13F filer

Mediolanum International Funds

As of Jun 30, 2026 Filed Jul 23, 2026 CIK 2022028 SEC filings ↗

13F Value

$11.70B

Positions

452

Top Position

NVDA6.0%

Top 5

21.7%

Latest filing changes

vs Mar 31, 2026

1 UNH UnitedHealth Group +325.0%+$87.2M

2 WMT Walmart +228.3%+$70.4M

3 KLAC KLA +744.9%+$63.7M

4 AMZN Amazon +22.9%+$58.7M

5 COST Costco Wholesale +86.0%+$54.7M

Holdings452

#
1	NVDA NVIDIA	6.0%	$700.3M	-3.7%	3.59M	6.5%	Common Stock
2	AAPL Apple	5.8%	$674.6M	-0.2%	2.39M	6.3%	Common Stock
3	MSFT Microsoft	3.9%	$461.3M	+10.0%	1.25M	4.3%	Common Stock
4	AVGO Broadcom	3.1%	$358.8M	+13.8%	963.5K	2.6%	Common Stock
5	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 983,532 reported quantity $347,826,092 reported value	3.0%	$347.8M	+10.9%	983.5K	2.6%	Common Stock
6	AMZN Amazon	2.7%	$315.7M	+22.9%	1.31M	2.3%	Common Stock
7	GOOG Alphabet Class C	2.5%	$293.8M	+4.4%	836.2K	2.3%	Common Stock
8	LLY Eli Lilly	2.1%	$249.3M	+19.8%	202.7K	1.6%	Common Stock
9	MU Micron Technology	2.0%	$228.2M	-19.9%	199.3K	0.8%	Common Stock
10	META Meta Platforms	1.9%	$217.8M	+12.9%	387.1K	2.0%	Common Stock
11	AMD Advanced Micro Devices	1.4%	$160.4M	+51.4%	297.3K	0.4%	Common Stock
12	LRCX Lam Research Filing details 512807108 Jun 30, 2026 349,671 reported quantity $143,683,311 reported value	1.2%	$143.7M	-15.0%	349.7K	0.9%	Common Stock
13	CAT Caterpillar	1.2%	$140.9M	+20.2%	136.4K	0.8%	Common Stock
14	V Visa	1.1%	$127.6M	+21.0%	373.6K	1.0%	Common Stock
15	TSLA Tesla	1.0%	$118.2M	-3.7%	287.1K	1.1%	Common Stock
16	COST Costco Wholesale	1.0%	$118.2M	+86.0%	124.9K	0.7%	Common Stock
17	UNH UnitedHealth Group	1.0%	$114.1M	+325.0%	271.7K	0.2%	Common Stock
18	GE Ge Aerospace Filing details 369604301 Jun 30, 2026 300,731 reported quantity $112,386,182 reported value	1.0%	$112.4M	+28.0%	300.7K	0.7%	Common Stock
19	KO Coca-Cola	0.9%	$109.3M	+75.2%	1.32M	0.6%	Common Stock
20	JPM JPMorgan Chase	0.9%	$107.4M	-0.0%	326.0K	1.0%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing38

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.