BRANDYWINE MANAGERS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CPB | 3.33M | $74.15M |
 | PATH | 1.01M | $11.21M |
 | RLAY | 38K | $382.37K |
 | CRWD | 32K | $12.54M |
 | IOT | 31K | $981.44K |
 | PD | 31K | $189.51K |
 | UBER | 29K | $2.11M |
 | ABCL | 28K | $99.42K |
 | SDGR | 28K | $323.26K |
 | BEAM | 25K | $606.59K |
 | TWST | 21K | $996.49K |
 | TXG | 19K | $402.05K |
 | NVDA | 19K | $3.29M |
 | KVYO | 17K | $338.29K |
 | HTFL | 17K | $408.11K |
 | NTRA | 15K | $2.92M |
 | GPCR | 13K | $643.81K |
 | VKTX | 12K | $400.27K |
 | DDOG | 10K | $1.19M |
 | NET | 10K | $2.04M |
Campbell Soup Company
CPB
Shares Held
3.33M
Value
$74.15M
UiPath Inc.
PATH
Shares Held
1.01M
Value
$11.21M
Relay Therapeutics, Inc.
RLAY
Shares Held
38K
Value
$382.37K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
32K
Value
$12.54M
Samsara Inc.
IOT
Shares Held
31K
Value
$981.44K
PagerDuty, Inc.
PD
Shares Held
31K
Value
$189.51K
Uber Technologies, Inc.
UBER
Shares Held
29K
Value
$2.11M
AbCellera Biologics Inc.
ABCL
Shares Held
28K
Value
$99.42K
Schrödinger, Inc.
SDGR
Shares Held
28K
Value
$323.26K
Beam Therapeutics Inc.
BEAM
Shares Held
25K
Value
$606.59K
Twist Bioscience Corporation
TWST
Shares Held
21K
Value
$996.49K
10x Genomics, Inc.
TXG
Shares Held
19K
Value
$402.05K
NVIDIA Corporation
NVDA
Shares Held
19K
Value
$3.29M
Klaviyo, Inc.
KVYO
Shares Held
17K
Value
$338.29K
Heartflow, Inc. Common Stock
HTFL
Shares Held
17K
Value
$408.11K
Natera, Inc.
NTRA
Shares Held
15K
Value
$2.92M
Structure Therapeutics Inc.
GPCR
Shares Held
13K
Value
$643.81K
Viking Therapeutics, Inc.
VKTX
Shares Held
12K
Value
$400.27K
Datadog, Inc.
DDOG
Shares Held
10K
Value
$1.19M
Cloudflare, Inc.
NET
Shares Held
10K
Value
$2.04M