BRANDYWINE MANAGERS, LLC

Thesis

Brandywine Managers, LLC, established in 1998 and headquartered in Hockessin, Delaware, is an investment advisory firm operating primarily as a fund-of-funds. As of December 31, 2024, the firm reported approximately $12.9 billion in client assets under management (AUM), with another source indicating $8.33 billion managing 30 private funds. Their investment strategies encompass Global, Multi-Strategy, and Special Assets, with a distinct focus on private investment companies. They act as a fiduciary, providing investment supervisory services on a discretionary basis. Clients are cautioned about significant risks, including illiquidity and strategy-specific risks. Fees are charged quarterly, with potential for performance-based compensation. The firm's latest 13F filing as of March 31, 2026, reported a portfolio value of $169.91 million, including holdings in The Campbell's Company, iShares Trust - iShares MSCI ACWI ETF, UiPath, Inc., CrowdStrike Holdings, Inc., and NVIDIA Corporation.