DOSSIER · 13F-HR · Q2 2026
Spinecap SAS
$335M in tracked AUM across 16 positions as of Q2 2026.
SS
CIK 0002011727 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of Spinecap SAS SEC 13F Filing
1. Portfolio Overview
The most striking feature of this filing is the dramatic expansion of Spinecap SAS's portfolio size. The total assets under management (AUM) surged by 262.9%, growing from approximately $52.95 million at the end of 2023 to $192.15 million as of June 30, 2025. This substantial capital infusion indicates a significant deployment of new capital into the market over the reported interim period.
The portfo...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.