13F COMBINATION REPORT
BRANDYWINE MANAGERS, LLC
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0000919574-26-000819
Total Value
$202.3M
Positions
38
Other Managers
3
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | THE CAMPBELLS COMPANY | CPB | 3,329,500 | $92.8M | 45.88% |
| 2 | ISHARES TR | 464288257 | 293,679 | $41.6M | 20.54% |
| 3 | UIPATH INC | PATH | 1,009,684 | $16.5M | 8.18% |
| 4 | CROWDSTRIKE HLDGS INC | CRWD | 32,364 | $15.2M | 7.50% |
| 5 | NVIDIA CORPORATION | NVDA | 19,410 | $3.6M | 1.79% |
| 6 | NATERA INC | NTRA | 15,588 | $3.6M | 1.77% |
| 7 | UBER TECHNOLOGIES INC | UBER | 29,354 | $2.4M | 1.19% |
| 8 | CLOUDFLARE INC | NET | 9,906 | $2.0M | 0.97% |
| 9 | ZSCALER INC | ZS | 8,359 | $1.9M | 0.93% |
| 10 | SALESFORCE INC | CRM | 6,913 | $1.8M | 0.91% |
| 11 | ADVANCED MICRO DEVICES INC | AMD | 7,098 | $1.5M | 0.75% |
| 12 | MONGODB INC | MDB | 3,521 | $1.5M | 0.73% |
| 13 | ALNYLAM PHARMACEUTICALS INC | ALNY | 3,618 | $1.4M | 0.71% |
| 14 | DATADOG INC | DDOG | 10,100 | $1.4M | 0.68% |
| 15 | INTUITIVE SURGICAL INC | ISRG | 2,178 | $1.2M | 0.61% |
| 16 | SAMSARA INC | IOT | 30,970 | $1.1M | 0.54% |
| 17 | SNOWFLAKE INC | SNOW | 4,988 | $1.1M | 0.54% |
| 18 | GUARDANT HEALTH INC | GH | 10,133 | $1.0M | 0.51% |
| 19 | MASTERCARD INCORPORATED | MA | 1,785 | $1.0M | 0.50% |
| 20 | STRUCTURE THERAPEUTICS INC | GPCR | 13,357 | $928,979 | 0.46% |
| 21 | AVIDITY BIOSCIENCES INC | 05370A108 | 12,540 | $904,510 | 0.45% |
| 22 | ELI LILLY & CO | LLY | 697 | $749,052 | 0.37% |
| 23 | SERVICENOW INC | NOW | 4,465 | $683,993 | 0.34% |
| 24 | TWIST BIOSCIENCE CORP | TWST | 20,970 | $665,168 | 0.33% |
| 25 | FIGMA INC | FIG | 17,130 | $640,148 | 0.32% |
| 26 | VEEVA SYS INC | VEEV | 2,759 | $615,892 | 0.30% |
| 27 | KLAVIYO INC | KVYO | 17,384 | $564,458 | 0.28% |
| 28 | BEAM THERAPEUTICS INC | BEAM | 18,606 | $515,758 | 0.26% |
| 29 | HEARTFLOW INC | HTFL | 16,774 | $488,962 | 0.24% |
| 30 | VIKING THERAPEUTICS INC | VKTX | 12,301 | $432,749 | 0.21% |
| 31 | PAGERDUTY INC | PD | 30,517 | $400,078 | 0.20% |
| 32 | SCHRODINGER INC | SDGR | 20,886 | $373,442 | 0.18% |
| 33 | OKTA INC | OKTA | 3,909 | $338,011 | 0.17% |
| 34 | TWILIO INC | TWLO | 2,357 | $335,260 | 0.17% |
| 35 | RELAY THERAPEUTICS INC | RLAY | 38,429 | $325,109 | 0.16% |
| 36 | 10X GENOMICS INC | TXG | 18,938 | $308,879 | 0.15% |
| 37 | MODERNA INC | MRNA | 9,510 | $280,450 | 0.14% |
| 38 | ABCELLERA BIOLOGICS INC | ABCL | 28,488 | $97,429 | 0.05% |