§ 13F · FUND PROFILE
Spinecap SAS.
AUM · $335M (13F)Positions · 16Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$36M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MA | MASTERCARD INC - A | 79K | $41M | 12.1% | +10% |
| 2 | APO | APOLLO GLOBAL MANAGEMENT INC | 322K | $38M | 11.4% | −1% |
| 3 | GOOGL | ALPHABET INC-CL A | 102K | $37M | 10.9% | −8% |
| 4 | TMO | THERMO FISHER SCIENTIFIC INC | 72K | $36M | 10.9% | +4% |
| 5 | SUNB | SUNBELT RENTALS HOLDINGS INC | 476K | $36M | 10.6% | NEW |
| 6 | MSFT | MICROSOFT CORP | 87K | $32M | 9.7% | +3% |
| 7 | KKR | KKR & CO INC | 207K | $19M | 5.7% | +29% |
| 8 | DHR | DANAHER CORP | 63K | $12M | 3.6% | +27% |
| 9 | V | VISA INC | 33K | $11M | 3.4% | +5% |
| 10 | SNPS | SYNOPSYS INC | 25K | $11M | 3.3% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SPINECAP SIGNAL
AC read
Spinecap SAS is a Other fund managing $335 million in assets. The fund runs a focused portfolio of just 16 positions.
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