Data as of Q4 2025 (Dec 31, 2025)

BRANDYWINE MANAGERS, LLC

•CIK: 1135121•Filing: Q4 2025

**BRANDYWINE MANAGERS, LLC** manages $202M across a portfolio of 38 distinct positions. The fund exhibits significant concentration, with its largest holding in CPB accounting for $92.8M. Notable allocations include substantial positions in ACWI at $41.6M and PATH at $16.5M. The remaining portfolio exposure is diversified across technology and growth names, including CRWD ($15.2M) and NVDA ($3.6M).

Total AUM
$202.3M
QoQ Performance
+94.0%
Positions
38
Top 10 Concentration
89.6%
Latest Filing
Q4 2025

Top Holdings Allocation

CPB
ACWI
PATH
CRWD
CPB45.9%
ACWI20.5%
PATH8.2%
CRWD7.5%
NVDA1.8%
NTRA1.8%
UBER1.2%
NET1.0%

📈 Biggest Buys

CPB
THE CAMPBELLS COMPANY
NEW
45.9% of portfolio
NOW
SERVICENOW INC
+400.0%
0.3% of portfolio
GPCR
STRUCTURE THERAPEUTICS INC
+20.8%
0.5% of portfolio
FIG
FIGMA INC
+18.3%
0.3% of portfolio

📉 Biggest Sells

ISRG
INTUITIVE SURGICAL INC
-4.4%
0.6% of portfolio
CRWD
CROWDSTRIKE HLDGS INC
-0.3%
7.5% of portfolio
NTRA
NATERA INC
-1.3%
1.8% of portfolio
ALNY
ALNYLAM PHARMACEUTICALS INC
-2.7%
0.7% of portfolio
NVDA
NVIDIA CORPORATION
-1.0%
1.8% of portfolio

Sector Breakdown

Other94.5%
Technology3.4%
Consumer1.2%
Financial0.5%
Healthcare0.4%

Changes from Q3 2025

NEW1 new position
↑3 increased
↓7 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

CPB45.9%
THE CAMPBELLS COMPANY
$92.8M
ACWI20.5%
ISHARES TR
$41.6M
PATH8.2%
UIPATH INC
$16.5M
CRWD7.5%
CROWDSTRIKE HLDGS INC
$15.2M
NVDA1.8%
NVIDIA CORPORATION
$3.6M

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