Spinecap SAS
Spinecap SAS reported 16 positions worth $334.7M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: MA (12.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | MA | SH | $40.6M | 12.14% | 79,137 | — | — | |
| ▸ 2 | APO | SH | $38.0M | 11.36% | 321,513 | — | — | |
| ▸ 3 | GOOGL | SH | $36.5M | 10.91% | 102,204 | — | — | |
| ▸ 4 | TMO | SH | $36.3M | 10.86% | 72,481 | — | — | |
| ▸ 5 | SUNB | SH | $35.6M | 10.64% | 476,262 | — | — | |
| ▸ 6 | MSFT | SH | $32.4M | 9.68% | 86,879 | — | — | |
| ▸ 7 | KKR | SH | $19.0M | 5.68% | 207,250 | — | — | |
| ▸ 8 | DHR | SH | $12.0M | 3.58% | 62,846 | — | — | |
| ▸ 9 | V | SH | $11.3M | 3.37% | 32,857 | — | — | |
| ▸ 10 | SNPS | SH | $11.2M | 3.33% | 25,016 | — | — |
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Frequently Asked Questions
What stocks does Spinecap SAS hold as of Q2 2026?
Spinecap SAS reported 16 positions worth $334.7M in its Q2 2026 13F filing. Largest positions: MA (12.1%), APO (11.4%), GOOGL (10.9%), TMO (10.9%) and SUNB (10.6%).
What did Spinecap SAS buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Spinecap SAS sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.