Spinecap SAS as of June 30, 2026
Portfolio Holdings for Spinecap SAS
Spinecap SAS holds 16 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mastercard Inc - A Cl A (MA) | 12.1 | $41M | 79k | 513.60 | |
| Apollo Global Mgmt (APO) | 11.4 | $38M | 322k | 118.31 | |
| Alphabet Inc-cl A Cap Stk Cl A (GOOGL) | 10.9 | $37M | 102k | 357.37 | |
| Thermo Fisher Scientific (TMO) | 10.9 | $36M | 73k | 501.36 | |
| Sunbelt Rentals Holdings SHS (SUNB) | 10.6 | $36M | 476k | 74.81 | |
| Microsoft Corporation (MSFT) | 9.7 | $32M | 87k | 373.02 | |
| Kkr & Co (KKR) | 5.7 | $19M | 207k | 91.78 | |
| Danaher Corporation (DHR) | 3.6 | $12M | 63k | 190.48 | |
| Visa Com Cl A (V) | 3.4 | $11M | 33k | 343.09 | |
| Synopsys (SNPS) | 3.3 | $11M | 25k | 446.07 | |
| TransDigm Group Incorporated (TDG) | 3.3 | $11M | 8.2k | 1332.04 | |
| Broadcom (AVGO) | 3.2 | $11M | 29k | 377.75 | |
| Blackstone Group Inc Com Cl A (BX) | 3.1 | $10M | 89k | 117.67 | |
| Amazon (AMZN) | 3.1 | $10M | 43k | 238.34 | |
| Blackrock (BLK) | 2.9 | $9.7M | 10k | 961.56 | |
| Intercontinental Exchange (ICE) | 2.9 | $9.6M | 78k | 123.11 |
