MIRABELLA FINANCIAL SERVICES LLP Q3 2023 Filing

Filed November 13, 2023

Portfolio Value

$720.7M

Holdings

347

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (347 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	DHRDANAHER CORPORATION	80,786	$20.0M	2.78%
2	ROPROPER TECHNOLOGIES INC	41,820	$20.0M	2.78%
3	NEMNEWMONT CORP	565,070	$20.0M	2.78%
4	LNGCHENIERE ENERGY INC	81,020	$13.0M	1.80%
5	MUMICRON TECHNOLOGY INC	196,894	$12.0M	1.67%	Call
6	LULULULULEMON ATHLETICA INC	31,332	$12.0M	1.67%
7	LINLINDE PLC	30,008	$11.0M	1.53%
8	RHCRH PLC	187,251	$10.0M	1.39%
9	FCXFREEPORT-MCMORAN INC	276,553	$10.0M	1.39%	Put
10	TECK/BTECK RESOURCES LTD	238,929	$10.0M	1.39%
11	FDXFEDEX CORP	34,720	$9.0M	1.25%
12	GEGENERAL ELECTRIC CO	88,196	$9.0M	1.25%
13	ARMKARAMARK	283,731	$9.0M	1.25%
14	TMOTHERMO FISHER SCIENTIFIC INC	18,420	$9.0M	1.25%
15	TTDTHE TRADE DESK INC	126,992	$9.0M	1.25%
16	EMREMERSON ELEC CO	100,956	$9.0M	1.25%
17	OIHVANECK ETF TRUST	25,560	$8.0M	1.11%
18	XPOXPO INC	107,325	$8.0M	1.11%
19	JNJJOHNSON & JOHNSON	51,812	$8.0M	1.11%
20	APOAPOLLO GLOBAL MGMT INC	92,567	$8.0M	1.11%
21	IYRISHARES TR	100,580	$7.0M	0.97%
22	ADIANALOG DEVICES INC	41,474	$7.0M	0.97%
23	KELKELLANOVA	134,311	$7.0M	0.97%
24	XOPSPDR SER TR	53,993	$7.0M	0.97%
25	HUBBHUBBELL INC	22,430	$7.0M	0.97%
26	CDNSCADENCE DESIGN SYSTEM INC	31,171	$7.0M	0.97%
27	GDGENERAL DYNAMICS CORP	27,241	$6.0M	0.83%
28	KIESPDR SER TR	160,029	$6.0M	0.83%
29	IQVIQVIA HLDGS INC	30,770	$6.0M	0.83%
30	FLSFLOWSERVE CORP	161,103	$6.0M	0.83%
31	OCOWENS CORNING NEW	44,141	$6.0M	0.83%
32	FDNFIRST TR EXCHANGE-TRADED FD	38,448	$6.0M	0.83%
33	CSXCSX CORP	227,364	$6.0M	0.83%
34	PHPARKER-HANNIFIN CORP	15,600	$6.0M	0.83%
35	LIILENNOX INTL INC	18,614	$6.0M	0.83%
36	TTTRANE TECHNOLOGIES PLC	34,079	$6.0M	0.83%
37	NXENEXGEN ENERGY LTD	1,101,052	$6.0M	0.83%
38	SNPSSYNOPSYS INC	14,909	$6.0M	0.83%
39	ODFLOLD DOMINION FREIGHT LINE IN	16,000	$6.0M	0.83%
40	VCVISTEON CORP	42,364	$5.0M	0.69%
41	SYKSTRYKER CORPORATION	21,364	$5.0M	0.69%
42	HONHONEYWELL INTL INC	32,279	$5.0M	0.69%
43	NVTNVENT ELECTRIC PLC	112,175	$5.0M	0.69%
44	MSFTMICROSOFT CORP	17,421	$5.0M	0.69%
45	APTVAPTIV PLC	53,298	$5.0M	0.69%
46	QCOMQUALCOMM INC	48,072	$5.0M	0.69%
47	AMXAMERICA MOVIL SAB DE CV	266,365	$4.0M	0.56%
48	BPBP PLC	124,137	$4.0M	0.56%
