§ 13F · FUND PROFILE
BRANDYWINE MANAGERS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 38Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$202.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CPB | THE CAMPBELLS COMPANY | 3.33M | $92.8T | 45.9% | NEW |
| 2 | ACWI | ISHARES TR | 294K | $41.6T | 20.5% | NEW |
| 3 | PATH | UIPATH INC | 1.01M | $16.5T | 8.2% | NEW |
| 4 | CRWD | CROWDSTRIKE HLDGS INC | 32K | $15.2T | 7.5% | NEW |
| 5 | NVDA | NVIDIA CORPORATION | 19K | $3.6T | 1.8% | NEW |
| 6 | NTRA | NATERA INC | 16K | $3.6T | 1.8% | NEW |
| 7 | UBER | UBER TECHNOLOGIES INC | 29K | $2.4T | 1.2% | NEW |
| 8 | NET | CLOUDFLARE INC | 10K | $2.0T | 1.0% | NEW |
| 9 | ZS | ZSCALER INC | 8K | $1.9T | 0.9% | NEW |
| 10 | CRM | SALESFORCE INC | 7K | $1.8T | 0.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRANDYWINE SIGNAL
AC read
BRANDYWINE MANAGERS, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed