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:
21.47%
Gain -0.58%
Monthly
1.14%
Yearly
14.66%
Drawdown
18%
$702.03M
Equity
Holdings
$702.03M
Investment
$587.59M
$126.68M
Profit -$4.34M
Realized
$12.25M
Unrealized
$114.44M
Dividends
$9.31M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.58%
Profit
-$4.34M
Win %
54%
This Week
Compared To Last Week
Gain
-0.41%
Profit
-$2.87M
Win %
54%
This Month
Compared to last month
Gain
-0.41%
Profit
-$2.87M
Win %
54%
This Year
Compared to last year
Gain
12.07%
Profit
$75.61M
Win %
54%
MRNA Moderna, Inc.
+7.45%
+$23,137 
CYRX Cryoport Inc.
+4.83%
+$2,841.64 
INTC Intel Corporation
+4.43%
+$1.09M 
META Meta Platforms Inc Class A
+4.24%
+$188,527.95 
AMD Advanced Micro Devices, Inc.
+4.02%
+$264,348 
CLH Clean Harbors Inc.
+3.92%
+$4,367.24 
KLAC KLA Corporation
+3.91%
+$4,000.5 
MRVL Marvell Technology, Inc.
+3.73%
+$279,666.72 
WMT Walmart Inc.
+3.43%
+$494,820.28 
CNM Core & Main Inc.
+3.32%
+$1,604.65 
WM Waste Management, Inc.
+2.89%
+$944.02 
TJX The TJX Companies, Inc.
+2.75%
+$3,172.5 
VLTO Veralto Corporation
+2.73%
+$722.25 
REGN Regeneron Pharmaceuticals, Inc.
+2.66%
+$203,388.64 
TTEK Tetra Tech, Inc.
+2.47%
+$384.58 
ARM Arm Holdings plc American Depositary Receipt
+2.27%
+$102,144 
WAT Waters Corporation
+2.12%
+$24,126.6 
CVS CVS Health Corporation
+2.11%
+$1,020.6 
CAT Caterpillar Inc.
+1.83%
+$12,600.95 
A Agilent Technologies Inc.
+1.81%
+$25,712.72 
CARR Carrier Global Corporation
+1.76%
+$374.4 
LLY Eli Lilly and Company
+1.76%
+$1.82M 
PH Parker-Hannifin Corporation
+1.73%
+$32,057.82 
AIT Applied Industrial Technologies Inc.
+1.7%
+$585.76 
ROL Rollins, Inc.
+1.69%
+$688.56 
ZTS Zoetis Inc.
+1.55%
+$4,832.43 
IEX IDEX Corporation
+1.52%
+$740.6 
GNTX Gentex Corporation
+1.5%
+$266.4 
ACM Aecom
+1.36%
+$267.72 
ORLY O'Reilly Automotive Inc.
+1.36%
+$2,000.7 
WCN Waste Connections Inc.
+1.25%
+$547.91 
ISRG Intuitive Surgical, Inc.
+1.24%
+$44,126.57 
TTC The Toro Company
+1.24%
+$284.16 
SFM Sprouts Farmers Market Inc.
+1.19%
+$183.21 
DHR Danaher Corporation
+1.16%
+$20,852.6 
APG Api Group Corporation
+1.15%
+$972 
MSA Msa Safety Inc.
+0.92%
+$297 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$7,060.17 
MAS Masco Corporation
+0.83%
+$152.37 
CTAS Cintas Corporation
+0.81%
+$188.94 
BDX Becton, Dickinson and Company
+0.81%
+$60,473.66 
COST Costco Wholesale Corporation
+0.79%
+$400.68 
IQV IQVIA Holdings Inc.
+0.78%
+$3,860.58 
VRTX Vertex Pharmaceuticals Incorporated
+0.78%
+$242.36 
ABBV AbbVie Inc.
+0.78%
+$11,217.46 
BJ BJ's Wholesale Club Holdings, Inc.
+0.7%
+$221.96 
RVTY Revvity Inc.
+0.7%
+$7,203 
OSIS Osi Systems Inc.
+0.69%
+$342.51 
CSX CSX Corporation
+0.65%
+$64,830.6 
SYK Stryker Corporation
+0.59%
+$184.44 
WMB The Williams Companies, Inc.
+0.52%
+$999 
CAH Cardinal Health Inc.
+0.5%
+$11,735.5 
EQIX Equinix, Inc.
+0.48%
+$504.4 
LH Labcorp Holdings Inc.
+0.47%
+$4,672.64 
DGX Quest Diagnostics Inc.
+0.33%
+$4,369.05 
GNRC Generac Holdings Inc.
+0.31%
+$108.75 
AME Ametek Inc.
