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:
33.56%
Gain -0.23%
Monthly
1.46%
Yearly
18.97%
Drawdown
29.17%
$690.73M
Equity
Holdings
$690.73M
Investment
$625.59M
$95.76M
Profit -$1.83M
Realized
$30.63M
Unrealized
$65.14M
Dividends
$10.47M
Goals
Avg. 44% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.23%
Profit
-$1.83M
Win %
67%
This Week
Compared To Last Week
Gain
-0.27%
Profit
-$1.83M
Win %
67%
This Month
Compared to last month
Gain
2.48%
Profit
$16.7M
Win %
67%
This Year
Compared to last year
Gain
-2.45%
Profit
-$17.49M
Win %
62%
SNDK SanDisk Corporation
+13.67%
+$826,270.72 
S SentinelOne Inc.
+6.91%
+$6,395.62 
PLTR Palantir Technologies Inc.
+4.66%
+$50,115.4 
MU Micron Technology, Inc.
+4.23%
+$10,868.29 
TSLA Tesla, Inc.
+3.8%
+$585,722.23 
INTC Intel Corporation
+3.58%
+$26,753.71 
LRCX Lam Research Corporation
+3.34%
+$507,406.37 
META Meta Platforms Inc Class A
+2.79%
+$113,291.5 
MSTR Strategy Inc.
+2.39%
+$1,423.29 
MRVL Marvell Technology, Inc.
+2.35%
+$42,549.28 
BLK BlackRock, Inc.
+1.89%
+$2,193 
ALB Albemarle Corporation
+1.67%
+$137,980.78 
ALGN Align Technology, Inc.
+1.25%
+$6,156.31 
AAPL Apple Inc.
+1%
+$108,763.34 
GOOGL Alphabet Inc
+0.82%
+$65,691.67 
TJX The TJX Companies, Inc.
+0.79%
+$6,180 
BSX Boston Scientific Corporation
+0.53%
+$3,020.22 
NYT New York Times Co.
+0.28%
+$255.6 
A Agilent Technologies Inc.
0%
-$0.1 
ABBV AbbVie Inc.
0%
$0 
ABNB Airbnb, Inc.
0%
$0 
ACM Aecom
0%
$0 
ADBE Adobe Inc.
0%
$0 
AKAM Akamai Technologies Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
APH Amphenol Corporation
0%
$0 
APG Api Group Corporation
0%
$0 
APP AppLovin Corporation Class A Common Stock
0%
-$0.02 
ARM Arm Holdings plc American Depositary Receipt
0%
$0 
AVGO Broadcom Inc.
0%
+$0.17 
BABA Alibaba Group Holding Limited SP ADR
0%
$0 
BAC Bank of America Corporation
0%
$0 
BJ BJ's Wholesale Club Holdings, Inc.
0%
$0 
BKNG Booking Holdings Inc.
0%
+$0.62 
C Citigroup Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
CLS Celestica Inc.
0%
+$0.01 
CME CME Group Inc.
0%
$0 
COR Cencora, Inc.
0%
-$0.09 
COO The Cooper Companies, Inc.
0%
$0 
CRM Salesforce Inc
0%
-$0.01 
CRTO Criteo S.A. American Depositary Receipt
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CTAS Cintas Corporation
0%
+$0.03 
CVX Chevron Corporation
0%
-$0.59 
CVS CVS Health Corporation
0%
$0 
DECK Deckers Outdoor Corporation
0%
$0 
DGX Quest Diagnostics Inc.
0%
$0 
DHR Danaher Corporation
0%
+$0.12 
DOCU DocuSign Inc.
0%
$0 
DXCM DexCom, Inc.
0%
$0 
ECL Ecolab Inc.
0%
$0 
ELV Elevance Health, Inc.
0%
-$0.02 
EMBC Embecta Corp.
0%
$0 
EMR Emerson Electric Co.
0%
$0 
FERG Ferguson Enterprises Inc
0%
$0 
FSLR First Solar, Inc.
0%
$0 
GLW Corning Incorporated
0%
$0 
GOOG Alphabet Inc
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HLT Hilton Worldwide Holdings Inc.
