Q2 2026 13F · SEC CIK 1135121

Brandywine Managers, LLC

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $202.2M
Reported positions: 46
Top holdings a year, 3 yrs: +13.7%
Assets under management: $14.0B

Brandywine Managers, LLC is a hedge fund that reported 46 positions worth $202.2M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were The Campbells Company (CPB, 36.7%), Ishares Tr (ACWI, 22.8%), Crowdstrike Hldgs Inc (CRWD, 12.2%). A portfolio copying its top holdings returned 13.7% a year over the last 3 years, against 20.4% for the S&P 500.

Brandywine Managers, LLC holdings all 46 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Brandywine Managers, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
CPBThe Campbells Company	36.7%	43.6%	3,329,500	+0.0%	$74.1M
ACWIIshares Tr	22.8%	23.9%	293,679	+0.0%	$46.1M
CRWDCrowdstrike Hldgs Inc	12.2%	7.4%	32,439	+1.0%	$24.8M
PATHUipath Inc	5.4%	6.6%	1,009,684	+0.0%	$11.0M
NTRANatera Inc	2.0%	1.7%	14,588	+0.0%	$4.0M
NVDANvidia Corporation	1.5%	1.9%	15,180	-19.5%	$3.0M
AMDAdvanced Micro Devices Inc	1.5%	0.8%	5,213	-26.6%	$3.0M
DDOGDatadog Inc	1.3%	0.7%	10,100	+0.0%	$2.6M
NETCloudflare Inc	1.3%	1.2%	10,677	+7.8%	$2.6M
TWSTTwist Bioscience Corp	1.1%	0.6%	20,970	+0.0%	$2.2M
UBERUber Technologies Inc	1.0%	1.2%	29,354	+0.0%	$2.1M
VICRVicor Corp	1.0%	0.5%	5,303	+0.0%	$2.0M
MUMicron Technology Inc	0.8%	New	1,416	—	$1.6M
PANWPalo Alto Networks Inc	0.8%	0.4%	4,689	+0.0%	$1.6M
GHGuardant Health Inc	0.7%	0.5%	9,133	+0.0%	$1.4M
SNOWSnowflake Inc	0.6%	0.4%	4,988	+0.0%	$1.3M
MDBMongodb Inc	0.6%	0.5%	3,521	+0.0%	$1.2M
CRMSalesforce Inc	0.5%	0.8%	6,913	+0.0%	$1.1M
IOTSamsara Inc.	0.5%	0.6%	30,970	+0.0%	$1.0M
MAMastercard Incorporated	0.5%	0.5%	1,785	+0.0%	$917K
BEAMBeam Therapeutics Inc	0.4%	0.4%	25,455	+0.0%	$874K
KYMRKymera Therapeutics Inc	0.4%	0.4%	7,570	+0.0%	$868K
MPWRMonolithic Pwr Sys Inc	0.4%	0.3%	603	+11.3%	$834K
ALABAstera Labs Inc	0.4%	New	1,618	—	$782K
AVGOBroadcom Inc	0.4%	0.4%	1,967	+0.0%	$743K
TXG10x Genomics Inc	0.4%	0.2%	18,938	+0.0%	$726K
RLAYRelay Therapeutics Inc	0.4%	0.2%	38,429	+0.0%	$719K
GPCRStructure Therapeutics F Unspo	0.4%	0.4%	13,357	+0.0%	$717K
ALNYAlnylam Pharmaceuticals Inc	0.3%	0.6%	2,318	-26.8%	$698K
CELCCelcuity Inc	0.3%	New	6,621	—	$693K
BLLNBilliontoone Inc	0.3%	0.3%	5,750	+0.0%	$690K
MRNAModerna Inc	0.3%	0.3%	9,510	+0.0%	$666K
GOOGAlphabet Inc	0.3%	0.3%	1,857	+0.0%	$656K
SNDKSandisk Corp	0.3%	New	250	—	$568K
TWLOTwilio Inc	0.2%	0.2%	2,357	+0.0%	$486K
ISRGIntuitive Surgical Inc	0.2%	0.5%	1,208	-35.0%	$480K
VKTXViking Therapeutics Inc	0.2%	0.2%	12,301	+0.0%	$480K
SDGRSchrodinger Inc	0.2%	0.2%	28,456	+0.0%	$462K
LLYEli Lilly & Co	0.2%	0.4%	357	-48.8%	$428K
OKTAOkta Inc	0.2%	0.1%	2,809	+0.0%	$383K
PDPagerduty Inc	0.1%	0.1%	30,517	+0.0%	$294K
HTFLHeartflow Inc	0.1%	0.2%	10,024	-40.2%	$294K
IMRXImmuneering Corp	0.1%	New	55,066	—	$275K
KVYOKlaviyo Inc	0.1%	0.2%	17,384	+0.0%	$262K
IMTXImmatics NV	0.1%	New	25,227	—	$256K
ABCLAbcellera Biologics Inc	0.1%	0.1%	28,488	+0.0%	$224K

