Spinecap SAS Q4 2025 Filing
Filed February 19, 2026
Portfolio Value
$227.2M
Holdings
13
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 155,945 | $37.9M | 16.69% | |
| 2 | TMOTHERMO FISHER SCIENTIFIC INC | 73,444 | $35.6M | 15.68% | |
| 3 | LRCXLAM RESEARCH CORP | 265,049 | $35.5M | 15.62% | |
| 4 | APOAPOLLO GLOBAL MGMT INC | 171,506 | $22.9M | 10.06% | |
| 5 | URIUNITED RENTALS INC | 12,791 | $12.2M | 5.38% | |
| 6 | BXBLACKSTONE INC | 65,056 | $11.1M | 4.89% | |
| 7 | BLKBLACKROCK INC | 9,388 | $10.9M | 4.82% | |
| 8 | AMATAPPLIED MATLS INC | 52,899 | $10.8M | 4.77% | |
| 9 | AVGOBROADCOM INC | 31,625 | $10.4M | 4.59% | |
| 10 | DHRDANAHER CORP | 52,654 | $10.4M | 4.59% | |
| 11 | MAMASTERCARD INCORPORATED | 17,550 | $10.0M | 4.39% | |
| 12 | AMZNAMAZON COM INC | 44,053 | $9.7M | 4.26% | |
| 13 | T7DTRANSDIGM GROUP INC | 7,322 | $9.6M | 4.25% |