Mirabella Financial Services LLP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Mirabella Financial Services LLP disclosed 204 US equity positions worth $952.8m in its Q2 2025 13F filing. The largest position was ADS TEC ENERGY PLC at 23.9% of the reported book, followed by CVNA and KWY. Against the Q1 2025 filing, it opened 12 new positions, added to 18 and reduced 17 among the top 50 holdings.
What did Mirabella Financial Services LLP own in Q2 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ADS TEC ENERGY PLC | 23.9% | $227.4m | 16,480,469 | 7% | added | |
| 2 | CVNA CARVANA CO | Consumer Cyclical | 3.4% | $32.0m | 95,000 | -24% | reduced |
| 3 | KWY KINGSWAY FINL SVCS INC | 3.1% | $29.7m | 1,934,586 | 10% | added | |
| 4 | EG EVEREST GROUP LTD | Financial Services | 2.8% | $26.4m | 77,613 | 378% | added |
| 5 | SKIN THE BEAUTY HEALTH COMPANY | Consumer Defensive | 2.6% | $24.6m | 12,861,549 | 5% | added |
| 6 | TXNM ENERGY INC | 2.3% | $22.1m | 17,000,000 | – | new | |
| 7 | BUSE FIRST BUSEY CORP | Financial Services | 2.1% | $20.1m | 878,874 | – | new |
| 8 | KMPR KEMPER CORP | Financial Services | 2.1% | $19.7m | 304,747 | 54% | added |
| 9 | GOLDEN OCEAN GROUP LTD | 2.0% | $19.0m | 2,565,720 | 3% | added | |
| 10 | MSFT MICROSOFT CORP | Technology | 1.9% | $18.1m | 36,295 | -90% | reduced |
| 11 | LF2 PACIFIC PREMIER BANCORP | 1.9% | $17.8m | 845,286 | 244% | added | |
| 12 | AXIS CAP HLDGS LTD | 1.8% | $17.1m | 165,105 | 29% | added | |
| 13 | AUB ATLANTIC UN BANKSHARES CORP | Financial Services | 1.7% | $16.6m | 531,475 | – | new |
| 14 | MXCT MAXCYTE INC | 1.5% | $14.4m | 6,600,000 | 78% | added | |
| 15 | NVDA NVIDIA CORPORATION | Technology | 1.4% | $13.8m | 87,023 | -89% | reduced |
| 16 | TMUS T-MOBILE US INC | Communication Services | 1.4% | $12.9m | 54,173 | 56% | added |
| 17 | META META PLATFORMS INC | Communication Services | 1.3% | $12.6m | 17,018 | -72% | reduced |
| 18 | AMZN AMAZON COM INC | Consumer Cyclical | 1.3% | $12.5m | 56,899 | -89% | reduced |
| 19 | FRO FRONTLINE PLC | Energy | 1.2% | $11.9m | 725,000 | 0% | held |
| 20 | BANC BANC OF CALIFORNIA INC | Financial Services | 1.2% | $11.9m | 845,536 | 1% | added |
| 21 | HONGBP HONEYWELL INTL INC | 1.1% | $10.4m | 44,692 | – | new | |
| 22 | AA ALCOA CORP | Basic Materials | 1.0% | $9.6m | 325,000 | 62% | added |
| 23 | KSPI KASPI KZ JSC | 1.0% | $9.6m | 112,701 | -16% | reduced | |
| 24 | MRVI MARAVAI LIFESCIENCES HLDGS I | Healthcare | 0.9% | $9.0m | 3,750,000 | 0% | held |
| 25 | AAPL APPLE INC | Technology | 0.9% | $8.7m | 42,097 | -90% | reduced |
| 26 | GOOGL ALPHABET INC | Communication Services | 0.9% | $8.2m | 46,359 | -89% | reduced |
| 27 | NFLX NETFLIX INC | Communication Services | 0.8% | $7.9m | 5,872 | -19% | reduced |
| 28 | CAT CATERPILLAR INC | Industrials | 0.8% | $7.6m | 19,475 | – | new |
| 29 | JCI JOHNSON CTLS INTL PLC | Industrials | 0.8% | $7.2m | 68,332 | – | new |
| 30 | HUBB HUBBELL INC | Industrials | 0.7% | $6.7m | 16,473 | 664% | added |
| 31 | AMAT APPLIED MATLS INC | Technology | 0.7% | $6.3m | 34,546 | 43% | added |
| 32 | MMM 3M CO | Industrials | 0.7% | $6.2m | 40,905 | – | new |
| 33 | WAB WABTEC | Industrials | 0.6% | $6.0m | 28,477 | – | new |
| 34 | DKNG DRAFTKINGS INC NEW | Consumer Cyclical | 0.6% | $5.8m | 134,273 | – | new |
| 35 | LQDA LIQUIDIA CORPORATION | Healthcare | 0.6% | $5.6m | 451,232 | -10% | reduced |
| 36 | NOW SERVICENOW INC | Technology | 0.6% | $5.4m | 5,201 | -81% | reduced |
| 37 | PH PARKER-HANNIFIN CORP | Industrials | 0.6% | $5.3m | 7,644 | 215% | added |
| 38 | BLND BLEND LABS INC | 0.6% | $5.3m | 1,607,000 | 0% | held | |
| 39 | VMC VULCAN MATLS CO | Basic Materials | 0.6% | $5.3m | 20,199 | – | new |
| 40 | AVGO BROADCOM INC | Technology | 0.5% | $5.1m | 18,479 | -86% | reduced |
| 41 | JPM JPMORGAN CHASE & CO. | Financial Services | 0.5% | $5.1m | 17,402 | -71% | reduced |
| 42 | 2682426D FIRST FNDTN INC | 0.5% | $4.6m | 903,630 | 51% | added | |
| 43 | TDG TRANSDIGM GROUP INC | Industrials | 0.5% | $4.4m | 2,916 | – | new |
| 44 | INSW INTERNATIONAL SEAWAYS INC | Energy | 0.5% | $4.4m | 120,000 | -25% | reduced |
| 45 | SE SEA LTD | Consumer Cyclical | 0.4% | $4.2m | 26,201 | -47% | reduced |
| 46 | LAB STANDARD BIOTOOLS INC | Healthcare | 0.4% | $4.1m | 3,434,387 | 5% | added |
| 47 | V VISA INC | Financial Services | 0.4% | $3.8m | 10,579 | -94% | reduced |
| 48 | UBS UBS GROUP AG | Financial Services | 0.4% | $3.7m | 109,430 | – | new |
| 49 | ACCENTURE PLC IRELAND | 0.4% | $3.7m | 12,345 | -29% | reduced | |
| 50 | LPG DORIAN LPG LTD | Energy | 0.4% | $3.5m | 145,000 | 7% | added |
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.