Stock Taper 
MACHINA CAPITAL S.A.S.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 United Rentals, Inc. | URI | 298 | $337.6K |
 NVR, Inc. | NVR | 359 | $2.45M |
 Western Digital Corporation | WDC | 430 | $274.65K |
 NewMarket Corporation | NEU | 442 | $349.73K |
 Talen Energy Corporation | TLN | 694 | $266.68K |
 S&P Global Inc. | SPGI | 733 | $298.52K |
 Labcorp Holdings Inc. | LH | 752 | $210.56K |
 Ubiquiti Inc. | UI | 897 | $479.02K |
 United Therapeutics Corporation | UTHR | 908 | $491.98K |
 Ulta Beauty, Inc. | ULTA | 909 | $409.94K |
 Natera, Inc. | NTRA | 939 | $254.89K |
 Markel Corporation | MKL | 1.02K | $1.99M |
 Jazz Pharmaceuticals plc | JAZZ | 1.03K | $248.92K |
 W.W. Grainger, Inc. | GWW | 1.06K | $1.45M |
 Ryder System, Inc. | R | 1.17K | $309.14K |
 Neurocrine Biosciences, Inc. | NBIX | 1.24K | $209.15K |
 Saia, Inc. | SAIA | 1.25K | $526.87K |
 AppLovin Corporation | APP | 1.3K | $671.35K |
 Five Below, Inc. | FIVE | 1.4K | $251.89K |
 Adobe Inc. | ADBE | 1.43K | $292.56K |