Alexandre TAFFET

Spinecap Sas

Assets Managed

$272.497M

Holdings

Last Quarter

2026 - Q1

Filed Date

1d ago

Growth Rate

17.15%(2Q avg: 9.78%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Spinecap Sas's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 15 positions.

Assets under management

The assets under management (AUM) of Spinecap Sas over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 272.497M in assets, with a quarterly growth rate of 17.15% and a 2-quarter average growth rate of 9.78%. The portfolio is managed by Alexandre TAFFET, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
APO Apollo Global Management Inc Recent Activity Increased 47.11%	13.28%	$36.165M 324,580 shares@ $111.42 avg price	Increased 47.11%
MA Mastercard Inc - A Recent Activity Increased 105.98%	13.26%	$36.111M 72,272 shares@ $499.66 avg price	Increased 105.98%
TMO Thermo Fisher Scientific Inc Recent Activity Decreased -0.74%	12.54%	$34.165M 69,508 shares@ $491.53 avg price	Decreased -0.74%
GOOGL Alphabet Inc-cl A Recent Activity Decreased -15%	11.75%	$31.999M 111,279 shares@ $287.56 avg price	Decreased -15%
MSFT Microsoft Corp Recent Activity New Position	11.5%	$31.334M 84,648 shares@ $370.17 avg price	New Position
KKR Kkr & Co Inc Recent Activity New Position	5.45%	$14.837M 160,400 shares@ $92.5 avg price	New Position
BX Blackstone Inc Recent Activity Increased 33.28%	3.83%	$10.411M 90,534 shares@ $114.99 avg price	Increased 33.28%
AMZN Amazon.com Inc Recent Activity Decreased -4.18%	3.68%	$10.02M 48,110 shares@ $208.27 avg price	Decreased -4.18%
BLK Blackrock Inc Recent Activity Increased 10.1%	3.65%	$9.94M 10,336 shares@ $961.71 avg price	Increased 10.1%
AVGO Broadcom Inc Recent Activity Decreased -2.41%	3.64%	$9.903M 31,997 shares@ $309.51 avg price	Decreased -2.41%

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