BRANDYWINE MANAGERS, LLC
CIK 0001135121 · HOCKESSIN, DE · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
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
Top Holdings
CPB
THE CAMPBELLS COMPANY
36.7%
ACWI
ISHARES TR
22.8%
CRWD
CROWDSTRIKE HLDGS INC
12.2%
PATH
UIPATH INC
5.4%
NTRA
NATERA INC
2.0%
NVDA
NVIDIA CORPORATION
1.5%
AMD
ADVANCED MICRO DEVICES INC
1.5%
DDOG
DATADOG INC
1.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.