Long-term investor
Brandywine Managers, LLC @brandywinemanagersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001135121).
Record
- Tracked since 2025-06-30 (445 days), 59 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year -3.8% · all -3.8%
- Max drawdown n/a · win rate 14% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CPB · 36.7% · long · since 2025-12-31
- ACWI · 22.8% · long · since 2025-06-30
- CRWD · 12.2% · long · since 2025-06-30
- PATH · 5.4% · long · since 2025-06-30
- NTRA · 2.0% · long · since 2025-06-30
- NVDA · 1.5% · long · since 2025-06-30
- AMD · 1.5% · long · since 2025-06-30
- DDOG · 1.3% · long · since 2025-06-30
- NET · 1.3% · long · since 2025-06-30
- TWST · 1.1% · long · since 2025-06-30
- 90353T100 · 1.0% · long · since 2025-06-30
- VICR · 1.0% · long · since 2026-03-31