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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Machina Capital S.A.S.

Quarter ended Q2 2025 · Filed August 5, 2025 · Accession 0001085146-25-004517

Total Value
$480.7M
Positions
304
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (304)

#IssuerTicker / CUSIPSharesValue% of Filing
1LIBERTY BROADBAND CORPLBRDP135,741$13.4M2.78%
2LIBERTY MEDIA CORP DELFWONB85,806$7.0M1.45%
3BROADCOM INCAVGO22,379$6.2M1.28%
4COMCAST CORP NEWCCZ170,748$6.1M1.27%
5PFIZER INCPFE245,222$5.9M1.24%
6MOTOROLA SOLUTIONS INCMSI13,948$5.9M1.22%
7AMETEK INCAME29,957$5.4M1.13%
8NRG ENERGY INCNRG32,974$5.3M1.10%
9ADOBE INCADBE13,344$5.2M1.07%
10LINDE PLCLIN10,671$5.0M1.04%
11PNC FINL SVCS GROUP INC69347510526,551$4.9M1.03%
12US BANCORP DELUSB-PS108,827$4.9M1.02%
13SCHWAB CHARLES CORPSCHW-PJ53,310$4.9M1.01%
14JOHNSON & JOHNSONJNJ31,328$4.8M1.00%
15LOCKHEED MARTIN CORPLMT10,325$4.8M0.99%
16INTERCONTINENTAL EXCHANGE IN45866F10425,517$4.7M0.97%
17DANAHER CORPORATION23585110222,892$4.5M0.94%
18INTUITINTU5,630$4.4M0.92%
19ABBVIE INCABBV23,497$4.4M0.91%
20WASTE MGMT INC DEL94106L10919,058$4.4M0.91%
21CAPITAL ONE FINL CORP14040H10520,251$4.3M0.90%
22MCDONALDS CORPMCD14,208$4.2M0.86%
23JOHNSON CTLS INTL PLCG5150210539,245$4.1M0.86%
24ELECTRONIC ARTS INCEA25,617$4.1M0.85%
25AIRBNB INCABNB29,837$3.9M0.82%
26ANSYS INC03662Q10511,109$3.9M0.81%
27EDWARDS LIFESCIENCES CORPEW49,711$3.9M0.81%
28ALPHABET INCGOOG21,855$3.9M0.80%
29MICRON TECHNOLOGY INCMU31,178$3.8M0.80%
30WELLTOWER INCWELL24,523$3.8M0.78%
31HONEYWELL INTL INC43851610616,122$3.8M0.78%
32CISCO SYS INCCSCO53,145$3.7M0.77%
33MEDTRONIC PLCMDT41,888$3.7M0.76%
34SALESFORCE INCCRM13,183$3.6M0.75%
35AMCOR PLCAMCCF371,368$3.4M0.71%
36INVITATION HOMES INCINVH103,711$3.4M0.71%
37ADVANCED MICRO DEVICES INCAMD22,940$3.3M0.68%
38TRANE TECHNOLOGIES PLCTT7,423$3.2M0.68%
39CENTENE CORP DELCNC58,760$3.2M0.66%
40PROGRESSIVE CORP74331510311,754$3.1M0.65%
41MSCI INCMSCI5,402$3.1M0.65%
42PEPSICO INCPEP23,354$3.1M0.64%
43PALANTIR TECHNOLOGIES INCPLTR22,531$3.1M0.64%
44VERALTO CORPVLTO30,193$3.0M0.63%
45PROCTER AND GAMBLE CO74271810918,490$2.9M0.61%
46CONSOLIDATED EDISON INCED29,170$2.9M0.61%
47UNITED PARCEL SERVICE INCUPS28,912$2.9M0.61%
48OTIS WORLDWIDE CORPOTIS29,452$2.9M0.61%
49BERKSHIRE HATHAWAY INC DELBRK-A5,720$2.8M0.58%
50KEURIG DR PEPPER INCKDP83,643$2.8M0.58%
51KEYSIGHT TECHNOLOGIES INCKEYS16,517$2.7M0.56%
52CLOROX CO DELCLX22,525$2.7M0.56%
53NASDAQ INCNDAQ30,220$2.7M0.56%
54VERIZON COMMUNICATIONS INCVZ62,347$2.7M0.56%
55BRISTOL-MYERS SQUIBB COCELG-RI58,036$2.7M0.56%
