Spinecap Sas
$272M 13F equity value
19 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| APO | APOLLO GLOBAL MGMT INC | 324,580 | $36M | 13.3% |
| MA | MASTERCARD INC | 72,272 | $36M | 13.3% |
| TMO | THERMO FISHER SCIENTIFIC INC | 69,508 | $34M | 12.5% |
| GOOGL | ALPHABET INC | 111,279 | $32M | 11.7% |
| MSFT | MICROSOFT CORP | 84,648 | $31M | 11.5% |
| KKR | KKR & CO INC | 160,400 | $15M | 5.4% |
| BX | BLACKSTONE INC | 90,534 | $10M | 3.8% |
| AMZN | AMAZON COM INC | 48,110 | $10M | 3.7% |
| BLK | BLACKROCK INC | 10,336 | $10M | 3.6% |
| AVGO | BROADCOM INC | 31,997 | $10M | 3.6% |
Track Spinecap Sas's 13F portfolio: $272M in reported holdings, 19 positions. Top holdings and quarterly changes on SentiSense.