Mirabella Financial Services LLP

13F filer · CIK 0001538853

Reported Jul 31, 2026

13F portfolio value$1.05BU.S. long equity reported on 13F

Positions658Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight45.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 31, 2026658 positions
ADSEAds-Tec Energy Public Ltd Co	$297M	28.35%	38.49%	+4.9%	Q1 2024
SMCIPSuper Micro Computer, Inc.	$31.2M	2.98%	Not reported	New	Q2 2026
OCFCOceanfirst Financial Corp	$25.2M	2.41%	2.24%	+61.8%	Q1 2026
BUSEFirst Busey Corp	$25.1M	2.40%	1.02%	-31.9%	Q2 2025
FSUNFirstsun Capital Bancorp	$24.2M	2.31%	2.23%	+35.7%	Q4 2025
AZULAzul SA	$18.9M	1.80%	0.22%	New	Q2 2026
EGEverest Group, Ltd.	$18M	1.72%	0.07%	-16.6%	Q2 2023
DGDollar General Corp	$14.1M	1.35%	0.06%	+210.4%	Q4 2019
DKNGDraftKings Inc.	$12.8M	1.23%	Not reported	Not reported	Q2 2022
FLUTFlutter Entertainment plc	$9.08M	0.87%	0.05%	Not reported	Q4 2024
PHParker-Hannifin Corp	$9.03M	0.86%	0.01%	+20.5%	Q1 2021
MMM3m Co	$8.76M	0.84%	0.01%	+22.6%	Q4 2020
SWKStanley Black & Decker, Inc.	$8.34M	0.80%	0.06%	+1500.0%	Q1 2021
JCIJohnson Controls International plc	$7.88M	0.75%	0.01%	+4.1%	Q2 2022
CHRWC. H. Robinson Worldwide, Inc.	$7.62M	0.73%	0.03%	+1376.9%	Q2 2021
GOOGAlphabet Inc.	$7.51M	0.72%	Not reported	+44.1%	Q4 2020
HUBBHubbell Inc	$7.29M	0.70%	0.03%	-4.0%	Q4 2022
METAMeta Platforms, Inc.	$6.5M	0.62%	Not reported	+127.3%	Q3 2020
FMXMexican Economic Development Inc	$6.47M	0.62%	Not reported	Not reported	Q3 2021
NOWServiceNow, Inc.	$6.34M	0.61%	0.01%	+2894.6%	Q4 2019
ADSEWAds-Tec Energy Public Ltd Co	$6.21M	0.59%	Not reported	Not reported	Q1 2022
TBBBBBB Foods Inc	$5.28M	0.50%	Not reported	+257.3%	Q4 2025
VGVenture Global, Inc.	$5.11M	0.49%	Not reported	+129.5%	Q1 2026
EMBJEmbraer S.A.	$5.02M	0.48%	0.01%	+64.3%	Q2 2021
TXTernium S.A.	$4.91M	0.47%	0.01%	Not reported	Q3 2021
JBSJBS N.V.	$4.72M	0.45%	Not reported	+35.3%	Q3 2025
PSMTPricesmart Inc	$4.71M	0.45%	0.08%	+5.6%	Q2 2023
HBMHudbay Minerals Inc.	$4.35M	0.42%	0.05%	+165.6%	Q1 2023
OCTVOctave Intelligence plc	$3.81M	0.36%	Not reported	New	Q2 2026
CARRCARRIER GLOBAL Corp	$3.53M	0.34%	0.01%	-15.1%	Q3 2022
DLOdLocal Ltd	$3.47M	0.33%	0.09%	-4.5%	Q3 2021
CPACopa Holdings, S.A.	$3.29M	0.31%	0.05%	+96.6%	Q3 2021
AMEAmetek Inc/	$3.27M	0.31%	0.01%	-20.0%	Q3 2021
ARCOArcos Dorados Holdings Inc.	$3.21M	0.31%	0.19%	+2.7%	Q2 2021
TIGOMillicom International Cellular SA	$3.14M	0.30%	0.02%	+12.0%	Q1 2025
MATXMatson, Inc.	$3.08M	0.29%	0.05%	Not reported	Q4 2025
