Institutional Fund
Spinecap Sas
Paris, FranceCIK 20117274 filings on record
Portfolio Value
$272.50M
Q1 2026
Holdings
15
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+17.1%
from $232.61M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apollo Global Mgmt Inc13.3%
- Mastercard Incorporated13.3%
- Thermo Fisher Scientific Inc12.5%
- Alphabet Inc11.7%
- Microsoft Corp11.5%
- Kkr & Co Inc5.4%
- Other32.3%
Portfolio Holdings
15 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apollo Global Mgmt Inc | 324.6K | $36.16M | 13.3% | +103.9K | Added |
| 2 | Mastercard Incorporated | 72.3K | $36.11M | 13.3% | +37.2K | Added |
| 3 | Thermo Fisher Scientific Inc | 69.5K | $34.17M | 12.5% | −520 | Reduced |
| 4 | Alphabet Inc | 111.3K | $32.00M | 11.7% | −19.6K | Reduced |
| 5 | Microsoft Corp | 84.6K | $31.33M | 11.5% | +84.6K | New |
| 6 | Kkr & Co Inc | 160.4K | $14.84M | 5.4% | +160.4K | New |
| 7 | Blackstone Inc | 90.5K | $10.41M | 3.8% | +22.6K | Added |
| 8 | Amazon Com Inc | 48.1K | $10.02M | 3.7% | −2.1K | Reduced |
| 9 | Blackrock Inc | 10.3K | $9.94M | 3.6% | +948 | Added |
| 10 | Broadcom Inc | 32.0K | $9.90M | 3.6% | −792 | Reduced |
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