MIRABELLA FINANCIAL SERVICES LLP
Q2 2026 13F filing
Updated 41 days ago666 disclosed positions worth $1B
Full holdings
Every line item disclosed in 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%) |
| 21 | E ETHA ISHARES TR | $7M | 69.7K | 0.67% | Added(+40.0%) |
| 22 | M META META PLATFORMS INC | $6.5M | 11.5K | 0.62% | Added(+127.3%) |
| 23 | ? N/A FOMENTO ECONOMICO MEXICANO S | $6.5M | 50.6K | 0.62% | — |
| 24 | N NOW SERVICENOW INC | $6.3M | 63.9K | 0.61% | Added(+2894.6%) |
| 25 | A ADSEW ADS TEC ENERGY PLC | $6.2M | 699.9K | 0.59% | Unchanged |
| 26 | T TBBB BBB FOODS INC | $5.3M | 126.6K | 0.50% | Added(+257.3%) |
| 27 | V VG VENTURE GLOBAL INC | $5.1M | 459.0K | 0.49% | Added(+129.5%) |
| 28 | E EMBJ EMBRAER S.A. | $5M | 78.7K | 0.48% | Added(+64.3%) |
| 29 | T TX TERNIUM SA | $4.9M | 115.1K | 0.47% | — |
| 30 | ? N/A JBS N.V. | $4.7M | 398.4K | 0.45% | Added(+35.3%) |
| 31 | P PSMT PRICESMART INC | $4.7M | 24.1K | 0.45% | Added(+5.6%) |
| 32 | H HBM HUDBAY MINERALS INC | $4.3M | 184.3K | 0.42% | Added(+165.6%) |
| 33 | O OCTLF OCTAVE INTELLIGENCE PLC | $3.8M | 234.0K | 0.36% | — |
| 34 | C CARR CARRIER GLOBAL CORPORATION | $3.5M | 48.1K | 0.34% | Trimmed(-15.1%) |
| 35 | D DLO DLOCAL LTD | $3.5M | 267.2K | 0.33% | Trimmed(-4.5%) |
| 36 | C CPA COPA HOLDINGS SA | $3.3M | 21.2K | 0.31% | Added(+96.6%) |
| 37 | A AME AMETEK INC | $3.3M | 13.5K | 0.31% | Trimmed(-20.0%) |
| 38 | A ARCO ARCOS DORADOS HLDGS INC | $3.2M | 398.6K | 0.31% | Added(+2.7%) |
| 39 | M MLCMF MILLICOM INTL CELLULAR S A | $3.1M | 34.6K | 0.30% | Added(+12.0%) |
| 40 | P PHYS SPROTT FDS TR | $3.1M | 135.0K | 0.30% | — |
| 41 | M MTRX MATSON INC | $3.1M | 16.0K | 0.29% | — |
| 42 | W WAB WABTEC | $3.1M | 11.4K | 0.29% | Trimmed(-19.3%) |
| 43 | G GLD SPDR GOLD TR | $2.9M | 7.8K | 0.27% | Trimmed(-39.1%) |
| 44 | B BAP CREDICORP LTD | $2.8M | 7.2K | 0.27% | Trimmed(-25.7%) |
| 45 | K KO COCA-COLA FEMSA SAB DE CV | $2.7M | 25.4K | 0.26% | Trimmed(-29.0%) |
| 46 | F FCFS FIRSTCASH HOLDINGS INC | $2.7M | 12.4K | 0.26% | Trimmed(-34.3%) |
| 47 | T TCMFF TELECOM ARGENTINA SA | $2.5M | 189.5K | 0.24% | Added(+256.4%) |
| 48 | E EU ENCORE ENERGY CORP | $2.4M | 1.80M | 0.23% | Added(+38.5%) |
| 49 | H HON HONEYWELL INTL INC | $2.3M | 10.3K | 0.22% | — |
| 50 | ? N/A LAUREATE ED INC | $2.3M | 63.5K | 0.22% | Added(+54.5%) |