BRANDYWINE MANAGERS, LLC BEAM — BEAM THERAPEUTICS INC

Ownership history in BRANDYWINE MANAGERS, LLC  ·  22 quarters on record

AI Ownership Summary

BRANDYWINE MANAGERS, LLC reported BEAM THERAPEUTICS INC (BEAM) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.43% in 2025 Q3. The latest visible filing shows BEAM at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BEAM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BRANDYWINE MANAGERS, LLC's position in BEAM THERAPEUTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BEAM was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BEAM stock page BRANDYWINE MANAGERS, LLC fund profile BRANDYWINE MANAGERS, LLC full holdings
How BRANDYWINE MANAGERS, LLC held BEAM — position size vs. price
% of Fund (quarterly)    BEAM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 18,606 — 0% 0.26% $516K 2026-02-14 (Est.) $27.92
2025 Q3 UNCHANGED — — — 18,606 — 0% 0.43% $452K 2025-11-14 $21.72
2025 Q2 ADDED — — — 18,606 +7,300 +64.6% 0.31% $316K 2025-08-14 $17.63
2025 Q1 UNCHANGED — — — 11,306 — 0% 0.26% $221K 2025-05-15 $17.25
2024 Q4 UNCHANGED — — — 11,306 — 0% 0.30% $280K 2025-02-13 $28.61
2024 Q3 ADDED — — — 11,306 +3,239 +40.2% 0.30% $277K 2024-11-14 $26.31
2024 Q1 UNCHANGED — — — 8,067 — 0% 0.26% $267K 2024-05-15 $24.11
2023 Q4 UNCHANGED — — — 8,067 — 0% 0.24% $220K 2024-02-14 $31.29
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BEAM

As of 2026 Q1 — sorted by position size

PEREGRINE INVESTMENT MANAGEMENT INC 4.87% Amova Asset Management Americas, Inc. 3Y 7Y 1.29% Alessandra Capital Management, LLC 1.26% Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.47% Privium Fund Management B.V. 3Y 0.32% Canal Insurance CO 3Y 7Y 0.2% IvyRock Asset Management (HK) Ltd 3Y 0.12% WEALTH EFFECTS LLC 3Y 0.09% PROFUND ADVISORS LLC 3Y 7Y 0.07% Sumitomo Mitsui Trust Group, Inc. 3Y 7Y 0.06%

FAQ About BRANDYWINE MANAGERS, LLC and BEAM

These are the practical questions this page is built to answer before you even open the full history table.

How long has BRANDYWINE MANAGERS, LLC reported owning BEAM?

BRANDYWINE MANAGERS, LLC reported BEAM across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BEAM position in BRANDYWINE MANAGERS, LLC's portfolio?

The largest reported portfolio weight for BEAM was 0.43% in 2025 Q3.

What is the latest reported BEAM position on this page?

The most recent filing on this page is 2025 Q4, when BRANDYWINE MANAGERS, LLC reported 18,606 shares, equal to 0.26% of portfolio, with an estimated market value of $516K.

What does the chart on this BEAM ownership page compare?

The chart compares BRANDYWINE MANAGERS, LLC's quarterly BEAM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BRANDYWINE MANAGERS, LLC time their BEAM position?

Based on 13F filing dates vs. subsequent BEAM price moves, BRANDYWINE MANAGERS, LLC correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on BEAM relative to SPY over the holding period was -11.2%.

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