MIRABELLA FINANCIAL SERVICES LLP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$2.5T
Holdings
260
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (260 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ADSEADS TEC ENERGY PLC | 15,404,046 | $230.4B | 9.18% | |
| 2 | MSFTMICROSOFT CORP | 356,551 | $134.2B | 5.35% | |
| 3 | AMZNAMAZON COM INC | 509,662 | $97.2B | 3.87% | |
| 4 | AAPLAPPLE INC | 408,538 | $91.0B | 3.63% | |
| 5 | ATSG 3.875 08/15/29AIR TRANS SVCS GROUP INC | 87,250,000 | $87.1B | 3.47% | |
| 6 | NVDANVIDIA CORPORATION | 779,741 | $84.8B | 3.38% | |
| 7 | STLDSTEEL DYNAMICS INC | 561,141 | $70.4B | 2.80% | |
| 8 | GOOGLALPHABET INC | 434,160 | $67.3B | 2.68% | |
| 9 | VVISA INC | 178,270 | $62.7B | 2.50% | |
| 10 | UNHUNITEDHEALTH GROUP INC | 110,059 | $57.8B | 2.30% | |
| 11 | TSNTYSON FOODS INC | 829,082 | $53.1B | 2.11% | |
| 12 | APOAPOLLO GLOBAL MGMT INC | 350,000 | $47.9B | 1.91% | |
| 13 | HCAHCA HEALTHCARE INC | 136,510 | $47.3B | 1.88% | |
| 14 | BKNGBOOKING HOLDINGS INC | 9,760 | $45.1B | 1.80% | |
| 15 | KNSLKINSALE CAP GROUP INC | 91,786 | $44.8B | 1.79% | |
| 16 | DALDELTA AIR LINES INC DEL | 1,012,904 | $44.3B | 1.76% | |
| 17 | PGRPROGRESSIVE CORP | 149,536 | $42.4B | 1.69% | |
| 18 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 232,750 | $38.8B | 1.54% | |
| 19 | METAMETA PLATFORMS INC | 63,129 | $36.5B | 1.45% | |
| 20 | GMGENERAL MTRS CO | 771,148 | $36.4B | 1.45% | |
| 21 | DGDOLLAR GEN CORP NEW | 409,458 | $36.1B | 1.44% | |
| 22 | RYANRYAN SPECIALTY HOLDINGS INC | 425,000 | $31.4B | 1.25% | |
| 23 | MLB1MERCADOLIBRE INC | 15,380 | $30.1B | 1.20% | |
| 24 | THOTHOR INDS INC | 386,169 | $29.4B | 1.17% | |
| 25 | VRTXVERTEX PHARMACEUTICALS INC | 56,883 | $27.7B | 1.10% | |
| 26 | ODFLOLD DOMINION FREIGHT LINE IN | 159,462 | $26.5B | 1.05% | |
| 27 | CVNACARVANA CO | 125,000 | $26.1B | 1.04% | |
| 28 | SAIASAIA INC | 72,843 | $25.5B | 1.02% | |
| 29 | NVRNVR INC | 3,500 | $25.4B | 1.01% | |
| 30 | NOWSERVICENOW INC | 27,209 | $21.8B | 0.87% | |
| 31 | AVGOBROADCOM INC | 128,090 | $21.5B | 0.86% | |
| 32 | GOGLGOLDEN OCEAN GROUP LTD | 2,499,677 | $20.2B | 0.81% | |
| 33 | GOOGALPHABET INC | 110,000 | $17.2B | 0.68% | |
| 34 | SKINTHE BEAUTY HEALTH COMPANY | 12,246,947 | $16.4B | 0.65% | |
| 35 | ANETARISTA NETWORKS INC | 195,656 | $15.2B | 0.61% | |
| 36 | JPMJPMORGAN CHASE & CO. | 60,799 | $14.9B | 0.60% | |
| 37 | KFSKINGSWAY FINL SVCS INC | 1,752,090 | $13.9B | 0.55% | |
| 38 | KBIAKB FINL GROUP INC | 253,742 | $13.8B | 0.55% | |
| 39 | SLVMSYLVAMO CORP | 200,884 | $13.5B | 0.54% | |
| 40 | CMECME GROUP INC | 50,499 | $13.4B | 0.54% | |
| 41 | UI2KEMPER CORP | 197,714 | $13.2B | 0.53% | |
| 42 | BROBROWN & BROWN INC | 104,790 | $13.1B | 0.52% | |
| 43 | PANWPALO ALTO NETWORKS INC | 76,170 | $13.0B | 0.52% | |
| 44 | AXSAXIS CAP HLDGS LTD | 128,078 | $12.8B | 0.51% | |
| 45 | PLTRPALANTIR TECHNOLOGIES INC | 150,362 | $12.7B | 0.51% | |
| 46 | KSPIKASPI KZ JSC | 134,696 | $12.5B | 0.50% | |
| 47 | BRK/BBERKSHIRE HATHAWAY INC DEL | 22,939 | $12.3B | 0.49% | |
