BDL CAPITAL MANAGEMENT

BDL CAPITAL MANAGEMENT is an actively managed fund with $120M in assets under management, currently maintaining a focused portfolio of 17 positions. The strategy exhibits significant conviction in technology and financial sectors, highlighted by a dominant allocation to Microsoft ($77.9M). Further notable holdings include Google ($6.3M) and UBS ($4.1M), suggesting targeted exposure to market leaders and key financial institutions. This concentrated approach demonstrates a high-conviction mandate within its current investment universe.

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