DOSSIER · 13F-HR · Q1 2026

BRANDYWINE MANAGERS, LLC

BRANDYWINE MANAGERS's family office based in Omaha, NE — $170M in tracked AUM across 40 positions as of Q1 2026.

BM

BRANDYWINE MANAGERS·Omaha, NE·Family Office

CIK 0001135121 · last filed Mar 31, 2026

Total AUM

$170M

▼ 3.5%

vs prior

Holdings

40

—

positions

Whale Score

73

73

strong

Activity

—

no data

changes this Q

Top sector

Tech

10% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of Brandywine Managers, LLC SEC 13F Filing

Report Period: Q3 2025

1. Portfolio Overview

Brandywine Managers, LLC reported a significant contraction in portfolio assets during the third quarter of 2025, with the total value decreasing by 45.3%, dropping from $100.63M to $55.02M. This reduction in assets under management (AUM) coincides with a substantial shift in investment strategy, characterized by a move away from broad diversification and passive v...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

THE CAMPBELLS COMPANY

$74M3.3M43.6%

02

ISHARES TR

$41M294K23.9%

03

CROWDSTRIKE HLDGS INC

$13M32K7.4%

04

UIPATH INC

$11M1.0M6.6%

05

NVIDIA CORPORATION

$3M19K1.9%

06

NATERA INC

$3M15K1.7%

07

UBER TECHNOLOGIES INC

$2M29K1.2%

08

CLOUDFLARE INC

$2M10K1.2%

09

ADVANCED MICRO DEVICES INC

$1M7K0.8%

10

SALESFORCE INC

$1M7K0.8%

Filing history

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