Mirabella Financial Services LLP Top Holdings and 13F Report (2025) About Mirabella Financial Services LLPInvestment ActivityMirabella Financial Services LLP has $1.10 billion in total holdings as of December 31, 2024.Mirabella Financial Services LLP owns shares of 227 different stocks, but just 67 companies or ETFs make up 80% of its holdings.Approximately 77.16% of the portfolio was purchased this quarter.About 142.31% of the portfolio was sold this quarter.This quarter, Mirabella Financial Services LLP has purchased 148 new stocks and bought additional shares in 26 stocks.Mirabella Financial Services LLP sold shares of 50 stocks and completely divested from 68 stocks this quarter.Largest Holdings ADS-TEC Energy $171,662,865Microsoft $43,559,651NVIDIA $36,197,017Amazon.com $32,591,336AIR TRANS SVCS GROUP INC $31,125,713 Largest New Holdings this Quarter 00922RAD7 - AIR TRANS SVCS GROUP INC $31,125,713 Holding146869102 - Carvana $25,420,000 Holding294268107 - ePlus $20,021,508 Holding57777K106 - MaxCyte $15,392,000 Holding88331L108 - Beauty Health $14,291,828 Holding Largest Purchases this Quarter ADS-TEC Energy 10,385,428 shares (about $161.08M)Microsoft 88,753 shares (about $37.37M)AIR TRANS SVCS GROUP INC 87,250,000 shares (about $31.13M)Amazon.com 134,424 shares (about $29.47M)Apple 110,118 shares (about $27.55M) Largest Sales this Quarter Alphabet 643,198 shares (about $121.71M)FOX 1,226,347 shares (about $56.09M)News 1,681,191 shares (about $46.30M)LIBERTY GLOBAL LTD 2,093,665 shares (about $26.72M)NVIDIA 165,800 shares (about $22.24M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMirabella Financial Services LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorADSEADS-TEC Energy$171,662,865$161,077,988 ▲1,521.8%11,067,88315.7%Business ServicesMSFTMicrosoft$43,559,651$37,370,468 ▲603.8%103,4524.0%Computer and TechnologyNVDANVIDIA$36,197,017$22,241,159 ▼-38.1%269,8363.3%Computer and TechnologyAMZNAmazon.com$32,591,336$29,467,545 ▲943.3%148,6743.0%Retail/WholesaleAIR TRANS SVCS GROUP INC$31,125,713$31,125,713 ▲New Holding87,250,0002.8%NOTE 3.875% 8/1GOOGLAlphabet$28,400,072$121,708,539 ▼-81.1%150,0872.6%Computer and TechnologyAAPLApple$28,058,594$27,554,634 ▲5,467.6%112,1322.6%Computer and TechnologyCVNACarvana$25,420,000$25,420,000 ▲New Holding125,0002.3%Retail/WholesaleNXENexGen Energy$22,043,794$2,409,416 ▲12.3%3,342,9602.0%Basic MaterialsPLUSePlus$20,021,508$20,021,508 ▲New Holding589,0271.8%Computer and TechnologyVALEVale$15,966,195$12,038,399 ▲306.5%1,800,0221.5%Basic MaterialsMXCTMaxCyte$15,392,000$15,392,000 ▲New Holding3,700,0001.4%MedicalKASPI KZ JSC$14,748,225$7,961,716 ▲117.3%154,8731.3%SPONSORED ADSSKINBeauty Health$14,291,828$14,291,828 ▲New Holding8,988,5711.3%MedicalUNHUnitedHealth Group$13,982,379$13,778,416 ▲6,755.3%27,6271.3%MedicalVVisa$13,978,824$13,978,824 ▲New Holding44,2221.3%Business ServicesKFSKingsway Financial Services$13,392,000$13,392,000 ▲New Holding1,600,0001.2%FinanceGOGLGolden Ocean Group$13,221,802$7,048,516 ▲114.2%1,499,2441.2%TransportationAVGOBroadcom$12,481,703$12,481,703 ▲New Holding53,8731.1%Computer and TechnologyDALDelta Air Lines$12,217,551$12,217,551 ▲New Holding201,9401.1%TransportationSTLDSteel Dynamics$12,010,060$12,010,060 ▲New Holding105,4011.1%Basic MaterialsMETAMeta Platforms$11,918,104$11,918,104 ▲New Holding20,3661.