BRANDYWINE MANAGERS, LLC

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CIK 1135121

13F portfolio (2026-Q1)

$170M

Positions

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

Top 5

83.5%

Top 10

89.2%

Effective N

3.9

HHI

0.259

This quarter

7 new · 0 exit →

By sector

Consumer Staples43.6%

Unclassified23.9%

Information Technology23.2%

Health Care7.1%

Industrials1.2%

Financials0.5%

Communication Services0.3%

By market cap

Mid ($2–10B)53.5%

Unknown23.9%

Large ($10–200B)17.5%

Mega (>$200B)4.8%

Small ($300M–2B)0.4%

By region

North America76.1%

Other23.9%

By industry group GICS — finer than sector

Industry group	Weight	Names
Food Products	43.64%	1
Unclassified	23.92%	1
Software	18.21%	11
Semiconductors & Semiconductor Equipment	4.00%	5
Pharmaceuticals & Biotechnology	3.68%	11
Health Care Providers & Services	2.48%	3
Commercial Services & Supplies	1.77%	2
Software & IT Services	0.89%	2
Health Care Equipment & Supplies	0.74%	2
Technology Hardware & Equipment	0.44%	1
Life Sciences Tools & Services	0.24%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	CPB	CAMPBELL'S Co	Consumer Staples	43.64%
2	ACWI	ISHARES TR	Unclassified	23.92%
3	CRWD	CrowdStrike Holdings, Inc.	Information Technology	7.38%
4	PATH	UiPath, Inc.	Information Technology	6.60%
5	NVDA	NVIDIA CORP	Information Technology	1.94%
6	NTRA	Natera, Inc.	Health Care	1.72%
7	UBER	Uber Technologies, Inc	Industrials	1.24%
8	NET	Cloudflare, Inc.	Information Technology	1.20%
9	AMD	ADVANCED MICRO DEVICES INC	Information Technology	0.85%
10	CRM	Salesforce, Inc.	Information Technology	0.76%

39/40 names classified · sector 76.1% of weight · industry 76.1% · mkt cap 76.1%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

Consumer StaplesCPB, KDP, PM, DNUT

Information TechnologyPATH, CRWD, OKTA, TWLO, ADP · other

Health CareNTRA, MRNA, ABBV, ABT, TDOC · other

Communication ServicesDKNG, GOOG

Energy

IndustrialsUBER, ZBRA, EXPD, EXPE

MaterialsPG, CLX

FinancialsMA, WFC

Consumer DiscretionarySBUX, AMZN, KN

UnclassifiedACWI, BRK.A, VT, SLACK TECHNOLOGIES INC COM, LIVONGO HEALTH INC · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 76.1% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (19 classified)BRANDYWINE MANAGERS, LLC centroid (Small Core)

Consumer StaplesInformation TechnologyHealth CareIndustrialsFinancialsCommunication Services

Style box summary for BRANDYWINE MANAGERS, LLC: centroid Small Core. Heaviest cells: Small Core 43.8%, Small Growth 7.1%, Large Growth 6.8%.

