Brandywine Managers, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 35Value: $83.4MLatest: 2025Q1

BRANDYWINE MANAGERS, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 35 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "SNOW",
  "ZS",
  "ALNY",
  "ABCL",
  "GPCR",
  "RLAY",
  "ISRG",
  "GH",
  "MA",
  "TXG",
  "NVDA",
  "MDB",
  "IOT",
  "NOW",
  "TWLO",
  "UBER",
  "SDGR",
  "MRNA",
  "PD",
  "PATH",
  "AMD",
  "NTRA",
  "NVO",
  "VEEV",
  "KVYO",
  "OKTA",
  "TWST",
  "CRM",
  "S",
  "BEAM",
  "NET",
  "CRWD",
  "DDOG",
  "LLY"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 35
Total Value: 83356814
Accession Number: 0000919574-25-003035
Form Type: 13F-HR
CIK: brandywine-managers
Manager Name: Brandywine-Managers

Data Enrichment

97% identified

34 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

35 positions • $83.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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464288257

Shares:293.7K

Value:$34.2M

% of Portfolio:41.0% ($34.2M/$83.4M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:32.8K

Value:$11.6M

% of Portfolio:13.9% ($11.6M/$83.4M)

UiPath, Inc.

PATH|90364P105

Shares:1.0M

Value:$10.4M

% of Portfolio:12.5% ($10.4M/$83.4M)

Natera, Inc.

NTRA|632307104

Shares:18.0K

Value:$2.6M

% of Portfolio:3.1% ($2.6M/$83.4M)

NVIDIA CORP

NVDA|67066G104

Shares:20.3K

Value:$2.2M

% of Portfolio:2.6% ($2.2M/$83.4M)

Uber Technologies, Inc

UBER|90353T100

Shares:29.4K

Value:$2.1M

% of Portfolio:2.6% ($2.1M/$83.4M)

Salesforce, Inc.

CRM|79466L302

Shares:6.9K

Value:$1.9M

% of Portfolio:2.2% ($1.9M/$83.4M)

Zscaler, Inc.

ZS|98980G102

Shares:8.4K

Value:$1.7M

% of Portfolio:2.0% ($1.7M/$83.4M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:3.2K

Value:$1.6M

% of Portfolio:1.9% ($1.6M/$83.4M)

Samsara Inc.

IOT|79589L106

Shares:31.0K

Value:$1.2M

% of Portfolio:1.4% ($1.2M/$83.4M)

ALNYLAM PHARMACEUTICALS, INC.

ALNY|02043Q107

Shares:4.3K

Value:$1.2M

% of Portfolio:1.4% ($1.2M/$83.4M)

Okta, Inc.

OKTA|679295105

Shares:11.1K

Value:$1.2M

% of Portfolio:1.4% ($1.2M/$83.4M)

Cloudflare, Inc.

NET|18915M107

Shares:9.9K

Value:$1.1M

% of Portfolio:1.3% ($1.1M/$83.4M)

Datadog, Inc.

DDOG|23804L103

Shares:10.1K

Value:$1.0M

% of Portfolio:1.2% ($1.0M/$83.4M)

Mastercard Inc

MA|57636Q104

Shares:1.8K

Value:$978.4K

% of Portfolio:1.2% ($978.4K/$83.4M)

Twist Bioscience Corp

TWST|90184D100

Shares:21.0K

Value:$823.3K

% of Portfolio:1.0% ($823.3K/$83.4M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:7.9K

Value:$811.4K

% of Portfolio:1.0% ($811.4K/$83.4M)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:3.3K

Value:$754.9K

% of Portfolio:0.9% ($754.9K/$83.4M)

Snowflake Inc.

SNOW|833445109

Shares:5.0K

Value:$729.0K

% of Portfolio:0.9% ($729.0K/$83.4M)

ServiceNow, Inc.

