MIRABELLA FINANCIAL SERVICES LLP Q2 2022 Filing

Filed August 12, 2022

Portfolio Value

$1.0T

Holdings

443

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (443 positions)

StockValue
LRCXEURLAM RESEARCH CORP
$716.0M
CMECME GROUP INC
$710.0M
CPTCAMDEN PPTY TR
$707.0M
PNWPINNACLE WEST CAP CORP
$702.0M
WOLF*WOLFSPEED INC
$692.0M
ARANTERO RESOURCES CORP
$688.0M
ARCBARCBEST CORP
$683.0M
VMCVULCAN MATLS CO
$680.0M
FTVFORTIVE CORP
$672.0M
ORIOLD REP INTL CORP
$670.0M
SWCHFSIERRA WIRELESS INC
$655.0M
KRTXKARUNA THERAPEUTICS INC
$646.0M
SAIASAIA INC
$637.0M
CVSCVS HEALTH CORP
$636.0M
VCYTVERACYTE INC
$630.0M
CNPCENTERPOINT ENERGY INC
$624.0M
RFREGIONS FINANCIAL CORP NEW
$620.0M
ERIEERIE INDTY CO
$617.0M
DCIDONALDSON INC
$610.0M
ZUOUSDZUORA INC
$606.0M
MARMARRIOTT INTL INC NEW
$592.0M
BLFSBIOLIFE SOLUTIONS INC
$592.0M
ABMABM INDS INC
$584.0M
ALLYALLY FINL INC
$583.0M
ABGAMERISOURCEBERGEN CORP
$574.0M
ARESARES MANAGEMENT CORPORATION
$564.0M
LINLINDE PLC
$559.0M
DALDELTA AIR LINES INC DEL
$558.0M
MSEXMIDDLESEX WTR CO
$555.0M
SRESEMPRA
$553.0M
DDOMINION ENERGY INC
$553.0M
KMIKINDER MORGAN INC DEL
$550.0M
AGLAGILON HEALTH INC
$548.0M
HONHONEYWELL INTL INC
$544.0M
CLFCLEVELAND-CLIFFS INC NEW
$535.0M
WATWATERS CORP
$533.0M
PPHMEURAVID BIOSERVICES INC
$531.0M
BMRNBIOMARIN PHARMACEUTICAL INC
$527.0M
EFXEQUIFAX INC
$520.0M
MKSIMKS INSTRS INC
$518.0M
CNMCORE & MAIN INC
$516.0M
SSS1EURLIFE STORAGE INC
$509.0M
DOVDOVER CORP
$508.0M
AIZASSURANT INC
$503.0M
BSYBENTLEY SYS INC
$498.0M
ADBEADOBE SYSTEMS INCORPORATED
$492.0M
BOHBANK HAWAII CORP
$490.0M
ESABESAB CORPORATION
$490.0M
AOSSMITH A O CORP
$486.0M
DARDARLING INGREDIENTS INC
$484.0M
RCLROYAL CARIBBEAN GROUP
$484.0M
TIO TECH A
$484.0M
JCIJOHNSON CTLS INTL PLC
$482.0M
BURLBURLINGTON STORES INC
$475.0M
WTRGESSENTIAL UTILS INC
$474.0M
0C3ENDEAVOR GROUP HLDGS INC
$473.0M
CERTCERTARA INC
$459.0M
DVADAVITA INC
$452.0M
DHDEFINITIVE HEALTHCARE CORP
$446.0M
AMEDAMEDISYS INC
$442.0M
CCKCROWN HLDGS INC
$435.0M
DAYCERIDIAN HCM HLDG INC
$429.0M
RMBS*RAMBUS INC DEL
$425.0M
AMCRAMCOR PLC
$422.0M
PRUPRUDENTIAL FINL INC
$419.0M
HCAHCA HEALTHCARE INC
$418.0M
WYNNWYNN RESORTS LTD
$416.0M
WECWEC ENERGY GROUP INC
$415.0M
AWNADVANCE AUTO PARTS INC
$413.0M
FBINFORTUNE BRANDS HOME & SEC IN
$411.0M
FFINFIRST FINL BANKSHARES INC
$411.0M
BYNDBEYOND MEAT INC
$410.0M
CBSHCOMMERCE BANCSHARES INC
$407.0M
WDCWESTERN DIGITAL CORP.
$405.0M
AZTAAZENTA INC
$405.0M
ASHASHLAND GLOBAL HLDGS INC
$405.0M
BEPCBROOKFIELD RENEWABLE CORP
$402.0M
SEDGSOLAREDGE TECHNOLOGIES INC
$402.0M
NYCBEURNEW YORK CMNTY BANCORP INC
$401.0M
CHNGUSDCHANGE HEALTHCARE INC
$401.0M
JKSJINKOSOLAR HLDG CO LTD
$400.0M
HEIHEICO CORP NEW
$398.0M
BHFBRIGHTHOUSE FINL INC
$397.0M
OCOWENS CORNING NEW
$396.0M
ON1OLD NATL BANCORP IND
$396.0M
MORNMORNINGSTAR INC
$395.0M
CFRCULLEN FROST BANKERS INC
$394.0M
ALGMALLEGRO MICROSYSTEMS INC
$394.0M
SWXSOUTHWEST GAS HLDGS INC
$392.0M
FULTFULTON FINL CORP PA
$390.0M
SPLKCHFSPLUNK INC
$389.0M
PICKISHARES INC
$387.0M
FDSFACTSET RESH SYS INC
$386.0M
NWSANEWS CORP NEW
$383.0M
ETNEATON CORP PLC
$380.0M
PAGPENSKE AUTOMOTIVE GRP INC
$365.0M
WLYWILEY JOHN & SONS INC
$365.0M
BRKRBRUKER CORP
$364.0M
AMDADVANCED MICRO DEVICES INC
$363.0M
TERTERADYNE INC
$363.0M
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