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$11,265,750$53,707 ▲0.5%57,0561.0%Computer and TechnologyHCAHCA Healthcare$10,569,278$10,569,278 ▲New Holding35,2221.0%MedicalPGRProgressive$10,365,129$10,365,129 ▲New Holding43,2520.9%FinanceBKNGBooking$9,836,083$9,836,083 ▲New Holding1,9800.9%Retail/WholesaleSNPSSynopsys$9,766,774$9,766,774 ▲New Holding20,1310.9%Computer and TechnologyNOWServiceNow$9,470,359$2,488,631 ▲35.6%8,9390.9%Computer and TechnologyFROFrontline$9,223,500$9,223,500 ▲New Holding650,0000.8%TransportationTSNTyson Foods$8,861,464$8,861,464 ▲New Holding154,4000.8%Consumer StaplesXPELXPEL$8,854,978$8,854,978 ▲New Holding221,7070.8%Auto/Tires/TrucksTHOTHOR Industries$8,563,324$8,563,324 ▲New Holding89,4920.8%ConstructionLLYEli Lilly and Company$8,487,485$6,405,955 ▼-43.0%10,9930.8%MedicalKNSLKinsale Capital Group$7,642,257$7,642,257 ▲New Holding16,4470.7%FinanceSAIASaia$7,391,102$7,391,102 ▲New Holding16,2290.7%TransportationDGDollar General$6,945,227$6,945,227 ▲New Holding91,6970.6%Retail/WholesaleASXASE Technology$6,780,151$6,780,151 ▲New Holding673,3020.6%Computer and TechnologyBLNDBlend Labs$6,765,470$6,765,470 ▲New Holding1,607,0000.6%Computer and TechnologyLIVENT CORP$6,625,338$6,625,338 ▲New Holding5,000,0000.6%NOTE 4.125% 7/1JPMJPMorgan Chase & Co.$6,449,084$6,449,084 ▲New Holding26,8920.6%FinanceBANCBanc of California$6,331,040$3,998,234 ▲171.4%409,5110.6%FinanceKMPRKemper$6,230,477$2,160,828 ▲53.1%93,7760.6%FinanceODFLOld Dominion Freight Line$6,208,266$6,208,266 ▲New Holding35,2190.6%TransportationMELIMercadoLibre$6,114,717$2,445,547 ▲66.7%3,5980.6%Retail/WholesaleMPWRMonolithic Power Systems$5,929,426$5,929,426 ▲New Holding10,0210.5%Computer and TechnologyLQDALiquidia$5,880,000$5,880,000 ▲New Holding500,0000.5%MedicalBEPBrookfield Renewable Partners$5,838,228$4,798,685 ▼-45.1%256,1750.5%UtilitiesLABStandard BioTools$5,477,833$5,477,833 ▲New Holding3,130,1900.5%MedicalKBKB Financial Group$4,999,740$4,999,740 ▲New Holding88,0960.5%FinanceBRK.BBerkshire Hathaway$4,733,121$4,733,121 ▲New Holding10,4450.4%FinanceSTXSeagate Technology$4,709,505$2,728,691 ▲137.8%54,5650.4%Computer and TechnologySYNASynaptics$4,538,598$4,538,598 ▲New Holding59,4680.4%Computer and TechnologyBAPCredicorp$4,506,006$1,741,540 ▲63.0%24,5800.4%FinanceVRTXVertex Pharmaceuticals$4,500,887$4,500,887 ▲New Holding11,1840.4%MedicalAXSAXIS Capital$4,307,198$422,895 ▼-8.9%48,6030.4%FinanceCDLXCardlytics$4,285,050$4,285,050 ▲New Holding1,155,0000.4%Business ServicesCMCSAComcast$4,226,244$4,226,244 ▲New Holding112,6250.4%Consumer DiscretionaryIFSIntercorp Financial Services$3,749,564$3,224,466 ▲614.1%127,7970.3%FinancePANWPalo Alto Networks$3,550,122$3,550,122 ▲New Holding19,5220.3%Computer and