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Portfolio (Quarterly) Guide ↗

Mediolanum International Funds Ltd

· CIK 0002022028
13F Portfolio $9.4B AUM 431 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 58 New 185 Added 178 Reduced 35 Exited
Page 13 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 GEN GEN DIGITAL INC Technology 387,597.0 $7.1M 0.07% +191K +97.4% $18.32 +28.0%
242 HSY HERSHEY CO/THE Consumer Defensive 31,933.0 $6.8M 0.07% +9K +41.6% $213.55 -12.4%
243 MRVL MARVELL TECH RG Technology 77,011.0 $6.8M 0.07% -97K -55.8% $87.81 +101.4%
244 HIG HARTFORD INSURANCE GROUP INC Financial Services 49,079.0 $6.6M 0.07% +17K +51.1% $134.44 -0.4%
245 DOC HEALTHPEAK PROPERTIES INC /REIT Real Estate 395,624.0 $6.5M 0.07% +264K +199.7% $16.55 +17.0%
246 TXN TEXAS INSTRUMENTS INC Technology 34,991.0 $6.5M 0.07% +4K +13.4% $186.42 +62.4%
247 PDD PDD HOLDINGS INC Consumer Cyclical 65,218.0 $6.4M 0.07% NEW $98.42 -2.6%
248 CIEN CIENA CORP Technology 17,369.0 $6.3M 0.07% NEW $365.00 +43.7%
249 ENB ENBRIDGE INC. Energy 116,442.0 $6.3M 0.07% $54.36 +1.7%
250 MDB MONGODB INC Technology 26,342.0 $6.2M 0.07% +19K +245.9% $235.21 +32.7%
251 CTVA CORTEVA INC Basic Materials 74,337.0 $6.2M 0.07% -70K -48.5% $82.95 -0.9%
252 RKT ROCKET COS INC-CLASS A Financial Services 450,557.0 $6.1M 0.07% -325K -41.9% $13.49 -1.0%
253 T AT & T Communication Services 207,823.0 $6.0M 0.06% +148K +247.4% $28.78 -16.5%
254 COIN COINBASE GLB RG-A Financial Services 36,816.0 $5.9M 0.06% +35K +1516.9% $160.79 +17.8%
255 EFX EQUIFAX INC Industrials 32,702.0 $5.8M 0.06% -149K -82.0% $177.40 -10.7%
256 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 65,575.0 $5.8M 0.06% -2K -3.6% $87.81 +96.1%
257 FSLR FIRST SOLAR INC Energy 30,598.0 $5.7M 0.06% -62K -67.0% $184.70 +26.4%
258 BKR BAKER HUGHES COMPANY Energy 92,938.0 $5.6M 0.06% -26K -21.6% $60.68 +9.1%
259 DB DEUTSCHE BANK AG /NAM. Financial Services 196,299.0 $5.6M 0.06% -154K -44.0% $28.68 +7.8%
260 HPQ HP INC Technology 293,943.0 $5.6M 0.06% +194K +194.4% $19.05 +9.2%
Page 13 of 22  ·  431 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.7%
Financial Services 11.3%
Communication Services 10.6%
Healthcare 10.1%
Industrials 9.1%
Consumer Cyclical 9.1%
Consumer Defensive 5.9%
Energy 5.7%
Basic Materials 2.4%
Utilities 2.1%