TraderTrends

Manager Profile

BRANDYWINE MANAGERS, LLC

Diversified · Technology 72%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q1 2026

Location

HOCKESSIN, DE

Portfolio Value

$169.9M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

THE CAMPBELLS COMPANY

Latest disclosed holding

Top 4

134429109 464288257 CRWD 90364P105 NVDA

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Technology
72%
Financial Services
21.3%
Healthcare
6.5%
Basic Materials
0%
Communication Services
0%
Consumer Cyclical
0%
Consumer Defensive
0%
Energy
0%
Industrials
0%
Real Estate
0%
Utilities
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q1 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
THE CAMPBELLS COMPANY

Shares: 3.3M

74.1M

Position Value
2
ISHARES TR

Shares: 293.7K

40.6M

Position Value
3
Crowdstrike Holdings Inc

Shares: 32.1K

12.5M

Position Value
4
UIPATH INC

Shares: 1M

11.2M

Position Value
5
NVIDIA Corp

Shares: 18.9K

3.3M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID