Mirabella Financial Services LLP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Mirabella Financial Services LLP disclosed 250 US equity positions worth $1.2bn in its Q3 2025 13F filing. The largest position was ADS TEC ENERGY PLC at 18.1% of the reported book, followed by CVNA and MSFT. Against the Q2 2025 filing, it opened 5 new positions, added to 30 and reduced 13 among the top 50 holdings.
What did Mirabella Financial Services LLP own in Q3 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ADS TEC ENERGY PLC | 18.1% | $208.4m | 17,370,177 | 5% | added | |
| 2 | CVNA CARVANA CO | Consumer Cyclical | 3.1% | $35.9m | 95,060 | 0% | held |
| 3 | MSFT MICROSOFT CORP | Technology | 3.0% | $34.4m | 66,598 | 83% | added |
| 4 | NVDA NVIDIA CORPORATION | Technology | 2.8% | $32.7m | 175,473 | 102% | added |
| 5 | KWY KINGSWAY FINL SVCS INC | 2.8% | $32.0m | 2,189,905 | 13% | added | |
| 6 | SKIN THE BEAUTY HEALTH COMPANY | Consumer Defensive | 2.7% | $31.0m | 15,596,277 | 21% | added |
| 7 | BUSE FIRST BUSEY CORP | Financial Services | 2.2% | $25.1m | 1,082,338 | 23% | added |
| 8 | GOOGL ALPHABET INC | Communication Services | 2.1% | $23.7m | 97,678 | 111% | added |
| 9 | AAPL APPLE INC | Technology | 2.0% | $23.4m | 92,027 | 119% | added |
| 10 | EG EVEREST GROUP LTD | Financial Services | 1.9% | $22.4m | 64,031 | -17% | reduced |
| 11 | CMBT CMB.TECH NV | Energy | 1.9% | $22.4m | 2,384,078 | – | new |
| 12 | AMZN AMAZON COM INC | Consumer Cyclical | 1.8% | $21.0m | 95,726 | 68% | added |
| 13 | META META PLATFORMS INC | Communication Services | 1.6% | $18.7m | 25,448 | 50% | added |
| 14 | KSPI KASPI KZ JSC | 1.5% | $17.8m | 217,344 | 93% | added | |
| 15 | AA ALCOA CORP | Basic Materials | 1.2% | $13.4m | 406,715 | 25% | added |
| 16 | MXCT MAXCYTE INC | 1.1% | $13.0m | 8,200,000 | 24% | added | |
| 17 | JPM JPMORGAN CHASE & CO. | Financial Services | 1.1% | $12.5m | 39,566 | 127% | added |
| 18 | AVGO BROADCOM INC | Technology | 1.1% | $12.2m | 36,979 | 100% | added |
| 19 | BANC BANC OF CALIFORNIA INC | Financial Services | 1.0% | $11.7m | 704,218 | -17% | reduced |
| 20 | AXIS CAP HLDGS LTD | 0.9% | $10.9m | 113,494 | -31% | reduced | |
| 21 | MRVI MARAVAI LIFESCIENCES HLDGS I | Healthcare | 0.9% | $10.8m | 3,750,000 | 0% | held |
| 22 | BLND BLEND LABS INC | 0.8% | $9.6m | 2,643,777 | 65% | added | |
| 23 | V VISA INC | Financial Services | 0.8% | $8.7m | 25,464 | 141% | added |
| 24 | DKNG DRAFTKINGS INC NEW | Consumer Cyclical | 0.8% | $8.7m | 231,740 | 73% | added |
| 25 | ALLE ALLEGION PLC | Industrials | 0.7% | $8.4m | 47,333 | – | new |
| 26 | PCAR PACCAR INC | Industrials | 0.7% | $8.2m | 83,924 | 658% | added |
| 27 | SE SEA LTD | Consumer Cyclical | 0.7% | $8.0m | 44,555 | 70% | added |
| 28 | JCI JOHNSON CTLS INTL PLC | Industrials | 0.7% | $7.7m | 71,028 | 4% | added |
| 29 | ABBV ABBVIE INC | Healthcare | 0.7% | $7.6m | 32,899 | 155% | added |
| 30 | ORCL ORACLE CORP | Technology | 0.6% | $7.3m | 26,063 | 136% | added |
| 31 | EQNR EQUINOR ASA | Energy | 0.6% | $7.3m | 300,000 | – | new |
| 32 | BRK/B BERKSHIRE HATHAWAY INC DEL | 0.6% | $7.2m | 14,374 | 159% | added | |
| 33 | CAT CATERPILLAR INC | Industrials | 0.6% | $7.2m | 14,974 | -23% | reduced |
| 34 | VMC VULCAN MATLS CO | Basic Materials | 0.6% | $6.9m | 23,037 | 14% | added |
| 35 | NOW SERVICENOW INC | Technology | 0.6% | $6.9m | 7,514 | 44% | added |
| 36 | AUB ATLANTIC UN BANKSHARES CORP | Financial Services | 0.6% | $6.7m | 191,238 | -64% | reduced |
| 37 | TXNM ENERGY INC | 0.6% | $6.5m | 5,000,000 | -71% | reduced | |
| 38 | MMM 3M CO | Industrials | 0.5% | $6.3m | 40,311 | -1% | reduced |
| 39 | AMAT APPLIED MATLS INC | Technology | 0.5% | $6.1m | 29,892 | -13% | reduced |
| 40 | OC OWENS CORNING NEW | Industrials | 0.5% | $5.9m | 41,674 | – | new |
| 41 | SRLN SSGA ACTIVE ETF TR | 0.5% | $5.8m | 139,807 | – | new | |
| 42 | STLD STEEL DYNAMICS INC | Basic Materials | 0.5% | $5.8m | 41,756 | 136% | added |
| 43 | HUBB HUBBELL INC | Industrials | 0.5% | $5.7m | 13,151 | -20% | reduced |
| 44 | LQDA LIQUIDIA CORPORATION | Healthcare | 0.5% | $5.6m | 247,405 | -45% | reduced |
| 45 | NFLX NETFLIX INC | Communication Services | 0.5% | $5.6m | 4,681 | -20% | reduced |
| 46 | HONGBP HONEYWELL INTL INC | 0.5% | $5.5m | 26,144 | -42% | reduced | |
| 47 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 0.5% | $5.5m | 1,019 | 134% | added |
| 48 | TMUS T-MOBILE US INC | Communication Services | 0.5% | $5.5m | 22,807 | -58% | reduced |
| 49 | HCA HCA HEALTHCARE INC | Healthcare | 0.5% | $5.4m | 12,715 | 112% | added |
| 50 | PGR PROGRESSIVE CORP | Financial Services | 0.5% | $5.2m | 21,300 | 177% | 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.