Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BRANDYWINE MANAGERS, LLC (CIK 1135121) reported $169.9M across 38 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CPB ($74.1M, 43.64%), ACWI ($40.6M, 23.92%), CRWD ($12.5M, 7.38%), PATH ($11.2M, 6.60%), NVDA ($3.3M, 1.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CPB | THE CAMPBELLS COMPANY | $74.1M | 43.64% | 3.3M | Hold |
| 2 | ACWI | ISHARES TR | $40.6M | 23.92% | 293,679 | Hold |
| 3 | CRWD | CROWDSTRIKE HLDGS INC | $12.5M | 7.38% | 32,124 | Trimmed |
| 4 | PATH | UIPATH INC | $11.2M | 6.60% | 1.0M | Hold |
| 5 | NVDA | NVIDIA CORPORATION | $3.3M | 1.94% | 18,860 | Trimmed |
| 6 | NTRA | NATERA INC | $2.9M | 1.72% | 14,588 | Trimmed |
| 7 | UBER | UBER TECHNOLOGIES INC | $2.1M | 1.24% | 29,354 | Hold |
| 8 | NET | CLOUDFLARE INC | $2.0M | 1.20% | 9,906 | Hold |
| 9 | AMD | ADVANCED MICRO DEVICES INC | $1.4M | 0.85% | 7,098 | Hold |
| 10 | CRM | SALESFORCE INC | $1.3M | 0.76% | 6,913 | Hold |
| 11 | DDOG | DATADOG INC | $1.2M | 0.70% | 10,100 | Hold |
| 12 | ALNY | ALNYLAM PHARMACEUTICALS INC | $1.0M | 0.62% | 3,168 | Trimmed |
| 13 | TWST | TWIST BIOSCIENCE CORP | $996,494 | 0.59% | 20,970 | Hold |
| 14 | IOT | SAMSARA INC | $981,439 | 0.58% | 30,970 | Hold |
| 15 | MA | MASTERCARD INCORPORATED | $891,893 | 0.52% | 1,785 | Hold |
| 16 | MDB | MONGODB INC | $861,835 | 0.51% | 3,521 | Hold |
| 17 | ISRG | INTUITIVE SURGICAL INC | $856,519 | 0.50% | 1,858 | Trimmed |
| 18 | VICR | VICOR CORP | $853,783 | 0.50% | 5,303 | New |
| 19 | GH | GUARDANT HEALTH INC | $843,615 | 0.50% | 9,133 | Trimmed |
| 20 | SNOW | SNOWFLAKE INC | $752,290 | 0.44% | 4,988 | Hold |
| 21 | PANW | PALO ALTO NETWORKS INC | $751,740 | 0.44% | 4,689 | New |
| 22 | LLY | ELI LILLY & CO | $641,080 | 0.38% | 697 | Hold |
| 23 | GPCR | STRUCTURE THERAPEUTICS INC | $643,807 | 0.38% | 13,357 | Hold |
| 24 | KYMR | KYMERA THERAPEUTICS INC | $630,505 | 0.37% | 7,570 | New |
| 25 | BEAM | BEAM THERAPEUTICS INC | $606,593 | 0.36% | 25,455 | Added |
Source: SEC Form 13F filings · as of 2026-03-31