← Back to Discover
MIRABELLA FINANCIAL SERVICES LLP
Period ended Jun 30, 2026 · Latest filing Jul 31, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,046,088,702
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ADS TEC ENERGY PLC · SHS · G0085J117 · shares: $296,541,101
- TXNM ENERGY INC · NOTE 5.750% 6/0 · 69349HAF4 · principal: $58,052,886
- SUPER MICRO COMPUTER INC · 7 DEP CM SR A WI · 86800U500 · shares: $31,154,238
- ISHARES TR · RUSSELL 2000 ETF · 464287655 · shares: $28,512,705
- OCEANFIRST FINL CORP · COM · 675234108 · shares: $25,245,279
- FIRST BUSEY CORP · COM NEW · 319383204 · shares: $25,117,864
- FIRSTSUN CAP BANCORP · COM · 33767U107 · shares: $24,169,092
- AZUL S A · SPONSORED ADS · 05501U601 · shares: $18,860,861
- EVEREST GROUP LTD · COM · G3223R108 · shares: $18,020,110
- DOLLAR GEN CORP · COM · 256677105 · shares: $14,114,443
Reported holdings
666 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ECHOSTAR CORP | CL A | 278768106 | — | 5,943 shares | $603,215 |
| LINCOLN NATL CORP IND | COM | 534187109 | — | 16,993 shares | $600,703 |
| POLARIS INC | COM | 731068102 | — | 8,733 shares | $597,687 |
| KIMBERLY-CLARK CORP | COM | 494368103 | — | 5,444 shares | $597,588 |
| RADNET INC | COM | 750491102 | — | 9,681 shares | $597,027 |
| MOLSON COORS BEVERAGE CO | CL B | 60871R209 | — | 15,318 shares | $596,789 |
| COLUMBIA BKG SYS INC | COM | 197236102 | — | 18,594 shares | $595,938 |
| SSR MINING IN | COM | 784730103 | — | 21,059 shares | $595,549 |
| ARCBEST CORP | COM | 03937C105 | — | 4,143 shares | $594,686 |
| TEREX CORP NEW | COM | 880779103 | — | 8,209 shares | $594,250 |
| EQUITY BANCSHARES INC | COM CL A | 29460X109 | — | 12,033 shares | $589,497 |
| TIDEWATER INC NEW | COM | 88642R109 | — | 8,832 shares | $588,476 |
| UIPATH INC | CL A | 90364P105 | — | 54,049 shares | $587,513 |
| HECLA MINING COMPANY | COM | 422704106 | — | 37,510 shares | $578,779 |
| ELI LILLY & CO | COM | 532457108 | — | 481 shares | $576,926 |
| VEECO INSTRS INC DEL | COM | 922417100 | — | 7,575 shares | $574,185 |
| KODIAK GAS SVCS INC | COM | 50012A108 | — | 7,640 shares | $573,993 |
| KAROOOOO LTD | ORD SHS | Y4600W108 | — | 11,595 shares | $572,329 |
| DUPONT DE NEMOURS INC | COMMON STOCK | 26614N201 | — | 4,215 shares | $571,723 |
| GENUINE PARTS CO | COM | 372460105 | — | 4,833 shares | $570,197 |
| ACUSHNET HLDGS CORP | COM | 005098108 | — | 4,792 shares | $567,996 |
| WORLD ACCEP CORPORATION | COM | 981419104 | — | 2,534 shares | $567,185 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 3,395 shares | $565,845 |
| NEW JERSEY RES CORP | COM | 646025106 | — | 9,991 shares | $559,896 |
| ELASTIC N V | ORD SHS | N14506104 | — | 9,766 shares | $556,857 |
| RADIAN GROUP INC | COM | 750236101 | — | 14,696 shares | $553,598 |
| CHORD ENERGY CORPORATION | COM NEW | 674215207 | — | 4,843 shares | $553,555 |
| QXO INC | COM NEW | 82846H405 | — | 31,911 shares | $551,422 |
| SEMPRA | COM | 816851109 | — | 5,918 shares | $548,658 |
| ASTERA LABS INC | COM | 04626A103 | — | 1,132 shares | $546,779 |
| POWER INTEGRATIONS INC | COM | 739276103 | — | 6,526 shares | $546,618 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | — | 5,421 shares | $543,618 |
| AXOS FINANCIAL INC | COM | 05465C100 | — | 5,572 shares | $542,657 |
| ARLO TECHNOLOGIES INC | COM | 04206A101 | — | 40,207 shares | $541,990 |
| FIRST FINL BANKSHARES INC | COM | 32020R109 | — | 15,643 shares | $541,248 |
| MSA SAFETY INC | COM | 553498106 | — | 3,088 shares | $539,103 |
| MINERALS TECHNOLOGIES INC | COM | 603158106 | — | 7,263 shares | $537,244 |
| DUCOMMUN INC DEL | COM | 264147109 | — | 2,886 shares | $534,516 |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | — | 6,139 shares | $534,339 |
| ADVANCED ENERGY INDS | COM | 007973100 | — | 1,429 shares | $532,831 |
| SOUTHSTATE BK CORP | COM | 84472E102 | — | 5,322 shares | $531,668 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 4,196 shares | $531,130 |
| ROGERS CORP | COM | 775133101 | — | 3,242 shares | $530,813 |
