Holdings
Spinecap SAS
As of Jun 30, 2026, Spinecap SAS reported 16 positions worth US$335M. Largest: Mastercard Incorporated, Apollo Global Management, Inc. (new) and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Mastercard Incorporated | 79,137 | US$40.6M | +6,865 | Jun 30, 2026 |
| Apollo Global Management, Inc. (new) | 322K | US$38M | −3,067 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 102K | US$36.5M | −9,075 | Jun 30, 2026 |
| Thermo Fisher Scientific Inc | 72,481 | US$36.3M | +2,973 | Jun 30, 2026 |
| Sunbelt Rentals Holdings, Inc. | 476K | US$35.6M | new | Jun 30, 2026 |
| Microsoft Corp. | 86,879 | US$32.4M | +2,231 | Jun 30, 2026 |
| Kkr & Co. Inc. | 207K | US$19M | +46,850 | Jun 30, 2026 |
| Danaher Corporation | 62,846 | US$12M | +13,421 | Jun 30, 2026 |
| Visa Inc. | 32,857 | US$11.3M | +1,557 | Jun 30, 2026 |
| Synopsys, Inc. | 25,016 | US$11.2M | +1,350 | Jun 30, 2026 |