JD
Jean-Pierre Dulac Portfolio
Invests via Vega Investment Solutions | Managed by Jean-Pierre Dulac
Invests via Vega Investment Solutions
Managed by Jean-Pierre Dulac
Automatically Tracked
Seasoned European investor and board director with deep experience in private equity, corporate development and growth equity, concentrating on industrials, business services and B2B software. Jean-Pierre Dulac combines deal execution, portfolio operational improvement and strategic M&A to drive value creation for mid-market companies. Regularly chairs boards, leads turnaround programs and sources cross-border transactions; background includes engineering and management education and extensive relationships across family offices, sponsors and corporate acquirers.
Seasoned European investor and board director with deep experience in private equity, corporate development and growth equity, concentrating on industrials, business services and B2B software. Jean-Pierre Dulac combines deal execution, portfolio operational improvement and strategic M&A to drive value creation for mid-market companies. Regularly chairs boards, leads turnaround programs and sources cross-border transactions; background includes engineering and management education and extensive relationships across family offices, sponsors and corporate acquirers.
Investment Philosophy & Strategy
Focused on mid‑market industrials, business services and B2B software, he deploys a hands‑on, operationally driven private equity approach that prioritizes cash flow improvement, strategic M&A and governance‑led turnarounds. Capital allocation favors control or control‑like positions enabling active board leadership and a multi‑year horizon to execute restructurings and growth initiatives. Risk discipline blends conservative leverage, stagewise value realization and cross‑border sourcing to access proprietary opportunities via sponsor, family office and corporate networks.
Focused on mid‑market industrials, business services and B2B software, he deploys a hands‑on, operationally driven private equity approach that prioritizes cash flow improvement, strategic M&A and governance‑led turnarounds. Capital allocation favors control or control‑like positions enabling active board leadership and a multi‑year horizon to execute restructurings and growth initiatives. Risk discipline blends conservative leverage, stagewise value realization and cross‑border sourcing to access proprietary opportunities via sponsor, family office and corporate networks.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
8.6%
Gain
Monthly
0.45%
Yearly
5.49%
Drawdown
29.22%
$506.84M
Equity
Holdings
$506.84M
Investment
$413.41M
$114.38M
Profit -$1.31M
Realized
$20.96M
Unrealized
$93.43M
Dividends
$8.8M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.31M
Win %
64%
This Week
Compared To Last Week
Gain
-1.78%
Profit
-$9.2M
Win %
64%
This Month
Compared to last month
Gain
-0.66%
Profit
-$3.34M
Win %
64%
This Year
Compared to last year
Gain
21.44%
Profit
$89.85M
Win %
64%
SFM Sprouts Farmers Market, Inc.
+4.85%
+$703.29 
MRK Merck & Co., Inc.
+2.78%
+$52,980.2 
PANW Palo Alto Networks, Inc.
+2.77%
+$277,605.52 
HWM Howmet Aerospace Inc.
+1.93%
+$7,693.33 
ABBV AbbVie Inc.
+1.9%
+$34,364 
JNJ Johnson & Johnson
+1.87%
+$1,330.95 
HPQ HP Inc.
+1.86%
+$10,800 
CVS CVS Health Corporation
+1.81%
+$1,706.12 
CAH Cardinal Health Inc.
+1.8%
+$47,688.33 
UNH UnitedHealth Group Incorporated
+1.66%
+$925.32 
LLY Eli Lilly and Company
+1.56%
+$1.68M 
RTX RTX Corporation
+1.4%
+$110,758.4 
COR Cencora, Inc.
+1.39%
+$33,604.01 
ORCL Oracle Corporation
+1.37%
+$23,407.3 
EQIX Equinix, Inc.
+1.32%
+$1,296.89 
VZ Verizon Communications Inc.
+1.32%
+$463.42 
BJ BJ's Wholesale Club Holdings, Inc.
+1.31%
+$436.76 
WTRG Essential Utilities Inc.
+1.29%
+$586.5 
AWK American Water Works Company, Inc.
