Mirabella Financial Services LLP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Mirabella Financial Services LLP disclosed 660 US equity positions worth $1.0bn in its Q4 2025 13F filing. The largest position was ADS TEC ENERGY PLC at 22.1% of the reported book, followed by CSG SYS INTL INC and CVNA. Against the Q3 2025 filing, it opened 14 new positions, added to 16 and reduced 16 among the top 50 holdings.
What did Mirabella Financial Services LLP own in Q4 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ADS TEC ENERGY PLC | 22.1% | $229.7m | 18,113,463 | 4% | added | |
| 2 | CSG SYS INTL INC | 4.8% | $50.3m | 42,500,000 | – | new | |
| 3 | CVNA CARVANA CO | Consumer Cyclical | 3.9% | $40.6m | 96,199 | 1% | added |
| 4 | BUSE FIRST BUSEY CORP | Financial Services | 2.7% | $28.3m | 1,187,651 | 10% | added |
| 5 | KWY KINGSWAY FINL SVCS INC | 2.6% | $26.7m | 1,983,825 | -9% | reduced | |
| 6 | SKIN THE BEAUTY HEALTH COMPANY | Consumer Defensive | 2.5% | $26.0m | 18,711,263 | 20% | added |
| 7 | EG EVEREST GROUP LTD | Financial Services | 2.0% | $21.2m | 62,448 | -2% | reduced |
| 8 | KSPI KASPI KZ JSC | 1.9% | $19.3m | 247,500 | 14% | added | |
| 9 | IWM ISHARES TR | 1.4% | $15.0m | 61,000 | – | new | |
| 10 | RCI ROGERS COMMUNICATIONS INC | Communication Services | 1.4% | $14.7m | 390,111 | 542% | added |
| 11 | GOOG ALPHABET INC | Communication Services | 1.3% | $13.1m | 41,657 | 189% | added |
| 12 | MXCT MAXCYTE INC | 1.2% | $12.7m | 8,200,000 | 0% | held | |
| 13 | DKNG DRAFTKINGS INC NEW | Consumer Cyclical | 1.1% | $11.0m | 318,761 | 38% | added |
| 14 | IBKR INTERACTIVE BROKERS GROUP IN | Financial Services | 1.0% | $10.7m | 166,501 | – | new |
| 15 | SPY SPDR S&P 500 ETF TR | 1.0% | $10.5m | 15,400 | – | new | |
| 16 | AXIS CAP HLDGS LTD | 0.9% | $9.4m | 87,366 | -23% | reduced | |
| 17 | LQDA LIQUIDIA CORPORATION | Healthcare | 0.8% | $8.5m | 247,799 | 0% | held |
| 18 | EQNR EQUINOR ASA | Energy | 0.7% | $7.1m | 300,000 | 0% | held |
| 19 | MRVI MARAVAI LIFESCIENCES HLDGS I | Healthcare | 0.7% | $6.9m | 2,110,545 | -44% | reduced |
| 20 | BANC BANC OF CALIFORNIA INC | Financial Services | 0.6% | $6.7m | 347,887 | -51% | reduced |
| 21 | TXNM ENERGY INC | 0.6% | $6.7m | 5,000,000 | 0% | held | |
| 22 | SRLN SSGA ACTIVE ETF TR | 0.6% | $6.5m | 156,900 | 12% | added | |
| 23 | PH PARKER-HANNIFIN CORP | Industrials | 0.6% | $6.3m | 7,176 | 135% | added |
| 24 | FSUN FIRSTSUN CAP BANCORP | 0.6% | $6.3m | 166,075 | – | new | |
| 25 | JCI JOHNSON CTLS INTL PLC | Industrials | 0.6% | $6.0m | 50,278 | -29% | reduced |
| 26 | VZ VERIZON COMMUNICATIONS INC | Communication Services | 0.5% | $5.6m | 138,094 | – | new |
| 27 | NU NU HLDGS LTD | Financial Services | 0.5% | $5.6m | 333,946 | – | new |
| 28 | ETOR ETORO GROUP LTD | Financial Services | 0.5% | $5.6m | 158,300 | – | new |
| 29 | MMM 3M CO | Industrials | 0.5% | $5.4m | 33,524 | -17% | reduced |
| 30 | PCAR PACCAR INC | Industrials | 0.5% | $5.2m | 47,444 | -43% | reduced |
| 31 | WAB WABTEC | Industrials | 0.5% | $5.0m | 23,532 | – | new |
| 32 | CMI CUMMINS INC | Industrials | 0.5% | $5.0m | 9,838 | – | new |
| 33 | META META PLATFORMS INC | Communication Services | 0.5% | $5.0m | 7,599 | -70% | reduced |
| 34 | AMZN AMAZON COM INC | Consumer Cyclical | 0.5% | $5.0m | 21,706 | -77% | reduced |
| 35 | OMC OMNICOM GROUP INC | Communication Services | 0.5% | $5.0m | 61,589 | – | new |
| 36 | LAUR LAUREATE EDUCATION INC | Consumer Defensive | 0.5% | $4.9m | 144,156 | 29% | added |
| 37 | RSI RUSH STREET INTERACTIVE INC | Consumer Cyclical | 0.5% | $4.8m | 246,484 | – | new |
| 38 | HONGBP HONEYWELL INTL INC | 0.4% | $4.6m | 23,814 | -9% | reduced | |
| 39 | NVDA NVIDIA CORPORATION | Technology | 0.4% | $4.6m | 24,517 | -86% | reduced |
| 40 | INTERCORP FINL SVCS INC | 0.4% | $4.5m | 106,981 | 10% | added | |
| 41 | VMC VULCAN MATLS CO | Basic Materials | 0.4% | $4.3m | 15,150 | -34% | reduced |
| 42 | XP XP INC | Financial Services | 0.4% | $4.3m | 262,897 | – | new |
| 43 | ALLE ALLEGION PLC | Industrials | 0.4% | $4.2m | 26,258 | -45% | reduced |
| 44 | MSFT MICROSOFT CORP | Technology | 0.4% | $4.1m | 8,498 | -87% | reduced |
| 45 | FCFS FIRSTCASH HOLDINGS INC | Financial Services | 0.4% | $4.0m | 24,822 | 14% | added |
| 46 | AUGO AURA MINERALS INC | 0.4% | $3.9m | 78,200 | -2% | reduced | |
| 47 | EPAM EPAM SYS INC | Technology | 0.4% | $3.9m | 19,144 | – | new |
| 48 | JBS JBS N.V. | Consumer Defensive | 0.4% | $3.9m | 270,782 | 10% | added |
| 49 | PSMT PRICESMART INC | Consumer Defensive | 0.4% | $3.8m | 31,383 | 10% | added |
| 50 | DLO DLOCAL LTD | Technology | 0.3% | $3.6m | 251,386 | 66% | 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.