Classified: 60.1% of book weight (19/40 names) · unclassified 39.9%: ACWI, CRWD, NTRA, NET, TWST, IOT, MDB, GH, SNOW, GPCR +11 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 40 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	CPBTHE CAMPBELLS COMPANY	3,329,500	$74M	43.6%	HOLD
2	ACWIISHARES TR	293,679	$41M	23.9%	HOLD
3	CRWDCROWDSTRIKE HLDGS INC	32,124	$13M	7.4%	HOLD
4	PATHUIPATH INC	1,009,684	$11M	6.6%	HOLD
5	NVDANVIDIA CORPORATION	18,860	$3M	1.9%	TRIM −3%
6	NTRANATERA INC	14,588	$3M	1.7%	TRIM −6%
7	UBERUBER TECHNOLOGIES INC	29,354	$2M	1.2%	HOLD
8	NETCLOUDFLARE INC	9,906	$2M	1.2%	HOLD
9	AMDADVANCED MICRO DEVICES INC	7,098	$1M	0.8%	HOLD
10	CRMSALESFORCE INC	6,913	$1M	0.8%	HOLD
11	DDOGDATADOG INC	10,100	$1M	0.7%	HOLD
12	ALNYALNYLAM PHARMACEUTICALS INC	3,168	$1M	0.6%	TRIM −12%
13	TWSTTWIST BIOSCIENCE CORP	20,970	$996,494	0.6%	HOLD
14	IOTSAMSARA INC	30,970	$981,439	0.6%	HOLD
15	MAMASTERCARD INCORPORATED	1,785	$891,893	0.5%	HOLD
16	MDBMONGODB INC	3,521	$861,835	0.5%	HOLD
17	ISRGINTUITIVE SURGICAL INC	1,858	$856,519	0.5%	TRIM −15%
18	VICRVICOR CORP	5,303	$853,783	0.5%	NEW
19	GHGUARDANT HEALTH INC	9,133	$843,615	0.5%	TRIM −10%
20	SNOWSNOWFLAKE INC	4,988	$752,290	0.4%	HOLD
21	PANWPALO ALTO NETWORKS INC	4,689	$751,740	0.4%	NEW
22	GPCRSTRUCTURE THERAPEUTICS INC	13,357	$643,807	0.4%	HOLD
23	LLYELI LILLY & CO	697	$641,080	0.4%	HOLD
24	KYMRKYMERA THERAPEUTICS INC	7,570	$630,505	0.4%	NEW
25	AVGOBROADCOM INC	1,967	$608,806	0.4%	NEW
26	BEAMBEAM THERAPEUTICS INC	25,455	$606,593	0.4%	ADD 37%
27	MPWRMONOLITHIC PWR SYS INC	542	$592,596	0.3%	NEW
28	GOOGALPHABET INC	1,857	$532,699	0.3%	NEW
29	MRNAMODERNA INC	9,510	$483,108	0.3%	HOLD
30	BLLNBILLIONTOONE INC	5,750	$453,905	0.3%	NEW
31	HTFLHEARTFLOW INC	16,774	$408,111	0.2%	HOLD
32	TXG10X GENOMICS INC	18,938	$402,054	0.2%	HOLD
33	VKTXVIKING THERAPEUTICS INC	12,301	$400,275	0.2%	HOLD
34	RLAYRELAY THERAPEUTICS INC	38,429	$382,369	0.2%	HOLD
35	KVYOKLAVIYO INC	17,384	$338,293	0.2%	HOLD
36	SDGRSCHRODINGER INC	28,456	$323,260	0.2%	ADD 36%
37	TWLOTWILIO INC	2,357	$296,558	0.2%	HOLD
38	OKTAOKTA INC	2,809	$221,096	0.1%	TRIM −28%
39	PDPAGERDUTY INC	30,517	$189,511	0.1%	HOLD
40	ABCLABCELLERA BIOLOGICS INC	28,488	$99,423	0.1%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

CPBTHE CAMPBELLS COMPANY

—

3.3M

$74M

ACWIISHARES TR

346K

294K

$41M

CRWDCROWDSTRIKE HLDGS INC

33K

32K

$13M

PATHUIPATH INC

1.0M

$11M

NVDANVIDIA CORPORATION

21K

20K

19K

$3M

NTRANATERA INC

18K

16K

15K

$3M

UBERUBER TECHNOLOGIES INC

29K

$2M

NETCLOUDFLARE INC

10K

$2M

AMDADVANCED MICRO DEVICES INC

$1M

CRMSALESFORCE INC

$1M

DDOGDATADOG INC

10K

$1M

ALNYALNYLAM PHARMACEUTICALS INC

$1M

TWSTTWIST BIOSCIENCE CORP

21K

$996,494

IOTSAMSARA INC

31K

$981,439

MAMASTERCARD INCORPORATED

$891,893

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

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