MIRABELLA FINANCIAL SERVICES LLP
Follow13F filer, CIK 1538853, London, United Kingdom
MIRABELLA FINANCIAL SERVICES LLP reported $1,074,553,864 across 663 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 45.45% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-000932
- Period
- 2025-12-31
- Reported value
- $1.07B
- Holdings
- 663
- Top 10 weight
- 45.45%
- New
- 550
- Sold out
- 138
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| IWMnew | +61,000 | $15M |
| RCIadded | +329,389 | $12.4M |
| IBKRnew | +166,501 | $10.7M |
| SPYnew | +15,400 | $10.5M |
| ADSEadded | +743,286 | $9.42M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| NVDAreduced | -150,956 | -$28.2M |
| MSFTreduced | -58,100 | -$28.1M |
| GOOGLexited | -97,678 | -$23.7M |
| AAPLexited | -92,027 | -$23.4M |
| CMBTexited | -2,384,078 | -$22.4M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 658 share positions
Options
Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).
Principal amounts
Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).
| Security | Type | Amount | Value | Change |
|---|---|---|---|---|
| CSG SYS INTL INCCSG SYS INTL INC NOTE 3.875% 9/1 | principal | 42,500,000 | $50.3M | new |
| TXNM ENERGY INCTXNM ENERGY INC NOTE 5.750% 6/0 | principal | 5,000,000 | $6.7M | 0 |
Sold out in Q4 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| GOOGLALPHABET INC | 97,678 | $23.7M | shares |
| AAPLAPPLE INC | 92,027 | $23.4M | shares |
| CMBTCMB.TECH NV | 2,384,078 | $22.4M | shares |
| JPMJPMORGAN CHASE & CO | 39,566 | $12.5M | shares |
| AVGOBROADCOM INC | 36,979 | $12.2M | shares |
| BLNDBLEND LABS INC | 2,643,777 | $9.65M | shares |
| VVISA INC | 25,464 | $8.68M | shares |
| ABBVABBVIE INC | 32,899 | $7.6M | shares |
| ORCLORACLE CORP | 26,063 | $7.32M | shares |
| BRK-BBERKSHIRE HATHAWAY INC DEL | 14,374 | $7.21M | shares |
| NOWSERVICENOW INC | 7,514 | $6.91M | shares |
| AUBATLANTIC UN BANKSHARES CORP | 191,238 | $6.75M | shares |
| OCOWENS CORNING NEW | 41,674 | $5.89M | shares |
| STLDSTEEL DYNAMICS INC | 41,756 | $5.81M | shares |
| HUBBHUBBELL INC | 13,151 | $5.66M | shares |
| NFLXNETFLIX INC. | 4,681 | $5.6M | shares |
| TMUST-MOBILE US INC | 22,807 | $5.45M | shares |
| HCAHCA HEALTHCARE INC | 12,715 | $5.41M | shares |
| PGRPROGRESSIVE CORP | 21,300 | $5.25M | shares |
| TAT&T INC | 162,557 | $4.59M | shares |
| CMECME GROUP INC | 16,823 | $4.54M | shares |
| LLYELI LILLY & CO | 5,365 | $4.09M | shares |
| TSLATESLA INC | 8,786 | $3.9M | shares |
| PLTRPALANTIR TECHNOLOGIES INC | 21,255 | $3.87M | shares |
| CPACOPA HOLDINGS SA | 32,060 | $3.81M | shares |
| SYKSTRYKER CORPORATION | 10,248 | $3.78M | shares |
| DGDOLLAR GEN CORP | 36,153 | $3.73M | shares |
| TSNTYSON FOODS INC | 68,038 | $3.69M | shares |
| NXENEXGEN ENERGY LTD | 400,000 | $3.58M | call |
| KNSLKINSALE CAP GROUP INC | 7,833 | $3.32M | shares |