56ROBLOX CORPRBLX25,241$2.7M0.55%
57AMER SPORTS INCAS68,403$2.7M0.55%
58GENERAL DYNAMICS CORPGD9,081$2.6M0.55%
59AMPHENOL CORP NEW03209510126,796$2.6M0.55%
60HOME DEPOT INCHD7,128$2.6M0.54%
61BOSTON SCIENTIFIC CORPBSX23,793$2.6M0.53%
62CITIGROUP INCC-PR29,898$2.5M0.53%
63KENVUE INCKVUE121,431$2.5M0.53%
64FORTIVE CORPFTV48,002$2.5M0.52%
65CARNIVAL CORPCUKPF85,898$2.4M0.50%
66PHILLIPS 66PSX20,234$2.4M0.50%
67ROCKWELL AUTOMATION INCROK7,199$2.4M0.50%
68S&P GLOBAL INCSPGI4,521$2.4M0.50%
69CADENCE DESIGN SYSTEM INCCDNS7,634$2.4M0.49%
70GRAINGER W W INC3848021042,227$2.3M0.48%
71WABTEC92974010810,974$2.3M0.48%
72IDEX CORP45167R10413,071$2.3M0.48%
73BANK AMERICA CORP06050510448,295$2.3M0.48%
74HESS CORPHESM16,480$2.3M0.47%
75FISERV INCFISV13,221$2.3M0.47%
76CENCORA INCCOR7,579$2.3M0.47%
77UNION PAC CORPUNP9,793$2.3M0.47%
78XCEL ENERGY INCXELLL32,511$2.2M0.46%
79GLOBAL PMTS INC37940X10227,601$2.2M0.46%
80AUTODESK INCADSK7,100$2.2M0.46%
81CME GROUP INCCME7,908$2.2M0.45%
82MOLINA HEALTHCARE INCMOH7,138$2.1M0.44%
83GENERAL MTRS CO37045V10042,947$2.1M0.44%
84BROADRIDGE FINL SOLUTIONS IN11133T1038,687$2.1M0.44%
85EQUINIX INCEQIX2,636$2.1M0.44%
86DUPONT DE NEMOURS INCDD30,535$2.1M0.44%
87BLACKSTONE INCBX13,991$2.1M0.44%
88INTUITIVE SURGICAL INCISRG3,844$2.1M0.43%
89ONEOK INC NEWOKE25,476$2.1M0.43%
90PALO ALTO NETWORKS INCPANW10,137$2.1M0.43%
91TYSON FOODS INCTSN37,080$2.1M0.43%
92ANALOG DEVICES INCADI8,624$2.1M0.43%
93GARTNER INCIT4,875$2.0M0.41%
94YUM BRANDS INCYUM13,217$2.0M0.41%
95FERGUSON ENTERPRISES INCFERG8,746$1.9M0.40%
96ELI LILLY & COLLY2,443$1.9M0.40%
97ATLASSIAN CORPORATIONTEAM9,376$1.9M0.40%
98MONSTER BEVERAGE CORP NEWMNST30,021$1.9M0.39%
99SEMPRASREA24,496$1.9M0.39%
100REALTY INCOME CORPO31,884$1.8M0.38%
101CARMAX INCKMX27,102$1.8M0.38%
102SIMON PPTY GROUP INC NEW82880610911,261$1.8M0.38%
103GODADDY INCGDDY9,758$1.8M0.37%
104CORNING INCGLW33,105$1.7M0.36%
105AMEREN CORPAEE17,782$1.7M0.36%
106OREILLY AUTOMOTIVE INC67103H10718,801$1.7M0.35%
107HOWMET AEROSPACE INCHWM9,092$1.7M0.35%
108SMUCKER J M CO83269640516,768$1.6M0.34%
109DELTA AIR LINES INC DELDAL33,202$1.6M0.34%
110EBAY INC.EBAY21,834$1.6M0.34%
111ZEBRA TECHNOLOGIES CORPORATIZBRA5,258$1.6M0.34%
112PPL CORPPPLC47,813$1.6M0.34%
113ENTERGY CORP NEWENO19,383$1.6M0.34%
114DOVER CORPDOV8,779$1.6M0.33%
115EVEREST GROUP LTDEG4,690$1.6M0.33%
116PHILIP MORRIS INTL INC7181721098,623$1.6M0.33%
117REPUBLIC SVCS INC7607591006,321$1.6M0.32%
118METLIFE INCMET-PF19,349$1.6M0.32%
119ARCH CAP GROUP LTDG0450A10516,712$1.5M0.32%
120CNH INDL N VN20944109117,185$1.5M0.32%
121BOOKING HOLDINGS INCBKNG260$1.5M0.31%
