Spinecap Sas Portfolio Holdings by Sector

Spinecap Sas

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Diagnostics & Research \| Healthcare TMO 1 stocks	$29.8 Million 19.87% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$29.4 Million 19.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX KKR APO 3 stocks	$29.1 Million 19.4% of portfolio	1	2	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC AMAT 2 stocks	$26.5 Million 17.66% of portfolio	2	-	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials URI 1 stocks	$15.8 Million 10.57% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$9.67 Million 6.45% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$9.66 Million 6.45% of portfolio	1	-	-	-	0 Calls 0 Puts

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