13F HOLDINGS REPORT
Spinecap SAS
Quarter ended Q4 2025 · Filed January 16, 2026 · Accession 0002011727-26-000002
Total Value
$192.2M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LAM RESEARCH CORP | LRCX | 332,999 | $32.4M | 16.87% |
| 2 | THERMO FISHER SCIENTIFIC INC | TMO | 73,444 | $29.8M | 15.50% |
| 3 | ALPHABET INC | GOOG | 166,761 | $29.4M | 15.29% |
| 4 | KLA CORP | KLAC | 18,735 | $16.8M | 8.73% |
| 5 | UNITED RENTALS INC | URI | 21,030 | $15.8M | 8.25% |
| 6 | BLACKROCK INC | BLK | 9,388 | $9.8M | 5.12% |
| 7 | BLACKSTONE INC | BX | 65,056 | $9.7M | 5.06% |
| 8 | KKR AND CO INC | KKRT | 72,961 | $9.7M | 5.05% |
| 9 | APPLIED MATLS INC | 038222105 | 52,899 | $9.7M | 5.04% |
| 10 | MASTERCARD INCORPORATED | MA | 17,208 | $9.7M | 5.03% |
| 11 | AMAZON COM INC | AMZN | 44,053 | $9.7M | 5.03% |
| 12 | APOLLO GLOBAL MGMT INC | 03769M106 | 68,106 | $9.7M | 5.03% |