Mirabella Financial Services Llp

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 260Value: $2.5BLatest: 2025Q1

MIRABELLA FINANCIAL SERVICES LLP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 260 holdings worth $2.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

Page 1 of 13

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Ads-Tec Energy Public Ltd Co

ADSE|G0085J117

Shares:15.4M

Value:$230.4M

% of Portfolio:9.3% ($230.4M/$2.5B)

MICROSOFT CORP

MSFT|594918104

Shares:356.6K

Value:$134.2M

% of Portfolio:5.4% ($134.2M/$2.5B)

AMAZON COM INC

AMZN|023135106

Shares:509.7K

Value:$97.2M

% of Portfolio:3.9% ($97.2M/$2.5B)

Apple Inc.

AAPL|037833100

Shares:408.5K

Value:$91.0M

% of Portfolio:3.7% ($91.0M/$2.5B)

00922RAD7

Shares:—

Value:$87.1M

% of Portfolio:3.5% ($87.1M/$2.5B)

NVIDIA CORP

NVDA|67066G104

Shares:779.7K

Value:$84.8M

% of Portfolio:3.4% ($84.8M/$2.5B)

STEEL DYNAMICS INC

STLD|858119100

Shares:561.1K

Value:$70.4M

% of Portfolio:2.8% ($70.4M/$2.5B)

Alphabet Inc.

GOOGL|02079K305

Shares:434.2K

Value:$67.3M

% of Portfolio:2.7% ($67.3M/$2.5B)

VISA INC.

V|92826C839

Shares:178.3K

Value:$62.7M

% of Portfolio:2.5% ($62.7M/$2.5B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:110.1K

Value:$57.8M

% of Portfolio:2.3% ($57.8M/$2.5B)

TYSON FOODS, INC.

TSN|902494103

Shares:829.1K

Value:$53.1M

% of Portfolio:2.1% ($53.1M/$2.5B)

Apollo Global Management, Inc.

APO|03769M106

Shares:350.0K

Value:$47.9M

% of Portfolio:1.9% ($47.9M/$2.5B)

HCA Healthcare, Inc.

HCA|40412C101

Shares:136.5K

Value:$47.3M

% of Portfolio:1.9% ($47.3M/$2.5B)

Booking Holdings Inc.

BKNG|09857L108

Shares:9.8K

Value:$45.1M

% of Portfolio:1.8% ($45.1M/$2.5B)

Kinsale Capital Group, Inc.

KNSL|49714P108

Shares:91.8K

Value:$44.8M

% of Portfolio:1.8% ($44.8M/$2.5B)

DELTA AIR LINES, INC.

DAL|247361702

Shares:1.0M

Value:$44.3M

% of Portfolio:1.8% ($44.3M/$2.5B)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:149.5K

Value:$42.4M

% of Portfolio:1.7% ($42.4M/$2.5B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:232.8K

Value:$38.8M

% of Portfolio:1.6% ($38.8M/$2.5B)

Meta Platforms, Inc.

META|30303M102

Shares:63.1K

Value:$36.5M

% of Portfolio:1.5% ($36.5M/$2.5B)

