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 $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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