Mirabella Financial Services LLP Top Holdings and 13F Report (2025)

About Mirabella Financial Services LLP

Investment Activity

Mirabella Financial Services LLP has $2.51 billion in total holdings as of March 31, 2025.
Mirabella Financial Services LLP owns shares of 260 different stocks, but just 53 companies or ETFs make up 80% of its holdings.
Approximately 62.55% of the portfolio was purchased this quarter.
About 6.43% of the portfolio was sold this quarter.
This quarter, Mirabella Financial Services LLP has purchased 227 new stocks and bought additional shares in 134 stocks.
Mirabella Financial Services LLP sold shares of 25 stocks and completely divested from 53 stocks this quarter.

Largest Holdings

ADS-TEC Energy: $230,415,587
Microsoft: $134,225,309
Amazon.com: $97,223,128
Apple: $91,025,151
AIR TRANS SVCS GROUP INC: $87,102,809

Largest New Holdings this Quarter

03769M106 - Apollo Global Management: $47,929,000 Holding
78351F107 - Ryan Specialty: $31,394,750 Holding
62944T105 - NVR: $25,355,365 Holding
02079K107 - Alphabet: $17,185,300 Holding
26969P108 - Eagle Materials: $8,877,200 Holding

Largest Purchases this Quarter

Microsoft: 253,099 shares (about $95.28M)
Amazon.com: 360,988 shares (about $68.86M)
Apple: 296,406 shares (about $66.04M)
ADS-TEC Energy: 4,336,163 shares (about $64.86M)
Steel Dynamics: 455,740 shares (about $57.17M)

