Brandywine Managers, LLC Top Holdings and 13F Report (2025) About Brandywine Managers, LLCInvestment ActivityBrandywine Managers, LLC has $94.90 million in total holdings as of December 31, 2024.Brandywine Managers, LLC owns shares of 37 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 0.77% of the portfolio was purchased this quarter.About 0.52% of the portfolio was sold this quarter.This quarter, Brandywine Managers, LLC has purchased 35 new stocks and bought additional shares in 1 stock.Brandywine Managers, LLC sold shares of 1 stock and completely divested from 0 stocks this quarter.Largest Holdings iShares MSCI ACWI ETF $40,613,640UiPath $12,833,084CrowdStrike $11,227,638Natera $2,902,905NVIDIA $2,872,463 Largest New Holdings this Quarter KLAVIYO INC $358,458 HoldingTwilio $254,745 Holding Largest Purchases this Quarter KLAVIYO INC 8,692 shares (about $358.46K)Twilio 2,357 shares (about $254.75K)UiPath 9,488 shares (about $120.59K) Largest Sales this Quarter iShares MSCI ACWI ETF 4,167 shares (about $489.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBrandywine Managers, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorACWIiShares MSCI ACWI ETF$40,613,640$489,623 ▼-1.2%345,64842.8%ManufacturingPATHUiPath$12,833,084$120,592 ▲0.9%1,009,68413.5%Business ServicesCRWDCrowdStrike$11,227,6380.0%32,81411.8%Computer and TechnologyNTRANatera$2,902,9050.0%18,3383.1%MedicalNVDANVIDIA$2,872,4630.0%21,3903.0%Computer and TechnologyCRMSalesforce$2,311,2230.0%6,9132.4%Computer and TechnologyUBERUber Technologies$1,770,6330.0%29,3541.9%Computer and TechnologyISRGIntuitive Surgical$1,739,6930.0%3,3331.8%MedicalZSZscaler$1,508,0470.0%8,3591.6%Computer and TechnologyDDOGDatadog$1,443,1890.0%10,1001.5%Computer and TechnologyIOTSamsara$1,353,0790.0%30,9701.4%Computer and TechnologyNETCloudflare$1,066,6780.0%9,9061.1%Computer and TechnologyALNYAlnylam Pharmaceuticals$1,023,1280.0%4,3481.1%MedicalOKTAOkta$999,7360.0%12,6871.1%Computer and TechnologyTWSTTwist Bioscience$974,4760.0%20,9701.0%MedicalAMDAdvanced Micro Devices$953,9990.0%7,8981.0%Computer and TechnologyNOWServiceNow$946,6870.0%8931.0%Computer and TechnologyMAMastercard$939,9270.0%1,7851.0%Business ServicesVEEVVeeva Systems$823,9700.0%3,9190.9%MedicalSNOWSnowflake$770,1970.0%4,9880.8%Computer and TechnologyMDBMongoDB$665,6040.0%2,8590.7%Computer and TechnologyPDPagerDuty$557,2400.0%30,5170.6%Computer and TechnologyLLYEli Lilly and Company$538,0840.0%6970.6%MedicalSSentinelOne$421,8220.0%19,0010.4%Computer and TechnologySDGRSchrödinger$402,8910.0%20,8860.4%MedicalMRNAModerna$395,4260.0%9,5100.4%MedicalNVONovo Nordisk A/S$363,1760.0%4,2220.4%MedicalKLAVIYO INC$358,458$358,458 ▲New Holding8,6920.4%COM SER AVKTXViking Therapeutics$325,2200.0%8,0820.3%MedicalGHGuardant Health$312,6180.0%10,2330.3%MedicalGPCRStructure Therapeutics$299,8660.0%11,0570.3%MedicalBEAMBeam Therapeutics$280,3890.0%11,3060.3%MedicalMBLYMobileye Global$260,2950.0%13,0670.3%Auto/Tires/TrucksTWLOTwilio$254,745$254,745 ▲New Holding2,3570.3%Computer and TechnologyRLAYRelay Therapeutics$158,3270.0%38,4290.2%MedicalTXG10x Genomics$144,6480.0%10,0730.2%MedicalABCLAbCellera Biologics$83,4700.0%28,4880.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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