0%
$0 
HON Honeywell International Inc.
0%
$0 
HPE Hewlett Packard Enterprise Company
0%
$0 
HOOD Robinhood Markets, Inc.
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
INTU Intuit Inc.
0%
+$0.01 
IQV IQVIA Holdings Inc.
0%
-$0.04 
ISRG Intuitive Surgical, Inc.
0%
+$0.06 
JBL Jabil Inc.
0%
$0 
JNJ Johnson & Johnson
0%
+$0.02 
JPM JPMorgan Chase & Co.
0%
+$0.07 
KMI Kinder Morgan, Inc.
0%
$0 
KLAC KLA Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
LH Labcorp Holdings Inc.
0%
-$0.04 
LLY Eli Lilly and Company
0%
-$2.75 
MOD Modine Manufacturing Company
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MRNA Moderna, Inc.
0%
$0 
MSCI MSCI Inc.
0%
$0 
MSFT Microsoft Corp.
0%
+$0.42 
MSI Motorola Solutions, Inc.
0%
$0 
NDAQ Nasdaq, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NET Cloudflare Inc.
0%
-$0.07 
NFLX Netflix, Inc.
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
ON ON Semiconductor Corporation
0%
$0 
ORCL Oracle Corporation
0%
$0 
PANW Palo Alto Networks, Inc.
0%
-$0.22 
PG Procter & Gamble Co
0%
-$1.31 
PH Parker-Hannifin Corporation
0%
$0 
PPG PPG Industries Inc.
0%
$0 
PSX Phillips 66
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
+$0.02 
RKLB Rocket Lab Corporation
0%
$0 
RTX RTX Corporation
0%
$0 
RVTY Revvity Inc.
0%
$0 
SCCO Southern Copper Corporation
0%
$0 
SPGI S&P Global Inc.
0%
$0 
SYK Stryker Corporation
0%
$0 
SYM Symbotic Inc. Class A
0%
$0 
TDG TransDigm Group Inc.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TPR Tapestry Inc.
0%
-$0.71 
TRMB Trimble Inc.
0%
$0 
TTD The Trade Desk, Inc. Class A
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UI Ubiquiti Inc.
0%
$0 
V Visa Inc. Class A
0%
-$0.02 
VEEV Veeva Systems Inc.
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
$0 
VRT Vertiv Holdings Co
0%
+$0.37 
VZ Verizon Communications Inc.
0%
$0 
WAB Wabtec Corporation
0%
$0 
WAT Waters Corporation
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WMS Advanced Drainage Systems, Inc.
0%
$0 
WM Waste Management, Inc.
0%
-$0.01 
WMB The Williams Companies, Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
ZTS Zoetis Inc.
0%
$0 
ZS Zscaler Inc.
0%
-$0.01 
ZWS Zurn Elkay Water Solutions Corporation
0%
$0 
GEV GE Vernova Inc.
0%
-$0.22 
XYZ Block, Inc.
0%
$0 
HTO SJW Group
0%
$0 
ANET Arista Networks, Inc.
-3.27%
-$227,177.6 
AMAT Applied Materials, Inc.
-2.48%
-$441,196.02 
UNH UnitedHealth Group Incorporated
-1.61%
-$202.43 
BDX Becton, Dickinson and Company
-0.88%
-$1,932 
WMT Walmart Inc.
-0.25%
-$3,207.13 
BRK-B Berkshire Hathaway Inc.
-0.02%
-$134.16 
MELI MercadoLibre, Inc.
