Brandywine Managers, LLC Portfolio Holdings

Brandywine Managers, LLC

  • $99.9 Million
  • Q2 2025

Brandywine Managers, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $99.9 Million distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Acwi ETF with a value of $37.8M, Crowd Strike Holdings, Inc. with a value of $16.7M, Ui Path, Inc. with a value of $12.9M, Nvidia Corp with a value of $3.21M, and Natera, Inc. with a value of $3.01M.

Examining the 13F form we can see an increase of $17.1M in the current position value, from $82.9M to 99.9M.

Brandywine Managers, LLC is based out at Hockessin, DE

Below you can find more details about Brandywine Managers, LLC portfolio as well as his latest detailed transactions.

Portfolio value $99.9 Million
Technology: $50.2 Million
ETFs: $37.8 Million
Healthcare: $10.7 Million
Financial Services: $1 Million
Communication Services: $293,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.55B
$771,000 0.77% of portfolio
20,970
Q4 2022 Added 19.15%
$1.37B
$466,000 0.47% of portfolio
30,517
Q4 2020 Added 59.99%
$1.17B
$420,000 0.42% of portfolio
20,886
Q2 2022 Added 25.73%
$1.19B
$316,000 0.32% of portfolio
18,606
Q2 2025 Added 64.57%
$1.23B
$219,000 0.22% of portfolio
18,938
Q1 2025 Added 88.01%
$403M
$132,000 0.13% of portfolio
38,429
Q3 2024 Added 20.82%
$1.22B
$97,000 0.1% of portfolio
28,488
Q2 2024 Reduced 50.0%

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $99.9 Million
  • Prior Value $82.9 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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