| HYATT HOTELS CORP | COM CL A | 448579102 | — | 2,735 shares | $530,152 |
| HARMONIC INC | COM | 413160102 | — | 32,430 shares | $529,582 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 1,546 shares | $522,935 |
| WEX INC | COM | 96208T104 | — | 3,706 shares | $522,880 |
| ENSIGN GROUP INC | COM | 29358P101 | — | 3,250 shares | $520,975 |
| WINNEBAGO INDS INC | COM | 974637100 | — | 16,652 shares | $520,208 |
| OUSTER INC | COM NEW | 68989M202 | — | 8,320 shares | $520,166 |
| SOUTHERN CO | COM | 842587107 | — | 5,377 shares | $514,633 |
| MERIT MED SYS INC | COM | 589889104 | — | 7,319 shares | $507,499 |
| VIAVI SOLUTIONS INC | COM | 925550105 | — | 10,619 shares | $507,057 |
| PORTLAND GEN ELEC CO | COM NEW | 736508847 | — | 9,760 shares | $505,861 |
| PAYONEER GLOBAL INC | COM | 70451X104 | — | 71,014 shares | $505,620 |
| KRAFT HEINZ CO | COM | 500754106 | — | 21,380 shares | $504,996 |
| THOR INDS INC | COM | 885160101 | — | 6,699 shares | $503,497 |
| PACS GROUP INC | COM SHS | 69380Q107 | — | 11,800 shares | $503,152 |
| FRESHWORKS INC | CLASS A COM | 358054104 | — | 49,565 shares | $501,598 |
| ENTERPRISE FINL SVCS CORP | COM | 293712105 | — | 7,583 shares | $499,568 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 1,955 shares | $497,548 |
| NVR INC | COM | 62944T105 | — | 73 shares | $497,378 |
| TRINET GROUP INC | COM | 896288107 | — | 10,046 shares | $497,177 |
| COHU INC | COM | 192576106 | — | 6,708 shares | $495,788 |
| TERADATA CORP DEL | COM | 88076W103 | — | 14,298 shares | $495,426 |
| FEDERAL AGRIC MTG CORP | CL C | 313148306 | — | 2,484 shares | $494,987 |
| INTEGRA LIFESCIENCES HLDGS C | COM NEW | 457985208 | — | 27,319 shares | $490,649 |
| WHIRLPOOL CORP | COM | 963320106 | — | 12,442 shares | $490,464 |
| BALL CORP | COM | 058498106 | — | 7,855 shares | $490,152 |
| IES HOLDINGS INC | COM | 44951W106 | — | 667 shares | $490,018 |
| SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | — | 10,243 shares | $489,001 |
| PROGRESSIVE CORP | COM | 743315103 | — | 2,237 shares | $488,673 |
| GENERAL MILLS INC | COM | 370334104 | — | 14,041 shares | $488,627 |
| O-I GLASS INC | COM | 67098H104 | — | 50,691 shares | $488,154 |
| CATHAY GEN BANCORP | COM | 149150104 | — | 7,792 shares | $483,026 |
| TEXTRON INC | COM | 883203101 | — | 5,241 shares | $480,757 |
| UPSTART HLDGS INC | COM | 91680M107 | — | 13,563 shares | $480,537 |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | — | 2,624 shares | $480,481 |
| OKLO INC | COM CL A | 02156V109 | — | 9,157 shares | $479,186 |
| VISHAY INTERTECHNOLOGY INC | COM | 928298108 | — | 8,894 shares | $478,319 |
| QUIDELORTHO CORP | COM | 219798105 | — | 27,172 shares | $475,918 |
| RELIANCE INC | COM | 759509102 | — | 1,270 shares | $474,472 |
| WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | — | 1,815 shares | $474,387 |
| PAYPAL HLDGS INC | COM | 70450Y103 | — | 10,886 shares | $470,057 |
| OKTA INC | CL A | 679295105 | — | 3,429 shares | $467,887 |
| CENTURY COMMUNITIES INC | COM | 156504300 | — | 6,374 shares | $456,761 |
| GRIFFON CORP | COM | 398433102 | — | 4,638 shares | $452,344 |
| KB HOME | COM | 48666K109 | — | 7,224 shares | $452,150 |
| RENAISSANCERE HLDGS LTD | COM | G7496G103 | — | 1,424 shares | $451,266 |
| DYCOM INDS INC | COM | 267475101 | — | 892 shares | $450,986 |
| TERADYNE INC | COM | 880770102 | — | 930 shares | $449,971 |
| MATTEL INC | COM | 577081102 | — | 32,404 shares | $449,768 |
| WINTRUST FINL CORP | COM | 97650W108 | — | 2,790 shares | $448,409 |
| STOCK YDS BANCORP INC | COM | 861025104 | — | 5,848 shares | $447,197 |
| KONTOOR BRANDS INC | COM | 50050N103 | — | 5,359 shares | $446,619 |
| PURSUIT ATTRACTIONS AND HOSP | COM | 92552R406 | — | 7,972 shares | $446,193 |
| GRACO INC | COM | 384109104 | — | 5,863 shares | $443,301 |
| RED VIOLET INC | COM | 75704L104 | — | 6,929 shares | $441,516 |
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | — | 2,884 shares | $441,137 |
| CF INDUSTRIES HOLD | COM | 125269100 | — | 4,055 shares | $438,994 |