Bleichroeder Lp Portfolio Stock Holdings

According to the SEC 13F filed on August 13, 2026, Bleichroeder Lp disclosed 60 stock positions valued at approximately $558.94M as of quarter-end June 30, 2026. The largest holdings include SPDR GOLD TR, GPGI INC, and STATE STR SPDR S&P 500 ETF T.

Report Period
June 30, 2026
No. of Stocks
60
Portfolio Value
$558.94M
Holdings by Sector
Bleichroeder Lp Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
SPDR GOLD TRGLDOther31.31%475,000--$174,980,500
GPGI INCCMPOIndustrials11.26%3,972,176+2,500+0.06%$62,958,985
STATE STR SPDR S&P 500 ETF TSPYOther9.04%67,645--$50,515,257
RESOLUTE HLDGS MGMT INCRHLDOther8.12%314,166--$45,406,412
LINDE PLCLINOther5.61%60,434-8,040-11.74%$31,361,620
DUOS TECHNOLOGIES GROUP INCDUOTTechnology3.49%1,627,806--$19,533,672
PRECISION BIOSCIENCES INCDTILHealthcare2.84%2,018,190+355,690+21.39%$15,862,973
BLACKSTONE INCBXFinancial Services1.91%90,750--$10,678,553
IMMIX BIOPHARMA INCIMMXHealthcare1.84%1,000,000--$10,310,000
INTELLICHECK MOBILISA INCIDNTechnology1.51%2,056,343-17,240-0.83%$8,431,006
S&P GLOBAL INCSPGIFinancial Services1.46%20,000--$8,145,200
IDENTIV INCINVEIndustrials1.30%2,884,495--$7,268,927
LIQTECH INTL INCLIQTIndustrials1.05%6,882,239+3,700,000+116.27%$5,843,021
ENVOY MEDICAL INCCOCHHealthcare0.89%6,250,000--$4,950,000
CULLINAN THERAPEUTICS INCCGEMHealthcare0.81%250,000+150,000+150.00%$4,552,500
WELLTOWER INCWELLReal Estate0.81%20,000--$4,539,400
EYEPOINT INCEYPTHealthcare0.81%316,515--$4,526,165
FLUENT INCFLNTCommunication Services0.76%1,142,857-285,714-20.00%$4,262,857
GENELUX CORPORATIONGNLXHealthcare0.74%1,380,666--$4,155,805
COGENT BIOSCIENCES INCCOGTHealthcare0.69%100,000+100,000+100.00%$3,870,000
INVESCO QQQ TRQQQOther0.61%4,640--$3,416,896
JPMORGAN CHASE & COJPMFinancial Services0.60%10,200-4,800-32.00%$3,338,766
MDXHEALTH SAMDXHOther0.54%7,378,333--$3,029,544
OPUS GENETICS INCOCUPOther0.54%736,842--$3,028,421
GRUPO TELEVISA S A BTVCommunication Services0.50%1,030,000--$2,791,300
BARFRESH FOOD GROUP INCBRFHConsumer Defensive0.50%1,390,758--$2,781,516
DIAMEDICA THERAPEUTICS INCDMACHealthcare0.48%382,317--$2,691,512
RANK ONE COMPUTING CORPROCOther0.47%500,000--$2,635,000
SPIRE GLOBAL INCSPIRIndustrials0.45%135,000+135,000+100.00%$2,511,000
IDEAL PWR INCIPWRIndustrials0.38%400,000+100,000+33.33%$2,144,000
Showing 30 of 60 holdings in the latest reporting period.