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Machina Capital S.A.S.

SEC Form 13F institutional filer · CIK 0001744373

13F-HR · 225 reported holdings · 2026-03-31

Reported long-US-equity value

$0.43B

Top-10 concentration

15.2%

Machina Capital S.A.S. — $428M AUM allocation strategy

Machina Capital S.A.S. files SEC Form 13F and reports $428M of long US equity value across 225 reported holdings for 2026-03-31.

Its largest sector bet is Industrials 6.2%, followed by Consumer Discretionary 4.2% and Utilities 4.0%.

The top 10 holdings account for 15% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

Machina Capital S.A.S. — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$428M

total across 225 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

15% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$AES$HST$WBD

+$AES +202K sh · +$2.82M+$HST +132K sh · +$2.57M+$WBD +65.7K sh · +$1.74M

Biggest trims (shares)

$F$KMI$MO

−$F −183K sh · −$2.61M−$KMI −116K sh · −$3.02M−$MO −102K sh · −$5.72M

Added from nil (new positions)

$SRE$ADP$ABT$MRK$PEG

5 fresh holdings — new conviction

Exited to nil (held last quarter, gone now)

$MSFT$EOG$CTVA$LLY$MDT

$MSFT ($4.76M last qtr)$EOG ($4.58M last qtr)$CTVA ($4.24M last qtr)$LLY ($4.19M last qtr)$MDT ($3.73M last qtr)

Sector allocation (share of reported value)

Industrials 6%Consumer Discretionary 4%Utilities 4%Energy 3%Consumer Staples 2%Information Technology 2%Financials 2%Materials 1%Other holdings 75%SECTORS
  • $XLIIndustrials6.2%
  • $XLYConsumer Discretionary4.2%
  • $XLUUtilities4.0%
  • $XLEEnergy2.5%
  • $XLPConsumer Staples2.4%
  • $XLKInformation Technology2.3%
  • $XLFFinancials2.0%
  • $XLBMaterials1.0%
  • Other holdings75.5%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Electric Utilities 3%Aerospace & Defense 2%Industrial Machinery & Supplies & Components 2%Apparel Retail 2%Integrated Oil & Gas 1%Soft Drinks & Non-alcoholic Beverages 1%Industrial Conglomerates 1%Independent Power Producers & Energy Traders 1%Other holdings 87%INDUSTRIES
  • Electric Utilities2.7%
  • Aerospace & Defense2.0%
  • Industrial Machinery & Supplies & Components1.7%
  • Apparel Retail1.6%
  • Integrated Oil & Gas1.5%
  • Soft Drinks & Non-alcoholic Beverages1.3%
  • Industrial Conglomerates1.3%
  • Independent Power Producers & Energy Traders1.3%
  • Other holdings86.6%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

10 of 10 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$VSTVistra Corp76.1K$11.4M+65.6K2.7%
$OTISOtis Worldwide Corporation97.2K$7.49M+1.94K1.7%
$TJXTJX Companies Inc42.8K$6.84M+20.9K1.6%
$CVXChevron Corporation30.3K$6.26M-6.74K1.5%
$PEPPepsiCo Inc36K$5.6M+8.31K1.3%
$MMM3M Company38.4K$5.57M+27K1.3%
$NRGNRG Energy Inc38K$5.55M+29.4K1.3%
$MCDMcDonald's Corporation17.9K$5.55M+5071.3%
$BKNGBooking Holdings Inc1.31K$5.54M+8951.3%
$AVGOBroadcom Inc17.1K$5.3M+12.3K1.2%

…and 215 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

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How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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