Mirabella Financial Services LLP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Mirabella Financial Services LLP disclosed 226 US equity positions worth $1.1bn in its Q4 2024 13F filing. The largest position was ADS TEC ENERGY PLC at 15.7% of the reported book, followed by MSFT and NVDA. Against the Q3 2024 filing, it opened 32 new positions, added to 14 and reduced 3 among the top 50 holdings.
What did Mirabella Financial Services LLP own in Q4 2024? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | ADS TEC ENERGY PLC | 15.7% | $171.7m | 11,067,883 | 1522% | added | |
| 2 | MSFT MICROSOFT CORP | Technology | 4.0% | $43.6m | 103,452 | 604% | added |
| 3 | NVDA NVIDIA CORPORATION | Technology | 3.3% | $36.2m | 269,836 | 15% | added |
| 4 | AMZN AMAZON COM INC | Consumer Cyclical | 3.0% | $32.6m | 148,674 | 943% | added |
| 5 | AIR TRANS SVCS GROUP INC | 2.8% | $31.1m | 87,250,000 | – | new | |
| 6 | GOOGL ALPHABET INC | Communication Services | 2.6% | $28.4m | 150,087 | -81% | reduced |
| 7 | AAPL APPLE INC | Technology | 2.6% | $28.1m | 112,132 | 5468% | added |
| 8 | CVNA CARVANA CO | Consumer Cyclical | 2.3% | $25.4m | 125,000 | – | new |
| 9 | NXE NEXGEN ENERGY LTD | Energy | 2.0% | $22.0m | 3,342,960 | 12% | added |
| 10 | PLUS EPLUS INC | Technology | 1.8% | $20.0m | 589,027 | – | new |
| 11 | VALE VALE S A | Basic Materials | 1.5% | $16.0m | 1,800,022 | 306% | added |
| 12 | MXCT MAXCYTE INC | 1.4% | $15.4m | 3,700,000 | – | new | |
| 13 | KSPI KASPI KZ JSC | 1.3% | $14.7m | 154,873 | 117% | added | |
| 14 | SKIN THE BEAUTY HEALTH COMPANY | Consumer Defensive | 1.3% | $14.3m | 8,988,571 | – | new |
| 15 | UNH UNITEDHEALTH GROUP INC | Healthcare | 1.3% | $14.0m | 27,627 | 6755% | added |
| 16 | V VISA INC | Financial Services | 1.3% | $14.0m | 44,222 | – | new |
| 17 | KWY KINGSWAY FINL SVCS INC | 1.2% | $13.4m | 1,600,000 | – | new | |
| 18 | GOLDEN OCEAN GROUP LTD | 1.2% | $13.2m | 1,499,244 | 114% | added | |
| 19 | AVGO BROADCOM INC | Technology | 1.1% | $12.5m | 53,873 | – | new |
| 20 | DAL DELTA AIR LINES INC DEL | Industrials | 1.1% | $12.2m | 201,940 | – | new |
| 21 | STLD STEEL DYNAMICS INC | Basic Materials | 1.1% | $12.0m | 105,401 | – | new |
| 22 | META META PLATFORMS INC | Communication Services | 1.1% | $11.9m | 20,366 | – | new |
| 23 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 1.0% | $11.3m | 57,056 | 0% | held |
| 24 | HCA HCA HEALTHCARE INC | Healthcare | 1.0% | $10.6m | 35,222 | – | new |
| 25 | PGR PROGRESSIVE CORP | Financial Services | 0.9% | $10.4m | 43,252 | – | new |
| 26 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 0.9% | $9.8m | 1,980 | – | new |
| 27 | SNPS SYNOPSYS INC | Technology | 0.9% | $9.8m | 20,131 | – | new |
| 28 | NOW SERVICENOW INC | Technology | 0.9% | $9.5m | 8,939 | 36% | added |
| 29 | FRO FRONTLINE PLC | Energy | 0.8% | $9.2m | 650,000 | – | new |
| 30 | TSN TYSON FOODS INC | Consumer Defensive | 0.8% | $8.9m | 154,400 | – | new |
| 31 | XPEL XPEL INC | 0.8% | $8.9m | 221,707 | – | new | |
| 32 | THO THOR INDS INC | Consumer Cyclical | 0.8% | $8.6m | 89,492 | – | new |
| 33 | LLY ELI LILLY & CO | Healthcare | 0.8% | $8.5m | 10,993 | -43% | reduced |
| 34 | KNSL KINSALE CAP GROUP INC | Financial Services | 0.7% | $7.6m | 16,447 | – | new |
| 35 | SAIA SAIA INC | Industrials | 0.7% | $7.4m | 16,229 | – | new |
| 36 | DG DOLLAR GEN CORP NEW | Consumer Defensive | 0.6% | $6.9m | 91,697 | – | new |
| 37 | ASX ASE TECHNOLOGY HLDG CO LTD | Technology | 0.6% | $6.8m | 673,302 | – | new |
| 38 | BLND BLEND LABS INC | 0.6% | $6.8m | 1,607,000 | – | new | |
| 39 | LIVENT CORP | 0.6% | $6.6m | 5,000,000 | – | new | |
| 40 | JPM JPMORGAN CHASE & CO. | Financial Services | 0.6% | $6.4m | 26,892 | – | new |
| 41 | BANC BANC OF CALIFORNIA INC | Financial Services | 0.6% | $6.3m | 409,511 | 171% | added |
| 42 | KMPR KEMPER CORP | Financial Services | 0.6% | $6.2m | 93,776 | 53% | added |
| 43 | ODFL OLD DOMINION FREIGHT LINE IN | Industrials | 0.6% | $6.2m | 35,219 | – | new |
| 44 | MELI MERCADOLIBRE INC | Consumer Cyclical | 0.6% | $6.1m | 3,598 | 67% | added |
| 45 | MPWR MONOLITHIC PWR SYS INC | Technology | 0.5% | $5.9m | 10,021 | – | new |
| 46 | LQDA LIQUIDIA CORPORATION | Healthcare | 0.5% | $5.9m | 500,000 | – | new |
| 47 | BROOKFIELD RENEWABLE PARTNER | 0.5% | $5.8m | 256,175 | -45% | reduced | |
| 48 | LAB STANDARD BIOTOOLS INC | Healthcare | 0.5% | $5.5m | 3,130,190 | – | new |
| 49 | KB KB FINL GROUP INC | Financial Services | 0.5% | $5.0m | 88,096 | – | new |
| 50 | BRK/B BERKSHIRE HATHAWAY INC DEL | 0.4% | $4.7m | 10,445 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.