Spinecap SAS holds a focused book of 16 stocks worth $334.7M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Sunbelt Rentals Holdings Inc and trimmed Apollo Global Management Inc. Their largest long position is Mastercard Inc - A at 12% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2011727/holdings"
Use Arkolith to show Spinecap SAS's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Spinecap SAS
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 17 / 16 | $767.7B |
| VANGUARD CAPITAL MANAGEMENT LLC | 17 / 16 | $633.7B |
| STATE STREET CORP | 17 / 16 | $403.0B |
| FMR LLC | 17 / 16 | $299.1B |
| GEODE CAPITAL MANAGEMENT, LLC | 17 / 16 | $242.0B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 17 / 16 | $200.5B |
| MORGAN STANLEY | 17 / 16 | $184.8B |
| JPMORGAN CHASE & CO | 17 / 16 | $161.9B |
Ranked by how many of Spinecap SAS's top 16 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Mastercard Inc - A CL A | $40.6M | 79.1K | 12.1% | ▲+9.5% Added · +7K sh | |
| 2 | Apollo Global Management Inc COM | $38.0M | 321.5K | 11.4% | ▼−0.9% Reduced · −3K sh | |
| 3 | Alphabet Inc-CL A CAP STK CL A | $36.5M | 102.2K | 10.9% | ▼−8.2% Reduced · −9K sh | |
| 4 | Thermo Fisher Scientific Inc COM | $36.3M | 72.5K | 10.9% | ▲+4.3% Added · +3K sh | |
| 5 | Sunbelt Rentals Holdings Inc SHS | $35.6M | 476.3K | 10.6% | ▲New New position | |
| 6 | Microsoft Corp COM | $32.4M | 86.9K | 9.7% | ▲+2.6% Added · +2K sh | |
| 7 | KKR & Co Inc COM | $19.0M | 207.3K | 5.7% | ▲+29% Added · +47K sh | |
| 8 | Danaher Corp COM | $12.0M | 62.8K | 3.6% | ▲+27% Added · +13K sh | |
| 9 | Visa Inc COM CL A | $11.3M | 32.9K | 3.4% | ▲+5.0% Added · +2K sh | |
| 10 | Synopsys Inc COM | $11.2M | 25.0K | 3.3% | ▲+5.7% Added · +1K sh | |
| 11 | Transdigm Group Inc COM | $10.9M | 8.2K | 3.3% | ▼−3.3% Reduced · −277 sh | |
| 12 | Broadcom Inc COM | $10.8M | 28.5K | 3.2% | ▼−11% Reduced · −3K sh | |
| 13 | Blackstone Inc COM | $10.4M | 88.7K | 3.1% | ▼−2.0% Reduced · −2K sh | |
| 14 | Amazon Com Inc COM | $10.3M | 43.4K | 3.1% | ▼−9.9% Reduced · −5K sh | |
| 15 | BlackRock Inc COM | $9.7M | 10.0K | 2.9% | ▼−2.8% Reduced · −289 sh | |
| 16 | Intercontinental Exchange In COM | $9.6M | 78.0K | 2.9% | ▲+28% Added · +17K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.