+1.23%
+$387.27 
CRWD CrowdStrike Holdings, Inc.
+1.18%
+$36,439.35 
DLR Digital Realty Trust, Inc.
+1.18%
+$725.97 
LH Labcorp Holdings Inc.
+1.14%
+$11,968.74 
ZS Zscaler Inc.
+1.12%
+$412.02 
WMT Walmart Inc.
+1.08%
+$12,488.04 
MSI Motorola Solutions, Inc.
+1.08%
+$535.8 
DGX Quest Diagnostics Inc.
+1.07%
+$15,052.8 
TMUS T-Mobile US, Inc.
+0.94%
+$343.98 
CYRX Cryoport Inc.
+0.94%
+$579.54 
CNM Core & Main Inc.
+0.92%
+$402.36 
GEV GE Vernova Inc.
+0.88%
+$6,566.38 
MSEX Middlesex Water Company
+0.88%
+$235.5 
PH Parker-Hannifin Corporation
+0.86%
+$14,606.89 
AKAM Akamai Technologies Inc.
+0.85%
+$7,575 
BRK-B Berkshire Hathaway Inc.
+0.8%
+$6,590.79 
MANH Manhattan Associates Inc.
+0.8%
+$211.9 
VRNS Varonis Systems, Inc.
+0.77%
+$373.68 
HTO SJW Group
+0.75%
+$114.46 
RPD Rapid7 Inc.
+0.7%
+$78.2 
ROL Rollins, Inc.
+0.68%
+$280.86 
CWT California Water Service Group
+0.67%
+$153.53 
JPM JPMorgan Chase & Co.
+0.64%
+$30,038.8 
REGN Regeneron Pharmaceuticals, Inc.
+0.64%
+$8,896.52 
LNG Cheniere Energy Inc.
+0.59%
+$760 
ORLY O'Reilly Automotive Inc.
+0.57%
+$1,237.5 
VRTX Vertex Pharmaceuticals Incorporated
+0.5%
+$175.93 
CEG Constellation Energy Corporation
+0.49%
+$11,844.48 
PG Procter & Gamble Co
+0.47%
+$461,535.5 
VLTO Veralto Corporation
+0.46%
+$139.63 
PLNT Planet Fitness Inc.
+0.45%
+$90.48 
HPE Hewlett Packard Enterprise Company
+0.44%
+$71,834 
TJX The TJX Companies, Inc.
+0.44%
+$3,307.23 
PPG PPG Industries Inc.
+0.44%
+$168,225.75 
OKTA Okta Inc.
+0.43%
+$168.84 
AAPL Apple Inc.
+0.4%
+$62,265.25 
WAB Wabtec Corporation
+0.37%
+$223.1 
AIT Applied Industrial Technologies Inc.
+0.32%
+$117.6 
ECL Ecolab Inc.
+0.3%
+$249 
CAT Caterpillar Inc.
+0.23%
+$5,311.55 
WM Waste Management, Inc.
+0.21%
+$80.08 
KMI Kinder Morgan, Inc.
+0.17%
+$592.13 
COST Costco Wholesale Corporation
+0.07%
+$33.92 
FERG Ferguson Enterprises Inc
+0.06%
+$25.76 
CLH Clean Harbors Inc.
+0.01%
+$12.12 
HOLX Hologic Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.63%
-$432,291.39 
CDNS Cadence Design Systems, Inc.
-10.41%
-$243,603.66 
SNPS Synopsys, Inc.
-9.65%
-$9,775.89 
NFLX Netflix, Inc.
-8.51%
-$13,413.27 
AXON Axon Enterprise, Inc.
-5.98%
-$1,879.78 
META Meta Platforms Inc Class A
-5.24%
-$284,445.78 
PRCT Procept BioRobotics Corporation
-4.66%
-$693.62 
KLAC KLA Corporation
-4.39%
-$4,820 
FOUR Shift4 Payments, Inc.
