BRANDYWINE MANAGERS, LLC
CIK: 1135121SEC EDGAR →
Portfolio Value
$95.9B
Holdings
40
As of
Q1 2026
New Positions
40
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | THE CAMPBELLS COMPANY | 3,329,500 | $74.1B | 77.28% |
| 2 | UIPATH INC | 1,009,684 | $11.2B | 11.68% |
| 3 | UBER TECHNOLOGIES INC | 29,354 | $2.1B | 2.20% |
| 4 | TWIST BIOSCIENCE CORP | 20,970 | $996.5M | 1.04% |
| 5 | SAMSARA INC | 30,970 | $981.4M | 1.02% |
| 6 | GUARDANT HEALTH INC | 9,133 | $843.6M | 0.88% |
| 7 | STRUCTURE THERAPEUTICS INC | 13,357 | $643.8M | 0.67% |
| 8 | KYMERA THERAPEUTICS INC | 7,570 | $630.5M | 0.66% |
| 9 | BEAM THERAPEUTICS INC | 25,455 | $606.6M | 0.63% |
| 10 | MODERNA INC | 9,510 | $483.1M | 0.50% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Defensive | 1 | $74.1B | 77.3% |
| Technology | 18 | $15.1B | 15.7% |
| Healthcare | 17 | $6.7B | 7.0% |
| Financial Services | 2 | $41.5M | 0.0% |
| Communication Services | 2 | $829K | 0.0% |