Mirabella Financial Services Llp

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: 0001538853
Manager Name: Mirabella Financial Services Llp

Data Enrichment

94% identified

244 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

260 positions • $2,490,880.881K total value

260 positions

Manager:

SEC FilingSEC DataHachi Filing

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DOLLAR GENERAL CORP

DG|256677105

409458(+346.5%)

Value:

$36.1B(+419.9%)

RYAN SPECIALTY HOLDINGS, INC.

RYAN|78351F107

425000

Value:

$31.4B

MERCADOLIBRE INC

MELI|58733R102

15380(+327.4%)

Value:

$30.1B(+391.9%)

THOR INDUSTRIES INC

THO|885160101

386169(+331.5%)

Value:

$29.4B(+242.8%)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

56883(+408.6%)

Value:

$27.7B(+514.5%)

OLD DOMINION FREIGHT LINE, INC.

ODFL|679580100

159462(+352.8%)

Value:

$26.5B(+326.2%)

CARVANA CO.

CVNA|146869102

125000(+0.0%)

Value:

$26.1B(+2.8%)

SAIA INC

SAIA|78709Y105

72843(+348.8%)

Value:

$25.5B(+245.4%)

NVR INC

NVR|62944T105

3500

Value:

$25.4B

ServiceNow, Inc.

NOW|81762P102

27209(+204.4%)

Value:

$21.8B(+130.0%)

Broadcom Inc.

AVGO|11135F101

128090(+137.8%)

Value:

$21.5B(+72.3%)

Golden Ocean Group Ltd

GOGL|G39637205

2499677(+66.7%)

Value:

$20.2B(+53.1%)

Alphabet Inc.

GOOG|02079K107

110000

Value:

$17.2B

Beauty Health Co

SKIN|88331L108

12246947(+36.3%)

Value:

$16.4B(+14.8%)

Arista Networks, Inc.

ANET|040413205

195656(+526.3%)

Value:

$15.2B(+340.4%)

JPMORGAN CHASE & CO

JPM|46625H100

60799(+126.1%)

Value:

$14.9B(+131.7%)

KINGSWAY FINANCIAL SERVICES INC

KFS|496904202

1752090(+9.5%)

Value:

$13.9B(+3.6%)

KB Financial Group Inc.

KB|48241A105

253742(+188.0%)

Value:

$13.8B(+175.4%)

Sylvamo Corp

SLVM|871332102

200884(+905.4%)

Value:

$13.5B(+757.1%)

CME GROUP INC.

CME|12572Q105

50499(+420.3%)

Value:

$13.4B(+496.5%)

Instrument	Shares		Other Manager	Value
Dollar General Corp(DGcusip256677105)	409.5K	QoQ +346.53% (+317.8K) YoY NEW(+409.5K)	All Managers (Combined)	$36.1M	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ +496.51% (+$11.2M) YoY NEW(+$13.4M)