What Brandywine Managers, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

MPWR Monolithic Pwr Sys Inc+11.3% shares
NET Cloudflare Inc+7.8% shares

Reduced

LLY Eli Lilly & Co-48.8% shares
HTFL Heartflow Inc-40.2% shares
ISRG Intuitive Surgical Inc-35.0% shares
ALNY Alnylam Pharmaceuticals Inc-26.8% shares
AMD Advanced Micro Devices Inc-26.6% shares
NVDA Nvidia Corporation-19.5% shares

Sold out

Nothing sold out.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +11.3% /yr; S&P 500 +20.1%
3 years: +13.7% /yr; S&P 500 +20.4%
5 years: -2.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$202.2M	46
Q1 2026	$169.9M	40
Q4 2025	$202.3M	38
Q3 2025	$104.2M	37
Q2 2025	$100.6M	36
Q1 2025	$83.4M	35
Q4 2024	$94.9M	37
Q3 2024	$93.0M	35
Q2 2024	$94.5M	36
Q1 2024	$101.3M	40
Q4 2023	$91.3M	42
Q3 2023	$59.3M	38

Questions about Brandywine Managers, LLC's portfolio

What stocks does Brandywine Managers, LLC own?

Brandywine Managers, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 46 positions worth $202.2M. The largest are The Campbells Company (CPB) at 36.7%, Ishares Tr (ACWI) at 22.8%, Crowdstrike Hldgs Inc (CRWD) at 12.2%, Uipath Inc (PATH) at 5.4% and Natera Inc (NTRA) at 2.0%.

What did Brandywine Managers, LLC buy last quarter?

In Q2 2026, Brandywine Managers, LLC added a new position in Micron Technology Inc (MU), a new position in Astera Labs Inc (ALAB), a new position in Celcuity Inc (CELC), a new position in Sandisk Corp (SNDK), a new position in Immuneering Corp (IMRX), Monolithic Pwr Sys Inc (MPWR) (+11.3% shares) and Cloudflare Inc (NET) (+7.8% shares), compared with its Q1 2026 filing.

What did Brandywine Managers, LLC sell last quarter?

In Q2 2026, Brandywine Managers, LLC Eli Lilly & Co (LLY) (-48.8% shares), Heartflow Inc (HTFL) (-40.2% shares) and Intuitive Surgical Inc (ISRG) (-35.0% shares), compared with its Q1 2026 filing.

How has Brandywine Managers, LLC's portfolio performed?

A portfolio copying Brandywine Managers, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +11.3% against +20.1%. Over 5 years: -2.9% a year against +11.6%.

When is Brandywine Managers, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Brandywine Managers, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Brandywine Managers, LLC manage?

Brandywine Managers, LLC reported $14.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $202.2M.