122VENTAS INCVTR23,804$1.5M0.31%
123COPART INCCPRT30,440$1.5M0.31%
124CORPAY INCCPAY4,431$1.5M0.31%
125WORKDAY INCWDAY6,043$1.5M0.30%
126GLOBE LIFE INCGL-PD11,658$1.4M0.30%
127HUMANA INCHUM5,920$1.4M0.30%
128EXTRA SPACE STORAGE INCEXR9,760$1.4M0.30%
129EQT CORPEQT24,670$1.4M0.30%
130AMERICAN ELEC PWR CO INC02553710113,676$1.4M0.30%
131MARVELL TECHNOLOGY INCMRVL17,832$1.4M0.29%
132HEICO CORP NEWHEI-A5,089$1.3M0.27%
133CARDINAL HEALTH INCCAH7,774$1.3M0.27%
134GAMING & LEISURE PPTYS INC36467J10827,883$1.3M0.27%
135GLOBALFOUNDRIES INCGFS33,590$1.3M0.27%
136QUALCOMM INCQCOM8,056$1.3M0.27%
137THE CIGNA GROUP1255231003,869$1.3M0.27%
138OMNICOM GROUP INCOMC16,894$1.2M0.25%
139GUIDEWIRE SOFTWARE INCGWRE5,120$1.2M0.25%
140CORTEVA INCCTVA16,164$1.2M0.25%
141BANK NEW YORK MELLON CORP06405810013,175$1.2M0.25%
142ZOETIS INCZTS7,694$1.2M0.25%
143SOUTHERN COPPER CORPSCCO11,808$1.2M0.25%
144LIBERTY MEDIA CORP DELFWONB11,257$1.2M0.24%
145HUNTINGTON BANCSHARES INCHBANP69,799$1.2M0.24%
146WILLIAMS COS INC96945710018,532$1.2M0.24%
147TKO GROUP HOLDINGS INCTKO6,314$1.1M0.24%
148MONGODB INCMDB5,428$1.1M0.24%
149NU HLDGS LTDNU82,471$1.1M0.24%
150LPL FINL HLDGS INC50212V1002,999$1.1M0.23%
151FEDEX CORPFDX4,878$1.1M0.23%
152SMURFIT WESTROCK PLCSW25,652$1.1M0.23%
153CARVANA COCVNA3,264$1.1M0.23%
154EXPAND ENERGY CORPORATIONEXE9,279$1.1M0.23%
155AON PLCAON3,036$1.1M0.23%
156BLOCK INCBSQKZ15,494$1.1M0.22%
157EXXON MOBIL CORPXOM9,545$1.0M0.21%
158CNA FINL CORP12611710021,811$1.0M0.21%
159POOL CORPPOOL3,408$993,3640.21%
160COUPANG INCCPNG32,659$978,4640.20%
161PACKAGING CORP AMER6951561095,170$974,2870.20%
162D R HORTON INC23331A1097,425$957,2310.20%
163TRANSUNIONTRU10,810$951,2800.20%
164ROPER TECHNOLOGIES INCROP1,653$936,9870.19%
165ALLIANT ENERGY CORPLNT15,356$928,5770.19%
166GARMIN LTDGRMN4,446$927,9690.19%
167RALPH LAUREN CORPRL3,213$881,2620.18%
168HUBSPOT INCHUBS1,579$878,9190.18%
169CENTERPOINT ENERGY INCCNP23,866$876,8370.18%
170COSTCO WHSL CORP NEW22160K105884$875,1070.18%
171MARATHON PETE CORPMARA5,211$865,5990.18%
172COINBASE GLOBAL INCCOIN2,437$854,1440.18%
173FIRSTENERGY CORPFE21,078$848,6000.18%
174PINTEREST INCPINS23,655$848,2680.18%
175NUTANIX INCNTNX10,814$826,6220.17%
176ACCENTURE PLC IRELANDACN2,760$824,9360.17%
177HORMEL FOODS CORPHRL27,118$820,3200.17%
178VEEVA SYS INCVEEV2,812$809,8000.17%
179TECHNIPFMC PLCFTI23,495$809,1680.17%
180TE CONNECTIVITY PLCTEL4,782$806,5800.17%
181SEAGATE TECHNOLOGY HLDNGS PLSE5,583$805,7940.17%
182VISTRA CORPVST4,089$792,4890.16%
183INCYTE CORPINCY11,557$787,0320.16%
184F5 INCFFIV2,589$761,9940.16%
185MOODYS CORPMCO1,497$750,8800.16%
