§ 13F · FUND PROFILE
MIRABELLA FINANCIAL SERVICES LLP.
AUM · $1.0B (13F)Positions · 666Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$285M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ADSE | ADS TEC ENERGY PLC | 23.26M | $297M | 28.3% | +5% |
| 2 | TXNM 5.75 06/01/54 | TXNM ENERGY INC | 52.50M | $58M | 5.5% | +950% |
| 3 | SMCI 7 06/01/29 | SUPER MICRO COMPUTER INC | 400K | $31M | 3.0% | NEW |
| 4 | IWM | ISHARES TR | 95K | $29M | 2.7% | NEW |
| 5 | OCFC | OCEANFIRST FINL CORP | 1.29M | $25M | 2.4% | +62% |
| 6 | BUSE | FIRST BUSEY CORP | 851K | $25M | 2.4% | −32% |
| 7 | FSUN | FIRSTSUN CAP BANCORP | 623K | $24M | 2.3% | +36% |
| 8 | AZUL | AZUL S A | 2.06M | $19M | 1.8% | NEW |
| 9 | EG | EVEREST GROUP LTD | 50K | $18M | 1.7% | −17% |
| 10 | DG | DOLLAR GEN CORP | 123K | $14M | 1.3% | +210% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MIRABELLA SIGNAL
AC read
MIRABELLA FINANCIAL SERVICES LLP is a Other fund managing $1.0 billion in assets. The fund runs a broad portfolio of 666 positions.
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