-3.79%
-$756.56 
IBM International Business Machines Corporation
-3.64%
-$33,107.38 
INTC Intel Corporation
-3.59%
-$62,640 
CLS Celestica Inc.
-3.47%
-$31,649.97 
MDB MongoDB Inc.
-3%
-$1,613.76 
GLW Corning Incorporated
-2.98%
-$6,822.6 
TXN Texas Instruments Inc
-2.96%
-$1.32M 
AMD Advanced Micro Devices, Inc.
-2.92%
-$176,459.58 
GDDY Godaddy Inc.
-2.89%
-$503.18 
ACM Aecom
-2.82%
-$543.72 
CRTO Criteo S.A. American Depositary Receipt
-2.79%
-$659.84 
SYK Stryker Corporation
-2.74%
-$961.95 
DSGX The Descartes Systems Group Inc.
-2.67%
-$684.45 
IT Gartner Inc.
-2.62%
-$236.25 
UBER Uber Technologies, Inc.
-2.61%
-$13,510.01 
A Agilent Technologies Inc.
-2.57%
-$35,483.1 
BKNG Booking Holdings Inc.
-2.54%
-$10,318 
QCOM QUALCOMM Incorporated
-2.54%
-$15,722.23 
MELI MercadoLibre, Inc.
-2.51%
-$5,587.2 
MSFT Microsoft Corp.
-2.49%
-$481,913.76 
FISV Fiserv, Inc.
-2.46%
-$166.37 
NDAQ Nasdaq, Inc.
-2.33%
-$1,446.51 
SYM Symbotic Inc. Class A
-2.17%
-$1,001.91 
KO The Coca-Cola Company
-2.14%
-$1,141.14 
CSGP CoStar Group, Inc.
-2.06%
-$393.12 
ANET Arista Networks, Inc.
-2.04%
-$113,502.8 
GOOGL Alphabet Inc
-2.03%
-$165,823.2 
GOOG Alphabet Inc
-2.03%
-$294,157.42 
BABA Alibaba Group Holding Limited SP ADR
-1.98%
-$214.36 
HQY HealthEquity Inc.
-1.84%
-$1,417.78 
BSY Bentley Systems, Incorporated Class B
-1.84%
-$507.52 
NYT New York Times Co.
-1.83%
-$844.4 
RVTY Revvity Inc.
-1.83%
-$20,390.69 
GNTX Gentex Corporation
-1.83%
-$327.6 
VRT Vertiv Holdings Co
-1.82%
-$68,725.67 
MSCI MSCI Inc.
-1.8%
-$1,023.5 
DXCM DexCom, Inc.
-1.79%
-$2,009 
TTEK Tetra Tech, Inc.
-1.79%
-$330.05 
PTC PTC Inc.
-1.77%
-$642.67 
MRVL Marvell Technology, Inc.
-1.75%
-$84,981.86 
WAT Waters Corporation
-1.74%
-$19,506.4 
LFUS Littelfuse Inc.
-1.73%
-$892.16 
TRU TransUnion
-1.69%
-$397.21 
SNOW Snowflake Inc.
-1.67%
-$1,560.46 
NVDA NVIDIA Corporation
-1.65%
-$251,534.16 
MTD Mettler-Toledo International Inc.
-1.59%
-$360.74 
DIS The Walt Disney Company
-1.58%
-$363.4 
MA Mastercard Incorporated
-1.57%
-$10,279.4 
TMO Thermo Fisher Scientific Inc.
-1.57%
-$2,188.36 
HUBS HubSpot, Inc.
-1.52%
-$289.85 
AVGO Broadcom Inc.
-1.45%
-$106,524.88 
SPGI S&P Global Inc.
-1.43%
-$711.77 
ELV Elevance Health, Inc.
-1.42%
-$5,145.38 
ALGN Align Technology, Inc.
-1.41%
-$6,736.84 
BLK BlackRock, Inc.
-1.4%
-$17,320.42 
STN Stantec Inc.
-1.38%
-$372.48 
OSIS Osi Systems Inc.
