§ 13F · FUND PROFILE
BRANDYWINE MANAGERS, LLC.
AUM · $104M (13F)Positions · 37Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CPB | THE CAMPBELLS COMPANY | 3.33M | $74M | 36.7% | ±0% |
| 2 | ACWI | ISHARES TR | 294K | $46M | 22.8% | ±0% |
| 3 | CRWD | CROWDSTRIKE HLDGS INC | 32K | $25M | 12.2% | +1% |
| 4 | PATH | UIPATH INC | 1.01M | $11M | 5.4% | ±0% |
| 5 | NTRA | NATERA INC | 15K | $4M | 2.0% | ±0% |
| 6 | NVDA | NVIDIA CORPORATION | 15K | $3M | 1.5% | −20% |
| 7 | AMD | ADVANCED MICRO DEVICES INC | 5K | $3M | 1.5% | −27% |
| 8 | DDOG | DATADOG INC | 10K | $3M | 1.3% | ±0% |
| 9 | NET | CLOUDFLARE INC | 11K | $3M | 1.3% | +8% |
| 10 | TWST | TWIST BIOSCIENCE CORP | 21K | $2M | 1.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRANDYWINE SIGNAL
AC read
BRANDYWINE MANAGERS, LLC is a Other fund managing $104 million in assets. The fund runs a portfolio of 37 positions.
Read the full dossier →