WABWestinghouse Air Brake Technologies Corp	$3.07M	0.29%	0.01%	-19.3%	Q2 2023
GLDSPDR Gold Trust	$2.87M	0.27%	0.00%	New	Q2 2026
BAPCredicorp Ltd	$2.79M	0.27%	0.01%	-25.7%	Q3 2020
KOFCoca Cola Femsa Sab de CV	$2.7M	0.26%	Not reported	-29.0%	Q4 2022
FCFSFirstCash Holdings, Inc.	$2.67M	0.26%	0.03%	-34.3%	Q2 2021
TEOTelecom Argentina SA	$2.46M	0.24%	Not reported	+256.4%	Q4 2025
EUenCore Energy Corp.	$2.36M	0.23%	0.93%	+38.5%	Q4 2024
HONHoneywell International Inc	$2.31M	0.22%	0.00%	+39.8%	Q2 2020
LAURLaureate Education, Inc.	$2.31M	0.22%	0.05%	+54.5%	Q3 2021
RSIRush Street Interactive, Inc.	$2.3M	0.22%	0.04%	+623.0%	Q4 2025
WRBBerkley W R Corp	$2.02M	0.19%	0.01%	+9.3%	Q4 2020
WERNWerner Enterprises Inc	$1.88M	0.18%	0.07%	+164.0%	Q3 2021
LLoews Corp	$1.84M	0.18%	0.01%	Not reported	Q1 2022
ECEcopetrol S.A.	$1.84M	0.18%	0.00%	Not reported	Q3 2021

Q1 2026Reported May 12, 2026879 positions
ADSEAds-Tec Energy Public Ltd Co	$255M	24.13%	36.68%	+22.4%	Q1 2024
BUSEFirst Busey Corp	$31.6M	2.99%	1.46%	+5.2%	Q2 2025
EGEverest Group, Ltd.	$19.8M	1.87%	0.08%	-3.1%	Q2 2023
FSUNFirstsun Capital Bancorp	$16.7M	1.59%	1.65%	+176.6%	Q4 2025
OCFCOceanfirst Financial Corp	$14.4M	1.36%	1.39%	New	Q1 2026
GRNDGrindr Inc.	$8.07M	0.76%	0.38%	New	Q1 2026
STNGScorpio Tankers Inc.	$7.58M	0.72%	0.20%	+1837.2%	Q1 2020
HUBBHubbell Inc	$7.12M	0.67%	0.03%	Not reported	Q4 2022
PHParker-Hannifin Corp	$6.86M	0.65%	0.01%	+6.7%	Q1 2021
JCIJohnson Controls International plc	$6.78M	0.64%	0.01%	+3.0%	Q2 2022
CMICummins Inc	$6.44M	0.61%	0.01%	+21.6%	Q4 2020
MMM3m Co	$6.41M	0.61%	0.01%	+31.6%	Q4 2020
VMCVulcan Materials CO	$6.17M	0.58%	0.02%	+49.6%	Q2 2022
ETOReToro Group Ltd.	$5.61M	0.53%	Not reported	+18.1%	Q4 2025
ADSEWAds-Tec Energy Public Ltd Co	$5.39M	0.51%	Not reported	+93.7%	Q1 2022
JBSJBS N.V.	$5.29M	0.50%	Not reported	+8.8%	Q3 2025
DGDollar General Corp	$4.69M	0.44%	0.02%	Not reported	Q4 2019
VISTVista Energy, S.A.B. de C.V.	$4.65M	0.44%	0.06%	-10.2%	Q1 2022
FIVEFive Below, Inc	$4.32M	0.41%	0.03%	+642.1%	Q1 2021
GOOGAlphabet Inc.	$4.23M	0.40%	Not reported	-64.6%	Q4 2020
AESAes Corp	$3.85M	0.36%	0.04%	+423.3%	Q1 2021
UNITUniti Group Inc.	$3.83M	0.36%	0.17%	+2004.6%	Q4 2025
DLOdLocal Ltd	$3.63M	0.34%	0.09%	+11.3%	Q3 2021
AMEAmetek Inc/	$3.63M	0.34%	0.01%	Not reported	Q3 2021
BOOTBoot Barn Holdings, Inc.	$3.61M	0.34%	0.08%	+1352.9%	Q4 2025
VRTVertiv Holdings Co	$3.58M	0.34%	0.00%	+674.9%	Q1 2024
FCFSFirstCash Holdings, Inc.	$3.54M	0.33%	0.04%	-24.2%	Q2 2021
