BRANDYWINE MANAGERS, LLC

HOCKESSIN, DE · CIK 1135121 · 13F filing filed 2025-08-14

SEC-registered investment adviser since 2006 · limited liability company

Assets managed$14.0bn
Staff5 · 3 in investment roles
Main clients (by assets)Private funds 100%
Private funds42 (28 hedge) · $14.0bn gross assets
Websitebrandywinetrust.com
Form ADV · 2026-07-14SEC adviser record

Legal entityBRANDYWINE MANAGERS LLC (US)

$100.6m reported value +20.7% vs Q1 2025

36positions

84.0%in top 10

1 new 3 added 8 reduced 0 sold out vs Q1 2025

This report includes the holdings of 3 other managers that share the investment decisions:

ABANCO INVESTORS LTD., LLC – reports through this filing
BrandyTrust Global Partners, LP – reports through this filing
RDZ Family, LLC – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR MSCI ACWI ETF ACWI	ACWI	293,679	$37.8m37.53%	37.53%	Unchanged
2	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	32,814	$16.7m16.61%	16.61%	Unchanged
3	UIPATH INC CL A PATH	PATH	1,009,684	$12.9m12.84%	12.84%	Unchanged
4	NVIDIA CORPORATION COM NVDA	NVDA	20,310	$3.2m3.19%	3.19%	Unchanged
5	NATERA INC COM NTRA	NTRA	17,838	$3.0m2.99%	2.99%	Reduced -200	-200 -1.1%
6	UBER TECHNOLOGIES INC COM UBER	UBER	29,354	$2.7m2.72%	2.72%	Unchanged
7	ZSCALER INC COM ZS	ZS	8,359	$2.6m2.61%	2.61%	Unchanged
8	CLOUDFLARE INC CL A COM NET	NET	9,906	$1.9m1.93%	1.93%	Unchanged
9	SALESFORCE INC COM CRM	CRM	6,913	$1.9m1.87%	1.87%	Unchanged
10	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	3,178	$1.7m1.72%	1.72%	Reduced -65	-65 -2.0%
11	ALNYLAM PHARMACEUTICALS INC COM ALNY	ALNY	4,218	$1.4m1.37%	1.37%	Reduced -130	-130 -3.0%
12	DATADOG INC CL A COM DDOG	DDOG	10,100	$1.4m1.35%	1.35%	Unchanged
13	SAMSARA INC COM CL A IOT	IOT	30,970	$1.2m1.22%	1.22%	Unchanged
14	SNOWFLAKE INC CL A SNOW	SNOW	4,988	$1.1m1.11%	1.11%	Unchanged
15	OKTA INC CL A OKTA	OKTA	10,309	$1.0m1.02%	1.02%	Reduced -800	-800 -7.2%
16	ADVANCED MICRO DEVICES INC COM AMD	AMD	7,098	$1.0m1.00%	1.00%	Reduced -800	-800 -10.1%
17	MASTERCARD INCORPORATED CL A MA	MA	1,785	$1.0m1.00%	1.00%	Unchanged
18	SERVICENOW INC COM NOW	NOW	893	$918.1k0.91%	0.91%	Unchanged
19	MONGODB INC CL A MDB	MDB	4,121	$865.4k0.86%	0.86%	Added +620	+620 17.7%
20	VEEVA SYS INC CL A COM VEEV	VEEV	2,759	$794.5k0.79%	0.79%	Reduced -500	-500 -15.3%
21	TWIST BIOSCIENCE CORP COM TWST	TWST	20,970	$771.5k0.77%	0.77%	Unchanged
22	ELI LILLY & CO COM LLY	LLY	697	$543.3k0.54%	0.54%	Unchanged
23	GUARDANT HEALTH INC COM GH	GH	10,233	$532.5k0.53%	0.53%	Unchanged
24	PAGERDUTY INC COM PD	PD	30,517	$466.3k0.46%	0.46%	Unchanged
25	KLAVIYO INC COM SER A KVYO	KVYO	13,038	$437.8k0.44%	0.44%	Added +4.3k	+4,346 50.0%
26	SCHRODINGER INC COM SDGR	SDGR	20,886	$420.2k0.42%	0.42%	Unchanged
27	BEAM THERAPEUTICS INC COM BEAM	BEAM	18,606	$316.5k0.31%	0.31%	Added +7.3k	+7,300 64.6%
28	TWILIO INC CL A TWLO	TWLO	2,357	$293.1k0.29%	0.29%	Unchanged
29	MODERNA INC COM MRNA	MRNA	9,510	$262.4k0.26%	0.26%	Unchanged
30	NOVO-NORDISK A S ADR NVO	NVO	3,747	$258.6k0.26%	0.26%	Reduced -475	-475 -11.2%
31	STRUCTURE THERAPEUTICS INC SPONSORED ADS GPCR	GPCR	11,057	$229.3k0.23%	0.23%	Unchanged
32	10X GENOMICS INC CL A COM TXG	TXG	18,938	$219.3k0.22%	0.22%	Unchanged
33	VIKING THERAPEUTICS INC COM VKTX	VKTX	8,082	$214.2k0.21%	0.21%	New
34	SENTINELONE INC CL A S	S	10,501	$192.0k0.19%	0.19%	Reduced -8.5k	-8,500 -44.7%
35	RELAY THERAPEUTICS INC COM RLAY	RLAY	38,429	$133.0k0.13%	0.13%	Unchanged
36	ABCELLERA BIOLOGICS INC COM ABCL	ABCL	28,488	$97.7k0.10%	0.10%	Unchanged