BRANDYWINE MANAGERS, LLC

HOCKESSIN, DE · CIK 1135121 · 13F filing filed 2026-08-14

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)

$202.2m reported value +19.0% vs Q1 2026

46positions

85.8%in top 10

6 new 3 added 6 reduced 0 sold out vs Q1 2026

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 2026

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	CAMPBELL SOUP CO COM CPB	CPB	3,329,500	$74.1m36.68%	36.68%	Unchanged
2	ISHARES TR MSCI ACWI ETF ACWI	ACWI	293,679	$46.1m22.80%	22.80%	Unchanged
3	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	32,439	$24.8m12.25%	12.25%	Added +315	+315 1.0%
4	UIPATH INC CL A PATH	PATH	1,009,684	$11.0m5.43%	5.43%	Unchanged
5	NATERA INC COM NTRA	NTRA	14,588	$4.0m1.96%	1.96%	Unchanged
6	NVIDIA CORPORATION COM NVDA	NVDA	15,180	$3.0m1.50%	1.50%	Reduced -3.7k	-3,680 -19.5%
7	ADVANCED MICRO DEVICES INC COM AMD	AMD	5,213	$3.0m1.50%	1.50%	Reduced -1.9k	-1,885 -26.6%
8	DATADOG INC CL A COM DDOG	DDOG	10,100	$2.6m1.30%	1.30%	Unchanged
9	CLOUDFLARE INC CL A COM NET	NET	10,677	$2.6m1.30%	1.30%	Added +771	+771 7.8%
10	TWIST BIOSCIENCE CORP COM TWST	TWST	20,970	$2.2m1.07%	1.07%	Unchanged
11	UBER TECHNOLOGIES INC COM UBER	UBER	29,354	$2.1m1.05%	1.05%	Unchanged
12	VICOR CORP COM VICR	VICR	5,303	$2.0m1.00%	1.00%	Unchanged
13	MICRON TECHNOLOGY INC COM MU	MU	1,416	$1.6m0.81%	0.81%	New
14	PALO ALTO NETWORKS INC COM PANW	PANW	4,689	$1.6m0.79%	0.79%	Unchanged
15	GUARDANT HEALTH INC COM GH	GH	9,133	$1.4m0.68%	0.68%	Unchanged
16	SNOWFLAKE INC CL A SNOW	SNOW	4,988	$1.3m0.63%	0.63%	Unchanged
17	MONGODB INC CL A MDB	MDB	3,521	$1.2m0.59%	0.59%	Unchanged
18	SALESFORCE INC COM CRM	CRM	6,913	$1.1m0.54%	0.54%	Unchanged
19	SAMSARA INC COM CL A IOT	IOT	30,970	$1.0m0.50%	0.50%	Unchanged
20	MASTERCARD INCORPORATED CL A MA	MA	1,785	$916.8k0.45%	0.45%	Unchanged
21	BEAM THERAPEUTICS INC COM BEAM	BEAM	25,455	$873.6k0.43%	0.43%	Unchanged
22	KYMERA THERAPEUTICS INC COM KYMR	KYMR	7,570	$868.1k0.43%	0.43%	Unchanged
23	MONOLITHIC PWR SYS INC COM MPWR	MPWR	603	$833.6k0.41%	0.41%	Added +61	+61 11.2%
24	ASTERA LABS INC COM ALAB	ALAB	1,618	$781.5k0.39%	0.39%	New
25	BROADCOM INC COM AVGO	AVGO	1,967	$743.0k0.37%	0.37%	Unchanged
26	10X GENOMICS INC CL A COM TXG	TXG	18,938	$726.1k0.36%	0.36%	Unchanged
27	RELAY THERAPEUTICS INC COM RLAY	RLAY	38,429	$719.0k0.36%	0.36%	Unchanged
28	STRUCTURE THERAPEUTICS INC SPONSORED ADS GPCR	GPCR	13,357	$716.9k0.35%	0.35%	Unchanged
29	ALNYLAM PHARMACEUTICALS INC COM ALNY	ALNY	2,318	$697.8k0.35%	0.35%	Reduced -850	-850 -26.8%
30	CELCUITY INC COM CELC	CELC	6,621	$692.7k0.34%	0.34%	New
31	BILLIONTOONE INC CL A BLLN	BLLN	5,750	$689.9k0.34%	0.34%	Unchanged
32	MODERNA INC COM MRNA	MRNA	9,510	$666.0k0.33%	0.33%	Unchanged
33	ALPHABET INC CAP STK CL C GOOG	GOOG	1,857	$656.1k0.32%	0.32%	Unchanged
34	SANDISK CORP COM SNDK	SNDK	250	$568.4k0.28%	0.28%	New
35	TWILIO INC CL A TWLO	TWLO	2,357	$486.3k0.24%	0.24%	Unchanged
36	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	1,208	$480.4k0.24%	0.24%	Reduced -650	-650 -35.0%
37	VIKING THERAPEUTICS INC COM VKTX	VKTX	12,301	$479.9k0.24%	0.24%	Unchanged
38	SCHRODINGER INC COM SDGR	SDGR	28,456	$462.4k0.23%	0.23%	Unchanged
39	ELI LILLY & CO COM LLY	LLY	357	$428.2k0.21%	0.21%	Reduced -340	-340 -48.8%
40	OKTA INC CL A OKTA	OKTA	2,809	$383.3k0.19%	0.19%	Unchanged
41	PAGERDUTY INC COM PD	PD	30,517	$294.5k0.15%	0.15%	Unchanged
42	HEARTFLOW INC COM HTFL	HTFL	10,024	$294.1k0.15%	0.15%	Reduced -6.8k	-6,750 -40.2%
43	IMMUNEERING CORP CLASS A COM IMRX	IMRX	55,066	$274.8k0.14%	0.14%	New
44	KLAVIYO INC COM SER A KVYO	KVYO	17,384	$262.5k0.13%	0.13%	Unchanged
45	IMMATICS N.V SHS IMTX	IMTX	25,227	$255.6k0.13%	0.13%	New
46	ABCELLERA BIOLOGICS INC COM ABCL	ABCL	28,488	$223.6k0.11%	0.11%	Unchanged