Mirabella-Financial-Services-Llp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NVMI",
  "SE",
  "TREX",
  "FLEX",
  "MXCT",
  "FN",
  "NVR",
  "ARGX",
  "GLOB",
  null,
  "INFA",
  "CIB",
  "XP",
  "MCHI",
  "OLLI",
  "MU",
  "ACN",
  "PPBI",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "JLL",
  "GOOGL",
  "ALNY",
  "T",
  "BLK",
  "ASX",
  "AVGO",
  "BRO",
  "CP.TO",
  "BMA",
  "SKYT",
  "SKIN",
  "EXPD",
  "LPG",
  "CRESY",
  "TIGO",
  null,
  "AGRO",
  "GOGL",
  "LQDA",
  null,
  "BBAR",
  "HON",
  "CEPU",
  "IBN",
  "INTU",
  "RPM",
  "EU",
  "UNP",
  "FFWM",
  "FRO",
  "HUBB",
  "IDA",
  "AMAT",
  "IFS",
  "BKNG",
  "META",
  "NFE",
  "OABI",
  null,
  "PAGS",
  "STNG",
  "LAB",
  null,
  "EGY",
  null,
  "TPB",
  null,
  "KNSL",
  "KMI",
  "LRCX",
  null,
  "UUUU",
  "PWR",
  "MSFT",
  "MS",
  "TMUS",
  "NU",
  "OXY",
  "OMC",
  "ODFL",
  "PCAR",
  "ANSS",
  "DG",
  "ANET",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "DASH",
  "EEM",
  "PANW",
  "PEP",
  "PNC",
  null,
  "PGR",
  "UNH",
  "AAPL",
  "ECL",
  "NVDA",
  "INTC",
  "PLTR",
  "KB",
  "MKC",
  "KVUE",
  "ROK",
  "SLVM",
  "NOW",
  "SHW",
  "SHOP",
  "RS",
  "STX",
  "AMT",
  "STLD",
  "SYK",
  "SNPS",
  "TXRH",
  "TMO",
  "TJX",
  "TSN",
  "AA",
  "NEM",
  "ICHR",
  "PSMT",
  "RCL",
  "OGE",
  "MBLY",
  "PDS",
  "ADSEW",
  null,
  null,
  "AEHR",
  "ADSE",
  "EXP",
  "LAD",
  null,
  "LAUR",
  "MRVI",
  "TOST",
  "ULTA",
  "SU",
  "MTD",
  "TSM",
  "BN.TO",
  "VRTX",
  "TT",
  "VRT",
  "GGAL",
  "SAIA",
  "RRC",
  "RYAN",
  "PRI",
  "SYNA",
  "ADSK",
  "GM",
  "BLD",
  "THO",
  "AMD",
  "ALLE",
  "EPAM",
  "DRI",
  "TAP",
  "F",
  "EXTR",
  "HIMX",
  "IPG",
  "IBP",
  "INSW",
  "KFS",
  "IDXX",
  "KMPR",
  "KLIC",
  "FDS",
  "AMZN",
  "NIO",
  "TTWO",
  "HCA",
  "SQM",
  "DOX",
  "USB",
  "VLO",
  "VALE",
  "VAL",
  "VECO",
  "VEEV",
  "V",
  "VIST",
  "WMT",
  "WIT",
  "WYNN",
  "XPEL",
  "WK",
  "WDAY",
  null,
  "ESTC",
  "PTC",
  "NVGS",
  "DNN",
  "CNQ",
  "LEA",
  "KVYO",
  "LBTYA",
  "NXPI",
  "CRM",
  "SPOT",
  null,
  "LYV",
  null,
  "MELI",
  "EG",
  "AME",
  "AXS",
  "BANC",
  "BRK-B",
  "BSY",
  "BJ",
  "BLND",
  "EAT",
  "BMY",
  "BAM.TO",
  "BURL",
  "CDNS",
  "CVNA",
  "CCL",
  "CTRE",
  "CDLX",
  "CDW",
  "CHTR",
  "BVN",
  "CHD",
  "CLH",
  "KOF",
  "CME",
  "CMCSA",
  "CMPO",
  null,
  "CPRT",
  "CTRA",
  "COST",
  "CSGP",
  "BAP",
  "CRH",
  "CRWD",
  "DDOG",
  "DHT",
  "DAL",
  "DPZ",
  "IWM",
  "ELV",
  "GOOG",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PH",
  "APO",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 260
Total Value: 2490880881
Accession Number: 0001172661-25-002131
Form Type: 13F-HR
CIK: mirabella-financial-services-llp
Manager Name: Mirabella-Financial-Services-Llp

Data Enrichment

94% identified

244 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

260 positions • $2.5B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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DOLLAR GENERAL CORP

DG|256677105

Shares:409.5K

Value:$36.1M

% of Portfolio:1.4% ($36.1M/$2.5B)

RYAN SPECIALTY HOLDINGS, INC.