| SHOPSHOPIFY INC | 22,103 | $3.28M | shares |
| VLOVALERO ENERGY CORP | 18,701 | $3.18M | shares |
| KMIKINDER MORGAN INC DEL | 112,282 | $3.17M | shares |
| THOTHOR INDS INC | 30,340 | $3.14M | shares |
| UNHUNITEDHEALTH GROUP INC | 8,992 | $3.1M | shares |
| ADPAUTOMATIC DATA PROCESSING IN | 10,523 | $3.08M | shares |
| MSMORGAN STANLEY | 18,925 | $3M | shares |
| BNYBANK OF NY MELLON CORP | 26,435 | $2.87M | shares |
| AMXAMERICA MOVIL SAB DE CV | 136,689 | $2.87M | shares |
| SBLKSTAR BULK CARRIERS CORP. | 151,818 | $2.82M | shares |
| IDXXIDEXX LABS INC | 4,401 | $2.81M | shares |
| SNPSSYNOPSYS INC | 5,632 | $2.77M | shares |
| AMEAMETEK INC | 14,494 | $2.72M | shares |
| ELVELEVANCE HEALTH INC FORMERLY | 8,413 | $2.71M | shares |
| ADBEADOBE INC | 7,594 | $2.67M | shares |
| JNJJOHNSON & JOHNSON | 14,161 | $2.62M | shares |
| CTRECARETRUST REIT INC | 75,297 | $2.61M | shares |
| MTDMETTLER TOLEDO INTERNATIONAL | 2,028 | $2.48M | shares |
| ALNYALNYLAM PHARMACEUTICALS INC | 5,447 | $2.48M | shares |
| UNPUNION PAC CORP | 10,281 | $2.43M | shares |
| PANWPALO ALTO NETWORKS INC | 11,645 | $2.37M | shares |
| CRMSALESFORCE INC | 9,925 | $2.35M | shares |
| OGEOGE ENERGY CORP | 50,313 | $2.32M | shares |
| BLDTOPBUILD COR | 5,747 | $2.24M | shares |
| MELIMERCADOLIBRE INC | 954 | $2.23M | shares |
| PTCPTC INC | 10,807 | $2.19M | shares |
| ARGXARGENX SE | 2,976 | $2.19M | shares |
| WMTWALMART INC | 21,186 | $2.18M | shares |
| VRTXVERTEX PHARMACEUTICALS INC | 5,377 | $2.1M | shares |
| ACNACCENTURE PLC IRELAND | 8,331 | $2.05M | shares |
| PLDPROLOGIS INC. | 17,738 | $2.03M | shares |
| SUSUNCOR ENERGY INC NEW | 47,848 | $2M | shares |
| FFORD MTR CO | 165,592 | $1.98M | shares |
| BJBJS WHSL CLUB HLDGS INC | 21,167 | $1.97M | shares |
| EXPDEXPEDITORS INTL WASH INC | 15,218 | $1.86M | shares |
| IBPINSTALLED BLDG PRODS INC | 7,488 | $1.84M | shares |
| GMGENERAL MTRS CO | 29,694 | $1.81M | shares |
| ODFLOLD DOMINION FREIGHT LINE IN | 12,399 | $1.74M | shares |
| CTASCINTAS CORP | 8,416 | $1.72M | shares |
| SLVMSYLVAMO CORP | 38,351 | $1.69M | shares |
| FLUTFLUTTER ENTMT PLC | 6,634 | $1.68M | shares |
| CHDCHURCH & DWIGHT CO INC | 18,778 | $1.64M | shares |
| CRWDCROWDSTRIKE HLDGS INC | 3,336 | $1.63M | shares |
| NBISNEBIUS GROUP N.V. | 14,100 | $1.58M | shares |
| BROBROWN & BROWN INC | 16,844 | $1.58M | shares |
| ALBALBEMARLE CORP | 18,563 | $1.51M | shares |
| CPCANADIAN PACIFIC KANSAS CITY | 19,946 | $1.48M | shares |
| RSRELIANCE INC | 5,284 | $1.48M | shares |
| INTUINTUIT | 2,161 | $1.48M | shares |
| CPRTCOPART INC | 32,770 | $1.47M | shares |
| SBACSBA COMMUNICATIONS CORP | 7,600 | $1.47M | shares |
| OXYOCCIDENTAL PETE CORP | 29,566 | $1.39M | shares |
| MKCMCCORMICK & CO INC | 20,868 | $1.39M | shares |
| PNCPNC FINL SVCS GROUP INC | 6,756 | $1.35M | shares |
| OLLIOLLIES BARGAIN OUTLET HLDGS | 10,286 | $1.32M | shares |
