Spinecap SAS
Latest statistics and disclosures from Spinecap SAS's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002011727
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Positions held by Spinecap SAS consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Spinecap SAS
Spinecap SAS holds 12 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Lam Research (LRCX) | 16.9 | $32M | 333k | 97.34 |
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| Thermo Fisher Scientific (TMO) | 15.5 | $30M | 73k | 405.46 |
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| Alphabet Cap Stk Cl A (GOOGL) | 15.3 | $29M | 167k | 176.23 |
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| KLA-Tencor Corporation (KLAC) | 8.7 | $17M | 19k | 895.74 |
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| United Rentals (URI) | 8.2 | $16M | 21k | 753.40 |
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| Blackrock (BLK) | 5.1 | $9.8M | 9.4k | 1048.49 |
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| Blackstone Group Inc Com Cl A (BX) | 5.1 | $9.7M | 65k | 149.54 |
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| Kkr & Co (KKR) | 5.0 | $9.7M | 73k | 132.94 |
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| Applied Materials (AMAT) | 5.0 | $9.7M | 53k | 183.07 |
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| Mastercard Incorporated Cl A (MA) | 5.0 | $9.7M | 17k | 561.69 |
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| Amazon (AMZN) | 5.0 | $9.7M | 44k | 219.39 |
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| Apollo Global Mgmt (APO) | 5.0 | $9.7M | 68k | 141.80 |
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Past Filings by Spinecap SAS
SEC 13F filings are viewable for Spinecap SAS going back to 2025
- Spinecap SAS 2025 Q2 filed Jan. 16, 2026