Brandywine Managers, LLC 13F 持仓 · 2026年Q2
Brandywine Managers 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 46 只证券，申报市值合计 2.02 亿美元。前几大持仓：CPB（36.68%）、ACWI（22.80%）、CRWD（12.25%）。本季前 25 大持仓中：新建仓 2 只、增持 3 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CPB | THE CAMPBELLS COMPANY | $74.1M | 36.68% | 3.3M | 持平 |
| 2 | ACWI | ISHARES TR | $46.1M | 22.80% | 293,679 | 持平 |
| 3 | CRWD | CROWDSTRIKE HLDGS INC | $24.8M | 12.25% | 32,439 | 增持 |
| 4 | PATH | UIPATH INC | $11.0M | 5.43% | 1.0M | 持平 |
| 5 | NTRA | NATERA INC | $4.0M | 1.96% | 14,588 | 持平 |
| 6 | AMD | ADVANCED MICRO DEVICES INC | $3.0M | 1.50% | 5,213 | 减持 |
| 7 | NVDA | NVIDIA CORPORATION | $3.0M | 1.50% | 15,180 | 减持 |
| 8 | DDOG | DATADOG INC | $2.6M | 1.30% | 10,100 | 持平 |
| 9 | NET | CLOUDFLARE INC | $2.6M | 1.30% | 10,677 | 增持 |
| 10 | TWST | TWIST BIOSCIENCE CORP | $2.2M | 1.07% | 20,970 | 持平 |
| 11 | UBER | UBER TECHNOLOGIES INC | $2.1M | 1.05% | 29,354 | 持平 |
| 12 | VICR | VICOR CORP | $2.0M | 1.00% | 5,303 | 持平 |
| 13 | MU | MICRON TECHNOLOGY INC | $1.6M | 0.81% | 1,416 | 新建仓 |
| 14 | PANW | PALO ALTO NETWORKS INC | $1.6M | 0.79% | 4,689 | 持平 |
| 15 | GH | GUARDANT HEALTH INC | $1.4M | 0.68% | 9,133 | 持平 |
| 16 | SNOW | SNOWFLAKE INC | $1.3M | 0.63% | 4,988 | 持平 |
| 17 | MDB | MONGODB INC | $1.2M | 0.59% | 3,521 | 持平 |
| 18 | CRM | SALESFORCE INC | $1.1M | 0.54% | 6,913 | 持平 |
| 19 | IOT | SAMSARA INC | $1.0M | 0.50% | 30,970 | 持平 |
| 20 | MA | MASTERCARD INCORPORATED | $916,776 | 0.45% | 1,785 | 持平 |
| 21 | BEAM | BEAM THERAPEUTICS INC | $873,616 | 0.43% | 25,455 | 持平 |
| 22 | KYMR | KYMERA THERAPEUTICS INC | $868,052 | 0.43% | 7,570 | 持平 |
| 23 | MPWR | MONOLITHIC PWR SYS INC | $833,563 | 0.41% | 603 | 增持 |
| 24 | ALAB | ASTERA LABS INC | $781,526 | 0.39% | 1,618 | 新建仓 |
| 25 | AVGO | BROADCOM INC | $743,034 | 0.37% | 1,967 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR