MIRABELLA FINANCIAL SERVICES LLP

hedge fundUpdated 41 days ago

Managed by Mirabella Financial Services Llp • Latest filing Q2 2026

Portfolio value

$1B

Q2 2026

Filings

14

Quarterly 13F history

Top-10 concentration

99.2%

Weight of largest holdings

Annualized return

15.2%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table

Period	Portfolio value
Q1 2023	$660.5M
Q2 2023	$912.3M
Q3 2023	$720.7M
Q4 2023	$749.5M
Q1 2024	$1.4B
Q2 2024	$1.4B
Q3 2024	$1.8B
Q4 2024	$1.1B
Q1 2025	$2.5B
Q2 2025	$974.3M
Q3 2025	$1.2B
Q4 2025	$1.1B
Q1 2026	$1.1B
Q2 2026	$1B

Top holdings

666 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	A ADSEW ADS TEC ENERGY PLC	$296.5M	23.26M	28.35%	Added(+4.9%)
2	T TXNM TXNM ENERGY INC	$58.1M	52.50M	5.55%	Added(+950.0%)
3	? N/A SUPER MICRO COMPUTER INC	$31.2M	400.0K	2.98%	—
4	E ETHA ISHARES TR	$28.5M	94.9K	2.73%	—
5	O OCFC OCEANFIRST FINL CORP	$25.2M	1.29M	2.41%	Added(+61.8%)
6	B BUSEP FIRST BUSEY CORP	$25.1M	851.5K	2.40%	Trimmed(-31.9%)
7	F FSUN FIRSTSUN CAP BANCORP	$24.2M	623.2K	2.31%	Added(+35.7%)
8	? N/A AZUL S A	$18.9M	2.06M	1.80%	—
9	E EG EVEREST GROUP LTD	$18M	50.4K	1.72%	Trimmed(-16.6%)
10	D DG DOLLAR GEN CORP	$14.1M	122.6K	1.35%	Added(+210.4%)
11	D DKNG DRAFTKINGS INC NEW	$12.8M	508.6K	1.23%	—
12	F FLUT FLUTTER ENTMT PLC	$9.1M	88.9K	0.87%	—
13	P PH PARKER-HANNIFIN CORP	$9M	9.2K	0.86%	Added(+20.5%)
14	G GLD SPDR GOLD TR	$8.8M	24.0K	0.85%	Added(+87.5%)
15	M MMM 3M CO	$8.8M	54.1K	0.84%	Added(+22.6%)
16	S SWK STANLEY BLACK & DECKER INC	$8.3M	88.6K	0.80%	Added(+1500.0%)
17	J JCI JOHNSON CONTROLS INTERNATION	$7.9M	53.9K	0.75%	Added(+4.1%)
18	A AVGO C H ROBINSON WORLDWIDE IN	$7.6M	40.5K	0.73%	Added(+1376.8%)
19	G GOOGN ALPHABET INC	$7.5M	21.3K	0.72%	Added(+44.0%)
20	H HUBB HUBBELL INC	$7.3M	13.9K	0.70%	Trimmed(-4.0%)

A

ADS TEC ENERGY PLC

+4.9%

Value

$296.5M

Shares

23.26M

% Port

28.35%

T

TXNM ENERGY INC

+950.0%

Value

$58.1M

Shares

52.50M

% Port

5.55%

?

3.N/A

SUPER MICRO COMPUTER INC

Value

$31.2M

Shares

400.0K

% Port

2.98%

E

ISHARES TR

Value

$28.5M

Shares

94.9K

% Port

2.73%

O

OCEANFIRST FINL CORP

+61.8%

Value

$25.2M

Shares

1.29M

% Port

2.41%

B

FIRST BUSEY CORP

-31.9%

Value

$25.1M

Shares

851.5K

% Port

2.40%

F

FIRSTSUN CAP BANCORP

+35.7%

Value

$24.2M

Shares

623.2K

% Port

2.31%

?

8.N/A

AZUL S A

Value

$18.9M

Shares

2.06M

% Port

1.80%

E

9.EG

EVEREST GROUP LTD

-16.6%

Value

$18M

Shares

50.4K

% Port

1.72%

D

10.DG

DOLLAR GEN CORP

+210.4%

Value

$14.1M

Shares

122.6K

% Port

1.35%

D

DRAFTKINGS INC NEW

Value

$12.8M

Shares

508.6K

% Port

1.23%

F

FLUTTER ENTMT PLC

Value

$9.1M

Shares

88.9K

% Port

0.87%

P

13.PH

PARKER-HANNIFIN CORP

+20.5%

Value

$9M

Shares

9.2K

% Port

0.86%

G

14.GLD

SPDR GOLD TR

+87.5%

Value

$8.8M

Shares

24.0K

% Port

0.85%

M

15.MMM

3M CO

+22.6%

Value

$8.8M

Shares

54.1K

% Port

0.84%

S

16.SWK

STANLEY BLACK & DECKER INC

+1500.0%

Value

$8.3M

Shares

88.6K

% Port

0.80%

J

17.JCI

JOHNSON CONTROLS INTERNATION

+4.1%

Value

$7.9M

Shares

53.9K

% Port

0.75%

A

C H ROBINSON WORLDWIDE IN

+1376.8%

Value

$7.6M

Shares

40.5K

% Port

0.73%

G

ALPHABET INC

+44.0%

Value

$7.5M

Shares

21.3K

% Port

0.72%

H

HUBBELL INC

-4.0%

Value

$7.3M

Shares

13.9K

% Port

0.70%

View full portfolio (666 holdings) →

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