Filed: 5/14/2026ACC: 0000919574-26-003102
📋 What this filing means
BRANDYWINE MANAGERS, LLC filed this quarterly 13F‑HR report disclosing 40 equity positions with a total reported market value of $169.91M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
40
Positions
$169.91M
Total AUM (reported)
5.11M
Total Shares
Allocation by class
COM$95.06M55.9%
MSCI ACWI ETF$40.64M23.9%
CL A$26.47M15.6%
CL A COM$3.64M2.1%
COM CL A$981.4K0.6%
COM NEW$856.5K0.5%
COM SHS$752.3K0.4%
Portfolio Concentration
Top 3$127.33M74.9%
4–10$24.30M14.3%
11–25$12.55M7.4%
Rest$5.73M3.4%
Top 3 weight
74.9%
Top 10 weight
89.2%
Voting Authority Distribution
Total shares with voting rights: 5.11M
Sole
Full voting authority
5.11M
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)
Sole40
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings40
Rows:
THE CAMPBELLS COMPANY
SOLEShares3.33M
TypeSH
Market value$74.15M
43.64%
Sole
3.33M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares293.68K
TypeSH
Market value$40.64M
23.92%
Sole
293.68K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares32.12K
TypeSH
Market value$12.54M
7.38%
Sole
32.12K
Shared
0.00
None
0.00
UIPATH INC
SOLEShares1.01M
TypeSH
Market value$11.21M
6.60%
Sole
1.01M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares18.86K
TypeSH
Market value$3.29M
1.94%
Sole
18.86K
Shared
0.00
None
0.00
NATERA INC
SOLEShares14.59K
TypeSH
Market value$2.92M
1.72%
Sole
14.59K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares29.35K
TypeSH
Market value$2.11M
1.24%
Sole
29.35K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares9.91K
TypeSH
Market value$2.04M
1.20%
Sole
9.91K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares7.10K
TypeSH
Market value$1.44M
0.85%
Sole
7.10K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares6.91K
TypeSH
Market value$1.29M
0.76%
Sole
6.91K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares10.10K
TypeSH
Market value$1.19M
0.70%
Sole
10.10K
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares3.17K
TypeSH
Market value$1.05M
0.62%
Sole
3.17K
Shared
0.00
None
0.00
TWIST BIOSCIENCE CORP
SOLEShares20.97K
TypeSH
Market value$996.5K
0.59%
Sole
20.97K
Shared
0.00
None
0.00
SAMSARA INC
SOLEShares30.97K
TypeSH
Market value$981.4K
0.58%
Sole
30.97K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares1.78K
TypeSH
Market value$891.9K
0.52%
Sole
1.78K
Shared
0.00
None
0.00
MONGODB INC
SOLEShares3.52K
TypeSH
Market value$861.8K
0.51%
Sole
3.52K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares1.86K
TypeSH
Market value$856.5K
0.50%
Sole
1.86K
Shared
0.00
None
0.00
VICOR CORP
SOLEShares5.30K
TypeSH
Market value$853.8K
0.50%
Sole
5.30K
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares9.13K
TypeSH
Market value$843.6K
0.50%
Sole
9.13K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares4.99K
TypeSH
Market value$752.3K
0.44%
Sole
4.99K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares4.69K
TypeSH
Market value$751.7K
0.44%
Sole
4.69K
Shared
0.00
None
0.00
STRUCTURE THERAPEUTICS INC
SOLEShares13.36K
TypeSH
Market value$643.8K
0.38%
Sole
13.36K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares697.00
TypeSH
Market value$641.1K
0.38%
Sole
697.00
Shared
0.00
None
0.00
KYMERA THERAPEUTICS INC
SOLEShares7.57K
TypeSH
Market value$630.5K
0.37%
Sole
7.57K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares1.97K
TypeSH
Market value$608.8K
0.36%
Sole
1.97K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
THE CAMPBELLS COMPANYSOLE | COM | 3.33M | SH | $74.15M 43.64% | 3.33M | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI ETF | 293.68K | SH | $40.64M 23.92% | 293.68K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 32.12K | SH | $12.54M 7.38% | 32.12K | 0.00 | 0.00 |
UIPATH INCSOLE | CL A | 1.01M | SH | $11.21M 6.60% | 1.01M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 18.86K | SH | $3.29M 1.94% | 18.86K | 0.00 | 0.00 |
NATERA INCSOLE | COM | 14.59K | SH | $2.92M 1.72% | 14.59K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 29.35K | SH | $2.11M 1.24% | 29.35K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 9.91K | SH | $2.04M 1.20% | 9.91K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 7.10K | SH | $1.44M 0.85% | 7.10K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 6.91K | SH | $1.29M 0.76% | 6.91K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 10.10K | SH | $1.19M 0.70% | 10.10K | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 3.17K | SH | $1.05M 0.62% | 3.17K | 0.00 | 0.00 |
TWIST BIOSCIENCE CORPSOLE | COM | 20.97K | SH | $996.5K 0.59% | 20.97K | 0.00 | 0.00 |
SAMSARA INCSOLE | COM CL A | 30.97K | SH | $981.4K 0.58% | 30.97K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 1.78K | SH | $891.9K 0.52% | 1.78K | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 3.52K | SH | $861.8K 0.51% | 3.52K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 1.86K | SH | $856.5K 0.50% | 1.86K | 0.00 | 0.00 |
VICOR CORPSOLE | COM | 5.30K | SH | $853.8K 0.50% | 5.30K | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 9.13K | SH | $843.6K 0.50% | 9.13K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 4.99K | SH | $752.3K 0.44% | 4.99K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 4.69K | SH | $751.7K 0.44% | 4.69K | 0.00 | 0.00 |
STRUCTURE THERAPEUTICS INCSOLE | SPONSORED ADS | 13.36K | SH | $643.8K 0.38% | 13.36K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 697.00 | SH | $641.1K 0.38% | 697.00 | 0.00 | 0.00 |
KYMERA THERAPEUTICS INCSOLE | COM | 7.57K | SH | $630.5K 0.37% | 7.57K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 1.97K | SH | $608.8K 0.36% | 1.97K | 0.00 | 0.00 |
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