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Mediolanum International Funds Ltd Historic Quarter Change: USA Stocks, New

Mediolanum International Funds Ltd historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 9 quarters from 2024-03-31 to 2026-06-30, Mediolanum International Funds Ltd opened 356 positions, added to 1,716, reduced 1,468 and sold out of 282.

  • Q2 2026: Stock KNX; Country of operation United States; Class CL A; Shares before 0.
  • Q2 2026: Stock CAVA; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock MDLN; Country of operation United States; Class COM CL A; Shares before 0.
  • Q2 2026: Stock BIRK; Country of operation United Kingdom; Class COM SHS; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2022028), 9 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-23); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-06); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-23); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-23); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026KNX
KNIGHT-SWIFT TRANSPORTATION
United StatesCL A0515,386+515,386$0$40,292,877+$40,292,8772026-07-23
Q2 2026CAVA
CAVA GROUP INC
United StatesCOM0483,958+483,958$0$39,621,641+$39,621,6412026-07-23
Q2 2026MDLN
MEDLINE INC-CL A
United StatesCOM CL A0858,497+858,497$0$34,005,066+$34,005,0662026-07-23
Q2 2026BIRK
BIRKENSTOCK HOLDING PLC
United KingdomCOM SHS0717,852+717,852$0$31,161,955+$31,161,9552026-07-23
Q2 2026FTI
TECHNIPFMC PLC
United KingdomCOM0297,261+297,261$0$19,390,335+$19,390,3352026-07-23
Q2 2026VIK
VIKING HOLDINGS LTD
United StatesORD SHS0167,042+167,042$0$17,531,058+$17,531,0582026-07-23
Q2 2026RL
RALPH LAUREN CORP
United StatesCL A039,668+39,668$0$15,772,393+$15,772,3932026-07-23
Q2 2026NBIS
NEBIUS GROUP NV
SHS CLASS A053,473+53,473$0$13,964,474+$13,964,4742026-07-23
Q2 2026JBHT
HUNT (JB) TRANSPRT SVCS INC
United StatesCOM047,492+47,492$0$13,672,472+$13,672,4722026-07-23
Q2 2026SNDK
SANDISK CORP
United StatesCOM06,080+6,080$0$12,466,371+$12,466,3712026-07-23
Q2 2026DDOG
DATADOG INC - CLASS A
United StatesCOM044,664+44,664$0$11,102,130+$11,102,1302026-07-23
Q2 2026BROS
DUTCH BROS INC-CLASS A
United StatesCL A0138,116+138,116$0$9,901,536+$9,901,5362026-07-23
Q2 2026LUV
SOUTHWEST AIRLINES CO
United StatesCOM0185,922+185,922$0$9,593,575+$9,593,5752026-07-23
Q2 2026TSN
TYSON FOODS INC-CL A
United StatesCL A0136,259+136,259$0$7,991,590+$7,991,5902026-07-23
Q2 2026FPS
FORGENT POWER SOLUTIONS INC
United StatesCOM SHS CL A0136,135+136,135$0$7,486,064+$7,486,0642026-07-23
Q2 2026AXON
AXON ENTERPRISE INC
United StatesCOM014,228+14,228$0$7,264,817+$7,264,8172026-07-23
Q2 2026LGN
LEGENCE CORP-CL A
United StatesCL A075,896+75,896$0$6,117,218+$6,117,2182026-07-23
Q2 2026KRYS
KRYSTAL BIOTECH INC
United StatesCOM015,940+15,940$0$6,027,711+$6,027,7112026-07-23
Q2 2026NXPI
NXP SEMICONDUCTORS NV
COM019,690+19,690$0$5,481,105+$5,481,1052026-07-23
Q2 2026CLBT
CELLEBRITE DI LTD
ORDINARY SHARES0309,657+309,657$0$4,390,936+$4,390,9362026-07-23
Q2 2026RKLB
ROCKET LAB CORP
United StatesCOM038,766+38,766$0$3,799,456+$3,799,4562026-07-23
Q2 2026HON
HONEYWELL INTERNATIONAL -WI
