Spinecap Sas - Q42025 Holdings

Spinecap Sas holds 13 stocks with a total portfolio value of $ 232.61M as of Q42025. In Q42025, Spinecap Sas added 2 new positions, increased stakes in 6 stocks, reduced 4 holdings, and fully exited 2 positions. The largest holding is Alphabet Inc (GOOGL), representing 17.62% of the total portfolio.