Spinecap SAS 13F Holdings

CIK 0002011727 · Paris, I0

As of Dec 31, 2023, Spinecap SAS reported 7 positions worth $53.0M in its SEC Form 13F filing.

Top 7 holdings

SecurityTickerSectorSharesValue% of portfolio
KKR & CO INCKKRFinancial Services180,010 4.9M28.16%
ALPHABET INCGOOGLEquity75,800 0.6M20.00%
APOLLO GLOBAL MANAGEMENT INCAPOFinancial Services102,410$9.5M18.02%
LAM RESEARCH CORPLRCXTechnology10,812$8.5M15.99%
AMAZON.COM INCAMZNEquity30,800$4.7M8.84%
MICROSOFT CORPMSFTTechnology8,017$3.0M5.69%
KLA CORPKLACTechnology3,000 .7M3.29%