MIRABELLA FINANCIAL SERVICES LLP Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$1.1T

Holdings

227

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (227 positions)

StockValue
TKRTIMKEN CO
$512.9M
PIIPOLARIS INC
$511.3M
PENGPENGUIN SOLUTIONS INC
$486.4M
NDQINVESCO QQQ TR
$485.2M
BFPBANCO BBVA ARGENTINA S A
$482.1M
MCHPMICROCHIP TECHNOLOGY INC.
$481.7M
ROKROCKWELL AUTOMATION INC
$451.5M
CLXCLOROX CO DEL
$434.4M
NBISNEBIUS GROUP N.V.
$390.6M
DAVAENDAVA PLC
$387.5M
WKWORKIVA INC
$377.9M
INFA1EURINFORMATICA INC
$360.4M
CD8CRESUD S A C I F Y A
$349.9M
FOXFOX CORP
$322.6M
CRMSALESFORCE INC
$317.6M
NIONIO INC
$314.4M
FERGFERGUSON ENTERPRISES INC
$312.6M
BACVERIZON COMMUNICATIONS INC
$292.2M
BUDANHEUSER BUSCH INBEV SA/NV
$273.3M
DCHAMERICAN AXLE & MFG HLDGS IN
$260.3M
LBTYALIBERTY GLOBAL LTD
$255.2M
TERTERADYNE INC
$241.3M
CCOCAMECO CORP
$232.7M
BECNUSDBEACON ROOFING SUPPLY INC
$217.8M
GGALGRUPO FINANCIERO GALICIA S.A
$217.1M
GTGOODYEAR TIRE & RUBR CO
$201.1M
ZGNERMENEGILDO ZEGNA N V
$86.7M
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