ECHOEchoStar CORP	$3.53M	0.33%	0.06%	Not reported	Q3 2025
TDAYUSA TODAY Co., Inc.	$3.52M	0.33%	0.34%	Not reported	Q1 2022
WABWestinghouse Air Brake Technologies Corp	$3.52M	0.33%	0.01%	-40.1%	Q2 2023
CRSCarpenter Technology Corp	$3.52M	0.33%	0.02%	+906.1%	Q2 2024
HPEHewlett Packard Enterprise Co	$3.52M	0.33%	0.01%	+609.5%	Q2 2020
DANDANA Inc	$3.5M	0.33%	0.10%	Not reported	Q3 2022
KOFCoca Cola Femsa Sab de CV	$3.49M	0.33%	Not reported	Not reported	Q4 2022
INTRInter & Co, Inc.	$3.47M	0.33%	0.19%	New	Q1 2026
PSMTPricesmart Inc	$3.44M	0.33%	0.07%	-27.2%	Q2 2023
VSTVistra Corp.	$3.4M	0.32%	0.01%	New	Q1 2026
AUGOAura Minerals Inc.	$3.38M	0.32%	0.05%	-47.0%	Q3 2025
TDSTelephone & Data Systems Inc	$3.38M	0.32%	0.07%	Not reported	Q1 2021
SHOOSteven Madden, Ltd.	$3.37M	0.32%	0.14%	Not reported	Q1 2021
CIENCiena Corp	$3.34M	0.32%	0.01%	New	Q1 2026
XPXP Inc.	$3.34M	0.32%	Not reported	-33.3%	Q2 2023
HONHoneywell International Inc	$3.34M	0.32%	0.00%	-38.0%	Q2 2020
SOCSable Offshore Corp.	$3.33M	0.31%	0.13%	+656.4%	Q4 2025
FLRFluor Corp	$3.3M	0.31%	0.05%	Not reported	Q2 2022
APHAmphenol Corp	$3.28M	0.31%	0.00%	Not reported	Q2 2021
BAPCredicorp Ltd	$3.27M	0.31%	0.01%	-16.7%	Q3 2020
GLWCorning Inc	$3.27M	0.31%	0.00%	Not reported	Q4 2020
RLRalph Lauren Corp	$3.26M	0.31%	Not reported	Not reported	Q2 2023
HRMYHarmony Biosciences Holdings, Inc.	$3.25M	0.31%	0.20%	+770.0%	Q3 2020

Q4 2025Reported Feb 17, 2026654 positions
ADSEAds-Tec Energy Public Ltd Co	$230M	21.37%	29.97%	+4.3%	Q1 2024
CVNACarvana Co.	$40.6M	3.78%	Not reported	+1.2%	Q3 2020
BUSEFirst Busey Corp	$28.3M	2.63%	1.36%	+9.7%	Q2 2025
KWYKINGSWAY Corp	$26.7M	2.48%	6.93%	-9.4%	Q4 2024
SKINSkinHealth Systems Inc.	$26M	2.42%	14.67%	+20.0%	Q4 2024
EGEverest Group, Ltd.	$21.2M	1.97%	0.08%	-2.5%	Q2 2023
KSPIJoint Stock Co Kaspi.kz	$19.3M	1.80%	0.13%	+13.9%	Q2 2024
RCIRogers Communications Inc	$14.7M	1.37%	Not reported	+542.5%	Q4 2023
GOOGAlphabet Inc.	$13.1M	1.22%	Not reported	+189.3%	Q4 2020
MXCTMaxcyte, Inc.	$12.7M	1.18%	7.68%	Not reported	Q4 2024
DKNGDraftKings Inc.	$11M	1.02%	Not reported	+37.6%	Q2 2022
IBKRInteractive Brokers Group, Inc.	$10.7M	1.00%	0.07%	Not reported	Q1 2021
SPYSPDR S&P 500 ETF Trust	$10.5M	0.98%	Not reported	Not reported	Q4 2019
AXSAxis Capital Holdings Ltd	$9.36M	0.87%	0.12%	-23.0%	Q3 2024
LQDALiquidia Corp	$8.55M	0.80%	0.28%	+0.2%	Q4 2024
EQNREquinor ASA	$7.09M	0.66%	0.01%	Not reported	Q3 2025
MRVIMaravai Lifesciences Holdings, Inc.	$6.86M	0.64%	Not reported	-43.7%	Q4 2020