186EQUITY LIFESTYLE PPTYS INC29472R10812,148$749,1670.16%
187CHURCH & DWIGHT CO INCCHD7,707$740,7200.15%
188TEXAS PACIFIC LAND CORPORATITPL693$732,0780.15%
189BALL CORPBALL13,038$731,3010.15%
190ON SEMICONDUCTOR CORPON13,630$714,3480.15%
191ROLLINS INCROL12,531$706,9990.15%
192WALMART INCWMT7,130$697,1710.15%
193MCKESSON CORPMCK946$693,2100.14%
194STANDARDAERO INCSARO21,863$691,9640.14%
195NETAPP INCNTAP6,079$647,7170.13%
196C H ROBINSON WORLDWIDE INCCHRW6,731$645,8390.13%
197MOSAIC CO NEWMOS17,521$639,1660.13%
198OMEGA HEALTHCARE INVS INC68193610017,425$638,6260.13%
199LOWES COS INC5486611072,848$631,8860.13%
200EQUITY RESIDENTIALEQR9,333$629,8840.13%
201ROBINHOOD MKTS INC7707001026,694$626,7590.13%
202DARDEN RESTAURANTS INCDRI2,864$624,2660.13%
203FOX CORPFOX11,099$621,9880.13%
204WALGREENS BOOTS ALLIANCE INC93142710854,143$621,5620.13%
205NISOURCE INCNI14,719$593,7640.12%
206COGNIZANT TECHNOLOGY SOLUTIOCTSH7,569$590,6090.12%
207THE CAMPBELLS COMPANYCPB18,766$575,1780.12%
208CROWN HLDGS INCCCK5,382$554,2380.12%
209TAPESTRY INCTPR6,264$550,0420.11%
210SMITHFIELD FOODS INCSFD22,812$536,7660.11%
211AFFIRM HLDGS INCAFRM7,693$531,8940.11%
212MASTERCARD INCORPORATEDMA944$530,4710.11%
213CHUBB LIMITEDCB1,817$526,4210.11%
214CONAGRA BRANDS INCCAG24,763$506,8990.11%
215FIDELITY NATIONAL FINANCIALFNF8,836$495,3460.10%
216TERADYNE INCTER5,425$487,8160.10%
217OCCIDENTAL PETE CORP67459910511,273$473,5790.10%
218CUMMINS INCCMI1,445$473,2380.10%
219STERIS PLCSTE1,913$459,5410.10%
220BOOZ ALLEN HAMILTON HLDG CORBAH4,388$456,9220.10%
221ELASTIC N VESTC5,405$455,8040.09%
222KIMCO RLTY CORP49446R10921,666$455,4190.09%
223MERCK & CO INCMRK5,684$449,9450.09%
224KIMBERLY-CLARK CORPKMB3,446$444,2580.09%
225FAIR ISAAC CORPFICO243$444,1940.09%
226CITIZENS FINL GROUP INCCIA9,603$429,7340.09%
227DUOLINGO INCDUOL1,048$429,7010.09%
228ANTERO RESOURCES CORPAR10,593$426,6860.09%
229ERIE INDTY CO29530P1021,225$424,8180.09%
230ENCOMPASS HEALTH CORPEHC3,385$415,1030.09%
231BECTON DICKINSON & COBDX2,381$410,1270.09%
232BIRKENSTOCK HOLDING PLCBIRK8,191$402,8330.08%
233CF INDS HLDGS INC1252691004,375$402,5000.08%
234HALLIBURTON COHAL19,713$401,7510.08%
235WINGSTOP INCWING1,190$400,7210.08%
236BENTLEY SYS INCBSY7,363$397,3810.08%
237PERFORMANCE FOOD GROUP COPFGC4,509$394,4020.08%
238AECOMACM3,480$392,7530.08%
239BJS WHSL CLUB HLDGS INC05550J1013,573$385,2770.08%
240T-MOBILE US INCTMUSZ1,594$379,7860.08%
241PAYLOCITY HLDG CORPPCTY2,094$379,4120.08%
242ZOOM COMMUNICATIONS INCZM4,861$379,0610.08%
243API GROUP CORPAPG7,379$376,6980.08%
244NVR INCNVR51$376,6690.08%