-1.36%
-$687.35 
TOST Toast Inc.
-1.33%
-$215.46 
TTC The Toro Company
-1.32%
-$325.12 
BSX Boston Scientific Corporation
-1.25%
-$5,824.56 
WMB The Williams Companies, Inc.
-1.23%
-$15,059.48 
NTRA NATERA INC (Common Stock) – ticker 45E
-1.23%
-$903.63 
CRM Salesforce Inc
-1.19%
-$3,665.38 
DOCU DocuSign Inc.
-1.15%
-$177.12 
ABNB Airbnb, Inc.
-1.14%
-$466.44 
INTU Intuit Inc.
-1.13%
-$230.46 
ARM Arm Holdings plc American Depositary Receipt
-1.08%
-$31,752.11 
JBTM JBT Marel Corporation
-1.05%
-$459.9 
IQV IQVIA Holdings Inc.
-1.03%
-$7,870.63 
AOS A. O. Smith Corporation
-0.99%
-$222.6 
COO The Cooper Companies, Inc.
-0.98%
-$7,210.06 
SPSC SPS Commerce Inc.
-0.93%
-$161.04 
MSA Msa Safety Inc.
-0.91%
-$312.84 
ADBE Adobe Inc.
-0.9%
-$257.42 
S SentinelOne Inc.
-0.89%
-$318.85 
CTAS Cintas Corporation
-0.84%
-$5,489.29 
MRNA Moderna, Inc.
-0.83%
-$3,461.85 
ADSK Autodesk, Inc.
-0.8%
-$979.18 
SCCO Southern Copper Corporation
-0.79%
-$7,576.2 
APG Api Group Corporation
-0.76%
-$627.75 
DHR Danaher Corporation
-0.73%
-$14,801.95 
C Citigroup Inc.
-0.71%
-$4,780.2 
MOD Modine Manufacturing Company
-0.65%
-$185.42 
ROP Roper Technologies Inc.
-0.63%
-$135.11 
PGNY Progyny Inc.
-0.6%
-$142.31 
WMS Advanced Drainage Systems, Inc.
-0.57%
-$237.01 
NOW ServiceNow, Inc.
-0.57%
-$362.85 
AMZN Amazon.com Inc
-0.48%
-$50,619.03 
ZWS Zurn Elkay Water Solutions Corporation
-0.47%
-$113.85 
HLT Hilton Worldwide Holdings Inc.
-0.42%
-$2,979.77 
WCN Waste Connections Inc.
-0.41%
-$210.96 
ALRM Alarm.com Holdings Inc.
-0.41%
-$103.62 
GNRC Generac Holdings Inc.
-0.39%
-$104.37 
ZTS Zoetis Inc.
-0.35%
-$1,067.04 
UI Ubiquiti Inc.
-0.33%
-$45.25 
MAS Masco Corporation
-0.32%
-$68.9 
HD The Home Depot, Inc.
-0.27%
-$110.56 
XYL Xylem Inc.
-0.12%
-$47.85 
IEX IDEX Corporation
-0.09%
-$48.3 
TEAM Atlassian Corporation Class A
-0.03%
-$4.59 
TYL Tyler Technologies Inc.
-0.03%
-$5.4 
CARR Carrier Global Corporation
-0.01%
-$3.2 Events
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Dividends
Dividend Analysis
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| Trades 604 | Longs Won 353/604 58% | Profit Factor 5.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.7M |
| Average Win $398,443.56 | Best Trade (Jul 10) $35.79M | Sharpe Ratio -2.62 |
| Average Loss -$104,647.68 | Worst Trade (Jul 14) -$15.04M | Z-Score 1.94 (94.74%) |
| Commissions $0 | Avg. Trade Length 9m 2d | Expectancy $189,377.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.09% |
| Consecutive Losing Trades | 4,854 | 4,369 | 3,883 | 3,398 | 2,913 | 2,427 | 1,942 | 1,456 | 971 | 485 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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