RYAN|78351F107

Shares:425.0K

Value:$31.4M

% of Portfolio:1.3% ($31.4M/$2.5B)

MERCADOLIBRE INC

MELI|58733R102

Shares:15.4K

Value:$30.1M

% of Portfolio:1.2% ($30.1M/$2.5B)

THOR INDUSTRIES INC

THO|885160101

Shares:386.2K

Value:$29.4M

% of Portfolio:1.2% ($29.4M/$2.5B)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:56.9K

Value:$27.7M

% of Portfolio:1.1% ($27.7M/$2.5B)

OLD DOMINION FREIGHT LINE, INC.

ODFL|679580100

Shares:159.5K

Value:$26.5M

% of Portfolio:1.1% ($26.5M/$2.5B)

CARVANA CO.

CVNA|146869102

Shares:125.0K

Value:$26.1M

% of Portfolio:1.0% ($26.1M/$2.5B)

SAIA INC

SAIA|78709Y105

Shares:72.8K

Value:$25.5M

% of Portfolio:1.0% ($25.5M/$2.5B)

NVR INC

NVR|62944T105

Shares:3.5K

Value:$25.4M

% of Portfolio:1.0% ($25.4M/$2.5B)

ServiceNow, Inc.

NOW|81762P102

Shares:27.2K

Value:$21.8M

% of Portfolio:0.9% ($21.8M/$2.5B)

Broadcom Inc.

AVGO|11135F101

Shares:128.1K

Value:$21.5M

% of Portfolio:0.9% ($21.5M/$2.5B)

Golden Ocean Group Ltd

GOGL|G39637205

Shares:2.5M

Value:$20.2M

% of Portfolio:0.8% ($20.2M/$2.5B)

Alphabet Inc.

GOOG|02079K107

Shares:110.0K

Value:$17.2M

% of Portfolio:0.7% ($17.2M/$2.5B)

Beauty Health Co

SKIN|88331L108

Shares:12.2M

Value:$16.4M

% of Portfolio:0.7% ($16.4M/$2.5B)

Arista Networks, Inc.

ANET|040413205

Shares:195.7K

Value:$15.2M

% of Portfolio:0.6% ($15.2M/$2.5B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:60.8K

Value:$14.9M

% of Portfolio:0.6% ($14.9M/$2.5B)

KINGSWAY FINANCIAL SERVICES INC

KFS|496904202

Shares:1.8M

Value:$13.9M

% of Portfolio:0.6% ($13.9M/$2.5B)

KB Financial Group Inc.

KB|48241A105

Shares:253.7K

Value:$13.8M

% of Portfolio:0.6% ($13.8M/$2.5B)

Sylvamo Corp

SLVM|871332102

Shares:200.9K

Value:$13.5M

% of Portfolio:0.5% ($13.5M/$2.5B)

CME GROUP INC.

