Instuitional Investor - Spinecap Sas

Fund Profile
Filing Period:
Fund Name: Spinecap Sas
Portfolio Value $192,150,534
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1. LRCX 332,999 $32,414,123 16.87%
2. TMO 73,444 $29,778,604 15.5%
3. GOOGL 166,761 $29,388,291 15.29%
4. KLAC 18,735 $16,781,689 8.73%
5. URI 21,030 $15,844,002 8.25%