Spinecap SAS as of March 31, 2026
Portfolio Holdings for Spinecap SAS
Spinecap SAS holds 15 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apollo Global Mgmt (APO) | 13.3 | $36M | 325k | 111.42 | |
| Mastercard Cl A (MA) | 13.3 | $36M | 72k | 499.66 | |
| Thermo Fisher Scientific (TMO) | 12.5 | $34M | 70k | 491.53 | |
| Alphabet Cap Stk Cl A (GOOGL) | 11.7 | $32M | 111k | 287.56 | |
| Microsoft Corporation (MSFT) | 11.5 | $31M | 85k | 370.17 | |
| Kkr & Co (KKR) | 5.4 | $15M | 160k | 92.50 | |
| Blackstone Group Inc Com Cl A (BX) | 3.8 | $10M | 91k | 114.99 | |
| Amazon (AMZN) | 3.7 | $10M | 48k | 208.27 | |
| Blackrock (BLK) | 3.6 | $9.9M | 10k | 961.71 | |
| Broadcom (AVGO) | 3.6 | $9.9M | 32k | 309.51 | |
| TransDigm Group Incorporated (TDG) | 3.6 | $9.8M | 8.5k | 1158.96 | |
| Intercontinental Exchange (ICE) | 3.5 | $9.6M | 61k | 157.28 | |
| Visa Com Cl A (V) | 3.5 | $9.5M | 31k | 302.24 | |
| Synopsys (SNPS) | 3.4 | $9.4M | 24k | 396.48 | |
| Danaher Corporation (DHR) | 3.4 | $9.4M | 49k | 189.60 |
