Fund HoldingsMachina Capital S.A.S.

Total Portfolio Value
$237.53M
Total Bought
$121.25M
Total Sold
$134.86M
Net Transaction
-$13.61M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
PACKAGING CORP AMER(PKG)010,686+10,68602,4061.01%+2,406
CISCO SYS INC(CSCO)045,796+45,79602,7111.14%+2,711
GARTNER INC(IT)04,195+4,19502,0320.86%+2,032
DANAHER CORPORATION(DHR)1,90010,552+8,6525282,4221.02%+1,894
HESS CORP023,294+23,29403,0981.30%+3,098
CAPRI HOLDINGS LIMITED
SHS
088,076+88,07601,8550.78%+1,855
CHUBB LIMITED
COM
06,706+6,70601,8530.78%+1,853
FIDELITY NATL INFORMATION SV(FIS)022,895+22,89501,8490.78%+1,849
MERCK & CO INC(MRK)020,410+20,41002,0300.85%+2,030
ELI LILLY & CO(LLY)02,357+2,35701,8200.77%+1,820
PNC FINL SVCS GROUP INC(PNC)09,377+9,37701,8080.76%+1,808
SMUCKER J M CO(SJM)015,759+15,75901,7350.73%+1,735
NEWS CORP NEW(NWS)061,427+61,42701,6920.71%+1,692
L3HARRIS TECHNOLOGIES INC(LHX)07,783+7,78301,6370.69%+1,637
CDW CORP(CDW)08,897+8,89701,5480.65%+1,548
MEDTRONIC PLC(MDT)019,207+19,20701,5340.65%+1,534
CONSTELLATION BRANDS INC(STZ)06,627+6,62701,4650.62%+1,465
FIRSTENERGY CORP(FE)035,370+35,37001,4070.59%+1,407
BANK NEW YORK MELLON CORP018,052+18,05201,3870.58%+1,387
SCHWAB CHARLES CORP(SCHW)023,384+23,38401,7310.73%+1,731
KRAFT HEINZ CO(KHC)053,392+53,39201,6400.69%+1,640
LOWES COS INC(LOW)06,560+6,56001,6190.68%+1,619
RTX CORPORATION(RTX)011,323+11,32301,3100.55%+1,310
DOORDASH INC(DASH)08,925+8,92501,4970.63%+1,497
FISERV INC(FISV)06,113+6,11301,2560.53%+1,256
ATMOS ENERGY CORP(ATO)08,872+8,87201,2360.52%+1,236
PRUDENTIAL FINL INC(PFH)3,98814,280+10,2924831,6930.71%+1,210
NORTHROP GRUMMAN CORP(NOC)04,002+4,00201,8780.79%+1,878
CONOCOPHILLIPS(COP)011,778+11,77801,1680.49%+1,168
REGENERON PHARMACEUTICALS(REGN)02,391+2,39101,7030.72%+1,703
COOPER COS INC(COO)016,936+16,93601,5570.66%+1,557
MSCI INC(MSCI)02,912+2,91201,7470.74%+1,747
ADVANCED MICRO DEVICES INC(AMD)09,385+9,38501,1340.48%+1,134
BOOKING HOLDINGS INC(BKNG)0228+22801,1330.48%+1,133
TRANE TECHNOLOGIES PLC(TT)5,1468,432+3,2862,0003,1141.31%+1,114
VENTAS INC(VTR)018,892+18,89201,1130.47%+1,113
PENTAIR PLC(PNR)010,994+10,99401,1060.47%+1,106
ADOBE INC(ADBE)03,558+3,55801,5820.67%+1,582
TRUIST FINL CORP(TFC)025,008+25,00801,0850.46%+1,085
CHEVRON CORP NEW(CVX)07,477+7,47701,0830.46%+1,083
GLOBAL PMTS INC(GPN)7,11015,716+8,6067281,7610.74%+1,033
LOCKHEED MARTIN CORP(LMT)02,109+2,10901,0250.43%+1,025
TESLA INC(TSLA)02,529+2,52901,0210.43%+1,021
NASDAQ INC(NDAQ)020,383+20,38301,5760.66%+1,576
PHILIP MORRIS INTL INC(PM)11,76420,218+8,4541,4282,4331.02%+1,005
KEYCORP(KEY)058,323+58,32301,0000.42%+1,000
TJX COS INC NEW(TJX)8,17916,199+8,0209611,9570.82%+996
QUALCOMM INC(QCOM)010,406+10,40601,5990.67%+1,599