| BURBURFORD CAPITAL LIMITED | 110,000 | $1.32M | shares |
| USBUS BANCORP | 27,171 | $1.31M | shares |
| TAPMOLSON COORS BEVERAGE CO | 28,836 | $1.3M | shares |
| NEMNEWMONT CORP | 15,335 | $1.29M | shares |
| CTRACOTERRA ENERGY INC | 53,656 | $1.27M | shares |
| HEI-AHEICO CORP NEW | 4,850 | $1.23M | shares |
| CMCSACOMCAST CORP NEW | 37,878 | $1.19M | shares |
| SAIASAIA INC | 3,914 | $1.17M | shares |
| NXPINXP SEMICONDUCTORS N V | 5,029 | $1.14M | shares |
| BNBROOKFIELD CORP | 16,560 | $1.13M | shares |
| RALRALLIANT CORP | 24,700 | $1.08M | shares |
| CNQCANADIAN NAT RES LTD MED TER | 31,331 | $1M | shares |
| NXENEXGEN ENERGY LTD | 100,000 | $895K | shares |
| CIBGRUPO CIBEST SA | 15,779 | $820K | shares |
| KBKB FINL GROUP INC | 9,667 | $800K | shares |
| GILDGILEAD SCIENCES INC | 5,807 | $643K | shares |
| INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS | 21,594 | $603K | shares |
| GLIBKLIBERTY CAP CORP | 15,000 | $559K | shares |
| ECHOECHOSTAR CORP | 5,500 | $420K | shares |
| GGENPACT LIMITED | 8,519 | $357K | shares |
| CAHCARDINAL HEALTH INC | 2,052 | $322K | shares |
| ASHASHLAND INC | 6,128 | $294K | shares |
| MMSIMERIT MED SYS INC | 3,430 | $285K | shares |
| ITGRINTEGER HLDGS CORP | 2,649 | $274K | shares |
| TTEKTETRA TECH INC NEW | 7,796 | $260K | shares |
| EEFTEURONET WORLDWIDE INC | 2,799 | $246K | shares |
| CDZICADIZ INC | 50,000 | $236K | shares |
| HPHELMERICH & PAYNE INC | 10,330 | $228K | shares |
| VECOVEECO INSTRS INC DEL | 7,455 | $227K | shares |
| MSAMSA SAFETY INC | 1,318 | $227K | shares |
| BRBRBELLRING BRANDS INC | 6,230 | $226K | shares |
| ITRIITRON INC | 1,818 | $226K | shares |
| INGRINGREDION INC | 1,842 | $225K | shares |
| DUOLDUOLINGO INC | 692 | $223K | shares |
| MMSMAXIMUS INC | 2,373 | $217K | shares |
| FCNFTI CONSULTING INC | 1,304 | $211K | shares |
| EXPOEXPONENT INC | 3,020 | $210K | shares |
| FLSFLOWSERVE CORP | 3,925 | $209K | shares |
| SONOSONOS INC | 13,154 | $208K | shares |
| BKHBLACK HILLS CORP | 3,338 | $206K | shares |
| HOMBHOME BANCSHARES INC | 7,178 | $203K | shares |
| DLTRDOLLAR TREE INC | 2,136 | $202K | shares |
| ALHCALIGNMENT HEALTHCARE INC | 10,657 | $186K | shares |
| TALOTALOS ENERGY INC | 18,693 | $179K | shares |
| SGSWEETGREEN INC | 20,816 | $166K | shares |
| MQMARQETA INC | 31,378 | $166K | shares |
| AVIDXCHANGE HOLDINGS INCAVIDXCHANGE HOLDINGS INC | 15,703 | $156K | shares |
| PTENPATTERSON-UTI ENERGY INC | 29,045 | $150K | shares |
| COURCOURSERA INC | 11,277 | $132K | shares |
| CALYCALLAWAY GOLF CO | 13,594 | $129K | shares |
| INTEGRAL AD SCIENCE HLDNG COINTEGRAL AD SCIENCE HLDNG CO | 11,800 | $120K | shares |
| BTGB2GOLD CORP | 14,944 | $74K | shares |
| NWLNEWELL BRANDS INC | 10,907 | $57.2K | shares |
How Q4 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001172661-26-000932 | base | 2026-02-17 | acceptance time not in the bulk data set |