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.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | KNX KNIGHT-SWIFT TRANSPORTATION | United States | CL A | 0 | 515,386 | +515,386 | $0 | $40,292,877 | +$40,292,877 | 2026-07-23 |
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| Q2 2026 | CAVA CAVA GROUP INC | United States | COM | 0 | 483,958 | +483,958 | $0 | $39,621,641 | +$39,621,641 | 2026-07-23 |
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| Q2 2026 | MDLN MEDLINE INC-CL A | United States | COM CL A | 0 | 858,497 | +858,497 | $0 | $34,005,066 | +$34,005,066 | 2026-07-23 |
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| Q2 2026 | BIRK BIRKENSTOCK HOLDING PLC | United Kingdom | COM SHS | 0 | 717,852 | +717,852 | $0 | $31,161,955 | +$31,161,955 | 2026-07-23 |
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| Q2 2026 | FTI TECHNIPFMC PLC | United Kingdom | COM | 0 | 297,261 | +297,261 | $0 | $19,390,335 | +$19,390,335 | 2026-07-23 |
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| Q2 2026 | VIK VIKING HOLDINGS LTD | United States | ORD SHS | 0 | 167,042 | +167,042 | $0 | $17,531,058 | +$17,531,058 | 2026-07-23 |
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| Q2 2026 | RL RALPH LAUREN CORP | United States | CL A | 0 | 39,668 | +39,668 | $0 | $15,772,393 | +$15,772,393 | 2026-07-23 |
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| Q2 2026 | NBIS NEBIUS GROUP NV | | SHS CLASS A | 0 | 53,473 | +53,473 | $0 | $13,964,474 | +$13,964,474 | 2026-07-23 |
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| Q2 2026 | JBHT HUNT (JB) TRANSPRT SVCS INC | United States | COM | 0 | 47,492 | +47,492 | $0 | $13,672,472 | +$13,672,472 | 2026-07-23 |
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| Q2 2026 | SNDK SANDISK CORP | United States | COM | 0 | 6,080 | +6,080 | $0 | $12,466,371 | +$12,466,371 | 2026-07-23 |
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| Q2 2026 | DDOG DATADOG INC - CLASS A | United States | COM | 0 | 44,664 | +44,664 | $0 | $11,102,130 | +$11,102,130 | 2026-07-23 |
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| Q2 2026 | BROS DUTCH BROS INC-CLASS A | United States | CL A | 0 | 138,116 | +138,116 | $0 | $9,901,536 | +$9,901,536 | 2026-07-23 |
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| Q2 2026 | LUV SOUTHWEST AIRLINES CO | United States | COM | 0 | 185,922 | +185,922 | $0 | $9,593,575 | +$9,593,575 | 2026-07-23 |
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| Q2 2026 | TSN TYSON FOODS INC-CL A | United States | CL A | 0 | 136,259 | +136,259 | $0 | $7,991,590 | +$7,991,590 | 2026-07-23 |
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| Q2 2026 | FPS FORGENT POWER SOLUTIONS INC | United States | COM SHS CL A | 0 | 136,135 | +136,135 | $0 | $7,486,064 | +$7,486,064 | 2026-07-23 |
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| Q2 2026 | AXON AXON ENTERPRISE INC | United States | COM | 0 | 14,228 | +14,228 | $0 | $7,264,817 | +$7,264,817 | 2026-07-23 |
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| Q2 2026 | LGN LEGENCE CORP-CL A | United States | CL A | 0 | 75,896 | +75,896 | $0 | $6,117,218 | +$6,117,218 | 2026-07-23 |
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| Q2 2026 | KRYS KRYSTAL BIOTECH INC | United States | COM | 0 | 15,940 | +15,940 | $0 | $6,027,711 | +$6,027,711 | 2026-07-23 |
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| Q2 2026 | NXPI NXP SEMICONDUCTORS NV | | COM | 0 | 19,690 | +19,690 | $0 | $5,481,105 | +$5,481,105 | 2026-07-23 |
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| Q2 2026 | CLBT CELLEBRITE DI LTD | | ORDINARY SHARES | 0 | 309,657 | +309,657 | $0 | $4,390,936 | +$4,390,936 | 2026-07-23 |
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| Q2 2026 | RKLB ROCKET LAB CORP | United States | COM | 0 | 38,766 | +38,766 | $0 | $3,799,456 | +$3,799,456 | 2026-07-23 |
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| Q2 2026 | HON HONEYWELL INTERNATIONAL -WI | United States | COM | 0 | 14,549 | +14,549 | $0 | $3,314,262 | +$3,314,262 | 2026-07-23 |
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| Q2 2026 | CBRE CBRE GROUP INC - A | United States | CL A | 0 | 23,807 | +23,807 | $0 | $3,239,895 | +$3,239,895 | 2026-07-23 |
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| Q2 2026 | HONA HONEYWELL AEROSPACE INC | United States | COM | 0 | 14,549 | +14,549 | $0 | $3,203,544 | +$3,203,544 | 2026-07-23 |
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| Q2 2026 | ASND ASCENDIS PHARMA A/S | | ORD SHS | 0 | 11,697 | +11,697 | $0 | $3,084,499 | +$3,084,499 | 2026-07-23 |
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| Q2 2026 | NU NU HOLDINGS LTD/CAYMAN ISL-A | | ORD SHS CL A | 0 | 197,369 | +197,369 | $0 | $2,591,455 | +$2,591,455 | 2026-07-23 |
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| Q2 2026 | F FORD MOTOR CO | United States | COM | 0 | 169,711 | +169,711 | $0 | $2,379,348 | +$2,379,348 | 2026-07-23 |
