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Bleichroeder LP

CIK:0001781002
Investment Adviser
$2B AUM
76 holdings
New York, NY, United States
Founded:1946
10 employees
Latest filing:Jun 30, 2025

Bleichroeder LP is a financial services firm based in New York, specializing in investment management and advisory services.

Investment Strategy

Custom portfolio management strategies for long-term growth.

Latest 13F Filing Activity

Bleichroeder LP filed their most recent 13F report on Jun 30, 2025 disclosing 70 equity positions with a total 13F market value of $407M. The fund increased holdings in Composecure Inc., SPDR Gold TR, Mdxhealth SA among other positions. Bleichroeder LP reduced exposure to Intevac Inc., Optinose Inc., Siriusxm Holdings Inc. among others.

Top Buys
C
CMPOCOMPOSECURE INC
+$12.8M
G
GLDSPDR GOLD TR
+$7.9M
M
MDXHMDXHEALTH SA
+$5.8M
I
IDNINTELLICHECK INC
+$4.9M
D
DTILPRECISION BIOSCIENCES INC
+$4.5M
Top Sells
I
IVACINTEVAC INC
-$20.1M
O
OPTNOPTINOSE INC
-$2.5M
S
SIRISIRIUSXM HOLDINGS INC
-$1.4M
S
SPIRSPIRE GLOBAL INC
-$606.8K
M
MODDMODULAR MED INC
-$605.2K

Top Holdings

G
GLDSPDR GOLD TR
+35.6%$144.8M
C
CMPOCOMPOSECURE INC
+13.6%$55.2M
L
LINLINDE PLC
+9.7%$39.5M
S
SPYSPDR S&P 500 ETF TR
+4.7%$18.9M
M
MDXHMDXHEALTH SA
+4.0%$16.3M

Equity Positions (70)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
SPDR GOLD TR35.59%$144.8M475,000$142.90$304.83+$7.9M
COMPOSECURE INC13.58%$55.2M3,919,466$5.50$14.09+$12.8M
LINDE PLC9.71%$39.5M84,214$355.44$469.18+$298.1K
SPDR S&P 500 ETF TR4.66%$18.9M30,670$579.33$617.85+$3.0M
MDXHEALTH SA4.01%$16.3M7,378,333$2.94$2.21+$5.8M

Industry Allocation

COMMODITY CONTRACTS BROKERS & DEALERS
+35.7%
FINANCE SERVICES
+14.0%
INDUSTRIAL INORGANIC CHEMICALS
+9.7%
SERVICES-PREPACKAGED SOFTWARE
+5.6%
SERVICES-MEDICAL LABORATORIES
+4.0%