Stock Taper 
MACHINA CAPITAL S.A.S.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Teradyne, Inc. | TER | 6.89K | $3.33M |
 Bentley Systems, Incorporated | BSY | 7K | $209.08K |
 Reliance Steel & Aluminum Co. | RS | 7.04K | $2.63M |
 Qorvo, Inc. | QRVO | 7.1K | $662.4K |
 Axalta Coating Systems Ltd. | AXTA | 7.18K | $245.84K |
 Aon plc | AON | 7.21K | $2.39M |
 First Hawaiian, Inc. | FHB | 7.27K | $212.92K |
 Caesars Entertainment, Inc. | CZR | 7.27K | $219.41K |
 Trimble Inc. | TRMB | 7.34K | $375.56K |
 Mastercard Incorporated | MA | 7.47K | $3.84M |
 Revolution Medicines, Inc. | RVMD | 7.54K | $1.41M |
 AXIS Capital Holdings Limited | AXS | 7.54K | $810.31K |
 Millrose Properties, Inc. | MRP | 7.64K | $229.58K |
 L3Harris Technologies, Inc. | LHX | 7.73K | $2.25M |
 Iron Mountain Incorporated | IRM | 7.81K | $986.1K |
 Sirius XM Holdings Inc. | SIRI | 7.86K | $232.16K |
 Equifax Inc. | EFX | 7.99K | $1.27M |
 Veralto Corporation | VLTO | 8.04K | $712.72K |
 Ball Corporation | BALL | 8.13K | $507.19K |
 Tempus AI, Inc. | TEM | 8.21K | $475.66K |