Brandywine Managers, LLC reported 44 positions worth $155.49M for the quarter ended Jun 30, 2026, up 20.3% on the prior quarter. It opened 5 new positions, added to 3, trimmed 6 and exited 0. Its largest holding is CAMPBELL'S Co at 47.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MU Micron Technology Inc | +1,416 | – | $1.63M | 1.05% |
| ALAB Astera Labs, Inc. | +1,618 | – | $781.53K | 0.503% |
| CELC Celcuity Inc. | +6,621 | – | $692.69K | 0.445% |
| IMRX Immuneering Corp | +55.1K | – | $274.78K | 0.177% |
| IMTX Immatics N.V. | +25.2K | – | $255.55K | 0.164% |
| CRWD CrowdStrike Holdings, Inc. | +1,260 | +1.0% | $240.39K | 15.92% |
| NET Cloudflare, Inc. | +771 | +7.8% | $189.11K | 1.68% |
| MPWR Monolithic Power Systems, Inc. | +61 | +11.3% | $84.32K | 0.536% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMD Advanced Micro Devices Inc | -1,885 | -26.6% | $1.10M | 1.95% |
| NVDA Nvidia Corp | -3,680 | -19.5% | $736.33K | 1.95% |
| LLY ELI LILLY & Co | -340 | -48.8% | $407.81K | 0.275% |
| ISRG Intuitive Surgical Inc | -650 | -35.0% | $258.49K | 0.309% |
| ALNY Alnylam Pharmaceuticals, Inc. | -850 | -26.8% | $255.88K | 0.449% |
| HTFL Heartflow, Inc. | -6,750 | -40.2% | $198.04K | 0.189% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | CPB CAMPBELL'S Co | Consumer Staples | 3.33M | $74.15M | 47.69% | 0 | 0.0% | Unchanged | 1.12% |
| 2 | CRWD CrowdStrike Holdings, Inc. | Technology | 129.8K | $24.76M | 15.92% | +1,260 | +1.0% | Added | 0.01% |
| 3 | PATH UiPath, Inc. | Technology | 1.01M | $10.98M | 7.06% | 0 | 0.0% | Unchanged | 0.22% |
| 4 | NTRA Natera, Inc. | Healthcare | 14.6K | $3.96M | 2.55% | 0 | 0.0% | Unchanged | 0.01% |
| 5 | NVDA Nvidia Corp | Technology | 15.2K | $3.04M | 1.95% | -3,680 | -19.5% | Reduced | 0% |
| 6 | AMD Advanced Micro Devices Inc | Technology | 5,213 | $3.03M | 1.95% | -1,885 | -26.6% | Reduced | 0% |
| 7 | DDOG Datadog, Inc. | Technology | 10.1K | $2.63M | 1.69% | 0 | 0.0% | Unchanged | 0% |
| 8 | NET Cloudflare, Inc. | Technology | 10.7K | $2.62M | 1.68% | +771 | +7.8% | Added | 0% |
| 9 | TWST Twist Bioscience Corp | Healthcare | 21.0K | $2.16M | 1.39% | 0 | 0.0% | Unchanged | 0.03% |
| 10 | UBER Uber Technologies, Inc | Technology | 29.4K | $2.12M | 1.36% | 0 | 0.0% | Unchanged | 0% |
| 11 | VICR Vicor Corp | Industrials | 5,303 | $2.01M | 1.3% | 0 | 0.0% | Unchanged | 0.01% |
| 12 | MU Micron Technology Inc | Technology | 1,416 | $1.63M | 1.05% | +1,416 | – | New | 0% |
| 13 | PANW Palo Alto Networks Inc | Technology | 4,689 | $1.60M | 1.03% | 0 | 0.0% | Unchanged | 0% |
| 14 | GH Guardant Health, Inc. | Healthcare | 9,133 | $1.37M | 0.881% | 0 | 0.0% | Unchanged | 0.01% |
| 15 | SNOW Snowflake Inc. | Technology | 4,988 | $1.27M | 0.816% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Brandywine Managers.
As of its Q2 2026 13F filing, Brandywine Managers, LLC’s five largest positions were CAMPBELL'S Co (CPB) at 47.7%, CrowdStrike Holdings, Inc. (CRWD) at 15.9%, UiPath, Inc. (PATH) at 7.1%, Natera, Inc. (NTRA) at 2.5%, Nvidia Corp (NVDA) at 2.0% of the reported portfolio.
Brandywine Managers, LLC reported a 13F portfolio worth $155.49M across 44 positions for Q2 2026. That is up 20.3% from the previous quarter.
Its largest purchases by value were Micron Technology Inc ($1.63M), Astera Labs, Inc. ($781.53K), Celcuity Inc. ($692.69K). It opened 5 new positions.
Its largest sales by value were Advanced Micro Devices Inc ($1.10M), Nvidia Corp ($736.33K), ELI LILLY & Co ($407.81K). It exited 0 positions entirely.
From the Form 13F-HR reports Brandywine Managers, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.