Mirabella Financial Services LLP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Mirabella Financial Services LLP disclosed 230 US equity positions worth $2.5bn in its Q1 2025 13F filing. The largest position was ADS TEC ENERGY PLC at 9.4% of the reported book, followed by MSFT and AMZN. Against the Q4 2024 filing, it opened 4 new positions, added to 42 and reduced 1 among the top 50 holdings.
What did Mirabella Financial Services LLP own in Q1 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | ADS TEC ENERGY PLC | 9.4% | $230.4m | 15,404,046 | 39% | added | |
| 2 | MSFT MICROSOFT CORP | Technology | 5.4% | $133.3m | 353,968 | 242% | added |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 3.9% | $96.2m | 504,531 | 239% | added |
| 4 | AAPL APPLE INC | Technology | 3.7% | $91.0m | 408,538 | 264% | added |
| 5 | AIR TRANS SVCS GROUP INC | 3.6% | $87.1m | 87,250,000 | 0% | held | |
| 6 | NVDA NVIDIA CORPORATION | Technology | 3.5% | $84.8m | 779,741 | 189% | added |
| 7 | STLD STEEL DYNAMICS INC | Basic Materials | 2.9% | $70.4m | 561,141 | 432% | added |
| 8 | GOOGL ALPHABET INC | Communication Services | 2.7% | $67.3m | 434,160 | 189% | added |
| 9 | V VISA INC | Financial Services | 2.6% | $62.7m | 178,270 | 303% | added |
| 10 | UNH UNITEDHEALTH GROUP INC | Healthcare | 2.4% | $57.8m | 110,059 | 298% | added |
| 11 | TSN TYSON FOODS INC | Consumer Defensive | 2.2% | $53.1m | 829,082 | 437% | added |
| 12 | APO APOLLO GLOBAL MGMT INC | Financial Services | 2.0% | $47.9m | 350,000 | – | new |
| 13 | HCA HCA HEALTHCARE INC | Healthcare | 1.9% | $47.3m | 136,510 | 288% | added |
| 14 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 1.8% | $45.1m | 9,760 | 393% | added |
| 15 | KNSL KINSALE CAP GROUP INC | Financial Services | 1.8% | $44.8m | 91,786 | 458% | added |
| 16 | DAL DELTA AIR LINES INC DEL | Industrials | 1.8% | $44.3m | 1,012,904 | 402% | added |
| 17 | PGR PROGRESSIVE CORP | Financial Services | 1.7% | $42.4m | 149,536 | 246% | added |
| 18 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 1.6% | $38.8m | 232,750 | 308% | added |
| 19 | GM GENERAL MTRS CO | Consumer Cyclical | 1.5% | $36.4m | 771,148 | 2617% | added |
| 20 | DG DOLLAR GEN CORP NEW | Consumer Defensive | 1.5% | $36.1m | 409,458 | 347% | added |
| 21 | META META PLATFORMS INC | Communication Services | 1.4% | $34.6m | 59,794 | 194% | added |
| 22 | RYAN RYAN SPECIALTY HOLDINGS INC | Financial Services | 1.3% | $31.4m | 425,000 | – | new |
| 23 | THO THOR INDS INC | Consumer Cyclical | 1.2% | $29.4m | 386,169 | 332% | added |
| 24 | VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 1.1% | $27.7m | 56,883 | 409% | added |
| 25 | MELI MERCADOLIBRE INC | Consumer Cyclical | 1.1% | $27.2m | 13,926 | 287% | added |
| 26 | ODFL OLD DOMINION FREIGHT LINE IN | Industrials | 1.1% | $26.5m | 159,462 | 353% | added |
| 27 | CVNA CARVANA CO | Consumer Cyclical | 1.1% | $26.1m | 125,000 | 0% | held |
| 28 | SAIA SAIA INC | Industrials | 1.0% | $25.5m | 72,843 | 349% | added |
| 29 | NVR NVR INC | Consumer Cyclical | 1.0% | $25.4m | 3,500 | – | new |
| 30 | NOW SERVICENOW INC | Technology | 0.9% | $21.8m | 27,209 | 204% | added |
| 31 | AVGO BROADCOM INC | Technology | 0.9% | $21.5m | 128,090 | 138% | added |
| 32 | GOLDEN OCEAN GROUP LTD | 0.8% | $20.2m | 2,499,677 | 67% | added | |
| 33 | GOOG ALPHABET INC | Communication Services | 0.7% | $17.2m | 110,000 | – | new |
| 34 | SKIN THE BEAUTY HEALTH COMPANY | Consumer Defensive | 0.7% | $16.4m | 12,246,947 | 36% | added |
| 35 | ANET ARISTA NETWORKS INC | Technology | 0.6% | $15.2m | 195,656 | 526% | added |
| 36 | JPM JPMORGAN CHASE & CO. | Financial Services | 0.6% | $14.9m | 60,799 | 126% | added |
| 37 | KWY KINGSWAY FINL SVCS INC | 0.6% | $13.9m | 1,752,090 | 10% | added | |
| 38 | KB KB FINL GROUP INC | Financial Services | 0.6% | $13.8m | 253,742 | 188% | added |
| 39 | SLVM SYLVAMO CORP | Basic Materials | 0.6% | $13.5m | 200,884 | 905% | added |
| 40 | CME CME GROUP INC | Financial Services | 0.5% | $13.4m | 50,499 | 420% | added |
| 41 | KMPR KEMPER CORP | Financial Services | 0.5% | $13.2m | 197,714 | 111% | added |
| 42 | BRO BROWN & BROWN INC | Financial Services | 0.5% | $13.1m | 104,790 | 488% | added |
| 43 | PANW PALO ALTO NETWORKS INC | Technology | 0.5% | $13.0m | 76,170 | 290% | added |
| 44 | AXIS CAP HLDGS LTD | 0.5% | $12.8m | 128,078 | 164% | added | |
| 45 | PLTR PALANTIR TECHNOLOGIES INC | Technology | 0.5% | $12.7m | 150,362 | 222% | added |
| 46 | KSPI KASPI KZ JSC | 0.5% | $12.5m | 134,696 | -13% | reduced | |
| 47 | BRK/B BERKSHIRE HATHAWAY INC DEL | 0.5% | $12.3m | 22,939 | 120% | added | |
| 48 | BANC BANC OF CALIFORNIA INC | Financial Services | 0.5% | $11.9m | 840,814 | 105% | added |
| 49 | FRO FRONTLINE PLC | Energy | 0.4% | $10.8m | 725,000 | 12% | added |
| 50 | MXCT MAXCYTE INC | 0.4% | $10.1m | 3,700,000 | 0% | held |
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.