StockDriftsStockDriftsTop 50 Bleichroeder LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | 31.31% | 475.0K | $175.0M | +0.00%(+0) | $140.88(+186.89%) | 2026-06-30 | |
| GPGI | GPGI INC | 11.26% | 3.97M | $63.0M | +0.06%(+2.50K) | $5.88(+117.49%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 9.04% | 67.6K | $50.5M | +0.00%(+0) | $621.88(+24.68%) | 2026-06-30 | |
| RHLD | RESOLUTE HLDGS MGMT INC | 8.12% | 314.2K | $45.4M | +0.00%(+0) | $31.34(+325.85%) | 2026-06-30 | |
| LIN | LINDE PLC | 5.61% | 60.4K | $31.4M | -11.74%(-8.04K) | $203.31(+135.53%) | 2026-06-30 | |
| DUOT | DUOS TECHNOLOGIES GROUP INC | 3.49% | 1.63M | $19.5M | +0.00%(+0) | $5.44(+67.43%) | 2026-06-30 | |
| DTIL | PRECISION BIOSCIENCES INC | 2.84% | 2.02M | $15.9M | +21.39%(+355.69K) | $4.95(+47.52%) | 2026-06-30 | |
| BX | BLACKSTONE INC | 1.91% | 90.8K | $10.7M | +0.00%(+0) | $67.37(+107.46%) | 2026-06-30 | |
| IMMX | IMMIX BIOPHARMA INC | 1.84% | 1.00M | $10.3M | +0.00%(+0) | $4.79(+128.79%) | 2026-06-30 | |
| IDN | INTELLICHECK MOBILISA INC | 1.51% | 2.06M | $8.4M | -0.83%(-17.24K) | $6.24(-39.90%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.70% | +50.91% | +3.06% | +16.29% |
| Top 20 Holdings Unweighted | +10.55% | +35.10% | -2.50% | -11.90% |
Bleichroeder LP reports $558.94M in US-listed equity holdings across 78 positions in its most recent 13F filing. Its largest disclosed positions are GLD (31.3%), GPGI (11.3%) and SPY (9.0%). The top 20 holdings account for 86.57% of reported assets. Its disclosed equity book has returned +50.91% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bleichroeder LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1781002). View Bleichroeder LP’s 13F filings on SEC