BRANDYWINE MANAGERS, LLC

CIK 0001135121 · HOCKESSIN, DE · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

BRANDYWINE MANAGERS, LLC reported 46 positions worth $202.2M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: CPB (36.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$202.2M
2026 Q2
Positions
46
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
85.8%
Est. Net Flow (Q)
2026 Q2
10 / 46 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1CPBTHE CAMPBELLS COMPANYSH$74.1M36.68%3,329,500
2ACWIISHARES TRSH$46.1M22.80%293,679
3CRWDCROWDSTRIKE HLDGS INCSH$24.8M12.25%32,439
4PATHUIPATH INCSH$11.0M5.43%1,009,684
5NTRANATERA INCSH$4.0M1.96%14,588
6NVDANVIDIA CORPORATIONSH$3.0M1.50%15,180
7AMDADVANCED MICRO DEVICES INCSH$3.0M1.50%5,213
8DDOGDATADOG INCSH$2.6M1.30%10,100
9NETCLOUDFLARE INCSH$2.6M1.30%10,677
10TWSTTWIST BIOSCIENCE CORPSH$2.2M1.07%20,970

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does BRANDYWINE MANAGERS, LLC hold as of Q2 2026?

BRANDYWINE MANAGERS, LLC reported 46 positions worth $202.2M in its Q2 2026 13F filing. Largest positions: CPB (36.7%), ACWI (22.8%), CRWD (12.2%), PATH (5.4%) and NTRA (2.0%).

What did BRANDYWINE MANAGERS, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did BRANDYWINE MANAGERS, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.