%Computer and TechnologyGHGuardant Health$843,615$92,370 â–¼-9.9%9,1330.5%MedicalSNOWSnowflake$752,2900.0%4,9880.4%Computer and TechnologyPANWPalo Alto Networks$751,740$751,740 â–²New Holding4,6890.4%Computer and TechnologyGPCRStructure Therapeutics$643,8070.0%13,3570.4%MedicalLLYEli Lilly and Company$641,0800.0%6970.4%MedicalKYMRKymera Therapeutics$630,505$630,505 â–²New Holding7,5700.4%MedicalAVGOBroadcom$608,806$608,806 â–²New Holding1,9670.4%Computer and TechnologyBEAMBeam Therapeutics$606,593$163,212 â–²36.8%25,4550.4%MedicalMPWRMonolithic Power Systems$592,596$592,596 â–²New Holding5420.3%Computer and TechnologyGOOGAlphabet$532,699$532,699 â–²New Holding1,8570.3%Computer and TechnologyMRNAModerna$483,1080.0%9,5100.3%MedicalBILLIONTOONE INC$453,905$453,905 â–²New Holding5,7500.3%CL AHEARTFLOW INC$408,1110.0%16,7740.2%COMTXG10x Genomics$402,0540.0%18,9380.2%MedicalVKTXViking Therapeutics$400,2750.0%12,3010.2%MedicalRLAYRelay Therapeutics$382,3690.0%38,4290.2%MedicalKLAVIYO INC$338,2930.0%17,3840.2%COM SER ASDGRSchrodinger$323,260$85,995 â–²36.2%28,4560.2%MedicalTWLOTwilio$296,5580.0%2,3570.2%Computer and TechnologyOKTAOkta$221,096$86,581 â–¼-28.1%2,8090.1%Computer and TechnologyPDPagerDuty$189,5110.0%30,5170.1%Computer and TechnologyABCLAbCellera Biologics$99,4230.0%28,4880.1%MedicalZSZscaler$0$1,880,106 â–¼-100.0%00.0%Computer and TechnologyRNAAvidity Biosciences$0$904,510 â–¼-100.0%00.0%MedicalNOWServiceNow$0$683,993 â–¼-100.0%00.0%Computer and TechnologyFIGMA INC$0$640,148 â–¼-100.0%00.0%CLASS A COM STKVEEVVeeva Systems$0$615,892 â–¼-100.0%00.0%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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