13F HOLDINGS REPORT
Spinecap SAS
Quarter ended Q4 2025 · Filed February 19, 2026 · Accession 0002011727-26-000003
Total Value
$227.2M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 155,945 | $37.9M | 16.69% |
| 2 | THERMO FISHER SCIENTIFIC INC | TMO | 73,444 | $35.6M | 15.68% |
| 3 | LAM RESEARCH CORP | LRCX | 265,049 | $35.5M | 15.62% |
| 4 | APOLLO GLOBAL MGMT INC | 03769M106 | 171,506 | $22.9M | 10.06% |
| 5 | UNITED RENTALS INC | URI | 12,791 | $12.2M | 5.38% |
| 6 | BLACKSTONE INC | BX | 65,056 | $11.1M | 4.89% |
| 7 | BLACKROCK INC | BLK | 9,388 | $10.9M | 4.82% |
| 8 | APPLIED MATLS INC | 038222105 | 52,899 | $10.8M | 4.77% |
| 9 | BROADCOM INC | AVGO | 31,625 | $10.4M | 4.59% |
| 10 | DANAHER CORP | 235851102 | 52,654 | $10.4M | 4.59% |
| 11 | MASTERCARD INCORPORATED | MA | 17,550 | $10.0M | 4.39% |
| 12 | AMAZON COM INC | AMZN | 44,053 | $9.7M | 4.26% |
| 13 | TRANSDIGM GROUP INC | TDG | 7,322 | $9.6M | 4.25% |