MIRABELLA FINANCIAL SERVICES LLP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$2.5B
Holdings
260
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (260 positions)
| Stock | Value |
|---|---|
ADSEADS TEC ENERGY PLC | $230.4M |
MSFTMICROSOFT CORP | $134.2M |
AMZNAMAZON COM INC | $97.2M |
AAPLAPPLE INC | $91.0M |
ATSG 3.875 08/15/29AIR TRANS SVCS GROUP INC | $87.1M |
NVDANVIDIA CORPORATION | $84.8M |
STLDSTEEL DYNAMICS INC | $70.4M |
GOOGLALPHABET INC | $67.3M |
VVISA INC | $62.7M |
UNHUNITEDHEALTH GROUP INC | $57.8M |
TSNTYSON FOODS INC | $53.1M |
APOAPOLLO GLOBAL MGMT INC | $47.9M |
HCAHCA HEALTHCARE INC | $47.3M |
BKNGBOOKING HOLDINGS INC | $45.1M |
KNSLKINSALE CAP GROUP INC | $44.8M |
DALDELTA AIR LINES INC DEL | $44.3M |
PGRPROGRESSIVE CORP | $42.4M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $38.8M |
METAMETA PLATFORMS INC | $36.5M |
GMGENERAL MTRS CO | $36.4M |
DGDOLLAR GEN CORP NEW | $36.1M |
RYANRYAN SPECIALTY HOLDINGS INC | $31.4M |
MLB1MERCADOLIBRE INC | $30.1M |
THOTHOR INDS INC | $29.4M |
VRTXVERTEX PHARMACEUTICALS INC | $27.7M |
ODFLOLD DOMINION FREIGHT LINE IN | $26.5M |
CVNACARVANA CO | $26.1M |
SAIASAIA INC | $25.5M |
NVRNVR INC | $25.4M |
NOWSERVICENOW INC | $21.8M |
AVGOBROADCOM INC | $21.5M |
GOGLGOLDEN OCEAN GROUP LTD | $20.2M |
GOOGALPHABET INC | $17.2M |
SKINTHE BEAUTY HEALTH COMPANY | $16.4M |
ANETARISTA NETWORKS INC | $15.2M |
JPMJPMORGAN CHASE & CO. | $14.9M |
KFSKINGSWAY FINL SVCS INC | $13.9M |
KBIAKB FINL GROUP INC | $13.8M |
SLVMSYLVAMO CORP | $13.5M |
CMECME GROUP INC | $13.4M |
UI2KEMPER CORP | $13.2M |
BROBROWN & BROWN INC | $13.1M |
PANWPALO ALTO NETWORKS INC | $13.0M |
AXSAXIS CAP HLDGS LTD | $12.8M |
PLTRPALANTIR TECHNOLOGIES INC | $12.7M |
KSPIKASPI KZ JSC | $12.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $12.3M |
BANCBANC OF CALIFORNIA INC | $11.9M |
FROFRONTLINE PLC | $11.0M |
MXCTGBXMAXCYTE INC | $10.1M |
TMUST-MOBILE US INC | $9.3M |
NFLXNETFLIX INC | $9.2M |
LLYELI LILLY & CO | $9.0M |
ABBVABBVIE INC | $8.9M |
EXPEAGLE MATLS INC | $8.9M |
MRVIMARAVAI LIFESCIENCES HLDGS I | $8.3M |
PEPPEPSICO INC | $7.6M |
LQDALIQUIDIA CORPORATION | $7.4M |
XPELXPEL INC | $7.3M |
SNPSSYNOPSYS INC | $7.1M |
X 5 11/01/26UNITED STATES STL CORP | $7.0M |
SESEA LTD | $6.4M |
AAALCOA CORP | $6.1M |
LADLITHIA MTRS INC | $6.0M |
REEVEREST GROUP LTD | $5.9M |
AMEAMETEK INC | $5.7M |
GPGICOMPOSECURE INC | $5.7M |
SHOPSHOPIFY INC | $5.6M |
ACNACCENTURE PLC IRELAND | $5.5M |
GLOBGLOBANT S A | $5.4M |
BLNDBLEND LABS INC | $5.4M |
INSWINTERNATIONAL SEAWAYS INC | $5.4M |
LF2PACIFIC PREMIER BANCORP | $5.2M |
SYKSTRYKER CORPORATION | $5.1M |
KMIKINDER MORGAN INC DEL | $5.0M |
ASXASE TECHNOLOGY HLDG CO LTD | $5.0M |
VALEVALE S A | $5.0M |
TJXTJX COS INC NEW | $4.8M |
TAT&T INC | $4.7M |
KOFCOCA-COLA FEMSA SAB DE CV | $4.7M |
CPRTCOPART INC | $4.6M |
PCARPACCAR INC | $4.6M |
IFSINTERCORP FINL SVCS INC | $4.4M |
BLKBLACKROCK INC | $4.4M |
ELVELEVANCE HEALTH INC | $4.3M |
CDNSCADENCE DESIGN SYSTEM INC | $4.3M |
DHTDHT HOLDINGS INC | $4.2M |
BMYBRISTOL-MYERS SQUIBB CO | $4.2M |
BJBJS WHSL CLUB HLDGS INC | $4.2M |
NOCNORTHROP GRUMMAN CORP | $4.1M |
TSLATESLA INC | $4.0M |
UNPUNION PAC CORP | $4.0M |
KHCKRAFT HEINZ CO | $4.0M |
ADBEADOBE INC | $3.8M |
PSMTPRICESMART INC | $3.7M |
TMOTHERMO FISHER SCIENTIFIC INC | $3.7M |
JNJJOHNSON & JOHNSON | $3.7M |
SPOTSPOTIFY TECHNOLOGY S A | $3.7M |
MTDMETTLER TOLEDO INTERNATIONAL | $3.7M |
KVUEKENVUE INC | $3.6M |
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