Spinecap Sas Portfolio Holdings

Spinecap Sas

  • $192 Billion
  • Q2 2025

Spinecap Sas has filed its 13F form on January 16, 2026 for Q2 2025 where it was disclosed a total value porftolio of $192 Billion distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Lam Research Corp with a value of $32.4B, Thermo Fisher Scientific Inc. with a value of $29.8B, Alphabet Inc. with a value of $29.4B, Kla Corp with a value of $16.8B, and United Rentals, Inc. with a value of $15.8B.

Examining the 13F form we can see an increase of $139B in the current position value, from $53B to 192B.

Spinecap Sas is based out at Paris, I0

Below you can find more details about Spinecap Sas portfolio as well as his latest detailed transactions.

Portfolio value $192 Billion
Financial Services: $38.8 Billion
Healthcare: $29.8 Billion
Communication Services: $29.4 Billion
Technology: $26.5 Billion
Industrials: $15.8 Billion
Consumer Cyclical: $9.66 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$161B
$16.8 Billion 8.73% of portfolio
18,735
Q2 2025 Added 524.5%
$55.9B
$15.8 Billion 8.25% of portfolio
21,030
Q2 2025 New
$98.1B
$9.73 Billion 5.06% of portfolio
65,056
Q2 2025 New
$103B
$9.7 Billion 5.05% of portfolio
72,961
Q2 2025 Reduced 59.47%
$197B
$9.68 Billion 5.04% of portfolio
52,899
Q2 2025 New
$78.4B
$9.66 Billion 5.03% of portfolio
68,106
Q2 2025 Reduced 33.5%

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $192 Billion
  • Prior Value $53 Billion
  • Filing
  • Period Q2 2025
  • Filing Date January 16, 2026
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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