Filed: 2/13/2026ACC: 0000919574-26-000819
📋 What this filing means
BRANDYWINE MANAGERS, LLC filed this quarterly 13F‑HR report disclosing 38 equity positions with a total reported market value of $202.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
38
Positions
$202.26M
Total AUM (reported)
5.12M
Total Shares
Allocation by class
COM$116.00M57.4%
MSCI ACWI ETF$41.55M20.5%
CL A$34.89M17.3%
CL A COM$4.25M2.1%
COM NEW$1.23M0.6%
COM CL A$1.10M0.5%
COM SHS$1.09M0.5%
Portfolio Concentration
Top 3$150.89M74.6%
4–10$30.42M15.0%
11–25$15.86M7.8%
Rest$5.08M2.5%
Top 3 weight
74.6%
Top 10 weight
89.6%
Voting Authority Distribution
Total shares with voting rights: 5.12M
Sole
Full voting authority
5.12M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole38
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings38
Rows:
THE CAMPBELLS COMPANY
SOLEShares3.33M
TypeSH
Market value$92.79M
45.88%
Sole
3.33M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares293.68K
TypeSH
Market value$41.55M
20.54%
Sole
293.68K
Shared
0.00
None
0.00
UIPATH INC
SOLEShares1.01M
TypeSH
Market value$16.55M
8.18%
Sole
1.01M
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares32.36K
TypeSH
Market value$15.17M
7.50%
Sole
32.36K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares19.41K
TypeSH
Market value$3.62M
1.79%
Sole
19.41K
Shared
0.00
None
0.00
NATERA INC
SOLEShares15.59K
TypeSH
Market value$3.57M
1.77%
Sole
15.59K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares29.35K
TypeSH
Market value$2.40M
1.19%
Sole
29.35K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares9.91K
TypeSH
Market value$1.95M
0.97%
Sole
9.91K
Shared
0.00
None
0.00
ZSCALER INC
SOLEShares8.36K
TypeSH
Market value$1.88M
0.93%
Sole
8.36K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares6.91K
TypeSH
Market value$1.83M
0.91%
Sole
6.91K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares7.10K
TypeSH
Market value$1.52M
0.75%
Sole
7.10K
Shared
0.00
None
0.00
MONGODB INC
SOLEShares3.52K
TypeSH
Market value$1.48M
0.73%
Sole
3.52K
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares3.62K
TypeSH
Market value$1.44M
0.71%
Sole
3.62K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares10.10K
TypeSH
Market value$1.37M
0.68%
Sole
10.10K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares2.18K
TypeSH
Market value$1.23M
0.61%
Sole
2.18K
Shared
0.00
None
0.00
SAMSARA INC
SOLEShares30.97K
TypeSH
Market value$1.10M
0.54%
Sole
30.97K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares4.99K
TypeSH
Market value$1.09M
0.54%
Sole
4.99K
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares10.13K
TypeSH
Market value$1.03M
0.51%
Sole
10.13K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares1.78K
TypeSH
Market value$1.02M
0.50%
Sole
1.78K
Shared
0.00
None
0.00
STRUCTURE THERAPEUTICS INC
SOLEShares13.36K
TypeSH
Market value$929.0K
0.46%
Sole
13.36K
Shared
0.00
None
0.00
AVIDITY BIOSCIENCES INC
SOLEShares12.54K
TypeSH
Market value$904.5K
0.45%
Sole
12.54K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares697.00
TypeSH
Market value$749.1K
0.37%
Sole
697.00
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares4.46K
TypeSH
Market value$684.0K
0.34%
Sole
4.46K
Shared
0.00
None
0.00
TWIST BIOSCIENCE CORP
SOLEShares20.97K
TypeSH
Market value$665.2K
0.33%
Sole
20.97K
Shared
0.00
None
0.00
FIGMA INC
SOLEShares17.13K
TypeSH
Market value$640.1K
0.32%
Sole
17.13K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
THE CAMPBELLS COMPANYSOLE | COM | 3.33M | SH | $92.79M 45.88% | 3.33M | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI ETF | 293.68K | SH | $41.55M 20.54% | 293.68K | 0.00 | 0.00 |
UIPATH INCSOLE | CL A | 1.01M | SH | $16.55M 8.18% | 1.01M | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 32.36K | SH | $15.17M 7.50% | 32.36K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 19.41K | SH | $3.62M 1.79% | 19.41K | 0.00 | 0.00 |
NATERA INCSOLE | COM | 15.59K | SH | $3.57M 1.77% | 15.59K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 29.35K | SH | $2.40M 1.19% | 29.35K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 9.91K | SH | $1.95M 0.97% | 9.91K | 0.00 | 0.00 |
ZSCALER INCSOLE | COM | 8.36K | SH | $1.88M 0.93% | 8.36K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 6.91K | SH | $1.83M 0.91% | 6.91K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 7.10K | SH | $1.52M 0.75% | 7.10K | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 3.52K | SH | $1.48M 0.73% | 3.52K | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 3.62K | SH | $1.44M 0.71% | 3.62K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 10.10K | SH | $1.37M 0.68% | 10.10K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 2.18K | SH | $1.23M 0.61% | 2.18K | 0.00 | 0.00 |
SAMSARA INCSOLE | COM CL A | 30.97K | SH | $1.10M 0.54% | 30.97K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 4.99K | SH | $1.09M 0.54% | 4.99K | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 10.13K | SH | $1.03M 0.51% | 10.13K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 1.78K | SH | $1.02M 0.50% | 1.78K | 0.00 | 0.00 |
STRUCTURE THERAPEUTICS INCSOLE | SPONSORED ADS | 13.36K | SH | $929.0K 0.46% | 13.36K | 0.00 | 0.00 |
AVIDITY BIOSCIENCES INCSOLE | COM | 12.54K | SH | $904.5K 0.45% | 12.54K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 697.00 | SH | $749.1K 0.37% | 697.00 | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 4.46K | SH | $684.0K 0.34% | 4.46K | 0.00 | 0.00 |
TWIST BIOSCIENCE CORPSOLE | COM | 20.97K | SH | $665.2K 0.33% | 20.97K | 0.00 | 0.00 |
FIGMA INCSOLE | CLASS A COM STK | 17.13K | SH | $640.1K 0.32% | 17.13K | 0.00 | 0.00 |
Page 1 of 2