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 | $726K | 0.4%Prev: 0.2% | 18,938 SH | Increased |
| ABCELLERA BIOLOGICS INC | COM | $224K | 0.1%Prev: 0.1% | 28,488 SH | Increased |
| ADVANCED MICRO DEVICES INC | COM | $3.0M | 1.5%Prev: 1.0% | 5,213 SH | Increased-1,885 SH |
| ALNYLAM PHARMACEUTICALS INC | COM | $698K | 0.3%Prev: 1.4% | 2,318 SH | Decreased-1,900 SH |
| ALPHABET INC | CAP STK CL C | $656K | 0.3% | 1,857 SH | New |
| ASTERA LABS INC | COM | $782K | 0.4% | 1,618 SH | New |
| BEAM THERAPEUTICS INC | COM | $874K | 0.4%Prev: 0.3% | 25,455 SH | Increased+6,849 SH |
| BILLIONTOONE INC | CL A | $690K | 0.3% | 5,750 SH | New |
| BROADCOM INC | COM | $743K | 0.4% | 1,967 SH | New |
| CELCUITY INC | COM | $693K | 0.3% | 6,621 SH | New |
| CLOUDFLARE INC | CL A COM | $2.6M | 1.3%Prev: 1.9% | 10,677 SH | Increased+771 SH |
| CROWDSTRIKE HLDGS INC | CL A | $24.8M | 12.2%Prev: 16.6% | 32,439 SH | Increased-375 SH |
| DATADOG INC | CL A COM | $2.6M | 1.3%Prev: 1.3% | 10,100 SH | Increased |
| ELI LILLY & CO | COM | $428K | 0.2%Prev: 0.5% | 357 SH | Decreased-340 SH |
| GUARDANT HEALTH INC | COM | $1.4M | 0.7%Prev: 0.5% | 9,133 SH | Increased-1,100 SH |
| HEARTFLOW INC | COM | $294K | 0.1% | 10,024 SH | New |
| IMMATICS N.V | SHS | $256K | 0.1% | 25,227 SH | New |
| IMMUNEERING CORP | CLASS A COM | $275K | 0.1% | 55,066 SH | New |
| INTUITIVE SURGICAL INC | COM NEW | $480K | 0.2%Prev: 1.7% | 1,208 SH | Decreased-1,970 SH |
| ISHARES TR | MSCI ACWI ETF | $46.1M | 22.8%Prev: 37.5% | 293,679 SH | Increased |
| KLAVIYO INC | COM SER A | $262K | 0.1%Prev: 0.4% | 17,384 SH | Decreased+4,346 SH |
| KYMERA THERAPEUTICS INC | COM | $868K | 0.4% | 7,570 SH | New |
| MASTERCARD INCORPORATED | CL A | $917K | 0.5%Prev: 1.0% | 1,785 SH | Decreased |
| MICRON TECHNOLOGY INC | COM | $1.6M | 0.8% | 1,416 SH | New |
| MODERNA INC | COM | $666K | 0.3%Prev: 0.3% | 9,510 SH | Increased |
| MONGODB INC | CL A | $1.2M | 0.6%Prev: 0.9% | 3,521 SH | Increased-600 SH |
| MONOLITHIC PWR SYS INC | COM | $834K | 0.4% | 603 SH | New |
| NATERA INC | COM | $4.0M | 2.0%Prev: 3.0% | 14,588 SH | Increased-3,250 SH |
| NVIDIA CORPORATION | COM | $3.0M | 1.5%Prev: 3.2% | 15,180 SH | Decreased-5,130 SH |
| OKTA INC | CL A | $383K | 0.2%Prev: 1.0% | 2,809 SH | Decreased-7,500 SH |
| PAGERDUTY INC | COM | $294K | 0.1%Prev: 0.5% | 30,517 SH | Decreased |
| PALO ALTO NETWORKS INC | COM | $1.6M | 0.8% | 4,689 SH | New |
| RELAY THERAPEUTICS INC | COM | $719K | 0.4%Prev: 0.1% | 38,429 SH | Increased |
| SALESFORCE INC | COM | $1.1M | 0.5%Prev: 1.9% | 6,913 SH | Decreased |
| SAMSARA INC | COM CL A | $1.0M | 0.5%Prev: 1.2% | 30,970 SH | Decreased |
| SANDISK CORP | COM | $568K | 0.3% | 250 SH | New |
| SCHRODINGER INC | COM | $462K | 0.2%Prev: 0.4% | 28,456 SH | Increased+7,570 SH |
| SNOWFLAKE INC | COM SHS | $1.3M | 0.6% | 4,988 SH | New |
| STRUCTURE THERAPEUTICS INC | SPONSORED ADS | $717K | 0.4%Prev: 0.2% | 13,357 SH | Increased+2,300 SH |
| THE CAMPBELLS COMPANY | COM | $74.1M | 36.7% | 3,329,500 SH | New |
| TWILIO INC | CL A | $486K | 0.2%Prev: 0.3% | 2,357 SH | Increased |
| TWIST BIOSCIENCE CORP | COM | $2.2M | 1.1%Prev: 0.8% | 20,970 SH | Increased |
| UBER TECHNOLOGIES INC | COM | $2.1M | 1.0%Prev: 2.7% | 29,354 SH | Decreased |
| UIPATH INC | CL A | $11.0M | 5.4%Prev: 12.8% | 1,009,684 SH | Decreased |
| VICOR CORP | COM | $2.0M | 1.0% | 5,303 SH | New |
| VIKING THERAPEUTICS INC | COM | $480K | 0.2%Prev: 0.2% | 12,301 SH | Increased+4,219 SH |
| 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 |