Spinecap SAS
CIK 2011727 · Holdings on Jun 30, 2025 · First reported Jan 16, 2026
Top ten holdings
Q2 2025- LRCX16.87%
- TMO15.50%
- GOOGL15.29%
- KLAC8.73%
- URI8.25%
- BLK5.12%
- BX5.06%
- KKR5.05%
- AMAT5.04%
- MA5.03%
Share classes counted separately89.94%
Portfolio value by quarter
Top 10 holdings 12
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | LRCXLAM RESEARCH CORP View history and evidence | $32.41M | 16.87% | 333.00K shares | Prior unavailable — | — | ↗▾ |
| 02 | TMOTHERMO FISHER SCIENTIFIC INC View history and evidence | $29.78M | 15.50% | 73.44K shares | Prior unavailable — | — | ↗▾ |
| 03 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $29.39M | 15.29% | 166.76K shares | Prior unavailable — | — | ↗▾ |
| 04 | KLACKLA CORP View history and evidence | $16.78M | 8.73% | 18.73K shares | Prior unavailable — | — | ↗▾ |
| 05 | URIUNITED RENTALS INC View history and evidence | $15.84M | 8.25% | 21.03K shares | Prior unavailable — | — | ↗▾ |
| 06 | BLKBLACKROCK INC View history and evidence | $9.84M | 5.12% | 9.39K shares | Prior unavailable — | — | ↗▾ |
| 07 | BXBLACKSTONE INC View history and evidence | $9.73M | 5.06% | 65.06K shares | Prior unavailable — | — | ↗▾ |
| 08 | KKRKKR & CO INC View history and evidence | $9.70M | 5.05% | 72.96K shares | Prior unavailable — | — | ↗▾ |
| 09 | AMATAPPLIED MATERIALS INC View history and evidence | $9.68M | 5.04% | 52.90K shares | Prior unavailable — | — | ↗▾ |
| 10 | MAMASTERCARD INC - ACL A View history and evidence | $9.67M | 5.03% | 17.21K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2011727 · Period Jun 30, 2025
Data loaded Sep 23, 2026 · First reported Jan 16, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 192150534
}Take these holdings further.
This page includes 12 of 12 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 12 of 12 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"2011727","quarter":"2025Q2","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"2011727","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.