Spinecap SAS: 13F holdings
CIK 20117272026Q2
| Positions | 16 |
|---|
| Reported value | $334.7m |
|---|
| Filed | 2026-07-27 |
|---|
Change since last quarter
| Positions | 16 (+1 vs prior quarter) |
|---|
| Reported value | $334.7m (+22.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MA MASTERCARD INC - A | 79,137 | $40.6m | 12.1% |
| APO APOLLO GLOBAL MANAGEMENT INC | 321,513 | $38.0m | 11.4% |
| GOOGL ALPHABET INC-CL A | 102,204 | $36.5m | 10.9% |
| TMO THERMO FISHER SCIENTIFIC INC | 72,481 | $36.3m | 10.9% |
| SUNB SUNBELT RENTALS HOLDINGS INC | 476,262 | $35.6m | 10.6% |
| MSFT MICROSOFT CORP | 86,879 | $32.4m | 9.7% |
| KKR KKR & CO INC | 207,250 | $19.0m | 5.7% |
| DHR DANAHER CORP | 62,846 | $12.0m | 3.6% |
| V VISA INC | 32,857 | $11.3m | 3.4% |
| SNPS SYNOPSYS INC | 25,016 | $11.2m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2011727")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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