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XLF52.310.33%
FTSE10,324.60-0.52%
IXIC24,892.310.89%
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GSPC7,209.011.02%
Temp27°C
UV0
Feels29.9°C
Humidity84%
Wind10.8 km/h
Air QualityAQI 1
Cloud Cover25%
Rain86%
Sunrise05:57 AM
Sunset06:48 PM
Time7:46 AM
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1 May 2026
13F COMBINATION REPORT (Amended)

MIRABELLA FINANCIAL SERVICES LLP

Quarter ended Q4 2025 · Filed December 15, 2025 · Accession 0001172661-25-005270

Total Value
$1.15B
Positions
251
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (251)

#IssuerTicker / CUSIPSharesValue% of Filing
1ADS TEC ENERGY PLCADSEW17,370,177$208.4M18.06%
2CARVANA COCVNA95,060$35.9M3.11%
3MICROSOFT CORPMSFT66,598$34.4M2.98%
4NVIDIA CORPORATIONNVDA175,473$32.7M2.83%
5KINGSWAY FINL SVCS INC4969042022,189,905$32.0M2.77%
6THE BEAUTY HEALTH COMPANY88331L10815,596,277$31.0M2.69%
7FIRST BUSEY CORPBUSEP1,082,338$25.1M2.17%
8ALPHABET INCGOOG97,678$23.7M2.05%
9APPLE INCAAPL92,027$23.4M2.03%
10EVEREST GROUP LTDEG64,031$22.4M1.94%
11CMB.TECH NVCMBT2,384,078$22.4M1.94%
12AMAZON COM INCAMZN95,726$21.0M1.82%
13META PLATFORMS INCMETA25,448$18.7M1.62%
14KASPI KZ JSC48581R205217,344$17.8M1.54%
15ALCOA CORPAA406,715$13.4M1.16%
16MAXCYTE INCMXCT8,200,000$13.0M1.12%
17JPMORGAN CHASE & CO.VYLD39,566$12.5M1.08%
18BROADCOM INCAVGO36,979$12.2M1.05%
19BANC OF CALIFORNIA INCBANC-PF704,218$11.7M1.01%
20AXIS CAP HLDGS LTDG0692U109113,494$10.9M0.94%
21MARAVAI LIFESCIENCES HLDGS IMARA3,750,000$10.8M0.93%
22BLEND LABS INCBLND2,643,777$9.6M0.84%
23VISA INCV25,464$8.7M0.75%
24DRAFTKINGS INC NEWDKNG231,740$8.7M0.75%
25ALLEGION PLCALLE47,333$8.4M0.72%
26PACCAR INCPCAR83,924$8.2M0.71%
27SEA LTDSE44,555$8.0M0.69%
28JOHNSON CTLS INTL PLCG5150210571,028$7.7M0.67%
29ABBVIE INCABBV32,899$7.6M0.66%
30ORACLE CORPORCL-PD26,063$7.3M0.63%
31EQUINOR ASASTOHF300,000$7.3M0.63%
32BERKSHIRE HATHAWAY INC DELBRK-A14,374$7.2M0.62%
33CATERPILLAR INCCAT14,974$7.2M0.62%
34VULCAN MATLS CO92916010923,037$6.9M0.60%
35SERVICENOW INCNOW7,514$6.9M0.60%
36ATLANTIC UN BANKSHARES CORP04911A107191,238$6.7M0.58%
37TXNM ENERGY INCTXNM5,000,000$6.5M0.57%
383M COMMM40,311$6.3M0.54%
39APPLIED MATLS INC03822210529,892$6.1M0.53%
40OWENS CORNING NEWOC41,674$5.9M0.51%
41SSGA ACTIVE ETF TR78467V608139,807$5.8M0.50%
42STEEL DYNAMICS INCSTLD41,756$5.8M0.50%
43HUBBELL INCHUBB13,151$5.7M0.49%
44LIQUIDIA CORPORATIONLQDA247,405$5.6M0.49%
45NETFLIX INCNFLX4,681$5.6M0.49%
46HONEYWELL INTL INC43851610626,144$5.5M0.48%
47BOOKING HOLDINGS INCBKNG1,019$5.5M0.48%
48T-MOBILE US INCTMUSZ22,807$5.5M0.47%
49HCA HEALTHCARE INCHCA12,715$5.4M0.47%
50PROGRESSIVE CORP74331510321,300$5.2M0.45%
51TAIWAN SEMICONDUCTOR MFG LTD87403910017,361$4.8M0.42%
52TRANSDIGM GROUP INCTDG3,611$4.7M0.41%