BANCBanc of California, Inc.	$6.71M	0.62%	0.23%	-50.6%	Q3 2021
PHParker-Hannifin Corp	$6.31M	0.59%	0.01%	+135.0%	Q1 2021
FSUNFirstsun Capital Bancorp	$6.25M	0.58%	0.60%	New	Q4 2025
JCIJohnson Controls International plc	$6.02M	0.56%	0.01%	-29.2%	Q2 2022
VZVerizon Communications Inc	$5.62M	0.52%	0.00%	Not reported	Q2 2020
NUNu Holdings Ltd.	$5.59M	0.52%	Not reported	Not reported	Q4 2023
ETOReToro Group Ltd.	$5.56M	0.52%	Not reported	New	Q4 2025
MMM3m Co	$5.37M	0.50%	0.01%	-16.8%	Q4 2020
PCARPaccar Inc	$5.2M	0.48%	0.01%	-43.5%	Q1 2022
WABWestinghouse Air Brake Technologies Corp	$5.02M	0.47%	0.01%	Not reported	Q2 2023
CMICummins Inc	$5.02M	0.47%	0.01%	Not reported	Q4 2020
METAMeta Platforms, Inc.	$5.02M	0.47%	Not reported	-70.1%	Q3 2020
AMZNAmazon Com Inc	$5.01M	0.47%	0.00%	-77.3%	Q4 2019
OMCOmnicom Group Inc.	$4.97M	0.46%	0.02%	Not reported	Q3 2020
LAURLaureate Education, Inc.	$4.85M	0.45%	0.10%	+28.5%	Q3 2021
RSIRush Street Interactive, Inc.	$4.79M	0.45%	0.12%	New	Q4 2025
HONHoneywell International Inc	$4.65M	0.43%	0.00%	-8.9%	Q2 2020
NVDANvidia Corp	$4.57M	0.43%	0.00%	-86.0%	Q1 2020
IFSIntercorp Financial Services Inc.	$4.53M	0.42%	0.10%	+10.0%	Q2 2021
VMCVulcan Materials CO	$4.32M	0.40%	0.01%	-34.2%	Q2 2022
XPXP Inc.	$4.3M	0.40%	Not reported	Not reported	Q2 2023
ALLEAllegion plc	$4.18M	0.39%	0.03%	-44.5%	Q1 2023
MSFTMicrosoft Corp	$4.11M	0.38%	0.00%	-87.2%	Q4 2019
FCFSFirstCash Holdings, Inc.	$3.96M	0.37%	0.06%	+13.6%	Q2 2021
AUGOAura Minerals Inc.	$3.94M	0.37%	0.09%	-2.3%	Q3 2025
EPAMEPAM Systems, Inc.	$3.92M	0.37%	0.04%	Not reported	Q3 2020
JBSJBS N.V.	$3.9M	0.36%	Not reported	+10.0%	Q3 2025
PSMTPricesmart Inc	$3.85M	0.36%	0.10%	+9.8%	Q2 2023
DLOdLocal Ltd	$3.55M	0.33%	0.09%	+66.1%	Q3 2021
VISTVista Energy, S.A.B. de C.V.	$3.34M	0.31%	0.07%	+15.3%	Q1 2022
BAPCredicorp Ltd	$3.33M	0.31%	0.01%	-28.3%	Q3 2020
FCXFreeport-Mcmoran Inc	$3.23M	0.30%	0.00%	+9.3%	Q2 2021
ADSEWAds-Tec Energy Public Ltd Co	$3.16M	0.29%	Not reported	+134.9%	Q1 2022

Q3 2025Reported Dec 15, 2025248 positions
ADSEAds-Tec Energy Public Ltd Co	$208M	18.06%	33.17%	+5.4%	Q1 2024
CVNACarvana Co.	$35.9M	3.11%	Not reported	+0.1%	Q3 2020
MSFTMicrosoft Corp	$34.4M	2.98%	0.00%	+83.5%	Q4 2019
NVDANvidia Corp	$32.7M	2.83%	0.00%	+101.6%	Q1 2020
KWYKINGSWAY Corp	$32M	2.77%	7.65%	+13.2%	Q4 2024
SKINSkinHealth Systems Inc.	$31M	2.69%	12.25%	+21.3%	Q4 2024
BUSEFirst Busey Corp	$25.1M	2.17%	1.22%	+23.2%	Q2 2025
GOOGLAlphabet Inc.	$23.7M	2.05%	0.00%	+110.7%	Q1 2020
