account_balance
Investment manager · 13F filer · SEC CIK 1135121
Brandywine Managers, LLC
Reported value$202Mas of Jun 30, 2026
Positions46 6 new, 0 sold out
Top 10 weight85.8%CPB alone is 37%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CPBCampbell's Co
36.7%
ACWIiShares Tr
22.8%
CRWDCrowdStrike Holdings, Inc.
12.2%
PATHUiPath, Inc.
5.4%
NTRANatera, Inc.
2.0%
NVDA1.5%AMDAdvanced Micro Devices Inc
1.5%
DDOG1.3%NET1.3%TWST1.1%UBER1.0%VICR1.0%CPBCampbell's Co
36.7%
ACWIiShares Tr
22.8%
CRWDCrowdStrike Holdings, Inc.
12.2%
PATHUiPath, Inc.
5.4%
NTRANVDAAMDNETTWSTUBERVICRBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CPB Campbell's Co 36.7% Held
ACWI iShares Tr 22.8% Held
CRWD CrowdStrike Holdings, Inc. 12.2% HeldPATH UiPath, Inc. 5.4% HeldNTRA Natera, Inc. 2.0% HeldNVDA NVIDIA Corp 1.5% Trimmed −20%AMD Advanced Micro Devices Inc 1.5% Trimmed −27%DDOG Datadog, Inc. 1.3% HeldNET Cloudflare, Inc. 1.3% Added +8%TWST Twist Bioscience Corp 1.1% HeldUBER Uber Technologies, Inc 1.0% HeldVICR Vicor Corp 1.0% HeldWhat changed
Biggest moves since Mar 31, 2026
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