Long-term investor
Bleichroeder LP @bleichroederlp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001781002).
Record
- Tracked since 2025-06-30 (434 days), 91 trades recorded
- Returns: week n/a · month n/a · 90 days -6.8% · 6 months -11.0% · 1 year +3.5% · all +3.5%
- Max drawdown -11.2% · Sharpe -0.09 · win rate 28% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GLD · 31.3% · long · since 2025-06-30
- GPGI · 11.3% · long · since 2025-06-30
- SPY · 9.0% · long · since 2025-06-30
- RHLD · 8.1% · long · since 2025-06-30
- LIN · 5.6% · long · since 2025-06-30
- DUOT · 3.5% · long · since 2025-06-30
- DTIL · 2.8% · long · since 2025-06-30
- CUE · 2.1% · long · since 2026-06-30
- BX · 1.9% · long · since 2025-06-30
- IMMX · 1.8% · long · since 2025-06-30
- IDN · 1.5% · long · since 2025-06-30
- SPGI · 1.5% · long · since 2025-06-30