CME|12572Q105

Shares:50.5K

Value:$13.4M

% of Portfolio:0.5% ($13.4M/$2.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
DOLLAR GENERAL CORP(DGcusip256677105)	409.5K	QoQ +346.53% (+317.8K) YoY NEW(+409.5K)	All Managers (Combined)	$36.1M	1.4% ($36.1M/$2.5B)	QoQ +419.89% (+$29.2M) YoY NEW(+$36.1M)
RYAN SPECIALTY HOLDINGS, INC.(RYANcusip78351F107)	425.0K	QoQ NEW(+425.0K) YoY NEW(+425.0K)	All Managers (Combined)	$31.4M	1.3% ($31.4M/$2.5B)	QoQ NEW(+$31.4M) YoY NEW(+$31.4M)
MERCADOLIBRE INC(MELIcusip58733R102)	15.4K	QoQ +327.45% (+11.8K) YoY +581.13% (+13.1K)	All Managers (Combined)	$30.1M	1.2% ($30.1M/$2.5B)	QoQ +391.87% (+$24.0M) YoY +780.93% (+$26.7M)
THOR INDUSTRIES INC(THOcusip885160101)	386.2K	QoQ +331.51% (+296.7K) YoY NEW(+386.2K)	All Managers (Combined)	$29.4M	1.2% ($29.4M/$2.5B)	QoQ +242.85% (+$20.8M) YoY NEW(+$29.4M)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	56.9K	QoQ +408.61% (+45.7K) YoY NEW(+56.9K)	All Managers (Combined)	$27.7M	1.1% ($27.7M/$2.5B)	QoQ +514.49% (+$23.2M) YoY NEW(+$27.7M)
OLD DOMINION FREIGHT LINE, INC.(ODFLcusip679580100)	159.5K	QoQ +352.77% (+124.2K) YoY NEW(+159.5K)	All Managers (Combined)	$26.5M	1.1% ($26.5M/$2.5B)	QoQ +326.19% (+$20.3M) YoY NEW(+$26.5M)
CARVANA CO.(CVNAcusip146869102)	125.0K	QoQ 0.00% (+0) YoY NEW(+125.0K)	All Managers (Combined)	$26.1M	1.0% ($26.1M/$2.5B)	QoQ +2.81% (+$715.0K) YoY NEW(+$26.1M)
SAIA INC(SAIAcusip78709Y105)	72.8K	QoQ +348.84% (+56.6K) YoY +11573.55% (+72.2K)	All Managers (Combined)	$25.5M	1.0% ($25.5M/$2.5B)	QoQ +245.37% (+$18.1M) YoY +6922.25% (+$25.2M)
NVR INC(NVRcusip62944T105)	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$25.4M	1.0% ($25.4M/$2.5B)	QoQ NEW(+$25.4M) YoY NEW(+$25.4M)
ServiceNow, Inc.(NOWcusip81762P102)	27.2K	QoQ +204.38% (+18.3K) YoY NEW(+27.2K)	All Managers (Combined)	$21.8M	0.9% ($21.8M/$2.5B)	QoQ +130.02% (+$12.3M) YoY NEW(+$21.8M)
Broadcom Inc.(AVGOcusip11135F101)	128.1K	QoQ +137.76% (+74.2K) YoY +4891.81% (+125.5K)	All Managers (Combined)	$21.5M	0.9% ($21.5M/$2.5B)	QoQ +72.31% (+$9.0M) YoY +532.40% (+$18.1M)
Golden Ocean Group Ltd(GOGLcusipG39637205)	2.5M	QoQ +66.72% (+1.0M) YoY NEW(+2.5M)	All Managers (Combined)	$20.2M	0.8% ($20.2M/$2.5B)	QoQ +53.08% (+$7.0M) YoY NEW(+$20.2M)
Alphabet Inc.(GOOGcusip02079K107)	110.0K	QoQ NEW(+110.0K) YoY +212.76% (+74.8K)	All Managers (Combined)	$17.2M	0.7% ($17.2M/$2.5B)	QoQ NEW(+$17.2M) YoY +220.92% (+$11.8M)
Beauty Health Co(SKINcusip88331L108)	12.2M	QoQ +36.25% (+3.3M) YoY NEW(+12.2M)	All Managers (Combined)	$16.4M	0.7% ($16.4M/$2.5B)	QoQ +14.82% (+$2.1M) YoY NEW(+$16.4M)
Arista Networks, Inc.(ANETcusip040413205)	195.7K	QoQ +526.31% (+164.4K) YoY NEW(+195.7K)	All Managers (Combined)	$15.2M	0.6% ($15.2M/$2.5B)	QoQ +340.39% (+$11.8M) YoY NEW(+$15.2M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	60.8K	QoQ +126.08% (+33.9K) YoY NEW(+60.8K)	All Managers (Combined)	$14.9M	0.6% ($14.9M/$2.5B)	QoQ +131.68% (+$8.5M) YoY NEW(+$14.9M)
KINGSWAY FINANCIAL SERVICES INC(KFScusip496904202)	1.8M	QoQ +9.50% (+152.1K) YoY NEW(+1.8M)	All Managers (Combined)	$13.9M	0.6% ($13.9M/$2.5B)	QoQ +3.61% (+$484.6K) YoY NEW(+$13.9M)
KB Financial Group Inc.(KBcusip48241A105)	253.7K	QoQ +188.02% (+165.6K) YoY NEW(+253.7K)	All Managers (Combined)	$13.8M	0.6% ($13.8M/$2.5B)	QoQ +175.40% (+$8.8M) YoY NEW(+$13.8M)
Sylvamo Corp(SLVMcusip871332102)	200.9K	QoQ +905.37% (+180.9K) YoY NEW(+200.9K)	All Managers (Combined)	$13.5M	0.5% ($13.5M/$2.5B)	QoQ +757.11% (+$11.9M) YoY NEW(+$13.5M)
CME GROUP INC.(CMEcusip12572Q105)	50.5K	QoQ +420.34% (+40.8K) YoY NEW(+50.5K)	All Managers (Combined)	$13.4M	0.5% ($13.4M/$2.5B)	QoQ +496.51% (+$11.2M) YoY NEW(+$13.4M)