53PEPSICO INCPEP32,877$4.6M0.40%
54AT&T INCT-PC162,557$4.6M0.40%
55CME GROUP INCCME16,823$4.5M0.39%
56CREDICORP LTDBAP16,168$4.3M0.37%
57UBS GROUP AGUBS104,728$4.3M0.37%
58ELI LILLY & COLLY5,365$4.1M0.35%
59INTERCORP FINL SVCS INCINTR97,281$3.9M0.34%
60TESLA INCTSLA8,786$3.9M0.34%
61PALANTIR TECHNOLOGIES INCPLTR21,255$3.9M0.34%
62TJX COS INC NEW87254010926,457$3.8M0.33%
63COPA HOLDINGS SACPA32,060$3.8M0.33%
64STRYKER CORPORATIONSYK10,248$3.8M0.33%
65DOLLAR GEN CORP NEW25667710536,153$3.7M0.32%
66TYSON FOODS INCTSN68,038$3.7M0.32%
67JBS N.V.JBS246,182$3.7M0.32%
68NEXGEN ENERGY LTDNXE400,000$3.6M0.31%
69LAUREATE EDUCATION INCLAUR112,183$3.5M0.31%
70ALPHABET INCGOOG14,400$3.5M0.30%
71PRICESMART INCPSMT28,583$3.5M0.30%
72COMPANIA DE MINAS BUENAVENTU204448104142,356$3.5M0.30%
73FIRSTCASH HOLDINGS INCFCFS21,858$3.5M0.30%
74ARISTA NETWORKS INCANET23,688$3.4M0.30%
75KINSALE CAP GROUP INC49714P1087,833$3.3M0.29%
76SHOPIFY INCSHOP22,103$3.3M0.28%
77VALERO ENERGY CORPVLO18,701$3.2M0.28%
78KINDER MORGAN INC DELEP-PC112,282$3.2M0.27%
79THOR INDS INC88516010130,340$3.1M0.27%
80NORTHROP GRUMMAN CORPNOC5,129$3.1M0.27%
81UNITEDHEALTH GROUP INCUNH8,992$3.1M0.27%
82AUTOMATIC DATA PROCESSING INADP10,523$3.1M0.27%
83MORGAN STANLEYMS-PQ18,925$3.0M0.26%
84AURA MINERALS INCAUGO80,000$3.0M0.26%
85PRIMERICA INCPRI10,407$2.9M0.25%
86BANK NEW YORK MELLON CORP06405810026,435$2.9M0.25%
87AMERICA MOVIL SAB DE CVAMXOF136,689$2.9M0.25%
88STAR BULK CARRIERS CORP.SBLK151,818$2.8M0.24%
89IDEXX LABS INC45168D1044,401$2.8M0.24%
90TRANSOCEAN LTDRIG897,923$2.8M0.24%
91SYNOPSYS INCSNPS5,632$2.8M0.24%
92ENCORE ENERGY CORPEU850,000$2.7M0.24%
93AMETEK INCAME14,494$2.7M0.24%
94ELEVANCE HEALTH INC FORMERLYELV8,413$2.7M0.24%
95ADOBE INCADBE7,594$2.7M0.23%
96AUTODESK INCADSK8,295$2.6M0.23%
97JOHNSON & JOHNSONJNJ14,161$2.6M0.23%
98CARETRUST REIT INCCTRE75,297$2.6M0.23%
99IDACORP INCIDA19,187$2.5M0.22%
100CRH PLCCRH20,868$2.5M0.22%
101METTLER TOLEDO INTERNATIONALMTD2,028$2.5M0.22%
102ALNYLAM PHARMACEUTICALS INCALNY5,447$2.5M0.21%
103STERIS PLCSTE9,907$2.4M0.21%
104UNION PAC CORPUNP10,281$2.4M0.21%
105APOLLO GLOBAL MGMT INC03769M10618,169$2.4M0.21%
106PALO ALTO NETWORKS INCPANW11,645$2.4M0.21%
107SALESFORCE INCCRM9,925$2.3M0.20%
108KRAFT HEINZ COKHC90,255$2.3M0.20%
109DELTA AIR LINES INC DELDAL41,137$2.3M0.20%
110OGE ENERGY CORPOGE50,313$2.3M0.20%
111PARKER-HANNIFIN CORPPH3,054$2.3M0.20%
112FREEPORT-MCMORAN INCFCX58,229$2.3M0.20%
113RESMED INCRSMDF8,302$2.3M0.20%
114TOPBUILD CORPBLD5,747$2.2M0.19%
115MERCADOLIBRE INCMELI954$2.2M0.19%
116PTC INCPTC10,807$2.2M0.19%
117ARGENX SEARGX2,976$2.2M0.19%
118WALMART INCWMT21,186$2.2M0.19%
119DLOCAL LTDDLO151,342$2.2M0.19%
120JONES LANG LASALLE INCJLL7,211$2.1M0.19%
121VERTEX PHARMACEUTICALS INCVRTX5,377$2.1M0.18%
122ROGERS COMMUNICATIONS INCRCIAF60,722$2.1M0.18%
