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Machina Capital S.a.s.

CIK:0001744373
Hedge Fund
$700M AUM
303 holdings
Paris, France
Founded:2017
16 employees
Latest filing:Jun 30, 2025

Machina Capital S.A.S. is a Paris-based quantitative investment management firm, founded in 2017 by seasoned equity derivatives traders and quantitative research professionals. The firm specializes in systematic, market-neutral quantitative strategies and serves institutional clients, family offices, private banks, and asset managers. Machina Capital leverages advanced mathematical, statistical, and machine learning techniques for portfolio management, aiming for absolute and uncorrelated returns. The firm is headquartered in Paris, France and is led by CEO and CIO Arnaud de Lasteyrie.

Investment Strategy

Machina Capital employs mid-frequency, systematic equity market-neutral strategies focused on generating alpha with low correlation to equity markets and market conditions. The strategy aims to monetize short-term trading signals aggregated using machine learning and historical data across diverse market environments, seeking absolute and uncorrelated returns through quantitative research and advanced statistical methods.

Latest 13F Filing Activity

Machina Capital S.a.s. filed their most recent 13F report on Jun 30, 2025 disclosing 300 equity positions with a total 13F market value of $481M. The fund increased holdings in Liberty Broadband Corp., Broadcom Inc., Motorola Solutions Inc. among other positions. Machina Capital S.a.s. reduced exposure to Merck & Co. Inc., Colgate Palmolive Co., Cintas Corp. among others.

Top Buys
L
LBRDKLIBERTY BROADBAND CORP
+$5.3M
A
AVGOBROADCOM INC
+$4.8M
M
MSIMOTOROLA SOLUTIONS INC
+$4.5M
N
NRGNRG ENERGY INC
+$4.5M
L
LINLINDE PLC
+$4.4M
Top Sells
M
MRKMERCK & CO INC
-$3.8M
C
CLCOLGATE PALMOLIVE CO
-$3.6M
C
CTASCINTAS CORP
-$3.6M
C
CMGCHIPOTLE MEXICAN GRILL INC
-$3.4M
P
PYPLPAYPAL HLDGS INC
-$3.3M

Top Holdings

L
LBRDKLIBERTY BROADBAND CORP
+2.8%$13.4M
L
LLYVKLIBERTY MEDIA CORP DEL
+1.4%$7.0M
A
AVGOBROADCOM INC
+1.3%$6.2M
C
CMCSACOMCAST CORP NEW
+1.3%$6.1M
P
PFEPFIZER INC
+1.2%$5.9M

Equity Positions (300)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
LIBERTY BROADBAND CORP2.78%$13.4M135,741$82.57$92.10+$5.3M
LIBERTY MEDIA CORP DEL1.45%$7.0M85,806$59.75$81.16+$4.0M
BROADCOM INC1.28%$6.2M22,379$220.31$275.65+$4.8M
COMCAST CORP NEW1.27%$6.1M170,748$36.15$35.69+$3.7M
PFIZER INC1.24%$5.9M245,222$24.98$24.24+$4.4M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+5.7%
SEMICONDUCTORS & RELATED DEVICES
+4.2%
REAL ESTATE INVESTMENT TRUSTS
+4.2%
PHARMACEUTICAL PREPARATIONS
+3.8%
CABLE & OTHER PAY TELEVISION SERVICES
+2.9%