NOW|81762P102

Shares:893

Value:$711.0K

% of Portfolio:0.9% ($711.0K/$83.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288257)✕	293.7K	QoQ -15.03% (-52.0K) YoY -16.04% (-56.1K)	All Managers (Combined)	$34.2M	41.0% ($34.2M/$83.4M)	QoQ -15.83% (-$6.4M) YoY -11.27% (-$4.3M)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	32.8K	QoQ 0.00% (+0) YoY +6.44% (+2.0K)	All Managers (Combined)	$11.6M	13.9% ($11.6M/$83.4M)	QoQ +3.04% (+$341.9K) YoY +17.06% (+$1.7M)
UiPath, Inc.(PATHcusip90364P105)	1.0M	QoQ 0.00% (-0) YoY +0.30% (-3.0K)	All Managers (Combined)	$10.4M	12.5% ($10.4M/$83.4M)	QoQ -18.96% (-$2.4M) YoY -54.42% (-$12.4M)
Natera, Inc.(NTRAcusip632307104)	18.0K	QoQ -1.63% (-300) YoY +3.40% (+594)	All Managers (Combined)	$2.6M	3.1% ($2.6M/$83.4M)	QoQ -12.13% (-$352.2K) YoY +59.87% (+$955.3K)
NVIDIA CORP(NVDAcusip67066G104)	20.3K	QoQ -5.04% (-1.1K) YoY +469.86% (-16.7K)	All Managers (Combined)	$2.2M	2.6% ($2.2M/$83.4M)	QoQ -23.36% (-$671.3K) YoY -31.64% (-$1.0M)
Uber Technologies, Inc(UBERcusip90353T100)	29.4K	QoQ 0.00% (+0) YoY +1.81% (-522)	All Managers (Combined)	$2.1M	2.6% ($2.1M/$83.4M)	QoQ +20.78% (+$368.1K) YoY -3.65% (-$81.0K)
Salesforce, Inc.(CRMcusip79466L302)	6.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.9M	2.2% ($1.9M/$83.4M)	QoQ -19.73% (-$456.1K) YoY -10.89% (-$226.9K)
Zscaler, Inc.(ZScusip98980G102)	8.4K	QoQ 0.00% (+0) YoY +12.85% (+952)	All Managers (Combined)	$1.7M	2.0% ($1.7M/$83.4M)	QoQ +9.98% (+$150.5K) YoY +16.24% (+$231.8K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	3.2K	QoQ -2.70% (-90) YoY -2.70% (-90)	All Managers (Combined)	$1.6M	1.9% ($1.6M/$83.4M)	QoQ -7.67% (-$133.5K) YoY +20.74% (-$276.0K)
Samsara Inc.(IOTcusip79589L106)	31.0K	QoQ 0.00% (-0) YoY +31.35% (+7.4K)	All Managers (Combined)	$1.2M	1.4% ($1.2M/$83.4M)	QoQ -12.26% (-$166.0K) YoY +33.22% (+$296.1K)
ALNYLAM PHARMACEUTICALS, INC.(ALNYcusip02043Q107)	4.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.2M	1.4% ($1.2M/$83.4M)	QoQ +14.75% (+$150.9K) YoY +80.67% (+$524.2K)
Okta, Inc.(OKTAcusip679295105)	11.1K	QoQ -12.43% (-1.6K) YoY +8.40% (+861)	All Managers (Combined)	$1.2M	1.4% ($1.2M/$83.4M)	QoQ +16.91% (-$169.2K) YoY +9.02% (+$96.7K)
Cloudflare, Inc.(NETcusip18915M107)	9.9K	QoQ 0.00% (+0) YoY NEW(+9.9K)	All Managers (Combined)	$1.1M	1.3% ($1.1M/$83.4M)	QoQ +4.65% (+$49.6K) YoY NEW(+$1.1M)
Datadog, Inc.(DDOGcusip23804L103)	10.1K	QoQ 0.00% (-0) YoY +40.27% (+2.9K)	All Managers (Combined)	$1.0M	1.2% ($1.0M/$83.4M)	QoQ -30.56% (-$441.2K) YoY +12.59% (+$112.1K)
Mastercard Inc(MAcusip57636Q104)	1.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$978.4K	1.2% ($978.4K/$83.4M)	QoQ +4.09% (+$38.5K) YoY +13.81% (+$118.8K)
Twist Bioscience Corp(TWSTcusip90184D100)	21.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$823.3K	1.0% ($823.3K/$83.4M)	QoQ -15.51% (-$151.2K) YoY +14.42% (+$103.8K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	7.9K	QoQ 0.00% (-0) YoY +8.20% (-599)	All Managers (Combined)	$811.4K	1.0% ($811.4K/$83.4M)	QoQ -14.94% (-$142.6K) YoY -38.40% (-$506.0K)
VEEVA SYSTEMS INC(VEEVcusip922475108)	3.3K	QoQ -16.84% (-660) YoY -16.84% (-660)	All Managers (Combined)	$754.9K	0.9% ($754.9K/$83.4M)	QoQ -8.38% (-$69.1K) YoY -16.86% (-$153.1K)
Snowflake Inc.(SNOWcusip833445109)	5.0K	QoQ 0.00% (-0) YoY +95.68% (+2.4K)	All Managers (Combined)	$729.0K	0.9% ($729.0K/$83.4M)	QoQ -5.34% (-$41.2K) YoY +76.98% (+$317.1K)
ServiceNow, Inc.(NOWcusip81762P102)	893	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$711.0K	0.9% ($711.0K/$83.4M)	QoQ -24.90% (-$235.7K) YoY +4.42% (+$30.1K)