245WP CAREY INC92936U1096,013$375,0910.08%
246INTEL CORPINTC16,679$373,6100.08%
247PENUMBRA INCPEN1,438$369,0340.08%
248NATERA INCNTRA2,143$362,0380.08%
249HOULIHAN LOKEY INCHLI1,969$354,3220.07%
250RBC BEARINGS INCRBC915$352,0920.07%
251PRIMERICA INCPRI1,231$336,8880.07%
252AUTONATION INCAN1,695$336,7120.07%
253SNAP ON INCSNA1,074$334,2070.07%
254THERMO FISHER SCIENTIFIC INCTMO823$333,6940.07%
255HOLOGIC INCHOLX5,068$330,2310.07%
256PENSKE AUTOMOTIVE GRP INC70959W1031,915$329,0160.07%
257CACI INTL INC127190304690$328,9230.07%
258OWENS CORNING NEWOC2,390$328,6730.07%
259VERISIGN INCVRSN1,113$321,4340.07%
260GE HEALTHCARE TECHNOLOGIES IGEHC4,325$320,3530.07%
261ACUITY INCAYI1,054$314,4500.07%
262STIFEL FINL CORP8606301022,960$307,1890.06%
263ROCKET COS INC77311W10120,919$296,6310.06%
264IQVIA HLDGS INCIQV1,859$292,9600.06%
265MACOM TECH SOLUTIONS HLDGS I55405Y1002,042$292,5980.06%
266OLD REP INTL CORP6802231047,377$283,5720.06%
267AUTOMATIC DATA PROCESSING INADP912$281,2610.06%
268TRUIST FINL CORP89832Q1096,414$275,7380.06%
269TRUMP MEDIA & TECHNOLOGY GRODJTWW15,107$272,5300.06%
270ASSURANT INCAIZN1,357$267,9940.06%
271LUMENTUM HLDGS INCLITE2,792$265,4080.06%
272AGREE RLTY CORP0084921003,611$263,8200.05%
273NEW YORK TIMES CONYT4,676$261,7620.05%
274SIRIUSXM HOLDINGS INC82993310011,347$260,6410.05%
275PULTE GROUP INC7458671012,462$259,6430.05%
276MASCO CORPMAS3,990$256,7960.05%
277UDR INCUDR6,218$253,8810.05%
278MANHATTAN ASSOCIATES INCMANH1,280$252,7620.05%
279AZEK CO INC05478C1054,624$251,3140.05%
280APPLOVIN CORPAPP708$247,8570.05%
281JABIL INCJBL1,136$247,7620.05%
282EXPEDIA GROUP INCEXPE1,454$245,2610.05%
283XP INCXP11,913$240,6430.05%
284INTERPUBLIC GROUP COS INCINTR9,774$239,2680.05%
285KYNDRYL HLDGS INCKD5,696$239,0040.05%
286FIRST INDL RLTY TR INC32054K1034,874$234,5860.05%
287SOFI TECHNOLOGIES INCSOFI12,842$233,8530.05%
288RELIANCE INCRS742$232,9140.05%
289CHEMED CORP NEWCHE478$232,7530.05%
290NEWS CORP NEWNWSLL6,612$226,8580.05%
291NVIDIA CORPORATIONNVDA1,420$224,3460.05%
292FORD MTR CO34537086020,585$223,3470.05%
293LINCOLN ELEC HLDGS INC5339001061,070$221,8320.05%
294ILLINOIS TOOL WKS INC452308109873$215,8490.04%
295THOR INDS INC8851601012,411$214,1210.04%
296FLOOR & DECOR HLDGS INCFND2,784$211,4730.04%
297ALTRIA GROUP INCMO3,559$208,6640.04%
298WEBSTER FINL CORP9478901093,819$208,5170.04%
299ALCOA CORPAA7,029$207,4260.04%
300AMERICAN HOMES 4 RENTAMH-PG5,646$203,6510.04%
301LYFT INCLYFT12,809$201,8700.04%
302MAPLEBEAR INCCART4,431$200,4580.04%
303CCC INTELLIGENT SOLUTIONS HLCCC11,261$105,9660.02%
304CAPRI HOLDINGS LIMITEDCPRI137,080$00.00%