Largest Sales this Quarter

Vale: 1,302,557 shares (about $13.00M)
Seagate Technology: 43,254 shares (about $3.66M)
American Tower: 14,914 shares (about $3.27M)
Credicorp: 15,400 shares (about $2.87M)
ICICI Bank: 82,529 shares (about $2.60M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ADSE ADS-TEC Energy	$230,415,587	$64,860,852 ▲	39.2%	15,404,046	9.2%	Business Services
MSFT Microsoft	$134,225,309	$95,280,315 ▲	244.7%	356,551	5.3%	Computer and Technology
AMZN Amazon.com	$97,223,128	$68,862,074 ▲	242.8%	509,662	3.9%	Retail/Wholesale
AAPL Apple	$91,025,151	$66,041,350 ▲	264.3%	408,538	3.6%	Computer and Technology
AIR TRANS SVCS GROUP INC	$87,102,809		0.0%	87,250,000	3.5%	NOTE 3.875% 8/1
NVDA NVIDIA	$84,779,698	$55,440,963 ▲	189.0%	779,741	3.4%	Computer and Technology
STLD Steel Dynamics	$70,390,337	$57,168,683 ▲	432.4%	561,141	2.8%	Basic Materials
GOOGL Alphabet	$67,293,055	$44,030,173 ▲	189.3%	434,160	2.7%	Computer and Technology
V Visa	$62,657,044	$47,114,217 ▲	303.1%	178,270	2.5%	Business Services
UNH UnitedHealth Group	$57,809,973	$43,298,519 ▲	298.4%	110,059	2.3%	Medical
TSN Tyson Foods	$53,052,360	$43,172,415 ▲	437.0%	829,082	2.1%	Consumer Staples
APO Apollo Global Management	$47,929,000	$47,929,000 ▲	New Holding	350,000	1.9%	Finance
HCA HCA Healthcare	$47,307,339	$35,101,207 ▲	287.6%	136,510	1.9%	Medical
BKNG Booking	$45,093,373	$35,945,332 ▲	392.9%	9,760	1.8%	Retail/Wholesale
KNSL Kinsale Capital Group	$44,802,258	$36,774,206 ▲	458.1%	91,786	1.8%	Finance
DAL Delta Air Lines	$44,290,232	$35,460,205 ▲	401.6%	1,012,904	1.8%	Transportation
PGR Progressive	$42,442,475	$30,166,355 ▲	245.7%	149,536	1.7%	Finance
TSM Taiwan Semiconductor Manufacturing	$38,774,072	$29,269,052 ▲	307.9%	232,750	1.5%	Computer and Technology
META Meta Platforms	$36,499,898	$24,724,693 ▲	210.0%	63,129	1.5%	Computer and Technology
GM General Motors	$36,369,377	$35,030,854 ▲	2,617.1%	771,148	1.4%	Auto/Tires/Trucks
DG Dollar General	$36,107,683	$28,021,466 ▲	346.5%	409,458	1.4%	Retail/Wholesale
RYAN Ryan Specialty	$31,394,750	$31,394,750 ▲	New Holding	425,000	1.3%	Finance
MELI MercadoLibre	$30,076,546	$23,040,433 ▲	327.5%	15,380	1.2%	Retail/Wholesale
THO THOR Industries	$29,360,069	$22,556,076 ▲	331.5%	386,169	1.2%	Construction
VRTX Vertex Pharmaceuticals	$27,657,709	$22,219,813 ▲	408.6%	56,883	1.1%	Medical
ODFL Old Dominion Freight Line	$26,459,227	$20,615,405 ▲	352.8%	159,462	1.1%	Transportation
CVNA Carvana	$26,135,000		0.0%	125,000	1.0%	Retail/Wholesale
SAIA Saia	$25,527,084	$19,839,797 ▲	348.8%	72,843	1.0%	Transportation
NVR NVR	$25,355,365	$25,355,365 ▲	New Holding	3,500	1.0%	Construction
NOW ServiceNow	$21,783,741	$14,627,107 ▲	204.4%	27,209	0.9%	Computer and Technology
AVGO Broadcom	$21,508,080	$12,462,059 ▲	137.8%	128,090	0.9%	Computer and Technology
GOGL Golden Ocean Group	$20,240,608	$8,100,795 ▲	66.7%	2,499,677	0.8%	Transportation
GOOG Alphabet	$17,185,300	$17,185,300 ▲	New Holding	110,000	0.7%	Computer and Technology
SKIN Beauty Health	$16,410,909	$4,366,224 ▲	36.3%	12,246,947	0.7%	Medical
ARISTA NETWORKS INC	$15,203,233	$12,775,841 ▲	526.3%	195,656	0.6%	COM SHS
JPM JPMorgan Chase & Co.	$14,941,753	$8,332,868 ▲	126.1%	60,799	0.6%	Finance
KFS Kingsway Financial Services	$13,876,553	$1,204,553 ▲	9.5%	1,752,090	0.6%	Finance
KB KB Financial Group	$13,769,655	$8,989,006 ▲	188.0%	253,742	0.5%	Finance
SLVM Sylvamo	$13,512,223	$12,168,225 ▲	905.4%	200,884	0.5%	Basic Materials
CME CME Group	$13,435,593	$10,853,514 ▲	420.3%	50,499	0.5%	Finance
KMPR Kemper	$13,217,181	$6,948,255 ▲	110.8%	197,714	0.5%	Finance
BRO Brown & Brown	$13,073,546	$10,851,455 ▲	488.3%	104,790	0.5%	Finance
PANW Palo Alto Networks	$13,035,208	$9,694,348 ▲	290.2%	76,170	0.5%	Computer and Technology
AXS AXIS Capital	$12,838,539	$7,966,574 ▲	163.5%	128,078	0.5%	Finance
PALANTIR TECHNOLOGIES INC	$12,727,224	$8,778,925 ▲	222.3%	150,362	0.5%	CL A
KASPI KZ JSC	$12,506,524	$1,873,435 ▼	-13.0%	134,696	0.5%	SPONSORED ADS
BRK.B Berkshire Hathaway	$12,252,155	$6,673,282 ▲	119.6%	22,939	0.5%	Finance
BANC Banc of California	$11,931,151	$6,120,190 ▲	105.3%	840,814	0.5%	Finance
FRO Frontline	$11,021,670	$1,369,170 ▲	14.2%	742,200	0.4%	Transportation
MXCT MaxCyte	$10,101,000		0.0%	3,700,000	0.4%	Medical