123ACCENTURE PLC IRELANDACN8,331$2.1M0.18%
124VISTA ENERGY S.A.B. DE C.V.VSOGF59,474$2.0M0.18%
125PROLOGIS INC.PLDGP17,738$2.0M0.18%
126SUNCOR ENERGY INC NEWSU47,848$2.0M0.17%
127LEAR CORPLEA19,895$2.0M0.17%
128FORD MTR CO345370860165,592$2.0M0.17%
129BJS WHSL CLUB HLDGS INC05550J10121,167$2.0M0.17%
130EXPEDITORS INTL WASH INC30213010915,218$1.9M0.16%
131INSTALLED BLDG PRODS INC45780R1017,488$1.8M0.16%
132BRISTOL-MYERS SQUIBB COCELG-RI40,545$1.8M0.16%
133GENERAL MTRS CO37045V10029,694$1.8M0.16%
134OLD DOMINION FREIGHT LINE INODFL12,399$1.7M0.15%
135ROLLINS INCROL29,657$1.7M0.15%
136CINTAS CORPCTAS8,416$1.7M0.15%
137TECK RESOURCES LTDTCKRF39,037$1.7M0.15%
138CDW CORPCDW10,721$1.7M0.15%
139SYLVAMO CORPSLVM38,351$1.7M0.15%
140FLUTTER ENTMT PLCG3643J1086,634$1.7M0.15%
141CHURCH & DWIGHT CO INCCHD18,778$1.6M0.14%
142CROWDSTRIKE HLDGS INCCRWD3,336$1.6M0.14%
143NEBIUS GROUP N.V.NBIS14,100$1.6M0.14%
144BROWN & BROWN INCBRO16,844$1.6M0.14%
145OTIS WORLDWIDE CORPOTIS17,100$1.6M0.14%
146FIRST FNDTN INC32026V104279,263$1.6M0.13%
147MILLICOM INTL CELLULAR S AL6388F11031,706$1.5M0.13%
148RANGE RES CORPRRC40,244$1.5M0.13%
149ALBEMARLE CORPALB-PA18,563$1.5M0.13%
150CANADIAN PACIFIC KANSAS CITYCP19,946$1.5M0.13%
151RELIANCE INCRS5,284$1.5M0.13%
152INTUITINTU2,161$1.5M0.13%
153COPART INCCPRT32,770$1.5M0.13%
154SBA COMMUNICATIONS CORP NEWSBAC7,600$1.5M0.13%
155LITHIA MTRS INC5367971034,639$1.5M0.13%
156OCCIDENTAL PETE CORP67459910529,566$1.4M0.12%
157MCCORMICK & CO INCMKC-V20,868$1.4M0.12%
158COSTAR GROUP INCCSGP16,340$1.4M0.12%
159PNC FINL SVCS GROUP INC6934751056,756$1.4M0.12%
160OLLIES BARGAIN OUTLET HLDGS68111610910,286$1.3M0.11%
161BURFORD CAP LTDBUR110,000$1.3M0.11%
162ADS TEC ENERGY PLCADSEW153,864$1.3M0.11%
163US BANCORP DELUSB-PS27,171$1.3M0.11%
164MOLSON COORS BEVERAGE COTAP-A28,836$1.3M0.11%
165WORKDAY INCWDAY5,408$1.3M0.11%
166NEWMONT CORPNEMCL15,335$1.3M0.11%
167COTERRA ENERGY INCCTRA53,656$1.3M0.11%
168HEICO CORP NEWHEI-A4,850$1.2M0.11%
169COMCAST CORP NEWCCZ37,878$1.2M0.10%
170SAIA INCSAIA3,914$1.2M0.10%
171NXP SEMICONDUCTORS N VNXPI5,029$1.1M0.10%
172BROOKFIELD CORP11271J10716,560$1.1M0.10%
173RALLIANT CORPRAL24,700$1.1M0.09%
174VINCI COMPASS INVESTMENTS LTVINP97,988$1.1M0.09%
175CANADIAN NAT RES LTD13638510131,331$1.0M0.09%
176RPM INTL INC7496851038,118$955,2050.08%
177NEXGEN ENERGY LTDNXE100,000$895,0000.08%
178GRUPO CIBEST SACIB15,779$819,5610.07%
179KB FINL GROUP INC48241A1059,667$799,9180.07%
180GLOBANT S AGLOB13,918$798,6150.07%
181CEMEX SAB DE CVCXMSF85,628$769,7960.07%
182AMDOCS LTDDOX8,546$701,1990.06%
183GILEAD SCIENCES INCGILD5,807$643,3130.06%
184INTERPUBLIC GROUP COS INCINTR21,594$602,6890.05%
185KAROOOOO LTDKARO10,000$571,2000.05%
186GCI LIBERTY INCGLIBK15,000$559,0500.05%
187HF SINCLAIR CORPDINO9,647$504,9240.04%
