MACHINA CAPITAL S.A.S.

PrivateCIK: 1744373
353
Positions
$508.43M
Total AUM (reported)
6.44M
Total Shares

Allocation by class

TOTAL AUM$508.43M353 positions
COM$392.82M77.3%
COM NEW$23.81M4.7%
CL A$22.48M4.4%
SHS$9.56M1.9%
COM CL A$8.06M1.6%
COM SHS$7.70M1.5%
SHS CLASS A$4.29M0.8%

Portfolio Concentration

Top 35.1%4–107.9%11–2512.9%Rest74.1%TOP 1012.9%0%100%
Top 3$25.77M5.1%
4–10$40.04M7.9%
11–25$65.84M12.9%
Rest$376.78M74.1%

Top 3 weight

5.1%

Top 10 weight

12.9%

Voting Authority Distribution

Total shares with voting rights: 6.44M

Sole

Full voting authority

6.44M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole353
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings353
Rows:

VISTRA CORP

SOLE
COM
Shares76.11K
TypeSH
Market value$11.44M
2.25%
Sole
76.11K
Shared
0.00
None
0.00

OTIS WORLDWIDE CORP

SOLE
COM
Shares97.20K
TypeSH
Market value$7.49M
1.47%
Sole
97.20K
Shared
0.00
None
0.00

TJX COS INC NEW

SOLE
COM
Shares42.82K
TypeSH
Market value$6.84M
1.35%
Sole
42.82K
Shared
0.00
None
0.00

CHEVRON CORPORATION

SOLE
COM
Shares30.27K
TypeSH
Market value$6.26M
1.23%
Sole
30.27K
Shared
0.00
None
0.00

ELECTRONIC ARTS INC

SOLE
COM
Shares29.25K
TypeSH
Market value$5.96M
1.17%
Sole
29.25K
Shared
0.00
None
0.00

PEPSICO INC

SOLE
COM
Shares36.03K
TypeSH
Market value$5.60M
1.10%
Sole
36.03K
Shared
0.00
None
0.00

3M CO

SOLE
COM
Shares38.38K
TypeSH
Market value$5.57M
1.10%
Sole
38.38K
Shared
0.00
None
0.00

NRG ENERGY INC

SOLE
COM NEW
Shares38.01K
TypeSH
Market value$5.55M
1.09%
Sole
38.01K
Shared
0.00
None
0.00

MCDONALDS CORP

SOLE
COM
Shares17.87K
TypeSH
Market value$5.55M
1.09%
Sole
17.87K
Shared
0.00
None
0.00

BOOKING HOLDINGS INC

SOLE
COM
Shares1.31K
TypeSH
Market value$5.54M
1.09%
Sole
1.31K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares17.11K
TypeSH
Market value$5.30M
1.04%
Sole
17.11K
Shared
0.00
None
0.00

CUMMINS INC

SOLE
COM
Shares9.42K
TypeSH
Market value$5.07M
1.00%
Sole
9.42K
Shared
0.00
None
0.00

SYSCO CORP

SOLE
COM
Shares66.53K
TypeSH
Market value$4.75M
0.93%
Sole
66.53K
Shared
0.00
None
0.00

WILLIAMS COS INC

SOLE
COM
Shares62.05K
TypeSH
Market value$4.52M
0.89%
Sole
62.05K
Shared
0.00
None
0.00

GENERAL DYNAMICS CORP

SOLE
COM
Shares12.94K
TypeSH
Market value$4.44M
0.87%
Sole
12.94K
Shared
0.00
None
0.00

NEWMONT CORP

SOLE
COM
Shares40.48K
TypeSH
Market value$4.38M
0.86%
Sole
40.48K
Shared
0.00
None
0.00

VERTEX PHARMACEUTICALS INC

SOLE
COM
Shares9.65K
TypeSH
Market value$4.31M
0.85%
Sole
9.65K
Shared
0.00
None
0.00

ACCENTURE PLC IRELAND

SOLE
SHS CLASS A
Shares21.65K
TypeSH
Market value$4.29M
0.84%
Sole
21.65K
Shared
0.00
None
0.00

CAPITAL ONE FINL CORP

SOLE
COM
Shares23.07K
TypeSH
Market value$4.21M
0.83%
Sole
23.07K
Shared
0.00
None
0.00

US BANCORP

SOLE
COM NEW
Shares80.76K
TypeSH
Market value$4.20M
0.83%
Sole
80.76K
Shared
0.00
None
0.00

LOCKHEED MARTIN CORP

SOLE
COM
Shares6.91K
TypeSH
Market value$4.18M
0.82%
Sole
6.91K
Shared
0.00
None
0.00

ECOLAB INC

SOLE
COM
Shares15.66K
TypeSH
Market value$4.16M
0.82%
Sole
15.66K
Shared
0.00
None
0.00

SEMPRA

SOLE
COM
Shares41.58K
TypeSH
Market value$4.04M
0.79%
Sole
41.58K
Shared
0.00
None
0.00

DANAHER CORP DEL

SOLE
COM
Shares21.10K
TypeSH
Market value$4.00M
0.79%
Sole
21.10K
Shared
0.00
None
0.00

AES CORP

SOLE
COM
Shares283.84K
TypeSH
Market value$4.00M
0.79%
Sole
283.84K
Shared
0.00
None
0.00
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