Spinecap SAS reported 16 holdings worth US$335M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
Spinecap SAS reported 16 holdings worth US$335M as of Jun 30, 2026. Largest: Mastercard Incorporated, Apollo Global Management, Inc. (new) and Alphabet Inc (google) Class C. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 16
- Value as reported
- US$335M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Mastercard Incorporated | 79,137 | US$40.6M | 12.1% |
| Apollo Global Management, Inc. (new) | 322K | US$38M | 11.4% |
| Alphabet Inc (google) Class C | 102K | US$36.5M | 10.9% |
| Thermo Fisher Scientific Inc | 72,481 | US$36.3M | 10.9% |
| Sunbelt Rentals Holdings, Inc. | 476K | US$35.6M | 10.6% |
| Microsoft Corp. | 86,879 | US$32.4M | 9.7% |
| Kkr & Co. Inc. | 207K | US$19M | 5.7% |
| Danaher Corporation | 62,846 | US$12M | 3.6% |
| Visa Inc. | 32,857 | US$11.3M | 3.4% |
| Synopsys, Inc. | 25,016 | US$11.2M | 3.3% |
| Transdigm Group Inc. | 8,189 | US$10.9M | 3.3% |
| Broadcom Inc. | 28,541 | US$10.8M | 3.2% |
| Blackstone Inc. | 88,740 | US$10.4M | 3.1% |
| Amazon.com, Inc. | 43,353 | US$10.3M | 3.1% |
| Blackrock, Inc. | 10,047 | US$9.66M | 2.9% |
| Intercontinental Exchange Inc. | 77,981 | US$9.6M | 2.9% |