Spinecap SAS as of Dec. 31, 2025
Portfolio Holdings for Spinecap SAS
Spinecap SAS holds 13 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 17.6 | $41M | 131k | 313.00 | |
| Thermo Fisher Scientific (TMO) | 17.4 | $41M | 70k | 579.45 | |
| Apollo Global Mgmt (APO) | 13.7 | $32M | 221k | 144.76 | |
| Mastercard Cl A (MA) | 8.6 | $20M | 35k | 570.88 | |
| Danaher Corporation (DHR) | 5.0 | $12M | 51k | 228.92 | |
| Amazon (AMZN) | 5.0 | $12M | 50k | 230.82 | |
| Visa Com Cl A (V) | 4.9 | $11M | 33k | 350.71 | |
| TransDigm Group Incorporated (TDG) | 4.9 | $11M | 8.6k | 1329.85 | |
| Broadcom (AVGO) | 4.9 | $11M | 33k | 346.10 | |
| Synopsys (SNPS) | 4.9 | $11M | 24k | 469.72 | |
| Blackstone Group Inc Com Cl A (BX) | 4.5 | $11M | 68k | 154.14 | |
| Blackrock (BLK) | 4.3 | $10M | 9.4k | 1070.34 | |
| United Rentals (URI) | 4.2 | $9.7M | 12k | 809.32 |