+0.21%
+$575.52 
WRB W.R. Berkley Corporation
+0.21%
+$15,356.52 
TXN Texas Instruments Inc
+0.15%
+$78,090.5 
AWK American Water Works Company, Inc.
+0.12%
+$35.1 
UBER Uber Technologies, Inc.
+0.1%
+$1,015.21 
GEHC GE HealthCare Technologies Inc.
+0.07%
+$0.52 
BSX Boston Scientific Corporation
+0.04%
+$230.3 
ABC AmerisourceBergen Corporation
0%
$0 
ANTM Anthem Inc
0%
$0 
COO
0%
$0 
EXAS Exact Sciences Corp
0%
$0 
FI Fiserv, Inc.
0%
$0 
HOLX Hologic Inc.
0%
$0 
JBT John Bean Technologies Corporation
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
SJW SJW Group
0%
$0 
SNOW
0%
$0 
RPD Rapid7 Inc.
-9.07%
-$703.8 
GPN Global Payments Inc.
-8.36%
-$1.07M 
OKTA Okta Inc.
-7.88%
-$2,859.56 
NOW ServiceNow, Inc.
-7.62%
-$5,983.95 
MDB MongoDB Inc.
-7.56%
-$4,942.96 
HUBS HubSpot, Inc.
-7.41%
-$1,512.15 
IBM International Business Machines Corporation
-7.1%
-$32,732 
FOUR Shift4 Payments, Inc.
-7.09%
-$1,185.02 
TEAM Atlassian Corporation Class A
-6.94%
-$1,158.21 
ZS Zscaler Inc.
-6.79%
-$2,464.56 
VRNS Varonis Systems, Inc.
-6.61%
-$2,460.06 
PLTR Palantir Technologies Inc.
-6.53%
-$423,067.65 
S SentinelOne Inc.
-6.08%
-$1,922.21 
TRU TransUnion
-5.86%
-$1,257.12 
ORCL Oracle Corporation
-5.76%
-$194,050.56 
PANW Palo Alto Networks, Inc.
-5.64%
-$1.23M 
GDDY Godaddy Inc.
-5.17%
-$828.08 
CRM Salesforce Inc
-5.04%
-$48,603.74 
DOCU DocuSign Inc.
-4.9%
-$34,198.2 
TOST Toast Inc.
-4.86%
-$680.96 
DSGX The Descartes Systems Group Inc.
-4.51%
-$1,183 
HPQ HP Inc.
-4.47%
-$29,280 
BSY Bentley Systems, Incorporated Class B
-4.06%
-$1,148.16 
ARES Ares Management Corporation
-4.04%
-$245,894.6 
SPSC SPS Commerce Inc.
-3.89%
-$594 
TMUS T-Mobile US, Inc.
-3.89%
-$291,346.62 
TRMB Trimble Inc.
-3.85%
-$28,495.92 
SYM Symbotic Inc. Class A
-3.83%
-$2,069.88 
NVDA NVIDIA Corporation
-3.55%
-$1.25M 
HQY HealthEquity Inc.
-3.54%
-$2,438.27 
IT Gartner Inc.
-3.45%
-$370.44 
PLNT Planet Fitness Inc.
-3.38%
-$678.6 
INTU Intuit Inc.
-3.32%
-$738.3 
MSFT Microsoft Corp.
-3.11%
-$624,163.96 
TYL Tyler Technologies Inc.
-3.11%
-$585 
ALGN Align Technology, Inc.
-2.99%
-$13,794.6 
ADSK Autodesk, Inc.
-2.98%
-$3,995.96 
CRWD CrowdStrike Holdings, Inc.
-2.77%
-$20,486.4 
BLK BlackRock, Inc.
-2.74%
-$47,727.72 
BABA Alibaba Group Holding Limited SP ADR
-2.69%
-$3,893.12 
MSCI MSCI Inc.
-2.62%
-$233,574 
VZ Verizon Communications Inc.
-2.54%
-$970.78 
AMZN Amazon.com Inc
-2.53%
-$273,260 
MANH Manhattan Associates Inc.
-2.48%
-$625.92 
SCCO Southern Copper Corporation
-2.41%
-$38,714.76 
WMS Advanced Drainage Systems, Inc.
-2.33%
-$867.21 
ADBE Adobe Inc.
-2.24%
-$716.14 
NFLX Netflix, Inc.
-2.17%
-$22,092.86 
ALRM Alarm.com Holdings Inc.
-2.15%
-$466.29 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-2.15%
-$22,267.98 
UI Ubiquiti Inc.
-2.11%
-$310.25 
MELI MercadoLibre, Inc.
-2.05%
-$4,869.18 
SNPS Synopsys, Inc.