| 48 | BANCBANC OF CALIFORNIA INC | 840,814 | $11.9B | 0.48% | |
| 49 | FROFRONTLINE PLC | 742,200 | $11.0B | 0.44% | Call |
| 50 | MXCTGBXMAXCYTE INC | 3,700,000 | $10.1B | 0.40% | |
| 51 | TMUST-MOBILE US INC | 34,738 | $9.3B | 0.37% | |
| 52 | NFLXNETFLIX INC | 9,807 | $9.2B | 0.37% | |
| 53 | LLYELI LILLY & CO | 10,859 | $9.0B | 0.36% | |
| 54 | ABBVABBVIE INC | 42,390 | $8.9B | 0.35% | |
| 55 | EXPEAGLE MATLS INC | 40,000 | $8.9B | 0.35% | |
| 56 | MRVIMARAVAI LIFESCIENCES HLDGS I | 3,739,951 | $8.3B | 0.33% | |
| 57 | PEPPEPSICO INC | 50,736 | $7.6B | 0.30% | |
| 58 | LQDALIQUIDIA CORPORATION | 500,000 | $7.4B | 0.29% | |
| 59 | XPELXPEL INC | 250,000 | $7.3B | 0.29% | |
| 60 | SNPSSYNOPSYS INC | 16,485 | $7.1B | 0.28% | |
| 61 | X 5 11/01/26UNITED STATES STL CORP | 2,200,000 | $7.0B | 0.28% | |
| 62 | SESEA LTD | 49,392 | $6.4B | 0.26% | |
| 63 | AAALCOA CORP | 200,000 | $6.1B | 0.24% | |
| 64 | LADLITHIA MTRS INC | 20,510 | $6.0B | 0.24% | |
| 65 | REEVEREST GROUP LTD | 16,230 | $5.9B | 0.23% | |
| 66 | AMEAMETEK INC | 32,796 | $5.7B | 0.23% | |
| 67 | GPGICOMPOSECURE INC | 520,000 | $5.7B | 0.23% | |
| 68 | SHOPSHOPIFY INC | 58,212 | $5.6B | 0.22% | |
| 69 | ACNACCENTURE PLC IRELAND | 17,445 | $5.5B | 0.22% | |
| 70 | GLOBGLOBANT S A | 46,428 | $5.4B | 0.22% | |
| 71 | BLNDBLEND LABS INC | 1,607,000 | $5.4B | 0.21% | |
| 72 | INSWINTERNATIONAL SEAWAYS INC | 161,800 | $5.4B | 0.21% | Call |
| 73 | LF2PACIFIC PREMIER BANCORP | 245,623 | $5.2B | 0.21% | |
| 74 | SYKSTRYKER CORPORATION | 13,602 | $5.1B | 0.20% | |
| 75 | KMIKINDER MORGAN INC DEL | 176,219 | $5.0B | 0.20% | |
| 76 | ASXASE TECHNOLOGY HLDG CO LTD | 573,500 | $5.0B | 0.20% | |
| 77 | VALEVALE S A | 497,465 | $5.0B | 0.20% | |
| 78 | TJXTJX COS INC NEW | 39,504 | $4.8B | 0.19% | |
| 79 | TAT&T INC | 166,368 | $4.7B | 0.19% | |
| 80 | KOFCOCA-COLA FEMSA SAB DE CV | 50,995 | $4.7B | 0.19% | |
| 81 | CPRTCOPART INC | 80,633 | $4.6B | 0.18% | |
| 82 | PCARPACCAR INC | 46,705 | $4.6B | 0.18% | |
| 83 | IFSINTERCORP FINL SVCS INC | 131,897 | $4.4B | 0.17% | |
| 84 | BLKBLACKROCK INC | 4,595 | $4.4B | 0.17% | |
| 85 | ELVELEVANCE HEALTH INC | 9,968 | $4.3B | 0.17% | |
| 86 | CDNSCADENCE DESIGN SYSTEM INC | 18,300 | $4.3B | 0.17% | |
| 87 | DHTDHT HOLDINGS INC | 400,000 | $4.2B | 0.17% | |
| 88 | BMYBRISTOL-MYERS SQUIBB CO | 68,053 | $4.2B | 0.17% | |
| 89 | BJBJS WHSL CLUB HLDGS INC | 36,294 | $4.2B | 0.17% | |
| 90 | NOCNORTHROP GRUMMAN CORP | 7,948 | $4.1B | 0.16% | |
| 91 | TSLATESLA INC | 15,582 | $4.0B | 0.16% | |
| 92 | UNPUNION PAC CORP | 17,026 | $4.0B | 0.16% | |
| 93 | KHCKRAFT HEINZ CO | 132,028 | $4.0B | 0.16% | |
| 94 | ADBEADOBE INC | 9,893 | $3.8B | 0.15% | |
| 95 | PSMTPRICESMART INC | 42,283 | $3.7B | 0.15% | |
| 96 | TMOTHERMO FISHER SCIENTIFIC INC | 7,384 | $3.7B | 0.15% | |
| 97 | JNJJOHNSON & JOHNSON | 22,108 | $3.7B | 0.15% | |
| 98 | SPOTSPOTIFY TECHNOLOGY S A | 6,671 | $3.7B | 0.15% | |
| 99 | MTDMETTLER TOLEDO INTERNATIONAL | 3,093 | $3.7B | 0.15% | |
| 100 | KVUEKENVUE INC | 150,913 | $3.6B | 0.14% |
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