Spinecap SAS as of Sept. 30, 2025
Portfolio Holdings for Spinecap SAS
Spinecap SAS holds 13 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 16.7 | $38M | 156k | 243.10 | |
| Thermo Fisher Scientific (TMO) | 15.7 | $36M | 73k | 485.02 | |
| Lam Research (LRCX) | 15.6 | $36M | 265k | 133.90 | |
| Apollo Global Mgmt (APO) | 10.1 | $23M | 172k | 133.27 | |
| United Rentals (URI) | 5.4 | $12M | 13k | 955.38 | |
| Blackstone Group Inc Com Cl A (BX) | 4.9 | $11M | 65k | 170.83 | |
| Blackrock (BLK) | 4.8 | $11M | 9.4k | 1165.92 | |
| Applied Materials (AMAT) | 4.8 | $11M | 53k | 204.74 | |
| Broadcom (AVGO) | 4.6 | $10M | 32k | 329.91 | |
| Danaher Corporation (DHR) | 4.6 | $10M | 53k | 198.10 | |
| Mastercard Incorporated Cl A (MA) | 4.4 | $10M | 18k | 568.65 | |
| Amazon (AMZN) | 4.3 | $9.7M | 44k | 219.57 | |
| TransDigm Group Incorporated (TDG) | 4.2 | $9.6M | 7.3k | 1317.80 |
