Loading…
CIK 0001135121 • 6 13F filings • May 15, 2025 – Aug 14, 2026
Import this data to Google Sheets with:
=jivedata("brandywine-managers-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 10X GENOMICS INC | CL A COM | $219K | 0.2%Prev: 0.2% | 18,938 SH | Decreased |
| ABCELLERA BIOLOGICS INC | COM | $98K | 0.1%Prev: 0.1% | 28,488 SH | Decreased |
| ADVANCED MICRO DEVICES INC | COM | $1.0M | 1.0%Prev: 0.8% | 7,098 SH | Decreased |
| ALNYLAM PHARMACEUTICALS INC | COM | $1.4M | 1.4%Prev: 0.6% | 4,218 SH | Increased+1,050 SH |
| BEAM THERAPEUTICS INC | COM | $316K | 0.3%Prev: 0.4% | 18,606 SH | Decreased-6,849 SH |
| CLOUDFLARE INC | CL A COM | $1.9M | 1.9%Prev: 1.2% | 9,906 SH | Decreased |
| CROWDSTRIKE HLDGS INC | CL A | $16.7M | 16.6%Prev: 7.4% | 32,814 SH | Increased+690 SH |
| DATADOG INC | CL A COM | $1.4M | 1.3%Prev: 0.7% | 10,100 SH | Increased |
| ELI LILLY & CO | COM | $543K | 0.5%Prev: 0.4% | 697 SH | Decreased |
| GUARDANT HEALTH INC | COM | $533K | 0.5%Prev: 0.5% | 10,233 SH | Decreased+1,100 SH |
| INTUITIVE SURGICAL INC | COM NEW | $1.7M | 1.7%Prev: 0.5% | 3,178 SH | Increased+1,320 SH |
| ISHARES TR | MSCI ACWI ETF | $37.8M | 37.5%Prev: 23.9% | 293,679 SH | Decreased |
| KLAVIYO INC | COM SER A | $438K | 0.4%Prev: 0.2% | 13,038 SH | Increased-4,346 SH |
| MASTERCARD INCORPORATED | CL A | $1.0M | 1.0%Prev: 0.5% | 1,785 SH | Increased |
| MODERNA INC | COM | $262K | 0.3%Prev: 0.3% | 9,510 SH | Decreased |
| MONGODB INC | CL A | $865K | 0.9%Prev: 0.5% | 4,121 SH | Increased+600 SH |
| NATERA INC | COM | $3.0M | 3.0%Prev: 1.7% | 17,838 SH | Increased+3,250 SH |
| NOVO-NORDISK A S | ADR | $259K | 0.3% | 3,747 SH | New |
| NVIDIA CORPORATION | COM | $3.2M | 3.2%Prev: 1.9% | 20,310 SH | Decreased+1,450 SH |
| OKTA INC | CL A | $1.0M | 1.0%Prev: 0.1% | 10,309 SH | Increased+7,500 SH |
| PAGERDUTY INC | COM | $466K | 0.5%Prev: 0.1% | 30,517 SH | Increased |
| RELAY THERAPEUTICS INC | COM | $133K | 0.1%Prev: 0.2% | 38,429 SH | Decreased |
| SALESFORCE INC | COM | $1.9M | 1.9%Prev: 0.8% | 6,913 SH | Increased |
| SAMSARA INC | COM CL A | $1.2M | 1.2%Prev: 0.6% | 30,970 SH | Increased |
| SCHRODINGER INC | COM | $420K | 0.4%Prev: 0.2% | 20,886 SH | Increased-7,570 SH |
| SENTINELONE INC | CL A | $192K | 0.2% | 10,501 SH | New |
| SERVICENOW INC | COM | $918K | 0.9% | 893 SH | New |
| SNOWFLAKE INC | CL A | $1.1M | 1.1% | 4,988 SH | New |
| STRUCTURE THERAPEUTICS INC | SPONSORED ADS | $229K | 0.2%Prev: 0.4% | 11,057 SH | Decreased-2,300 SH |
| TWILIO INC | CL A | $293K | 0.3%Prev: 0.2% | 2,357 SH | Decreased |
| TWIST BIOSCIENCE CORP | COM | $771K | 0.8%Prev: 0.6% | 20,970 SH | Decreased |
| UBER TECHNOLOGIES INC | COM | $2.7M | 2.7%Prev: 1.2% | 29,354 SH | Increased |
| UIPATH INC | CL A | $12.9M | 12.8%Prev: 6.6% | 1,009,684 SH | Increased |
| VEEVA SYS INC | CL A COM | $795K | 0.8% | 2,759 SH | New |
| VIKING THERAPEUTICS INC | COM | $214K | 0.2%Prev: 0.2% | 8,082 SH | Decreased-4,219 SH |
| ZSCALER INC | COM | $2.6M | 2.6% | 8,359 SH | New |
| 13F-HR |
| 0000919574-26-005178 |
| $202.2M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000919574-25-004676 | $100.6M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0000919574-26-003102 | $169.9M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000919574-25-003035 | $83.4M | View |