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Portfolio (Quarterly) Guide ↗

Machina Capital S.A.S.

· CIK 0001744373
13F Portfolio $524M AUM 341 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 341 New
Page 18 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CCC CCC INTELLIGENT SOLUTIONS HL Technology 10,661.0 $85K 0.02% NEW $7.95 -43.1%
Page 18 of 18  ·  341 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 20.3%
Technology 14.9%
Financial Services 14.5%
Healthcare 11.5%
Consumer Cyclical 10.9%
Energy 5.7%
Consumer Defensive 5.3%
Utilities 5.0%
Communication Services 4.6%
Real Estate 3.9%