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Isabella Capital Management LLP

13F filer · CIK 0002134988
Reported Aug 3, 2026
Net buyer this quarter
13F portfolio value$188MU.S. long equity reported on 13F
Positions22 new · 0 closed
Net flow last quarter+$1.01MBuys minus sells
Top 10 positions weight0.5%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 3, 20262 positions
GOOGMAlphabet Inc.$506K0.27%Not reportedNewQ2 2026
GOOGNAlphabet Inc.$501K0.27%Not reportedNewQ2 2026
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