Stock Taper 
MACHINA CAPITAL S.A.S.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Thermo Fisher Scientific Inc. | TMO | 3.04K | $1.52M |
 Allison Transmission Holdings, Inc. | ALSN | 3.01K | $339.46K |
 Flutter Entertainment plc | FLUT | 3.01K | $307.12K |
 XPO Logistics, Inc. | XPO | 3K | $615.05K |
 Paylocity Holding Corporation | PCTY | 2.98K | $311.29K |
 ITT Inc. | ITT | 2.95K | $583K |
 AAON, Inc. | AAON | 2.94K | $373.35K |
 Tradeweb Markets Inc. | TW | 2.81K | $280.54K |
 Reddit, Inc. | RDDT | 2.74K | $475.26K |
 RPM International Inc. | RPM | 2.73K | $303.22K |
 The Hershey Company | HSY | 2.7K | $473.89K |
 Marvell Technology, Inc. | MRVL | 2.68K | $798.94K |
 Roku, Inc. | ROKU | 2.67K | $368.83K |
 The Estée Lauder Companies Inc. | EL | 2.65K | $209.14K |
 T-Mobile US, Inc. | TMUS | 2.61K | $438.45K |
 SBA Communications Corporation | SBAC | 2.54K | $448.38K |
 Pool Corporation | POOL | 2.42K | $520.49K |
 RBC Bearings Incorporated | RBC | 2.41K | $1.55M |
 NXP Semiconductors N.V. | NXPI | 2.4K | $675.6K |
 Alnylam Pharmaceuticals, Inc. | ALNY | 2.33K | $702.9K |