Spinecap SAS
PARIS I0 · SEC CIK 0002011727
$3.35亿2026Q2 申报市值
16持仓数
81.6%前十大占比 · 第一大 12.1%
1 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SUNB 新建仓+$3,562.92万
KKR 加仓+$429.99万
MA 加仓+$352.59万
DHR 加仓+$255.64万
ICE 加仓+$209.77万
2026Q2 卖出最多 按季末市值估算
GOOGL 减仓-$324.31万
AVGO 减仓-$130.55万
AMZN 减仓-$113.38万
TDG 减仓-$36.90万
APO 减仓-$36.29万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ICE | INTERCONTINENTAL EXCHANGE IN | $960.02万 | 2.87% | 77,981 | 17,039 | 28.0% | $209.77万 | 加仓 |
| BLK | BLACKROCK INC | $966.08万 | 2.89% | 10,047 | -289 | -2.8% | -$27.79万 | 减仓 |
| AMZN | AMAZON COM INC | $1,033.28万 | 3.09% | 43,353 | -4,757 | -9.9% | -$113.38万 | 减仓 |
| BX | BLACKSTONE INC | $1,044.20万 | 3.12% | 88,740 | -1,794 | -2.0% | -$21.11万 | 减仓 |
| AVGO | BROADCOM INC | $1,078.14万 | 3.22% | 28,541 | -3,456 | -10.8% | -$130.55万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $1,090.81万 | 3.26% | 8,189 | -277 | -3.3% | -$36.90万 | 减仓 |
| SNPS | SYNOPSYS INC | $1,115.89万 | 3.33% | 25,016 | 1,350 | 5.7% | $60.22万 | 加仓 |
| V | VISA INC | $1,127.29万 | 3.37% | 32,857 | 1,557 | 5.0% | $53.42万 | 加仓 |
| DHR | DANAHER CORP | $1,197.09万 | 3.58% | 62,846 | 13,421 | 27.2% | $255.64万 | 加仓 |
| KKR | KKR & CO INC | $1,902.14万 | 5.68% | 207,250 | 46,850 | 29.2% | $429.99万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,240.76万 | 9.68% | 86,879 | 2,231 | 2.6% | $83.22万 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $3,562.92万 | 10.64% | 476,262 | 476,262 | — | $3,562.92万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3,633.91万 | 10.86% | 72,481 | 2,973 | 4.3% | $149.05万 | 加仓 |
| GOOGL | ALPHABET INC-CL A | $3,652.46万 | 10.91% | 102,204 | -9,075 | -8.2% | -$324.31万 | 减仓 |
| APO | APOLLO GLOBAL MANAGEMENT INC | $3,803.82万 | 11.36% | 321,513 | -3,067 | -0.9% | -$36.29万 | 减仓 |
| MA | MASTERCARD INC - A | $4,064.48万 | 12.14% | 79,137 | 6,865 | 9.5% | $352.59万 | 加仓 |