188GRUPO TELEVISA S A BGRPFF173,611$467,0140.04%
189JETBLUE AWYS CORP47714310188,896$437,3680.04%
190ECHOSTAR CORPSATS5,500$419,9800.04%
191OPTION CARE HEALTH INCOPCH13,156$365,2110.03%
192GENPACT LIMITEDG8,519$356,8610.03%
193WORKIVA INCWK4,067$350,0870.03%
194MKS INC.MKSI2,775$343,4620.03%
195CARDINAL HEALTH INCCAH2,052$322,0820.03%
196ASHLAND INCASH6,128$293,5920.03%
197MERIT MED SYS INC5898891043,430$285,4790.02%
198SOUTHERN COPPER CORPSCCO2,344$284,4680.02%
199ENVISTA HOLDINGS CORPORATIONNVST13,558$276,1760.02%
200INTEGER HLDGS CORPITGR2,649$273,7210.02%
201UGI CORP NEW9026811058,111$269,7720.02%
202HASBRO INCHAS3,541$268,5850.02%
203TETRA TECH INC NEWTTEK7,796$260,2300.02%
204CLEVELAND-CLIFFS INC NEWCLF20,505$250,1610.02%
205EURONET WORLDWIDE INCEEFT2,799$245,7800.02%
206OSHKOSH CORPOSK1,886$244,6140.02%
207JAZZ PHARMACEUTICALS PLCJAZZ1,848$243,5660.02%
208AVISTA CORPAVA6,319$238,9210.02%
209CADIZ INCCDZIP50,000$236,0000.02%
210MGIC INVT CORP WIS5528481038,294$235,3010.02%
211SOUTHWEST GAS HLDGS INCSWX2,916$228,4390.02%
212HELMERICH & PAYNE INCHP10,330$228,1900.02%
213VEECO INSTRS INC DEL9224171007,455$226,8560.02%
214MSA SAFETY INCMNESP1,318$226,7880.02%
215BELLRING BRANDS INCBRBR6,230$226,4610.02%
216ITRON INCITRI1,818$226,4500.02%
217MUELLER INDS INC6247561022,227$225,1720.02%
218INGREDION INCINGR1,842$224,9270.02%
219DUOLINGO INCDUOL692$222,7130.02%
220PENN ENTERTAINMENT INCPENN11,544$222,3370.02%
221MAXIMUS INCMMS2,373$216,8210.02%
222TAKE-TWO INTERACTIVE SOFTWARTTWO822$212,3720.02%
223FTI CONSULTING INCFCN1,304$210,7920.02%
224EXPONENT INCEXPO3,020$209,8300.02%
225FLOWSERVE CORPFLS3,925$208,5750.02%
226SONOS INCSONO13,154$207,8330.02%
227BLACK HILLS CORPBKH3,338$205,5870.02%
228HOME BANCSHARES INCHOMB7,178$203,1370.02%
229DOLLAR TREE INCDLTR2,136$201,5740.02%
230TOAST INCTOST5,516$201,3890.02%
231WARNER BROS DISCOVERY INCWBD10,000$195,3000.02%
232LITHIUM ARGENTINA AGLAR56,707$189,4010.02%
233ALIGNMENT HEALTHCARE INCALHC10,657$185,9650.02%
234O-I GLASS INCOI14,284$185,2630.02%
235TALOS ENERGY INCTALO18,693$179,2660.02%
236ARDAGH METAL PACKAGING S AAMPWF41,875$167,0810.01%
237SWEETGREEN INCSG20,816$166,1120.01%
238MARQETA INCMQ31,378$165,6760.01%
239UIPATH INCPATH11,757$157,3090.01%
240AVIDXCHANGE HOLDINGS INC05368X10215,703$156,2450.01%
241PATTERSON-UTI ENERGY INCPTEN29,045$150,4530.01%
242AMNEAL PHARMACEUTICALS INCAMRX14,658$146,7270.01%
243CNH INDL N VN2094410913,386$145,2380.01%
244COURSERA INCCOUR11,277$132,0540.01%
245TOPGOLF CALLAWAY BRANDS CORP13119310413,594$129,1430.01%
246HUNTSMAN CORPHUN13,701$123,0350.01%
247INTEGRAL AD SCIENCE HLDNG CO45828L10811,800$120,0060.01%
248VISTA GOLD CORPVGZ48,916$104,1910.01%
249B2GOLD CORPBTG14,944$73,9730.01%
250GALIANO GOLD INCGAU27,578$60,3960.01%
251NEWELL BRANDS INCNWL10,907$57,1530.00%