TechnologyPALANTIR TECHNOLOGIES INC$3,526,489$3,526,489 ▲New Holding46,6460.3%CL AWDCWestern Digital$3,482,392$3,482,392 ▲New Holding58,4000.3%Computer and TechnologyARISTA NETWORKS INC$3,452,178$3,452,178 ▲New Holding31,2390.3%COM SHSGLOBGlobant$3,429,219$1,758,244 ▼-33.9%15,9930.3%Computer and TechnologyAMTAmerican Tower$3,420,780$3,420,780 ▲New Holding18,6510.3%FinanceSESEA$3,361,879$3,361,879 ▲New Holding31,3920.3%Computer and TechnologyABBVAbbVie$3,256,075$3,256,075 ▲New Holding18,3260.3%MedicalBABAAlibaba Group$3,154,188$3,154,188 ▲New Holding37,2000.3%Retail/WholesaleEDNEmpresa Distribuidora y Comercializadora Norte Sociedad Anónima$3,152,469$3,152,469 ▲New Holding73,4670.3%UtilitiesCIBBancolombia$3,128,281$3,128,281 ▲New Holding99,2790.3%FinanceMUMicron Technology$3,115,267$4,535,383 ▼-59.3%37,0160.3%Computer and TechnologyPEPPepsiCo$3,062,994$3,062,994 ▲New Holding20,1590.3%Consumer StaplesIBNICICI Bank$3,028,939$1,235,330 ▼-29.0%100,5290.3%FinanceARWArrow Electronics$2,983,653$2,983,653 ▲New Holding26,3760.3%Computer and TechnologyNFLXNetflix$2,898,156$2,898,156 ▲New Holding3,2540.3%Consumer DiscretionaryKOFCoca-Cola FEMSA$2,881,541$553,019 ▼-16.1%36,9950.3%Consumer StaplesTSLATesla$2,863,115$2,863,115 ▲New Holding7,0980.3%Auto/Tires/TrucksVECOVeeco Instruments$2,819,655$264,328 ▼-8.6%105,2110.3%Computer and TechnologyACNAccenture$2,794,972$2,794,972 ▼-50.0%7,9450.3%Computer and TechnologyAZPNAspen Technology$2,772,141$575,397 ▼-17.2%11,1050.3%Computer and TechnologyYPFYPF Sociedad Anónima$2,708,525$2,753,288 ▼-50.4%63,7150.2%EnergyLOGILogitech International$2,571,873$2,571,873 ▲New Holding31,2310.2%Computer and TechnologyARGXargenx$2,538,511$2,538,511 ▲New Holding4,1310.2%MedicalALNYAlnylam Pharmaceuticals$2,478,120$2,478,120 ▲New Holding10,5390.2%MedicalFFWMFirst Foundation$2,461,818$2,461,818 ▲New Holding396,4280.2%FinanceNVMINova$2,461,678$1,545,467 ▲168.7%12,4990.2%Computer and TechnologyADSKAutodesk$2,451,753$2,451,753 ▼-50.0%8,2950.2%Computer and TechnologyTMUST-Mobile US$2,418,742$2,418,742 ▲New Holding10,9650.2%Computer and TechnologyFORMFormFactor$2,370,852$1,290,476 ▲119.4%53,8830.2%Computer and TechnologyADBEAdobe$2,344,997$20,890 ▲0.9%5,2760.2%Computer and TechnologyINTUIntuit$2,304,710$167,810 ▼-6.8%3,6670.2%Computer and TechnologyCMECME Group$2,252,336$2,252,336 ▲New Holding9,7050.2%FinanceEROEro Copper$2,246,409$316,130 ▲16.4%166,7130.2%Basic MaterialsAMEAMETEK$2,209,591$2,209,591 ▲New Holding12,2630.2%Computer and TechnologyKMIKinder Morgan$2,180,290$2,180,290 ▲New Holding79,5950.2%EnergyTJXTJX Companies$2,170,522$2,170,522 ▲New Holding17,9810.2%Retail/WholesalePCARPACCAR$2,151,516$2,151,516 ▲New Holding20,7070.2%Auto/Tires/TrucksCPACopa$2,131,969$2,131,969 ▲New Holding24,2600.2%TransportationCPRTCopart$2,100,264$2,100,264 ▲New Holding36,6200.2%Business ServicesSYKStryker$2,096,169$9,671,166 ▼-82.2%5,8250.2%MedicalFLEXFlex$2,052,905$2,052,905 ▲New Holding53,4750.2%Computer and TechnologyShowing largest 100 holdings. 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