Position in U
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$956,915
+$756,131 QoQ
Shares Held
33,482
+345.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#234
of 558 holders
Holding Since
Sep 2023
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in U Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Machina Capital S.A.S. holds $10,684,576 across 12 Software - Application names. U ranks #5 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
8,451 | $2,205,711 | |
| 2 | ZM |
Zoom Communications, Inc.
|
23,650 | $2,041,231 | |
| 3 | UBER |
Uber Technologies, Inc
|
24,184 | $1,745,117 | |
| 4 | DT |
Dynatrace, Inc.
|
24,839 | $1,090,680 | |
| 5 | U |
Unity Software Inc.
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|
33,482 | $956,915 | |
| 6 | SSNC |
SS&C Technologies Holdings Inc
|
13,570 | $842,018 | |
| 7 | TYL |
Tyler Technologies Inc
|
1,796 | $525,258 | |
| 8 | HUBS |
Hubspot Inc
|
2,242 | $409,187 |
All Filings in U
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $956,915 | 33,482 | Shares | Sole | 2026-08-10 | |
| 2024-03-31 | $200,784 | 7,520 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $284,738 | 9,071 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||