Spinecap SAS
- SEC CIK
- 0002011727
- Latest filing
- Jul 27, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jan 16, 2026. Long positions only.
- Positions
- 12
- No filing for Q1 2025
- Portfolio value
- $192.2M
- No filing for Q1 2025
Spinecap SAS did not file a 13F for Q1 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LRCXLam Research Corp | Stock | 332,999 | $32.4M | 16.9% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 73,444 | $29.8M | 15.5% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 166,761 | $29.4M | 15.3% | – | – | History |
| KLACKLA Corp | COM NEW | 18,735 | $16.8M | 8.7% | – | – | History |
| URIUnited Rentals, Inc. | COM | 21,030 | $15.8M | 8.2% | – | – | History |
| BLKBlackRock, Inc. | Stock | 9,388 | $9.84M | 5.1% | – | – | History |
| BXBlackstone Inc. | COM | 65,056 | $9.73M | 5.1% | – | – | History |
| KKRKKR & Co. Inc. | COM | 72,961 | $9.70M | 5.0% | – | – | History |
| AMATApplied Materials Inc | Stock | 52,899 | $9.68M | 5.0% | – | – | History |
| MAMastercard Inc | Stock | 17,208 | $9.67M | 5.0% | – | – | History |
| AMZNAmazon Com Inc | Stock | 44,053 | $9.66M | 5.0% | – | – | History |
| APOApollo Global Management, Inc. | COM | 68,106 | $9.66M | 5.0% | – | – | History |