Mirabella Financial Services LLP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Mirabella Financial Services LLP disclosed 663 US equity positions worth $1.0bn in its Q2 2026 13F filing. The largest position was ADS TEC ENERGY PLC at 28.6% of the reported book, followed by TXNM ENERGY INC and SUPER MICRO COMPUTER INC. Against the Q1 2026 filing, it opened 12 new positions, added to 27 and reduced 10 among the top 50 holdings.
What did Mirabella Financial Services LLP own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | ADS TEC ENERGY PLC | 28.6% | $296.5m | 23,259,706 | 5% | added | |
| 2 | TXNM ENERGY INC | 5.6% | $58.1m | 52,500,000 | 950% | added | |
| 3 | SUPER MICRO COMPUTER INC | 3.0% | $31.2m | 400,000 | – | new | |
| 4 | IWM ISHARES TR | 2.7% | $28.5m | 94,900 | – | new | |
| 5 | OCFC OCEANFIRST FINL CORP | Financial Services | 2.4% | $25.2m | 1,292,641 | 62% | added |
| 6 | BUSE FIRST BUSEY CORP | Financial Services | 2.4% | $25.1m | 851,453 | -32% | reduced |
| 7 | FSUN FIRSTSUN CAP BANCORP | 2.3% | $24.2m | 623,236 | 36% | added | |
| 8 | AZUL S A | 1.8% | $18.9m | 2,059,046 | – | new | |
| 9 | EG EVEREST GROUP LTD | Financial Services | 1.7% | $18.0m | 50,444 | -17% | reduced |
| 10 | DG DOLLAR GEN CORP | Consumer Defensive | 1.4% | $14.1m | 122,617 | 210% | added |
| 11 | DKNG DRAFTKINGS INC NEW | Consumer Cyclical | 1.2% | $12.8m | 508,583 | – | new |
| 12 | FLUTTER ENTMT PLC | 0.9% | $9.1m | 88,890 | – | new | |
| 13 | PH PARKER-HANNIFIN CORP | Industrials | 0.9% | $9.0m | 9,229 | 20% | added |
| 14 | MMM 3M CO | Industrials | 0.8% | $8.8m | 54,108 | 23% | added |
| 15 | SWK STANLEY BLACK & DECKER INC | Industrials | 0.8% | $8.3m | 88,574 | 1500% | added |
| 16 | JCI JOHNSON CONTROLS INTERNATION | Industrials | 0.8% | $7.9m | 53,911 | 4% | added |
| 17 | CHRW C H ROBINSON WORLDWIDE IN | Industrials | 0.7% | $7.6m | 40,451 | 1377% | added |
| 18 | GOOG ALPHABET INC | Communication Services | 0.7% | $7.5m | 21,257 | 44% | added |
| 19 | HUBB HUBBELL INC | Industrials | 0.7% | $7.3m | 13,927 | -4% | reduced |
| 20 | SGOV ISHARES TR | 0.7% | $7.0m | 69,700 | 40% | added | |
| 21 | META META PLATFORMS INC | Communication Services | 0.6% | $6.5m | 11,546 | 127% | added |
| 22 | FMX FOMENTO ECONOMICO MEXICANO S | Consumer Defensive | 0.6% | $6.5m | 50,600 | – | new |
| 23 | NOW SERVICENOW INC | Technology | 0.6% | $6.3m | 63,875 | 2895% | added |
| 24 | ADS TEC ENERGY PLC | 0.6% | $6.2m | 699,912 | 0% | held | |
| 25 | TBBB BBB FOODS INC | Consumer Defensive | 0.5% | $5.3m | 126,640 | 257% | added |
| 26 | VG VENTURE GLOBAL INC | Energy | 0.5% | $5.1m | 459,032 | 130% | added |
| 27 | EMBJ EMBRAER S.A. | Industrials | 0.5% | $5.0m | 78,729 | 64% | added |
| 28 | TX TERNIUM SA | Basic Materials | 0.5% | $4.9m | 115,100 | – | new |
| 29 | JBS JBS N.V. | Consumer Defensive | 0.5% | $4.7m | 398,368 | 35% | added |
| 30 | PSMT PRICESMART INC | Consumer Defensive | 0.5% | $4.7m | 24,126 | 6% | added |
| 31 | HBM HUDBAY MINERALS INC | Basic Materials | 0.4% | $4.3m | 184,300 | 166% | added |
| 32 | OCTAVE INTELLIGENCE PLC | 0.4% | $3.8m | 234,000 | – | new | |
| 33 | CARR CARRIER GLOBAL CORPORATION | Industrials | 0.3% | $3.5m | 48,125 | -15% | reduced |
| 34 | DLO DLOCAL LTD | Technology | 0.3% | $3.5m | 267,167 | -4% | reduced |
| 35 | COPA HOLDINGS SA | 0.3% | $3.3m | 21,170 | 97% | added | |
| 36 | AME AMETEK INC | Industrials | 0.3% | $3.3m | 13,528 | -20% | reduced |
| 37 | ARCO ARCOS DORADOS HLDGS INC | Consumer Cyclical | 0.3% | $3.2m | 398,612 | 3% | added |
| 38 | TIGO MILLICOM INTL CELLULAR S A | Communication Services | 0.3% | $3.1m | 34,613 | 12% | added |
| 39 | SPROTT FDS TR | 0.3% | $3.1m | 135,000 | – | new | |
| 40 | MATX MATSON INC | Industrials | 0.3% | $3.1m | 15,998 | – | new |
| 41 | WAB WABTEC | Industrials | 0.3% | $3.1m | 11,371 | -19% | reduced |
| 42 | GLD SPDR GOLD TR | 0.3% | $2.9m | 7,795 | – | new | |
| 43 | BAP CREDICORP LTD | Financial Services | 0.3% | $2.8m | 7,173 | -26% | reduced |
| 44 | KOF COCA-COLA FEMSA SAB DE CV | Consumer Defensive | 0.3% | $2.7m | 25,419 | -29% | reduced |
| 45 | FCFS FIRSTCASH HOLDINGS INC | Financial Services | 0.3% | $2.7m | 12,356 | -34% | reduced |
| 46 | TEO TELECOM ARGENTINA SA | Communication Services | 0.2% | $2.5m | 189,455 | 256% | added |
| 47 | ENCORE ENERGY CORP | 0.2% | $2.4m | 1,800,000 | 38% | added | |
| 48 | HON HONEYWELL INTL INC | Industrials | 0.2% | $2.3m | 10,320 | – | new |
| 49 | LAUR LAUREATE ED INC | Consumer Defensive | 0.2% | $2.3m | 63,499 | 55% | added |
| 50 | RSI RUSH STREET INTERACTIVE INC | Consumer Cyclical | 0.2% | $2.3m | 77,330 | 623% | 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.