Spinecap SAS has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm's address as 396 Rue Saint Honore, Paris I, and identifies Alexandre Taffet as the contact person.
The report details a portfolio consisting of 16 distinct companies. The largest holding by number of shares is Sunbelt Shs, for which Spinecap holds 521,003 shares. The firm also holds significant positions in Mastercard Inc - Class A, with 79,957 shares, and Visa Inc-Class A Shares, with 31,987 shares.
Other notable positions in the portfolio include:
- Alphabet Inc-CL A: 105,799 shares
- Microsoft Corp: 91,675 shares
- Blackstone Inc: 96,927 shares
- BlackRock Inc: 11,413 shares
- Thermo Fisher Scientific Inc: 71,633 shares
- KKR & Co Inc: 225,470 shares
The filing indicates that all positions listed are held as sole voting power, with no shared voting or dispositive power reported.