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| Q2 2026 | TSEM TOWER SEMICONDUCTOR LTD | | SHS NEW | 0 | 9,275 | +9,275 | $0 | $2,370,597 | +$2,370,597 | 2026-07-23 |
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| Q2 2026 | ARWR ARROWHEAD PHARMACEUTICALS IN | United States | COM | 0 | 28,940 | +28,940 | $0 | $2,329,670 | +$2,329,670 | 2026-07-23 |
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| Q2 2026 | MAS MASCO CORP | United States | COM | 0 | 28,682 | +28,682 | $0 | $2,308,901 | +$2,308,901 | 2026-07-23 |
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| Q2 2026 | NET CLOUDFLARE INC - CLASS A | United States | CL A COM | 0 | 8,805 | +8,805 | $0 | $2,146,307 | +$2,146,307 | 2026-07-23 |
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| Q2 2026 | PRCT PROCEPT BIOROBOTICS CORP | United States | COM | 0 | 94,711 | +94,711 | $0 | $2,138,574 | +$2,138,574 | 2026-07-23 |
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| Q2 2026 | RBRK RUBRIK INC-A | United States | CL A | 0 | 27,764 | +27,764 | $0 | $2,124,501 | +$2,124,501 | 2026-07-23 |
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| Q2 2026 | CACI CACI INTERNATIONAL INC -CL A | United States | CL A | 0 | 4,554 | +4,554 | $0 | $2,081,360 | +$2,081,360 | 2026-07-23 |
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| Q2 2026 | TECK TECK RESOURCES LTD-CLS B | | CL B | 0 | 31,173 | +31,173 | $0 | $1,812,834 | +$1,812,834 | 2026-07-23 |
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| Q2 2026 | CAE CAE INC | | COM | 0 | 69,013 | +69,013 | $0 | $1,738,128 | +$1,738,128 | 2026-07-23 |
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| Q2 2026 | AFRM AFFIRM HOLDINGS INC | United States | COM CL A | 0 | 17,813 | +17,813 | $0 | $1,456,925 | +$1,456,925 | 2026-07-23 |
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| Q2 2026 | TWLO TWILIO INC - A | United States | CL A | 0 | 7,292 | +7,292 | $0 | $1,449,431 | +$1,449,431 | 2026-07-23 |
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| Q2 2026 | OTIS OTIS WORLDWIDE CORP | United States | COM | 0 | 16,184 | +16,184 | $0 | $1,180,137 | +$1,180,137 | 2026-07-23 |
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| Q2 2026 | NTRS NORTHERN TRUST CORP | United States | COM | 0 | 6,733 | +6,733 | $0 | $1,177,669 | +$1,177,669 | 2026-07-23 |
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| Q2 2026 | ENLT ENLIGHT RENEWABLE ENERGY LTD | | SHS | 0 | 9,725 | +9,725 | $0 | $840,046 | +$840,046 | 2026-07-23 |
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| Q2 2026 | ROK ROCKWELL AUTOMATION INC | United States | COM | 0 | 1,731 | +1,731 | $0 | $834,913 | +$834,913 | 2026-07-23 |
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| Q2 2026 | CINF CINCINNATI FINANCIAL CORP | United States | COM | 0 | 4,308 | +4,308 | $0 | $801,977 | +$801,977 | 2026-07-23 |
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| Q2 2026 | FOXA FOX CORP - CLASS A | United States | CL A COM | 0 | 15,341 | +15,341 | $0 | $773,033 | +$773,033 | 2026-07-23 |
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| Q2 2026 | FN FABRINET | | SHS | 0 | 1,206 | +1,206 | $0 | $637,045 | +$637,045 | 2026-07-23 |
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| Q2 2026 | FISV FISERV INC | United States | COM | 0 | 12,091 | +12,091 | $0 | $590,404 | +$590,404 | 2026-07-23 |
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| Q2 2026 | ZBH ZIMMER BIOMET HOLDINGS INC | United States | COM | 0 | 6,413 | +6,413 | $0 | $585,122 | +$585,122 | 2026-07-23 |
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| Q2 2026 | CP CANADIAN PACIFIC KANSAS CITY | | COM | 0 | 6,583 | +6,583 | $0 | $571,972 | +$571,972 | 2026-07-23 |
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| Q2 2026 | O REALTY INCOME CORP | United States | COM | 0 | 9,005 | +9,005 | $0 | $567,675 | +$567,675 | 2026-07-23 |
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| Q2 2026 | RVMD REVOLUTION MEDICINES INC | United States | COM | 0 | 1,776 | +1,776 | $0 | $342,093 | +$342,093 | 2026-07-23 |
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| Q2 2026 | QSR RESTAURANT BRANDS INTERN | | COM | 0 | 4,345 | +4,345 | $0 | $318,295 | +$318,295 | 2026-07-23 |
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| Q2 2026 | TSCO TRACTOR SUPPLY COMPANY | United States | COM | 0 | 8,356 | +8,356 | $0 | $260,707 | +$260,707 | 2026-07-23 |
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| Q2 2026 | COCO VITA COCO CO INC/THE | United States | COM | 0 | 3,383 | +3,383 | $0 | $245,369 | +$245,369 | 2026-07-23 |
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| Q2 2026 | FLUT FLUTTER ENTERTAINMENT PLC-DI | | SHS ADDED | 0 | 1,768 | +1,768 | $0 | $184,084 | +$184,084 | 2026-07-23 |
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| Q2 2026 | CELH CELSIUS HOLDINGS INC | United States | COM NEW | 0 | 4,943 | +4,943 | $0 | $147,252 | +$147,252 | 2026-07-23 |
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