Spinecap SAS
PARIS I0 · SEC CIK 0002011727
$2.72亿2026Q1 申报市值
15持仓数
82.5%前十大占比 · 第一大 13.3%
3 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MSFT 新建仓+$3,133.41万
MA 加仓+$1,857.99万
KKR 新建仓+$1,483.70万
APO 加仓+$1,158.00万
ICE 新建仓+$958.50万
2026Q1 卖出最多 按季末市值估算
URI 清仓-$973.53万
GOOGL 减仓-$564.85万
AMZN 减仓-$43.76万
V 减仓-$39.41万
DHR 减仓-$34.92万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| APO | APOLLO GLOBAL MGMT INC | $3,616.47万 | 13.27% | 324,580 | 103,931 | 47.1% | $1,158.00万 | 加仓 |
| MA | MASTERCARD INC | $3,611.14万 | 13.25% | 72,272 | 37,185 | 106.0% | $1,857.99万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3,416.53万 | 12.54% | 69,508 | -520 | -0.7% | -$25.56万 | 减仓 |
| GOOGL | ALPHABET INC | $3,199.94万 | 11.74% | 111,279 | -19,643 | -15.0% | -$564.85万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,133.41万 | 11.50% | 84,648 | 84,648 | — | $3,133.41万 | 新建仓 |
| KKR | KKR & CO INC | $1,483.70万 | 5.44% | 160,400 | 160,400 | — | $1,483.70万 | 新建仓 |
| BX | BLACKSTONE INC | $1,041.05万 | 3.82% | 90,534 | 22,606 | 33.3% | $259.95万 | 加仓 |
| AMZN | AMAZON COM INC | $1,001.99万 | 3.68% | 48,110 | -2,101 | -4.2% | -$43.76万 | 减仓 |
| BLK | BLACKROCK INC | $994.02万 | 3.65% | 10,336 | 948 | 10.1% | $91.17万 | 加仓 |
| AVGO | BROADCOM INC | $990.34万 | 3.63% | 31,997 | -792 | -2.4% | -$24.51万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $981.18万 | 3.60% | 8,466 | -87 | -1.0% | -$10.08万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $958.50万 | 3.52% | 60,942 | 60,942 | — | $958.50万 | 新建仓 |
| V | VISA INC | $946.01万 | 3.47% | 31,300 | -1,304 | -4.0% | -$39.41万 | 减仓 |
| SNPS | SYNOPSYS INC | $938.31万 | 3.44% | 23,666 | -491 | -2.0% | -$19.47万 | 减仓 |
| DHR | DANAHER CORP | $937.10万 | 3.44% | 49,425 | -1,842 | -3.6% | -$34.92万 | 减仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | -12,029 | -100.0% | -$973.53万 | 清仓 |