49	ADSKAUTODESK INC	19,632	$4.0M	0.56%
50	REEVEREST GROUP LTD	12,200	$4.0M	0.56%
51	GOOGLALPHABET INC	33,817	$4.0M	0.56%
52	IBNICICI BANK LIMITED	204,279	$4.0M	0.56%
53	HLTHILTON WORLDWIDE HLDGS INC	32,537	$4.0M	0.56%
54	BCEBCE INC	109,505	$4.0M	0.56%
55	GTGOODYEAR TIRE & RUBR CO	298,726	$3.0M	0.42%
56	LAURLAUREATE EDUCATION INC	274,092	$3.0M	0.42%
57	ARKTARK ETF TR	58,770	$3.0M	0.42%
58	NBISYANDEX N V	176,554	$3.0M	0.42%
59	QRVOQORVO INC	41,090	$3.0M	0.42%
60	TSMTAIWAN SEMICONDUCTOR MFG LTD	42,781	$3.0M	0.42%
61	REMISHARES TR	163,730	$3.0M	0.42%
62	IEIVANHOE ELECTRIC INC	293,162	$3.0M	0.42%
63	CPBCAMPBELL SOUP CO	80,836	$3.0M	0.42%
64	OMCOMNICOM GROUP INC	47,108	$3.0M	0.42%
65	TAT&T INC	254,646	$3.0M	0.42%
66	PAGSPAGSEGURO DIGITAL LTD	353,734	$3.0M	0.42%
67	CSCOCISCO SYS INC	56,576	$3.0M	0.42%
68	BNBROOKFIELD CORP	66,848	$2.0M	0.28%
69	CGCARLYLE GROUP INC	77,993	$2.0M	0.28%
70	ARESARES MANAGEMENT CORPORATION	23,152	$2.0M	0.28%
71	ROSTROSS STORES INC	21,318	$2.0M	0.28%
72	KKRKKR & CO INC	42,340	$2.0M	0.28%
73	EIXEDISON INTL	36,899	$2.0M	0.28%
74	PPGPPG INDS INC	16,681	$2.0M	0.28%
75	UPSUNITED PARCEL SERVICE INC	13,780	$2.0M	0.28%
76	7HPHP INC	102,991	$2.0M	0.28%
77	XELXCEL ENERGY INC	34,960	$2.0M	0.28%
78	AMZNAMAZON COM INC	21,475	$2.0M	0.28%
79	CBOECBOE GLOBAL MKTS INC	13,591	$2.0M	0.28%
80	SITMSITIME CORP	20,280	$2.0M	0.28%
81	ONTOONTO INNOVATION INC	15,886	$2.0M	0.28%
82	DHID R HORTON INC	19,871	$2.0M	0.28%
83	MDLZMONDELEZ INTL INC	30,010	$2.0M	0.28%
84	DDOMINION ENERGY INC	54,780	$2.0M	0.28%
85	ATVIEURACTIVISION BLIZZARD INC	26,660	$2.0M	0.28%
86	JNPJUNIPER NETWORKS INC	102,563	$2.0M	0.28%
87	ELVELEVANCE HEALTH INC	5,152	$2.0M	0.28%
88	TELTE CONNECTIVITY LTD	17,430	$2.0M	0.28%
89	MCHPMICROCHIP TECHNOLOGY INC.	33,216	$2.0M	0.28%
90	TXNTEXAS INSTRS INC	13,921	$2.0M	0.28%
91	XLVSELECT SECTOR SPDR TR	20,190	$2.0M	0.28%
92	EXPDEXPEDITORS INTL WASH INC	18,480	$2.0M	0.28%
93	WECWEC ENERGY GROUP INC	25,868	$2.0M	0.28%
94	XLFSELECT SECTOR SPDR TR	81,933	$2.0M	0.28%
95	AMKRAMKOR TECHNOLOGY INC	115,098	$2.0M	0.28%
96	ITGARTNER INC	6,379	$2.0M	0.28%
97	VICIVICI PPTYS INC	79,733	$2.0M	0.28%
98	ENBENBRIDGE INC	72,276	$2.0M	0.28%
99	A4SAMERIPRISE FINL INC	6,894	$2.0M	0.28%
100	LNTALLIANT ENERGY CORP	36,291	$1.0M	0.14%

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