Mediolanum International Funds Ltd
Q2 2026 13F filing
Updated 50 days ago452 disclosed positions worth $11.7B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORP | $700.3M | 3.59M | 5.99% | Trimmed(-3.7%) |
| 2 | A AAPL APPLE INC | $674.6M | 2.39M | 5.77% | Trimmed(-0.2%) |
| 3 | M MSFT MICROSOFT CORP | $461.3M | 1.25M | 3.94% | Added(+10.0%) |
| 4 | A AVGO BROADCOM INC | $358.8M | 963.5K | 3.07% | Added(+13.8%) |
| 5 | G GOOGN ALPHABET INC-CL A | $347.8M | 983.5K | 2.97% | Added(+10.9%) |
| 6 | A AMZN AMAZON.COM INC | $315.7M | 1.31M | 2.70% | Added(+22.9%) |
| 7 | G GOOGN ALPHABET INC-CL C | $293.8M | 836.2K | 2.51% | Added(+4.4%) |
| 8 | L LLY ELI LILLY & CO | $249.3M | 202.7K | 2.13% | Added(+19.8%) |
| 9 | M MU MICRON TECHNOLOGY INC | $228.2M | 199.3K | 1.95% | Trimmed(-19.9%) |
| 10 | M META META PLATFORMS INC-CLASS A | $217.8M | 387.1K | 1.86% | Added(+12.9%) |
| 11 | A AMD ADVANCED MICRO DEVICES | $160.4M | 297.3K | 1.37% | Added(+51.4%) |
| 12 | L LRCX LAM RESEARCH CORP | $143.7M | 349.7K | 1.23% | Trimmed(-15.0%) |
| 13 | C CAT CATERPILLAR INC | $140.9M | 136.4K | 1.21% | Added(+20.1%) |
| 14 | V V VISA INC-CLASS A SHARES | $127.6M | 373.6K | 1.09% | Added(+21.0%) |
| 15 | T TSLA TESLA INC | $118.2M | 287.1K | 1.01% | Trimmed(-3.7%) |
| 16 | C COST COSTCO WHOLESALE CORP | $118.2M | 124.9K | 1.01% | Added(+86.0%) |
| 17 | U UNH UNITEDHEALTH GROUP INC | $114.1M | 271.7K | 0.98% | Added(+325.0%) |
| 18 | G GE GENERAL ELECTRIC | $112.4M | 300.7K | 0.96% | Added(+28.0%) |
| 19 | K KO COCA-COLA CO/THE | $109.3M | 1.32M | 0.93% | Added(+75.3%) |
| 20 | J JPM-PM JPMORGAN CHASE & CO | $107.4M | 326.0K | 0.92% | Trimmed(-0.1%) |
| 21 | J JNJ JOHNSON & JOHNSON | $102.7M | 397.1K | 0.88% | Trimmed(-3.3%) |
| 22 | W WMT WALMART INC | $101.2M | 883.0K | 0.87% | Added(+228.3%) |
| 23 | C CSCO CISCO SYSTEMS INC | $95.1M | 807.9K | 0.81% | Trimmed(-24.2%) |
| 24 | C C-PR CITIGROUP INC | $93.2M | 654.4K | 0.80% | Added(+1.7%) |
| 25 | A AZN ASTRAZENECA PLC | $92.3M | 487.4K | 0.79% | — |
| 26 | A AMAT APPLIED MATERIALS INC | $89.9M | 129.4K | 0.77% | Added(+0.3%) |
| 27 | W WELL WELLTOWER INC | $73.8M | 324.1K | 0.63% | Added(+59.1%) |
| 28 | K KLAC KLA CORP | $72.3M | 259.6K | 0.62% | Added(+744.9%) |
| 29 | I INTC INTEL CORP | $72.2M | 547.8K | 0.62% | Added(+105.1%) |
| 30 | M MA MASTERCARD INC - A | $71.9M | 141.0K | 0.61% | Trimmed(-8.9%) |
| 31 | T TTWO TAKE-TWO INTERACTIVE SOFTWRE | $71.4M | 288.9K | 0.61% | Added(+3.3%) |
| 32 | M MRK MERCK & CO. INC. | $64.1M | 495.8K | 0.55% | Trimmed(-3.5%) |
| 33 | ? N/A ARISTA NETWORKS INC | $63.4M | 386.3K | 0.54% | Trimmed(-44.8%) |
| 34 | S STX SEAGATE TECHNOLOGY HOLDINGS | $61M | 63.0K | 0.52% | Added(+209.4%) |
| 35 | A APH AMPHENOL CORP-CL A | $59.4M | 356.9K | 0.51% | Trimmed(-37.8%) |
| 36 | G GM GENERAL MOTORS CO | $57.4M | 741.9K | 0.49% | Added(+41.5%) |
| 37 | G GEV GE VERNOVA INC | $57.1M | 51.8K | 0.49% | Trimmed(-30.6%) |
| 38 | U UBS UBS GROUP AG-REG | $54.9M | 1.11M | 0.47% | Added(+88.9%) |
| 39 | B BAC-PS BANK OF AMERICA CORP | $54.4M | 939.7K | 0.47% | Added(+33.6%) |
| 40 | U UBER UBER TECHNOLOGIES INC | $52.5M | 695.8K | 0.45% | Added(+70.8%) |
| 41 | W WDC WESTERN DIGITAL CORP | $52.5M | 80.5K | 0.45% | Trimmed(-3.2%) |
| 42 | C CMI CUMMINS INC | $51.6M | 74.6K | 0.44% | Added(+1773.5%) |
| 43 | X XOM EXXON MOBIL CORP | $49.8M | 366.2K | 0.43% | Trimmed(-43.8%) |
| 44 | C CVS CVS HEALTH CORP | $49.3M | 475.8K | 0.42% | Added(+17.7%) |
| 45 | C CARR CARRIER GLOBAL CORP | $46.8M | 637.6K | 0.40% | Added(+558.1%) |
| 46 | N NFLX NETFLIX INC | $46.5M | 630.4K | 0.40% | Trimmed(-31.6%) |
| 47 | B BRK-A BERKSHIRE HATHAWAY INC-CL B | $46.4M | 93.6K | 0.40% | Added(+5.8%) |
| 48 | P PLTR PALANTIR TECHNOLOGIES INC-A | $46.4M | 400.8K | 0.40% | Trimmed(-13.9%) |
| 49 | A APP APPLOVIN CORP-CLASS A | $45.2M | 90.6K | 0.39% | Added(+78.5%) |
| 50 | H HLT HILTON WORLDWIDE HOLDINGS IN | $43.1M | 129.5K | 0.37% | Trimmed(-6.7%) |