Position in PATH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$121,559
-$180,227 QoQ
Shares Held
11,183
-58.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#368
of 525 holders
Holding Since
Mar 2023
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PATH Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Machina Capital S.A.S. holds $14,819,243 across 14 Software - Infrastructure names. PATH ranks #14 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AKAM |
Akamai Technologies Inc
|
19,216 | $2,271,523 | |
| 2 | SNPS |
Synopsys Inc
|
4,954 | $2,209,830 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
14,985 | $1,748,299 | |
| 4 | ZS |
Zscaler, Inc.
|
11,223 | $1,584,126 | |
| 5 | VRSN |
Verisign Inc/Ca
|
5,548 | $1,395,654 | |
| 6 | FFIV |
F5, Inc.
|
3,283 | $1,365,596 | |
| 7 | MDB |
MongoDB, Inc.
|
3,098 | $1,040,618 | |
| 8 | RBRK |
Rubrik, Inc.
|
11,466 | $920,490 |
All Filings in PATH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,559 | 11,183 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $301,786 | 27,188 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $353,827 | 21,588 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $217,665 | 16,268 | Shares | Sole | 2025-11-05 | |
| 2023-03-31 | $114,140 | 6,500 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||