Institutional Fund
Brandywine Managers, LLC
Hockessin, DECIK 11351215 filings on record
Portfolio Value
$169.91M
Q1 2026
Holdings
40
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-16.0%
from $202.26M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- The Campbells Company43.6%
- Ishares Tr23.9%
- Crowdstrike Hldgs Inc7.4%
- Uipath Inc6.6%
- Nvidia Corporation1.9%
- Natera Inc1.7%
- Other14.8%
Portfolio Holdings
40 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | The Campbells Company | 3.33M | $74.15M | 43.6% | 0 | Held |
| 2 | Ishares Tr | 293.7K | $40.64M | 23.9% | 0 | Held |
| 3 | Crowdstrike Hldgs Inc | 32.1K | $12.54M | 7.4% | −240 | Reduced |
| 4 | Uipath Inc | 1.01M | $11.21M | 6.6% | 0 | Held |
| 5 | Nvidia Corporation | 18.9K | $3.29M | 1.9% | −550 | Reduced |
| 6 | Natera Inc | 14.6K | $2.92M | 1.7% | −1.0K | Reduced |
| 7 | Uber Technologies Inc | 29.4K | $2.11M | 1.2% | 0 | Held |
| 8 | Cloudflare Inc | 9.9K | $2.04M | 1.2% | 0 | Held |
| 9 | Advanced Micro Devices Inc | 7.1K | $1.44M | 0.8% | 0 | Held |
| 10 | Salesforce Inc | 6.9K | $1.29M | 0.8% | 0 | Held |
30 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio