Brandywine Managers, LLC 13F Holdings · Q2 2026
Brandywine Managers, LLC reported 46 securities worth $202.16M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CPB (36.68%), ACWI (22.80%), CRWD (12.25%). Among its top 25 positions this quarter: 2 new, 3 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CPB | THE CAMPBELLS COMPANY | $74.1M | 36.68% | 3.3M | Hold |
| 2 | ACWI | ISHARES TR | $46.1M | 22.80% | 293,679 | Hold |
| 3 | CRWD | CROWDSTRIKE HLDGS INC | $24.8M | 12.25% | 32,439 | Added |
| 4 | PATH | UIPATH INC | $11.0M | 5.43% | 1.0M | Hold |
| 5 | NTRA | NATERA INC | $4.0M | 1.96% | 14,588 | Hold |
| 6 | AMD | ADVANCED MICRO DEVICES INC | $3.0M | 1.50% | 5,213 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $3.0M | 1.50% | 15,180 | Trimmed |
| 8 | DDOG | DATADOG INC | $2.6M | 1.30% | 10,100 | Hold |
| 9 | NET | CLOUDFLARE INC | $2.6M | 1.30% | 10,677 | Added |
| 10 | TWST | TWIST BIOSCIENCE CORP | $2.2M | 1.07% | 20,970 | Hold |
| 11 | UBER | UBER TECHNOLOGIES INC | $2.1M | 1.05% | 29,354 | Hold |
| 12 | VICR | VICOR CORP | $2.0M | 1.00% | 5,303 | Hold |
| 13 | MU | MICRON TECHNOLOGY INC | $1.6M | 0.81% | 1,416 | New |
| 14 | PANW | PALO ALTO NETWORKS INC | $1.6M | 0.79% | 4,689 | Hold |
| 15 | GH | GUARDANT HEALTH INC | $1.4M | 0.68% | 9,133 | Hold |
| 16 | SNOW | SNOWFLAKE INC | $1.3M | 0.63% | 4,988 | Hold |
| 17 | MDB | MONGODB INC | $1.2M | 0.59% | 3,521 | Hold |
| 18 | CRM | SALESFORCE INC | $1.1M | 0.54% | 6,913 | Hold |
| 19 | IOT | SAMSARA INC | $1.0M | 0.50% | 30,970 | Hold |
| 20 | MA | MASTERCARD INCORPORATED | $916,776 | 0.45% | 1,785 | Hold |
| 21 | BEAM | BEAM THERAPEUTICS INC | $873,616 | 0.43% | 25,455 | Hold |
| 22 | KYMR | KYMERA THERAPEUTICS INC | $868,052 | 0.43% | 7,570 | Hold |
| 23 | MPWR | MONOLITHIC PWR SYS INC | $833,563 | 0.41% | 603 | Added |
| 24 | ALAB | ASTERA LABS INC | $781,526 | 0.39% | 1,618 | New |
| 25 | AVGO | BROADCOM INC | $743,034 | 0.37% | 1,967 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR