Spinecap SAS — 13F holdings

Spinecap SAS reported 16 holdings worth $335M in its 13F filing for Q2 2026, filed July 27, 2026.

Largest positions

  1. MA MASTERCARD INCORPORATED — $40.6M (12.1%)
  2. APO APOLLO GLOBAL MGMT INC — $38.0M (11.4%)
  3. GOOGL ALPHABET INC — $36.5M (10.9%)
  4. TMO THERMO FISHER SCIENTIFIC INC — $36.3M (10.9%)
  5. SUNB SUNBELT RENTALS HOLDINGS INC — $35.6M (10.6%)
  6. MSFT MICROSOFT CORP — $32.4M (9.7%)
  7. KKR KKR & CO INC — $19.0M (5.7%)
  8. DHR DANAHER CORPORATION — $12.0M (3.6%)
  9. V Visa Inc — $11.3M (3.4%)
  10. SNPS Synopsys Inc — $11.2M (3.3%)