Spinecap SAS
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed January 16, 2026), Spinecap SAS reported 12 stock positions worth $192.2 million. Its top holding was Lam Research (LRCX) at 16.9% of the portfolio, followed by Thermo Fisher Scientific (TMO, 15.5%) and Alphabet Class A (GOOGL, 15.3%).
- Most Recent 13F
- Q2 2026
- Location
- PARIS, I0
- CIK
- 0002011727
- Portfolio Value
- $192.2M (Q2 2025)
- SEC Filing
- 0002011727-26-000002 ↗ filed Jan 16, 2026
Holdings Value
Holdings 12 stocks · $192.2M
| LRCX Lam Research Corp. | 16.87% | 332,999 | $32.4M | — |
| TMO Thermo Fisher Scientific Inc. | 15.50% | 73,444 | $29.8M | — |
| GOOGL Alphabet Inc. Class A | 15.29% | 166,761 | $29.4M | — |
| KLAC KLA Corp. | 8.73% | 18,735 | $16.8M | — |
| URI United Rentals Inc. | 8.25% | 21,030 | $15.8M | — |
| BLK BlackRock Inc. | 5.12% | 9,388 | $9.8M | — |
| BX Blackstone Inc. | 5.06% | 65,056 | $9.7M | — |
| KKR KKR & Co. Inc. | 5.05% | 72,961 | $9.7M | — |
| AMAT Applied Materials Inc. | 5.04% | 52,899 | $9.7M | — |
| MA Mastercard Inc. Class A | 5.03% | 17,208 | $9.7M | — |
| AMZN Amazon.com Inc. | 5.03% | 44,053 | $9.7M | — |
| APO Apollo Global Management Inc. | 5.03% | 68,106 | $9.7M | — |
Portfolio Sells Q2 2025
No earlier filing to compare with.
Portfolio Buys Q2 2025
No earlier filing to compare with.