United StatesCOM014,549+14,549$0$3,314,262+$3,314,2622026-07-23
Q2 2026CBRE
CBRE GROUP INC - A
United StatesCL A023,807+23,807$0$3,239,895+$3,239,8952026-07-23
Q2 2026HONA
HONEYWELL AEROSPACE INC
United StatesCOM014,549+14,549$0$3,203,544+$3,203,5442026-07-23
Q2 2026ASND
ASCENDIS PHARMA A/S
ORD SHS011,697+11,697$0$3,084,499+$3,084,4992026-07-23
Q2 2026NU
NU HOLDINGS LTD/CAYMAN ISL-A
ORD SHS CL A0197,369+197,369$0$2,591,455+$2,591,4552026-07-23
Q2 2026F
FORD MOTOR CO
United StatesCOM0169,711+169,711$0$2,379,348+$2,379,3482026-07-23
Q2 2026TSEM
TOWER SEMICONDUCTOR LTD
SHS NEW09,275+9,275$0$2,370,597+$2,370,5972026-07-23
Q2 2026ARWR
ARROWHEAD PHARMACEUTICALS IN
United StatesCOM028,940+28,940$0$2,329,670+$2,329,6702026-07-23
Q2 2026MAS
MASCO CORP
United StatesCOM028,682+28,682$0$2,308,901+$2,308,9012026-07-23
Q2 2026NET
CLOUDFLARE INC - CLASS A
United StatesCL A COM08,805+8,805$0$2,146,307+$2,146,3072026-07-23
Q2 2026PRCT
PROCEPT BIOROBOTICS CORP
United StatesCOM094,711+94,711$0$2,138,574+$2,138,5742026-07-23
Q2 2026RBRK
RUBRIK INC-A
United StatesCL A027,764+27,764$0$2,124,501+$2,124,5012026-07-23
Q2 2026CACI
CACI INTERNATIONAL INC -CL A
United StatesCL A04,554+4,554$0$2,081,360+$2,081,3602026-07-23
Q2 2026TECK
TECK RESOURCES LTD-CLS B
CL B031,173+31,173$0$1,812,834+$1,812,8342026-07-23
Q2 2026CAE
CAE INC
COM069,013+69,013$0$1,738,128+$1,738,1282026-07-23
Q2 2026AFRM
AFFIRM HOLDINGS INC
United StatesCOM CL A017,813+17,813$0$1,456,925+$1,456,9252026-07-23
Q2 2026TWLO
TWILIO INC - A
United StatesCL A07,292+7,292$0$1,449,431+$1,449,4312026-07-23
Q2 2026OTIS
OTIS WORLDWIDE CORP
United StatesCOM016,184+16,184$0$1,180,137+$1,180,1372026-07-23
Q2 2026NTRS
NORTHERN TRUST CORP
United StatesCOM06,733+6,733$0$1,177,669+$1,177,6692026-07-23
Q2 2026ENLT
ENLIGHT RENEWABLE ENERGY LTD
SHS09,725+9,725$0$840,046+$840,0462026-07-23
Q2 2026ROK
ROCKWELL AUTOMATION INC
United StatesCOM01,731+1,731$0$834,913+$834,9132026-07-23
Q2 2026CINF
CINCINNATI FINANCIAL CORP
United StatesCOM04,308+4,308$0$801,977+$801,9772026-07-23
Q2 2026FOXA
FOX CORP - CLASS A
United StatesCL A COM015,341+15,341$0$773,033+$773,0332026-07-23
Q2 2026FN
FABRINET
SHS01,206+1,206$0$637,045+$637,0452026-07-23
Q2 2026FISV
FISERV INC
United StatesCOM012,091+12,091$0$590,404+$590,4042026-07-23
Q2 2026ZBH
ZIMMER BIOMET HOLDINGS INC
United StatesCOM06,413+6,413$0$585,122+$585,1222026-07-23
Q2 2026CP
CANADIAN PACIFIC KANSAS CITY
COM06,583+6,583$0$571,972+$571,9722026-07-23
Q2 2026O
REALTY INCOME CORP
United StatesCOM09,005+9,005$0$567,675+$567,6752026-07-23
Q2 2026RVMD
REVOLUTION MEDICINES INC
United StatesCOM01,776+1,776$0$342,093+$342,0932026-07-23
Q2 2026QSR
RESTAURANT BRANDS INTERN
COM04,345+4,345$0$318,295+$318,2952026-07-23
Q2 2026TSCO
TRACTOR SUPPLY COMPANY
United StatesCOM08,356+8,356$0$260,707+$260,7072026-07-23
Q2 2026COCO
VITA COCO CO INC/THE
United StatesCOM03,383+3,383$0$245,369+$245,3692026-07-23
Q2 2026FLUT
FLUTTER ENTERTAINMENT PLC-DI
SHS ADDED01,768+1,768$0$184,084+$184,0842026-07-23
Q2 2026CELH
CELSIUS HOLDINGS INC
United StatesCOM NEW04,943+4,943$0$147,252+$147,2522026-07-23

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