Filed: 11/14/2025ACC: 0001172661-25-004883
📋 What this filing means
MIRABELLA FINANCIAL SERVICES LLP filed this quarterly 13F‑HR report disclosing 240 equity positions with a total reported market value of $1.21B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
240
Positions
$1.21B
Total AUM (reported)
139.28M
Total Shares
Allocation by class
COM$605.42M50.2%
SHS$223.14M18.5%
CL A$79.33M6.6%
COM NEW$68.26M5.7%
COM CL A$60.71M5.0%
CAP STK CL A$23.70M2.0%
SPONSORED ADS$23.63M2.0%
Portfolio Concentration
Top 3$331.89M27.5%
4–10$199.67M16.6%
11–25$209.15M17.3%
Rest$465.53M38.6%
Top 3 weight
27.5%
Top 10 weight
44.1%
Voting Authority Distribution
Total shares with voting rights: 139.28M
Sole
Full voting authority
139.28M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole240
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings240
Rows:
ADS TEC ENERGY PLC
SOLEShares16.54M
TypeSH
Market value$198.45M
16.45%
Sole
16.54M
Shared
0.00
None
0.00
ALCOA CORP
SOLEShares40.08M
TypeSH
Market value$97.58M
8.09%
Sole
40.08M
Shared
0.00
None
0.00
CARVANA CO
SOLEShares95.06K
TypeSH
Market value$35.86M
2.97%
Sole
95.06K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares66.60K
TypeSH
Market value$34.43M
2.85%
Sole
66.60K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares175.47K
TypeSH
Market value$32.68M
2.71%
Sole
175.47K
Shared
0.00
None
0.00
KINGSWAY FINL SVCS INC
SOLEShares2.19M
TypeSH
Market value$32.02M
2.65%
Sole
2.19M
Shared
0.00
None
0.00
THE BEAUTY HEALTH COMPANY
SOLEShares15.60M
TypeSH
Market value$31.04M
2.57%
Sole
15.60M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares97.68K
TypeSH
Market value$23.70M
1.96%
Sole
97.68K
Shared
0.00
None
0.00
APPLE INC
SOLEShares92.03K
TypeSH
Market value$23.39M
1.94%
Sole
92.03K
Shared
0.00
None
0.00
EVEREST GROUP LTD
SOLEShares64.03K
TypeSH
Market value$22.43M
1.86%
Sole
64.03K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares95.73K
TypeSH
Market value$20.98M
1.74%
Sole
95.73K
Shared
0.00
None
0.00
FIRST BUSEY CORP
SOLEShares1.08M
TypeSH
Market value$18.74M
1.55%
Sole
1.08M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares25.45K
TypeSH
Market value$18.66M
1.55%
Sole
25.45K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares231.60K
TypeSH
Market value$17.69M
1.47%
Sole
231.60K
Shared
0.00
None
0.00
KASPI KZ JSC
SOLEShares205K
TypeSH
Market value$16.74M
1.39%
Sole
205K
Shared
0.00
None
0.00
EQUINOR ASA
SOLEShares29.97M
TypeSH
Market value$15.17M
1.26%
Sole
29.97M
Shared
0.00
None
0.00
MAXCYTE INC
SOLEShares8.20M
TypeSH
Market value$12.96M
1.07%
Sole
8.20M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares39.57K
TypeSH
Market value$12.46M
1.03%
Sole
39.57K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares36.98K
TypeSH
Market value$12.18M
1.01%
Sole
36.98K
Shared
0.00
None
0.00
STAR BULK CARRIERS CORP.
SOLEShares3.98M
TypeSH
Market value$11.96M
0.99%
Sole
3.98M
Shared
0.00
None
0.00
BANC OF CALIFORNIA INC
SOLEShares704.22K
TypeSH
Market value$11.65M
0.97%
Sole
704.22K
Shared
0.00
None
0.00
AXIS CAP HLDGS LTD
SOLEShares113.49K
TypeSH
Market value$10.87M
0.90%
Sole
113.49K
Shared
0.00
None
0.00
MARAVAI LIFESCIENCES HLDGS I
SOLEShares3.75M
TypeSH
Market value$10.76M
0.89%
Sole
3.75M
Shared
0.00
None
0.00
BLEND LABS INC
SOLEShares2.64M
TypeSH
Market value$9.65M
0.80%
Sole
2.64M
Shared
0.00
None
0.00
VISA INC
SOLEShares25.46K
TypeSH
Market value$8.68M
0.72%
Sole
25.46K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ADS TEC ENERGY PLCSOLE | SHS | 16.54M | SH | $198.45M 16.45% | 16.54M | 0.00 | 0.00 |
ALCOA CORPSOLE | COM | 40.08M | SH | $97.58M 8.09% | 40.08M | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 95.06K | SH | $35.86M 2.97% | 95.06K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 66.60K | SH | $34.43M 2.85% | 66.60K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 175.47K | SH | $32.68M 2.71% | 175.47K | 0.00 | 0.00 |
KINGSWAY FINL SVCS INCSOLE | COM NEW | 2.19M | SH | $32.02M 2.65% | 2.19M | 0.00 | 0.00 |
THE BEAUTY HEALTH COMPANYSOLE | COM CL A | 15.60M | SH | $31.04M 2.57% | 15.60M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 97.68K | SH | $23.70M 1.96% | 97.68K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 92.03K | SH | $23.39M 1.94% | 92.03K | 0.00 | 0.00 |
EVEREST GROUP LTDSOLE | COM | 64.03K | SH | $22.43M 1.86% | 64.03K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 95.73K | SH | $20.98M 1.74% | 95.73K | 0.00 | 0.00 |
FIRST BUSEY CORPSOLE | COM NEW | 1.08M | SH | $18.74M 1.55% | 1.08M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 25.45K | SH | $18.66M 1.55% | 25.45K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 231.60K | SH | $17.69M 1.47% | 231.60K | 0.00 | 0.00 |
KASPI KZ JSCSOLE | SPONSORED ADS | 205K | SH | $16.74M 1.39% | 205K | 0.00 | 0.00 |
EQUINOR ASASOLE | SPONSORED ADR | 29.97M | SH | $15.17M 1.26% | 29.97M | 0.00 | 0.00 |
MAXCYTE INCSOLE | COM | 8.20M | SH | $12.96M 1.07% | 8.20M | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 39.57K | SH | $12.46M 1.03% | 39.57K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 36.98K | SH | $12.18M 1.01% | 36.98K | 0.00 | 0.00 |
STAR BULK CARRIERS CORP.SOLE | SHS PAR | 3.98M | SH | $11.96M 0.99% | 3.98M | 0.00 | 0.00 |
BANC OF CALIFORNIA INCSOLE | COM | 704.22K | SH | $11.65M 0.97% | 704.22K | 0.00 | 0.00 |
AXIS CAP HLDGS LTDSOLE | SHS | 113.49K | SH | $10.87M 0.90% | 113.49K | 0.00 | 0.00 |
MARAVAI LIFESCIENCES HLDGS ISOLE | COM CL A | 3.75M | SH | $10.76M 0.89% | 3.75M | 0.00 | 0.00 |
BLEND LABS INCSOLE | CL A | 2.64M | SH | $9.65M 0.80% | 2.64M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 25.46K | SH | $8.68M 0.72% | 25.46K | 0.00 | 0.00 |
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