BRANDYWINE MANAGERS, LLC: 13F holdings
CIK 11351212026Q2
| Positions | 46 |
|---|
| Reported value | $202.2m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 46 (+6 vs prior quarter) |
|---|
| Reported value | $202.2m (+19.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CPB THE CAMPBELLS COMPANY | 3,329,500 | $74.1m | 36.7% |
| ACWI ISHARES TR | 293,679 | $46.1m | 22.8% |
| CRWD CROWDSTRIKE HLDGS INC | 32,439 | $24.8m | 12.2% |
| PATH UIPATH INC | 1,009,684 | $11.0m | 5.4% |
| NTRA NATERA INC | 14,588 | $4.0m | 2.0% |
| NVDA NVIDIA CORPORATION | 15,180 | $3.0m | 1.5% |
| AMD ADVANCED MICRO DEVICES INC | 5,213 | $3.0m | 1.5% |
| DDOG DATADOG INC | 10,100 | $2.6m | 1.3% |
| NET CLOUDFLARE INC | 10,677 | $2.6m | 1.3% |
| TWST TWIST BIOSCIENCE CORP | 20,970 | $2.2m | 1.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1135121")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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