General Motors Co

GM|37045V100

Shares:771.1K

Value:$36.4M

% of Portfolio:1.5% ($36.4M/$2.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Ads-Tec Energy Public Ltd Co(ADSEcusipG0085J117)	15.4M	QoQ +39.17% (+4.3M) YoY +310.09% (+11.6M)	All Managers (Combined)	$230.4M	9.3% ($230.4M/$2.5B)	QoQ +34.22% (+$58.8M) YoY +485.32% (+$191.1M)
MICROSOFT CORP(MSFTcusip594918104)	356.6K	QoQ +244.65% (+253.1K) YoY +2695.16% (+343.8K)	All Managers (Combined)	$134.2M	5.4% ($134.2M/$2.5B)	QoQ +208.14% (+$90.7M) YoY +2401.07% (+$128.9M)
AMAZON COM INC(AMZNcusip023135106)	509.7K	QoQ +242.80% (+361.0K) YoY +339.13% (+393.6K)	All Managers (Combined)	$97.2M	3.9% ($97.2M/$2.5B)	QoQ +198.30% (+$64.6M) YoY +364.40% (+$76.3M)
Apple Inc.(AAPLcusip037833100)	408.5K	QoQ +264.33% (+296.4K) YoY +400.49% (+326.9K)	All Managers (Combined)	$91.0M	3.7% ($91.0M/$2.5B)	QoQ +224.41% (+$63.0M) YoY +550.30% (+$77.0M)
(cusip00922RAD7)✕	—	QoQ - YoY NEW	All Managers (Combined)	$87.1M	3.5% ($87.1M/$2.5B)	QoQ +179.84% (+$56.0M) YoY NEW(+$87.1M)
NVIDIA CORP(NVDAcusip67066G104)	779.7K	QoQ +188.96% (+509.9K) YoY +9883.87% (+771.9K)	All Managers (Combined)	$84.8M	3.4% ($84.8M/$2.5B)	QoQ +134.21% (+$48.6M) YoY +1101.38% (+$77.7M)
STEEL DYNAMICS INC(STLDcusip858119100)	561.1K	QoQ +432.38% (+455.7K) YoY NEW(+561.1K)	All Managers (Combined)	$70.4M	2.8% ($70.4M/$2.5B)	QoQ +486.09% (+$58.4M) YoY NEW(+$70.4M)
Alphabet Inc.(GOOGLcusip02079K305)	434.2K	QoQ +189.27% (+284.1K) YoY -50.82% (-448.7K)	All Managers (Combined)	$67.3M	2.7% ($67.3M/$2.5B)	QoQ +136.94% (+$38.9M) YoY -49.50% (-$66.0M)
VISA INC.(Vcusip92826C839)	178.3K	QoQ +303.12% (+134.0K) YoY +670.53% (+155.1K)	All Managers (Combined)	$62.7M	2.5% ($62.7M/$2.5B)	QoQ +348.22% (+$48.7M) YoY +870.45% (+$56.2M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	110.1K	QoQ +298.37% (+82.4K) YoY NEW(+110.1K)	All Managers (Combined)	$57.8M	2.3% ($57.8M/$2.5B)	QoQ +313.44% (+$43.8M) YoY NEW(+$57.8M)
TYSON FOODS, INC.(TSNcusip902494103)	829.1K	QoQ +436.97% (+674.7K) YoY +3571.75% (+806.5K)	All Managers (Combined)	$53.1M	2.1% ($53.1M/$2.5B)	QoQ +498.68% (+$44.2M) YoY +3900.56% (+$51.7M)
Apollo Global Management, Inc.(APOcusip03769M106)	350.0K	QoQ NEW(+350.0K) YoY +11150.40% (+346.9K)	All Managers (Combined)	$47.9M	1.9% ($47.9M/$2.5B)	QoQ NEW(+$47.9M) YoY +13535.71% (+$47.6M)
HCA Healthcare, Inc.(HCAcusip40412C101)	136.5K	QoQ +287.57% (+101.3K) YoY +11991.23% (+135.4K)	All Managers (Combined)	$47.3M	1.9% ($47.3M/$2.5B)	QoQ +347.59% (+$36.7M) YoY +12518.15% (+$46.9M)
Booking Holdings Inc.(BKNGcusip09857L108)	9.8K	QoQ +392.92% (+7.8K) YoY NEW(+9.8K)	All Managers (Combined)	$45.1M	1.8% ($45.1M/$2.5B)	QoQ +358.44% (+$35.3M) YoY NEW(+$45.1M)
Kinsale Capital Group, Inc.(KNSLcusip49714P108)	91.8K	QoQ +458.07% (+75.3K) YoY NEW(+91.8K)	All Managers (Combined)	$44.8M	1.8% ($44.8M/$2.5B)	QoQ +486.24% (+$37.2M) YoY NEW(+$44.8M)
DELTA AIR LINES, INC.(DALcusip247361702)	1.0M	QoQ +401.58% (+811.0K) YoY NEW(+1.0M)	All Managers (Combined)	$44.3M	1.8% ($44.3M/$2.5B)	QoQ +262.51% (+$32.1M) YoY NEW(+$44.3M)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	149.5K	QoQ +245.73% (+106.3K) YoY NEW(+149.5K)	All Managers (Combined)	$42.4M	1.7% ($42.4M/$2.5B)	QoQ +309.47% (+$32.1M) YoY NEW(+$42.4M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	232.8K	QoQ +307.93% (+175.7K) YoY +2901.28% (+225.0K)	All Managers (Combined)	$38.8M	1.6% ($38.8M/$2.5B)	QoQ +244.17% (+$27.5M) YoY +3575.03% (+$37.7M)
Meta Platforms, Inc.(METAcusip30303M102)	63.1K	QoQ +209.97% (+42.8K) YoY +166.47% (+39.4K)	All Managers (Combined)	$36.5M	1.5% ($36.5M/$2.5B)	QoQ +206.25% (+$24.6M) YoY +217.29% (+$25.0M)
General Motors Co(GMcusip37045V100)	771.1K	QoQ +2617.12% (+742.8K) YoY +391.10% (+614.1K)	All Managers (Combined)	$36.4M	1.5% ($36.4M/$2.5B)	QoQ +2307.16% (+$34.9M) YoY +410.73% (+$29.2M)