-2.03%
-$2,510.19 
CDNS Cadence Design Systems, Inc.
-2.02%
-$8,104.74 
CEG Constellation Energy Corporation
-1.98%
-$48,906.4 
DLR Digital Realty Trust, Inc.
-1.97%
-$1,306.4 
LDOS Leidos Holdings Inc.
-1.96%
-$108,723.36 
PPG PPG Industries Inc.
-1.96%
-$697,365.6 
DIS The Walt Disney Company
-1.92%
-$447.35 
NEM Newmont Corporation
-1.84%
-$160,633.88 
PTC PTC Inc.
-1.81%
-$732.45 
STN Stantec Inc.
-1.76%
-$506.88 
AXON Axon Enterprise, Inc.
-1.76%
-$501.12 
HPE Hewlett Packard Enterprise Company
-1.75%
-$353,782.45 
MOD Modine Manufacturing Company
-1.74%
-$678.18 
MSI Motorola Solutions, Inc.
-1.7%
-$149,867.52 
PGR Progressive Corporation
-1.69%
-$3,163.5 
TMO Thermo Fisher Scientific Inc.
-1.66%
-$1,499.74 
PRCT Procept BioRobotics Corporation
-1.61%
-$333.25 
AAPL Apple Inc.
-1.58%
-$235,320.41 
AJG Arthur J. Gallagher & Co.
-1.55%
-$510.4 
MSEX Middlesex Water Company
-1.48%
-$367.38 
BKNG Booking Holdings Inc.
-1.45%
-$35,174.25 
ROP Roper Technologies Inc.
-1.43%
-$283.2 
NDAQ Nasdaq, Inc.
-1.25%
-$724.9 
CWT California Water Service Group
-1.24%
-$249.2 
SPGI S&P Global Inc.
-1.2%
-$547.18 
MA Mastercard Incorporated
-1.2%
-$10,706.07 
MCO Moody's Corporation
-1.14%
-$82,500.24 
GEV GE Vernova Inc.
-1.04%
-$9,175.65 
C Citigroup Inc.
-0.97%
-$1,244.6 
DXCM DexCom, Inc.
-0.93%
-$975.8 
RTX RTX Corporation
-0.91%
-$65,570.41 
VRT Vertiv Holdings Co.
-0.87%
-$37,644.75 
GOOGL Alphabet Inc
-0.79%
-$71,165.38 
CSGP CoStar Group, Inc.
-0.77%
-$163.54 
GOOG Alphabet Inc
-0.76%
-$238,463.74 
MRK Merck & Co., Inc.
-0.73%
-$11,628 
LFUS Littelfuse Inc.
-0.67%
-$416 
FERG Ferguson Enterprises Inc
-0.65%
-$270.48 
WAB Wabtec Corporation
-0.62%
-$374.9 
ABNB Airbnb, Inc.
-0.57%
-$209.76 
XYL Xylem Inc.
-0.52%
-$181.83 
PGNY Progyny Inc.
-0.5%
-$93.62 
AVGO Broadcom Inc.
-0.49%
-$43,315.74 
ANET Arista Networks, Inc.
-0.47%
-$28,246.56 
ES Eversource Energy
-0.46%
-$36,659.39 
HLT Hilton Worldwide Holdings Inc.
-0.42%
-$5,655.94 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.41%
-$240.24 
LNG Cheniere Energy Inc.
-0.26%
-$310 
PG Procter & Gamble Co
-0.26%
-$246,468.1 
UNH UnitedHealth Group Incorporated
-0.25%
-$125.4 
ECL Ecolab Inc.
-0.23%
-$180 
WTRG Essential Utilities Inc.
-0.09%
-$40.25 
ZWS Zurn Elkay Water Solutions Corporation
-0.05%
-$12.37 
MTD Mettler-Toledo International Inc.
-0.04%
-$8.5 
AOS A. O. Smith Corporation
-0.04%
-$7.42 
NYT New York Times Co.
0%
-$1.8 Events
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Dividends
Dividend Analysis
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| Trades 526 | Longs Won 284/526 53% | Profit Factor 3.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.04M |
| Average Win $600,382.82 | Best Trade (May 28) $30.72M | Sharpe Ratio -0.58 |
| Average Loss -$181,093.3 | Worst Trade (Jun 02) -$19.68M | Z-Score -1.04 (70.14%) |
| Commissions $0 | Avg. Trade Length 8m 3w | Expectancy $240,844.38 |
| 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% | 0.02% |
| Consecutive Losing Trades | 3,876 | 3,488 | 3,101 | 2,713 | 2,326 | 1,938 | 1,550 | 1,163 | 775 | 388 |
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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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