13F HOLDINGS REPORT
Spinecap SAS
Quarter ended Q4 2025 · Filed February 19, 2026 · Accession 0002011727-26-000004
Total Value
$232.6M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 130,922 | $41.0M | 17.62% |
| 2 | THERMO FISHER SCIENTIFIC INC | TMO | 70,028 | $40.6M | 17.44% |
| 3 | APOLLO GLOBAL MGMT INC | 03769M106 | 220,649 | $31.9M | 13.73% |
| 4 | MASTERCARD INC | MA | 35,087 | $20.0M | 8.61% |
| 5 | DANAHER CORP | 235851102 | 51,267 | $11.7M | 5.05% |
| 6 | AMAZON COM INC | AMZN | 50,211 | $11.6M | 4.98% |
| 7 | VISA INC | V | 32,604 | $11.4M | 4.92% |
| 8 | TRANSDIGM GROUP INC | TDG | 8,553 | $11.4M | 4.89% |
| 9 | BROADCOM INC | AVGO | 32,789 | $11.3M | 4.88% |
| 10 | SYNOPSYS INC | SNPS | 24,157 | $11.3M | 4.88% |
| 11 | BLACKSTONE INC | BX | 67,928 | $10.5M | 4.50% |
| 12 | BLACKROCK INC | BLK | 9,388 | $10.0M | 4.32% |
| 13 | UNITED RENTALS INC | URI | 12,029 | $9.7M | 4.19% |