account_balance
Investment manager · 13F filer · SEC CIK 2011727
Spinecap SAS
Reported value$385Mas of Sep 30, 2026
Positions16 0 new, 0 sold out
Top 10 weight81.6%TMO alone is 13%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TMOThermo Fisher Scientific Inc.
12.6%
MSFTMicrosoft Corp
12.2%Added +6%
MAMastercard Inc
11.5%
APOApollo Global Management, Inc.
10.1%Added +4%
SUNBSunbelt Rentals Holdings, Inc.
9.9%Added +9%
GOOGLAlphabet Inc.
9.5%Added +4%
KKRKKR & Co. Inc.
5.4%Added +9%
SNPSSynopsys Inc
3.6%Added +28%
ICEIntercontinental Exchange, Inc.
3.5%Added +14%
DHRDanaher Corp
3.4%−6%
TDGTransDigm Group INC
3.2%+39%
AVGOBroadcom Inc.
3.2%+22%
TMOThermo Fisher Scientific Inc.
12.6%
MSFTMicrosoft Corp
12.2%Added +6%
MAMastercard Inc
11.5%
APOApollo Global Management, Inc.
10.1%+4%
SUNBSunbelt Rentals Holdings, Inc.
9.9%
GOOGLAlphabet Inc.
9.5%
KKRKKR & Co. Inc.
5.4%
SNPS3.6%ICE3.5%DHR3.4%TDG3.2%AVGOBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TMO Thermo Fisher Scientific Inc. 12.6% HeldMSFT Microsoft Corp 12.2% Added +6%MA Mastercard Inc 11.5% HeldAPO Apollo Global Management, Inc. 10.1% Added +4%SUNB Sunbelt Rentals Holdings, Inc. 9.9% Added +9%GOOGL Alphabet Inc. 9.5% Added +4%KKR KKR & Co. Inc. 5.4% Added +9%SNPS Synopsys Inc 3.6% Added +28%ICE Intercontinental Exchange, Inc. 3.5% Added +14%DHR Danaher Corp 3.4% Trimmed −6%TDG TransDigm Group INC 3.2% Added +39%AVGO Broadcom Inc. 3.2% Added +22%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.