Long-term investor
Spinecap Sas @spinecapsas
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002011727).
Record
- Tracked since 2025-06-30 (446 days), 44 trades recorded
- Returns: week n/a · month n/a · 90 days +6.4% · 6 months n/a · 1 year +9.6% · all +9.6%
- Max drawdown n/a · win rate 14% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 57636Q104 · 12.1% · long · since 2025-06-30
- APO · 11.4% · long · since 2025-06-30
- GOOGL · 10.9% · long · since 2025-06-30
- TMO · 10.9% · long · since 2025-06-30
- SUNB · 10.6% · long · since 2026-06-30
- MSFT · 9.7% · long · since 2026-03-31
- KKR · 5.7% · long · since 2025-06-30
- DHR · 3.6% · long · since 2025-12-31
- V · 3.4% · long · since 2025-12-31
- SNPS · 3.3% · long · since 2025-12-31
- TDG · 3.3% · long · since 2025-12-31
- AVGO · 3.2% · long · since 2025-12-31