MIRABELLA FINANCIAL SERVICES LLP Q2 2024 Filing

Filed August 8, 2024

Portfolio Value

$1.4B

Holdings

419

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (419 positions)

StockValue
X 5 11/01/26UNITED STATES STL CORP
$166.9M
GOOGLALPHABET INC
$122.1M
CUKCARNIVAL PLC
$64.3M
LBRDKLIBERTY BROADBAND CORP
$42.4M
NWSANEWS CORP NEW
$39.4M
FOXFOX CORP
$37.4M
ICLRICON PLC
$32.7M
AMATAPPLIED MATLS INC
$32.6M
BRK-BBERKSHIRE HATHAWAY INC DEL
$31.8M
LBTYALIBERTY GLOBAL LTD
$31.6M
SYKSTRYKER CORPORATION
$27.9M
UAAUNDER ARMOUR INC
$26.2M
NXENEXGEN ENERGY LTD
$22.7M
LINLINDE PLC
$22.1M
FWONALIBERTY MEDIA CORP DEL
$20.0M
CENTACENTRAL GARDEN & PET CO
$19.9M
JNJJOHNSON & JOHNSON
$19.8M
IWMISHARES TR
$19.6M
HEIHEICO CORP NEW
$19.5M
CWEN/ACLEARWAY ENERGY INC
$18.0M
LENLENNAR CORP
$16.3M
TMOTHERMO FISHER SCIENTIFIC INC
$15.2M
INFN 3.75 08/01/28INFINERA CORP
$14.0M
IQVIQVIA HLDGS INC
$13.5M
BDXBECTON DICKINSON & CO
$13.2M
CRLCHARLES RIV LABS INTL INC
$13.2M
KSPIKASPI KZ JSC
$13.1M
BACVERIZON COMMUNICATIONS INC
$11.6M
AAPLAPPLE INC
$11.6M
AMZNAMAZON COM INC
$11.5M
OMCOMNICOM GROUP INC
$10.7M
LGF/BEURLIONS GATE ENTMNT CORP
$8.6M
FWONALIBERTY MEDIA CORP DEL
$7.9M
MCHPMICROCHIP TECHNOLOGY INC.
$7.8M
ADSEADS TEC ENERGY PLC
$7.7M
HDBHDFC BANK LTD
$7.6M
ZTO 1.5 09/01/27ZTO EXPRESS CAYMAN INC
$7.4M
OIHVANECK ETF TRUST
$7.1M
ASMLASML HOLDING N V
$6.5M
IDXXIDEXX LABS INC
$6.5M
ONTOONTO INNOVATION INC
$5.8M
IYRISHARES TR
$5.7M
COPCONOCOPHILLIPS
$5.2M
BEPBROOKFIELD RENEWABLE PARTNER
$4.7M
MSFTMICROSOFT CORP
$4.6M
NOWSERVICENOW INC
$4.4M
GMGENERAL MTRS CO
$4.4M
XOMEXXON MOBIL CORP
$4.3M
IBNICICI BANK LIMITED
$4.1M
KLICKULICKE & SOFFA INDS INC
$4.0M
MDYSPDR S&P MIDCAP 400 ETF TR
$4.0M
XLUSELECT SECTOR SPDR TR
$3.5M
XLFSELECT SECTOR SPDR TR
$3.4M
AIGAMERICAN INTL GROUP INC
$3.4M
XRTSPDR SER TR
$3.3M
ADSKAUTODESK INC
$3.2M
CATCATERPILLAR INC
$3.2M
IFFINTERNATIONAL FLAVORS&FRAGRA
$3.2M
TECK/BTECK RESOURCES LTD
$3.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.9M
TMCTMC THE METALS COMPANY INC
$2.8M
TANINVESCO EXCH TRADED FD TR II
$2.8M
VVISA INC
$2.7M
GDXVANECK ETF TRUST
$2.7M
VMCVULCAN MATLS CO
$2.7M
CMICUMMINS INC
$2.6M
PYPLPAYPAL HLDGS INC
$2.6M
DELLDELL TECHNOLOGIES INC
$2.4M
CHDCHURCH & DWIGHT CO INC
$2.3M
SMCIUSDSUPER MICRO COMPUTER INC
$2.2M
WFCWELLS FARGO CO NEW
$2.2M
HONHONEYWELL INTL INC
$2.2M
FISFIDELITY NATL INFORMATION SV
$2.1M
CBCHUBB LIMITED
$2.1M
BABAALIBABA GROUP HLDG LTD
$2.1M
NSCNORFOLK SOUTHN CORP
$2.1M
CHRDCHORD ENERGY CORPORATION
$2.1M
CRMSALESFORCE INC
$2.0M
CSCOCISCO SYS INC
$2.0M
PANWPALO ALTO NETWORKS INC
$1.9M
OXYOCCIDENTAL PETE CORP
$1.9M
TOLTOLL BROTHERS INC
$1.9M
SKYYFIRST TR EXCHANGE TRADED FD
$1.8M
VALEVALE S A
$1.8M
DOWDOW INC
$1.8M
ATDATI INC
$1.8M
PBRPETROLEO BRASILEIRO SA PETRO
$1.8M
VOOVANGUARD INDEX FDS
$1.8M
DIODDIODES INC
$1.7M
FISVFISERV INC
$1.7M
FDSFACTSET RESH SYS INC
$1.7M
KOCOCA COLA CO
$1.6M
YPFYPF SOCIEDAD ANONIMA
$1.6M
PHMPULTE GROUP INC
$1.6M
OCOWENS CORNING NEW
$1.6M
BXBLACKSTONE INC
$1.6M
CVXCHEVRON CORP NEW
$1.6M
AXTAAXALTA COATING SYS LTD
$1.6M
BKNGBOOKING HOLDINGS INC
$1.5M
FDXFEDEX CORP
$1.5M
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