BRANDYWINE MANAGERS, LLC

Q2 2026 13F-HR Holdings

Location
Hockessin, DE
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
46
Total value ($000)
$202,159
Net value change ($000)
+32,245 (19.0%)
New positions
6
Sold out positions
0
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CRWD 12,213 97.4%
ACWI 5,463 13.4%
MU 1,634 NEW
AMD 1,584 109.7%
DDOG 1,438 120.6%
TWST 1,161 116.6%
VICR 1,160 135.8%
NTRA 1,043 35.8%
PANW 847 112.6%
ALAB 782 NEW
Top Reduces (Value $000, Stocks/ETFs)
ISRG -377 -44.0%
ALNY -350 -33.4%
NVDA -252 -7.7%
PATH -232 -2.1%
LLY -213 -33.2%
CRM -207 -16.0%
HTFL -114 -27.9%
KVYO -76 -22.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type