AAPLApple Inc.	$23.4M	2.03%	0.00%	+118.6%	Q4 2019
EGEverest Group, Ltd.	$22.4M	1.94%	0.09%	-17.5%	Q2 2023
CMBTCmb.tech NV	$22.4M	1.94%	1.08%	Not reported	Q1 2020
AMZNAmazon Com Inc	$21M	1.82%	0.00%	+68.2%	Q4 2019
METAMeta Platforms, Inc.	$18.7M	1.62%	Not reported	+49.5%	Q3 2020
KSPIJoint Stock Co Kaspi.kz	$17.8M	1.54%	0.11%	+92.9%	Q2 2024
AAAlcoa Corp	$13.4M	1.16%	0.16%	+25.1%	Q1 2020
MXCTMaxcyte, Inc.	$13M	1.12%	7.69%	+24.2%	Q4 2024
JPMJPMorgan Chase & Co	$12.5M	1.08%	0.00%	+127.4%	Q4 2019
AVGOBroadcom Inc.	$12.2M	1.05%	0.00%	+100.1%	Q4 2019
BANCBanc of California, Inc.	$11.7M	1.01%	0.47%	-16.7%	Q3 2021
AXSAxis Capital Holdings Ltd	$10.9M	0.94%	0.15%	-31.3%	Q3 2024
MRVIMaravai Lifesciences Holdings, Inc.	$10.8M	0.93%	Not reported	Not reported	Q4 2020
BLNDBlend Labs, Inc.	$9.65M	0.84%	1.02%	+64.5%	Q1 2022
VVisa Inc.	$8.68M	0.75%	0.00%	+140.7%	Q4 2019
DKNGDraftKings Inc.	$8.67M	0.75%	Not reported	+72.6%	Q2 2022
ALLEAllegion plc	$8.37M	0.72%	0.06%	Not reported	Q1 2023
PCARPaccar Inc	$8.21M	0.71%	0.02%	+657.6%	Q1 2022
SESea Ltd	$7.96M	0.69%	0.03%	+70.1%	Q4 2020
JCIJohnson Controls International plc	$7.73M	0.67%	0.01%	+4.0%	Q2 2022
ABBVAbbVie Inc.	$7.6M	0.66%	0.00%	+154.7%	Q2 2020
ORCLOracle Corp	$7.32M	0.63%	0.00%	+135.8%	Q3 2020
EQNREquinor ASA	$7.31M	0.63%	0.01%	New	Q3 2025
BRK.BBerkshire Hathaway Inc	$7.21M	0.62%	Not reported	+159.1%	Q2 2020
CATCaterpillar Inc	$7.2M	0.62%	0.00%	-23.1%	Q3 2021
VMCVulcan Materials CO	$6.95M	0.60%	0.02%	+14.1%	Q2 2022
NOWServiceNow, Inc.	$6.91M	0.60%	0.00%	+44.5%	Q4 2019
AUBAtlantic Union Bankshares Corp	$6.75M	0.58%	0.13%	-64.0%	Q2 2025
MMM3m Co	$6.29M	0.54%	0.01%	-1.5%	Q4 2020
AMATApplied Materials Inc	$6.11M	0.53%	0.00%	-13.5%	Q4 2019
OCOwens Corning	$5.89M	0.51%	0.05%	Not reported	Q2 2022
STLDSteel Dynamics Inc	$5.81M	0.50%	0.03%	+135.8%	Q2 2021
HUBBHubbell Inc	$5.66M	0.49%	0.02%	-20.2%	Q4 2022
LQDALiquidia Corp	$5.63M	0.49%	0.29%	-45.2%	Q4 2024
NFLXNetflix Inc	$5.6M	0.49%	0.00%	-20.3%	Q1 2022
HONHoneywell International Inc	$5.49M	0.48%	0.00%	-41.5%	Q2 2020
BKNGBooking Holdings Inc.	$5.49M	0.48%	0.00%	+133.7%	Q3 2020
TMUST-Mobile US, Inc.	$5.45M	0.47%	0.00%	-57.9%	Q1 2020
HCAHCA Healthcare, Inc.	$5.41M	0.47%	0.01%	+112.2%	Q1 2022
PGRProgressive Corp	$5.25M	0.45%	0.00%	+177.0%	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.84M	0.42%	0.00%	+122.8%	Q1 2020
TDGTransDigm Group INC	$4.7M	0.41%	0.01%	+23.8%	Q2 2022

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