KELLANOVA011,706+11,70609480.40%+948
WASTE MGMT INC DEL(WM)6,06110,900+4,8391,2582,2000.93%+941
KROGER CO(KR)015,284+15,28409350.39%+935
FMC CORP(FMC)018,805+18,80509140.38%+914
WELLTOWER INC(WELL)07,089+7,08908930.38%+893
YUM BRANDS INC(YUM)06,649+6,64908920.38%+892
VERTIV HOLDINGS CO(VRT)07,618+7,61808650.36%+865
SEMPRA(SRE)09,846+9,84608640.36%+864
CONSOLIDATED EDISON INC(ED)09,282+9,28208280.35%+828
WILLIS TOWERS WATSON PLC LTD(WTW)02,560+2,56008020.34%+802
DIGITAL RLTY TR INC(DLR)04,388+4,38807780.33%+778
GE HEALTHCARE TECHNOLOGIES I(GEHC)09,787+9,78707650.32%+765
DOLLAR GEN CORP NEW(DG)013,076+13,07609910.42%+991
MONGODB INC(MDB)03,277+3,27707630.32%+763
LIBERTY MEDIA CORP DEL42,92442,92402,2032,9211.23%+718
T-MOBILE US INC(TMUS)03,187+3,18707030.30%+703
AIRBNB INC08,973+8,97301,1790.50%+1,179
UBER TECHNOLOGIES INC(UBER)016,576+16,57601,0000.42%+1,000
BRISTOL-MYERS SQUIBB CO(BMY)036,572+36,57202,0690.87%+2,069
EOG RES INC(EOG)05,536+5,53606790.29%+679
OREILLY AUTOMOTIVE INC(ORLY)0571+57106770.29%+677
ALLEGION PLC(ALLE)05,166+5,16606750.28%+675
GEN DIGITAL INC(GEN)27,91852,512+24,5947661,4380.61%+672
CARLYLE GROUP INC(CG)013,295+13,29506710.28%+671
VERIZON COMMUNICATIONS INC(VZ)27,49547,375+19,8801,2351,8950.80%+660
STANLEY BLACK & DECKER INC(SWK)08,096+8,09606500.27%+650
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)02,811+2,81101,0860.46%+1,086
FIDELITY NATIONAL FINANCIAL(FNF)010,980+10,98006160.26%+616
IDEXX LABS INC(IDXX)1,3103,070+1,7606621,2690.53%+607
ROBLOX CORP(RBLX)010,279+10,27905950.25%+595
CORPAY INC(CPAY)01,751+1,75105930.25%+593
PTC INC(PTC)03,196+3,19605880.25%+588
SOUTHERN CO(SO)07,131+7,13105870.25%+587
EATON CORP PLC(ETN)03,007+3,00709980.42%+998
ON SEMICONDUCTOR CORP(ON)012,566+12,56607920.33%+792
WILLIAMS COS INC(WMB)010,645+10,64505760.24%+576
FAIR ISAAC CORP(FICO)0287+28705710.24%+571
NRG ENERGY INC(NRG)020,978+20,97801,8930.80%+1,893
SNOWFLAKE INC(SNOW)03,666+3,66605660.24%+566
BERKLEY W R CORP09,658+9,65805650.24%+565
VULCAN MATLS CO(VMC)03,403+3,40308750.37%+875
CONAGRA BRANDS INC(CAG)020,094+20,09405580.23%+558
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
6,16014,204+8,0446751,2260.52%+551
NISOURCE INC(NI)021,604+21,60407940.33%+794
THE CAMPBELLS COMPANY(CPB)012,900+12,90005400.23%+540
EMCOR GROUP INC(EME)01,182+1,18205370.23%+537
HASBRO INC(HAS)024,724+24,72401,3820.58%+1,382
ASPEN TECHNOLOGY INC02,081+2,08105190.22%+519
NVIDIA CORPORATION(NVDA)16,11618,413+2,2971,9572,4731.04%+516
M & T BK CORP(MTB)02,742+2,74205160.22%+516
CROWN HLDGS INC(CCK)06,036+6,03604990.21%+499
PINTEREST INC(PINS)032,905+32,90509540.40%+954
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