0%
-$4.8 
COST Costco Wholesale Corporation
0%
-$2.24 Events
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Dividends
Dividend Analysis
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| Trades 739 | Longs Won 455/739 61% | Profit Factor 2.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.57M |
| Average Win $366,718.8 | Best Trade (Aug 25) $38.59M | Sharpe Ratio -1.64 |
| Average Loss -$250,334.12 | Worst Trade (Aug 28) -$16.75M | Z-Score 5.74 (100%) |
| Commissions $0 | Avg. Trade Length 8m 2w 1d | Expectancy $129,583.44 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% |
| Consecutive Losing Trades | 2,762 | 2,486 | 2,210 | 1,934 | 1,657 | 1,381 | 1,105 | 829 | 552 | 276 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 10,432 | $1.4M | $1.55M | - | $143,173.62 | 10.2% | 0.0 |
| AAPL Apple Inc. | 36,134 | $9.5M | $11.03M | - | $1.53M | 16.1% | +0.996% |
| ABBV AbbVie Inc. | 3,959 | $900,379.27 | $984,840.8 | - | $84,461.53 | 9.38% | 0.0 |
| ABNB Airbnb, Inc. | 276 | $36,269.52 | $49,706.22 | - | $13,436.7 | 37.05% | 0.0 |
| ACM Aecom | 801 | $62,238.72 | $48,893.04 | - | -$13,345.68 | -21.44% | 0.0 |
| ADBE Adobe Inc. | 446 | $120,677.5 | $115,402.5 | - | -$5,275 | -4.37% | 0.0 |
| AKAM Akamai Technologies Inc. | 3,090 | $354,886.5 | $379,390.2 | - | $24,503.7 | 6.9% | 0.0 |
| ALB Albemarle Corporation | 64,477 | $8.77M | $8.41M | - | -$355,913.04 | -4.06% | +1.667% |
| ALGN Align Technology, Inc. | 2,824 | $540,370.91 | $497,588.8 | - | -$42,782.11 | -7.92% | +1.253% |
| AMAT Applied Materials, Inc. | 32,417 | $22.68M | $17.33M | - | -$5.35M | -23.6% | -2.483% |
| AMD Advanced Micro Devices, Inc. | 10,870 | $1.06M | $5.25M | - | $4.19M | 394.66% | 0.0 |
| AMZN Amazon.com Inc | 35,372 | $7.69M | $9.45M | - | $1.77M | 22.97% | 0.0 |
| ANET Arista Networks, Inc. | 33,020 | $3.15M | $6.72M | - | $3.57M | 113.41% | -3.268% |
| APG Api Group Corporation | 2,078 | $50,520.57 | $90,496.9 | - | $39,976.33 | 79.13% | 0.0 |
| APH Amphenol Corporation | 15,200 | $1.34M | $1.29M | - | -$48,335.92 | -3.61% | 0.0 |
| APP AppLovin Corporation Class A Common Stock | 2,126 | $1.1M | $645,793.76 | - | -$449,585.24 | -41.04% | 0.0 |
| ARM Arm Holdings plc American Depositary Receipt | 4,612 | $504,137.72 | $1.25M | - | $749,726.72 | 148.71% | 0.0 |
| AVGO Broadcom Inc. | 14,164 | $3.4M | $5.89M | - | $2.5M | 73.51% | 0.0 |
| BABA Alibaba Group Holding Limited SP ADR | 105 | $14,733.16 | $13,148.1 | - | -$1,585.06 | -10.76% | 0.0 |
| BAC Bank of America Corporation | 1,121 | $63,875 | $72,652.01 | - | $8,777.01 | 13.74% | 0.0 |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Jean-Pierre Dulac?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $8.21M, Eli Lilly and Company - $5.1M, Alphabet Inc - $4.28M, Marvell Technology, Inc - $4.27M, and Procter & Gamble Co - $3.72M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Ares Management Corporation - $2.5M, Global Payments Inc - $1.97M, Palantir Technologies Inc - $1.48M, Moody's Corporation - $1.23M, and Salesforce Inc - $1.21M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jean-Pierre Dulac's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.47M earned over time. The largest contributors to dividend income include Procter & Gamble Co - $4.14M, Texas Instruments Inc - $1.35M, PPG Industries Inc - $1.3M, Eli Lilly and Company - $989,362.05, and Hewlett Packard Enterprise Company - $253,962.22. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jean-Pierre Dulac's monthly returns?
Jean-Pierre Dulac's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Jean-Pierre Dulac's strategy be considered aggressive or moderate?
Jean-Pierre Dulac's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Jean-Pierre Dulac's strategy?
Jean-Pierre Dulac's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
