Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Spinecap SAS (CIK 2011727) reported $272.5M across 15 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: APO ($36.2M, 13.27%), MA ($36.1M, 13.25%), TMO ($34.2M, 12.54%), GOOGL ($32.0M, 11.74%), MSFT ($31.3M, 11.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | APO | APOLLO GLOBAL MGMT INC | $36.2M | 13.27% | 324,580 | Added |
| 2 | MA | MASTERCARD INC | $36.1M | 13.25% | 72,272 | Added |
| 3 | TMO | THERMO FISHER SCIENTIFIC INC | $34.2M | 12.54% | 69,508 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $32.0M | 11.74% | 111,279 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $31.3M | 11.50% | 84,648 | New |
| 6 | KKR | KKR & CO INC | $14.8M | 5.44% | 160,400 | New |
| 7 | BX | BLACKSTONE INC | $10.4M | 3.82% | 90,534 | Added |
| 8 | AMZN | AMAZON COM INC | $10.0M | 3.68% | 48,110 | Trimmed |
| 9 | BLK | BLACKROCK INC | $9.9M | 3.65% | 10,336 | Added |
| 10 | AVGO | BROADCOM INC | $9.9M | 3.63% | 31,997 | Trimmed |
| 11 | TDG | TRANSDIGM GROUP INC | $9.8M | 3.60% | 8,466 | Trimmed |
| 12 | ICE | INTERCONTINENTAL EXCHANGE IN | $9.6M | 3.52% | 60,942 | New |
| 13 | V | VISA INC | $9.5M | 3.47% | 31,300 | Trimmed |
| 14 | DHR | DANAHER CORP | $9.4M | 3.44% | 49,425 | Trimmed |
| 15 | SNPS | SYNOPSYS INC | $9.4M | 3.44% | 23,666 | Trimmed |
| 16 | URI | UNITED RENTALS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31