TMUS T-Mobile US	$9,301,279	$6,365,344 ▲	216.8%	34,738	0.4%	Computer and Technology
NFLX Netflix	$9,164,848	$6,123,916 ▲	201.4%	9,807	0.4%	Consumer Discretionary
LLY Eli Lilly and Company	$8,994,474	$110,992 ▼	-1.2%	10,859	0.4%	Medical
ABBV AbbVie	$8,907,217	$5,056,458 ▲	131.3%	42,390	0.4%	Medical
EXP Eagle Materials	$8,877,200	$8,877,200 ▲	New Holding	40,000	0.4%	Construction
MRVI Maravai LifeSciences	$8,265,292	$8,265,292 ▲	New Holding	3,739,951	0.3%	Medical
PEP PepsiCo	$7,629,340	$4,597,965 ▲	151.7%	50,736	0.3%	Consumer Staples
LQDA Liquidia	$7,375,000		0.0%	500,000	0.3%	Medical
XPEL XPEL	$7,345,000	$831,248 ▲	12.8%	250,000	0.3%	Auto/Tires/Trucks
SNPS Synopsys	$7,076,159	$1,565,039 ▼	-18.1%	16,485	0.3%	Computer and Technology
UNITED STATES STL CORP	$6,972,181	$6,972,181 ▲	New Holding	2,200,000	0.3%	NOTE 5.000%11/0
SE SEA	$6,445,162	$2,348,820 ▲	57.3%	49,392	0.3%	Computer and Technology
AA Alcoa	$6,100,000	$6,100,000 ▲	New Holding	200,000	0.2%	Industrials
LAD Lithia Motors	$6,037,902	$5,150,027 ▲	580.0%	20,510	0.2%	Retail/Wholesale
EG Everest Group	$5,896,846	$5,896,846 ▲	New Holding	16,230	0.2%	Finance
AME AMETEK	$5,658,850	$3,542,907 ▲	167.4%	32,796	0.2%	Computer and Technology
CMPO CompoSecure	$5,652,400	$5,652,400 ▲	New Holding	520,000	0.2%	Business Services
SHOP Shopify	$5,566,047	$3,854,697 ▲	225.2%	58,212	0.2%	Computer and Technology
ACN Accenture	$5,470,403	$2,979,010 ▲	119.6%	17,445	0.2%	Computer and Technology
GLOB Globant	$5,422,712	$3,554,757 ▲	190.3%	46,428	0.2%	Computer and Technology
BLND Blend Labs	$5,383,450		0.0%	1,607,000	0.2%	Computer and Technology
INSW International Seaways	$5,371,760	$5,371,760 ▲	New Holding	161,800	0.2%	Transportation
PPBI Pacific Premier Bancorp	$5,219,489	$5,219,489 ▲	New Holding	245,623	0.2%	Finance
SYK Stryker	$5,077,975	$2,903,353 ▲	133.5%	13,602	0.2%	Medical
KMI Kinder Morgan	$5,042,056	$2,764,649 ▲	121.4%	176,219	0.2%	Energy
ASX ASE Technology	$5,023,860	$874,266 ▼	-14.8%	573,500	0.2%	Computer and Technology
VALE Vale	$4,964,701	$12,999,520 ▼	-72.4%	497,465	0.2%	Basic Materials
TJX TJX Companies	$4,825,491	$2,629,077 ▲	119.7%	39,504	0.2%	Retail/Wholesale
T AT&T	$4,738,161	$4,738,161 ▲	New Holding	166,368	0.2%	Computer and Technology
KOF Coca-Cola FEMSA	$4,655,334	$1,278,060 ▲	37.8%	50,995	0.2%	Consumer Staples
CPRT Copart	$4,576,208	$2,497,893 ▲	120.2%	80,633	0.2%	Business Services
PCAR PACCAR	$4,560,809	$2,538,741 ▲	125.6%	46,705	0.2%	Auto/Tires/Trucks
IFS Intercorp Financial Services	$4,369,748	$135,833 ▲	3.2%	131,897	0.2%	Finance
BLACKROCK INC	$4,361,643	$2,502,131 ▲	134.6%	4,595	0.2%	COM
ELV Elevance Health	$4,348,209	$2,732,898 ▲	169.2%	9,968	0.2%	Medical
CDNS Cadence Design Systems	$4,303,901	$3,344,343 ▲	348.5%	18,300	0.2%	Computer and Technology
DHT DHT	$4,200,000	$4,200,000 ▲	New Holding	400,000	0.2%	Transportation
BMY Bristol-Myers Squibb	$4,162,547	$2,332,820 ▲	127.5%	68,053	0.2%	Medical
BJ BJ's Wholesale Club	$4,153,110	$1,802,496 ▲	76.7%	36,294	0.2%	Consumer Discretionary
NOC Northrop Grumman	$4,081,216	$2,291,191 ▲	128.0%	7,948	0.2%	Aerospace
TSLA Tesla	$4,049,901	$2,205,067 ▲	119.5%	15,582	0.2%	Auto/Tires/Trucks
UNP Union Pacific	$4,033,845	$2,242,710 ▲	125.2%	17,026	0.2%	Transportation
KHC Kraft Heinz	$4,029,221	$2,262,721 ▲	128.1%	132,028	0.2%	Consumer Staples
ADBE Adobe	$3,802,948	$1,774,812 ▲	87.5%	9,893	0.2%	Computer and Technology
PSMT PriceSmart	$3,714,562	$1,871,205 ▲	101.5%	42,283	0.1%	Retail/Wholesale
TMO Thermo Fisher Scientific	$3,684,895	$2,047,053 ▲	125.0%	7,384	0.1%	Medical
JNJ Johnson & Johnson	$3,676,985	$2,578,280 ▲	234.7%	22,108	0.1%	Medical
SPOT Spotify Technology	$3,673,284	$3,673,284 ▲	New Holding	6,671	0.1%	Business Services
MTD Mettler-Toledo International	$3,663,109	$2,046,509 ▲	126.6%	3,093	0.1%	Medical
KVUE Kenvue	$3,626,095	$2,750,165 ▲	314.0%	150,913	0.1%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Mirabella Financial Services LLP Top Holdings and 13F Report (2025)

About Mirabella Financial Services LLP

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Mirabella Financial Services LLP Top Holdings and 13F Report (2025)

About Mirabella Financial Services LLP

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMirabella Financial Services LLP

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools