Spinecap SAS as of June 30, 2025
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 | |
| Thermo Fisher Scientific (TMO) | 15.5 | $30M | 73k | 405.46 | |
| Alphabet Cap Stk Cl A (GOOGL) | 15.3 | $29M | 167k | 176.23 | |
| KLA-Tencor Corporation (KLAC) | 8.7 | $17M | 19k | 895.74 | |
| United Rentals (URI) | 8.2 | $16M | 21k | 753.40 | |
| Blackrock (BLK) | 5.1 | $9.8M | 9.4k | 1048.49 | |
| Blackstone Group Inc Com Cl A (BX) | 5.1 | $9.7M | 65k | 149.54 | |
| Kkr & Co (KKR) | 5.0 | $9.7M | 73k | 132.94 | |
| Applied Materials (AMAT) | 5.0 | $9.7M | 53k | 183.07 | |
| Mastercard Incorporated Cl A (MA) | 5.0 | $9.7M | 17k | 561.69 | |
| Amazon (AMZN) | 5.0 | $9.7M | 44k | 219.39 | |
| Apollo Global Mgmt (APO) | 5.0 | $9.7M | 68k | 141.80 |
