HedgeMountain

Brandywine Managers, LLC

Hockessin, DE · CRD 137388
Hedge fund manager

Brandywine Managers, LLC is an SEC-registered investment adviser based in Hockessin, DE that reports managing 28 hedge funds on Form ADV. It reports $14.0 billion in regulatory assets under management. Its private funds, of all types, hold $14.0 billion in gross assets. Its disclosed U.S. stock holdings returned an estimated -1.4% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +24.3% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.

Regulatory assets under management
$14.0 billionForm ADV Item 5.F
Gross assets of private funds
$14.0 billionAll private fund types, Form ADV
Hedge funds managed
2842 private funds in total
Employees
5Form ADV Item 5.A
Registration
SEC-registered adviserCRD 137388
Latest Form ADV
07/14/2026Disciplinary disclosures: none reported

Estimated 13F portfolio performance

Est. 2026 YTD-1.4%Through Q2 2026 · S&P 500 +9.5%
Est. 2-year return+24.3%Q3 2024 – Q2 2026
S&P 500+37.2%Same quarters, price only
13F holdings$202.2 million46 positions, 2026-06-30
$96$116$137Q3 2024Q1 2025Q3 2025Q1 202613F est. $124S&P 500 $137
QuarterEst. 13F returnS&P 500
Q2 2026+17.9%+14.8%
Q1 2026-16.4%-4.6%
Q4 2025+5.1%+2.4%
Q3 2025+3.9%+7.8%
Q2 2025+20.7%+10.4%
Q1 2025-5.0%-4.5%
Q4 2024+1.7%+2.1%
Q3 2024-1.0%+5.4%

Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures

Largest disclosed holdings

  • The Campbells Company$74.1 million
  • Ishares MSCI Acwi ETF$46.1 million
  • Crowdstrike Holdings Inc$24.8 million
  • Uipath Inc$11.0 million
  • Natera Inc$4.0 million
  • Nvidia Corp$3.0 million
  • Advanced Micro Devices Inc Com$3.0 million
  • Datadog Inc$2.6 million
  • Cloudflare Inc$2.6 million
  • Twist Bioscience Corp$2.2 million

As of 2026-06-30, from 13F filing by Brandywine Managers, LLC.

From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures