Mirabella Financial Services LLP

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Mirabella Financial Services LLP reported 484 stock positions worth $1.4 billion. Its top holding was Alphabet Class A (GOOGL) at 9.7% of the portfolio, followed by Liberty Global Class A (LBTYA, 4.4%) and Liberty Broadband-C (LBRDK, 3.3%). Compared with Q4 2023, it opened 333 new positions, sold out of 262, added to 89 and reduced 61. The biggest buy was Alphabet Class A (GOOGL, shares +1844%) and the biggest sale Microsoft (MSFT, shares −75%).

Most Recent 13F
Q2 2026
Location
London, X0
CIK
0001538853
Portfolio Value
$1.4B (Q1 2024)
SEC Filing
0001172661-24-002441 ↗ filed May 15, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $1.4B $1.4B Q1 2024 Q2 2024: $1.2B Q2 2024 Q3 2024: $1.8B Q3 2024 Q4 2024: $1.1B Q4 2024 Q1 2025: $2.4B Q1 2025 Q2 2025: $929.3M Q2 2025 Q3 2025: $1.1B Q3 2025 Q4 2025: $977.9M Q4 2025 Q1 2026: $986.9M Q1 2026 Q2 2026: $941.7M Q2 2026

Holdings 484 stocks · $1.4B
GOOGL Alphabet Inc. Class A 9.71% 882,894 $133.3M Add +1843.5%
LBTYA Liberty Global Ltd. Class A 4.44% 3,600,613 $60.9M Add +7850.1%
LBRDK Liberty Broadband-C 3.32% 795,051 $45.5M New
CUK Carnival PLC-ADR 3.00% 2,793,220 $41.1M Add +2209.0%
ADSE ADS-Tec Energy PLC 2.87% 3,756,232 $39.4M New
UAA Under Armour Inc. Class A 2.47% 4,587,144 $33.9M Add +45593.2%
GDX Vaneck Gold Miners ETF 2.43% 1,052,991 $33.3M New
NWSA News Corp. Class A 2.12% 1,110,073 $29.1M Add +2110.9%
AMAT Applied Materials Inc. 2.11% 140,121 $28.9M Add +4609.9%
BRK.A Berkshire Hathaway Inc. Class A 2.03% 44 $27.9M New
LEN Lennar Corp. Class A 1.80% 143,605 $24.7M Add +1276.8%
FOX Fox Corp. Class B 1.79% 859,596 $24.6M New
FRO Frontline PLC 1.63% 972,548 $22.3M New
AMZN Amazon.com Inc. 1.53% 116,061 $20.9M Add +1.9%
QRVO Qorvo Inc. 1.43% 171,036 $19.6M Add +1170.5%
GDXJ Vaneck Junior Gold Miners 1.42% 501,985 $19.4M New
VZ Verizon Communications Inc. 1.32% 430,362 $18.1M Add +11.8%
CENTA Central Garden and Pet Co. Class A 1.21% 451,498 $16.7M New
FWONA Liberty Media Corp. Class A 1.20% 280,247 $16.5M New
XOP SS SPDR S&P Og Exp & Prod 1.07% 94,800 $14.7M New
AAPL Apple Inc. 1.02% 81,626 $14.0M Add +39.6%
CCJ Cameco Corp. 1.01% 318,449 $13.8M New
HEI.A Heico Corp. Class A 0.96% 85,406 $13.1M New
LLYVK Liberty Media Corp.-Liberty-C 0.86% 270,391 $11.8M New
ZG Zillow Group Inc. Class A 0.86% 245,302 $11.7M New
META Meta Platforms Inc. Class A 0.84% 23,690 $11.5M Add +146.6%
XLF SS Financial Select Sector 0.74% 240,949 $10.1M Add +286.9%
CWEN.A Clearway Energy Inc. Class A 0.73% 463,501 $10.0M New
MCHP Microchip Technology Inc. 0.72% 110,274 $9.9M Add +79.9%
XLB SS Materials Select Sector 0.67% 98,573 $9.2M New
MU Micron Technology Inc. 0.66% 76,808 $9.1M Add +537.5%
IGV iShares Expanded Tech-Softwa 0.65% 104,406 $8.9M New
IHI iShares U.S. Medical Devices 0.63% 148,610 $8.7M New
XHB SS SPDR S&P Homebldrs ETF 0.61% 75,360 $8.4M Add +99.0%
CRM Salesforce Inc. 0.61% 27,813 $8.4M Add +200.0%
CLCO Cool Co. Ltd. 0.61% 751,000 $8.4M New
ROK Rockwell Automation Inc. 0.59% 27,601 $8.0M New
CRH CRH PLC 0.59% 93,209 $8.0M Add +2334.3%
ED Consolidated Edison Inc. 0.58% 87,553 $8.0M Add +1397.7%
ADSK Autodesk Inc. 0.58% 30,356 $7.9M Add +1521.6%
AIG American International Group 0.56% 97,550 $7.6M New
RTX RTX Corp. 0.54% 75,330 $7.3M Add +434.0%
GM General Motors Co. 0.52% 157,023 $7.1M Add +546.2%
NVDA Nvidia Corp. 0.51% 7,810 $7.1M Reduce -74.7%
KBE SS SPDR S&P Bank ETF 0.49% 143,980 $6.8M New
V Visa Inc. Class A 0.47% 23,136 $6.5M Add +123.1%
IWM iShares Russell 2000 ETF 0.45% 29,336 $6.2M Add +214.7%
TECK Teck Resources Ltd.-CLS B 0.42% 125,345 $5.7M Add +0.9%
MSFT Microsoft Corp. 0.39% 12,756 $5.4M Reduce -74.8%
GOOG Alphabet Inc. Class C 0.39% 35,170 $5.4M Reduce -43.0%
XOM Exxon Mobil Corp. 0.38% 45,207 $5.3M New
IYT iShares US Transportation Et 0.36% 70,998 $5.0M New
WMT Walmart Inc. 0.36% 82,184 $4.9M Add +5.5%
AMLP Alerian MLP ETF 0.35% 101,860 $4.8M New
UPS United Parcel Service Class B 0.35% 32,148 $4.8M New
ALB Albemarle Corp. 0.33% 33,986 $4.5M New
HLT Hilton Worldwide Holdings Inc. 0.33% 20,919 $4.5M New
AMD Advanced Micro Devices 0.30% 22,540 $4.1M Reduce -23.3%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.29% 46,440 $4.0M Add +54.5%
CPE Callon Petroleum Co. 0.29% 111,420 $4.0M New
MOO Vaneck Agribusiness ETF 0.29% 52,918 $4.0M New
INTC Intel Corp. 0.28% 87,821 $3.9M New
OUT Outfront Media Inc. 0.28% 229,519 $3.9M Add +1367.5%
FCX Freeport-McMoran Inc. 0.28% 81,617 $3.8M Add +1195.5%
CX Cemex Sab-Spons ADR Part Cer 0.28% 421,747 $3.8M Add +109.8%
OMC Omnicom Group 0.27% 37,790 $3.7M Reduce -71.6%
IBB iShares Biotechnology ETF 0.26% 26,144 $3.6M New
KLIC Kulicke & Soffa Industries 0.26% 70,049 $3.5M Reduce -48.9%
LGF.B Lions Gate Entertainment-B 0.26% 376,610 $3.5M New
ADP Automatic Data Processing 0.25% 13,920 $3.5M Add +574.4%
MELI MercadoLibre Inc. 0.25% 2,258 $3.4M New
AVGO Broadcom Inc. 0.25% 2,566 $3.4M New
IBN Icici Bank Ltd.-Spon ADR 0.25% 128,029 $3.4M Reduce -6.7%
KLAC KLA Corp. 0.24% 4,812 $3.4M Reduce -66.4%
BX Blackstone Inc. 0.24% 25,361 $3.3M New
BEPC Brookfield Renewable Cor-A 0.24% 135,369 $3.3M Add +579.1%
TXN Texas Instruments Inc. 0.24% 18,849 $3.3M Reduce -17.5%
QCOM Qualcomm Inc. 0.23% 18,883 $3.2M Add +16.4%
RIG Transocean Ltd. 0.23% 493,537 $3.1M New
QSR Restaurant Brands Intern 0.22% 37,960 $3.0M New
URG Ur-Energy Inc. 0.22% 1,846,755 $3.0M Add +1832.6%
MBLY Mobileye Global Inc. Class A 0.21% 91,512 $2.9M New
ITW Illinois Tool Works 0.21% 10,782 $2.9M New
AMX America Movil Sab DE CV 0.21% 151,639 $2.8M New
CHRD Chord Energy Corp. 0.20% 15,618 $2.8M New
LPX Louisiana-Pacific Corp. 0.20% 32,995 $2.8M New
CIVI Civitas Resources Inc. 0.20% 36,386 $2.8M New
MRK Merck & Co. Inc. 0.20% 20,883 $2.8M Reduce -59.0%
PFG Principal Financial Group 0.20% 31,300 $2.7M New
XLC SS Comm Select Sector SPDR 0.20% 32,845 $2.7M New
XLP SS Consumer Staples Sel Sect 0.20% 35,089 $2.7M Reduce -64.4%
ASML ASML Holding NV-NY Reg SHS 0.19% 2,682 $2.6M Reduce -46.8%
LAMR Lamar Advertising Co. Class A 0.19% 21,284 $2.5M New
SOXX iShares Semiconductor ETF 0.18% 11,191 $2.5M New
TX Ternium SA-Sponsored ADR 0.18% 60,458 $2.5M New
AGRO Adecoagro SA 0.18% 225,419 $2.5M Reduce -21.0%
NEM Newmont Corp. 0.18% 67,976 $2.4M Add +655.0%
HUM Humana Inc. 0.18% 7,024 $2.4M New
YPF YPF S.A.-Sponsored ADR filed as YPF SOCIEDAD ANONIMA 0.18% 122,808 $2.4M Add +743.5%
MMM 3M Co. 0.18% 22,870 $2.4M New

Show all 484 holdings

Options reported separately and not counted above: LIT calls ($9.1M), SPY puts ($3.3M).

Portfolio Sells Q4 2023 → Q1 2024
MSFT Microsoft Corp. Reduce -74.8% 0.39% −2.36
TSM Taiwan Semiconductor-SP ADR Reduce -94.7% 0.08% −2.11
NVDA Nvidia Corp. Reduce -74.7% 0.51% −1.69
PTC PTC Inc. Sold out 0.00% −1.68
SYK Stryker Corp. Reduce -94.3% 0.06% −1.60
EIX Edison International Sold out 0.00% −1.56
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −1.55
FDN First Trust DJ Internet Ind Sold out 0.00% −1.46
OMC Omnicom Group Reduce -71.6% 0.27% −1.40
ABT Abbott Laboratories Reduce -78.5% 0.17% −1.38
UNP Union Pacific Corp. Sold out 0.00% −1.35
CTAS Cintas Corp. Reduce -80.8% 0.17% −1.34
GE General Electric Reduce -95.9% 0.04% −1.29
ODFL Old Dominion Freight Line Sold out 0.00% −1.25
TDG Transdigm Group Inc. Sold out 0.00% −1.22
CR Crane Co. Sold out 0.00% −1.22
BLDR Builders Firstsource Inc. Sold out 0.00% −1.20
HWM Howmet Aerospace Inc. Sold out 0.00% −1.17
BHP BHP Group Ltd.-Spon ADR Sold out 0.00% −1.17
CP Canadian Pacific Kansas City Reduce -93.1% 0.05% −1.16
IR Ingersoll-Rand Inc. Sold out 0.00% −1.16
RIO Rio Tinto PLC-Spon ADR Sold out 0.00% −1.16
DE Deere & Co. Reduce -97.5% 0.01% −1.16
PH Parker Hannifin Corp. Reduce -93.4% 0.05% −1.14
RRX Regal Rexnord Corp. Reduce -94.5% 0.04% −1.12
WEC WEC Energy Group Inc. Reduce -75.6% 0.15% −1.12
XEL Xcel Energy Inc. Sold out 0.00% −1.08
KLAC KLA Corp. Reduce -66.4% 0.24% −0.96
GOOG Alphabet Inc. Class C Reduce -43.0% 0.39% −0.87
XLP SS Consumer Staples Sel Sect Reduce -64.4% 0.20% −0.83
KLIC Kulicke & Soffa Industries Reduce -48.9% 0.26% −0.83
LNT Alliant Energy Corp. Sold out 0.00% −0.78
WDAY Workday Inc. Class A Sold out 0.00% −0.76
XLE SS Energy Select Sector Sold out 0.00% −0.76
TTC Toro Co. Sold out 0.00% −0.71
EVRG Evergy Inc. Sold out 0.00% −0.71
ADI Analog Devices Inc. Sold out 0.00% −0.68
LOW Lowe's Cos Inc. Sold out 0.00% −0.60
MRK Merck & Co. Inc. Reduce -59.0% 0.20% −0.60
WDC Western Digital Corp. Reduce -67.2% 0.16% −0.58
NBIS Nebius Group NV Reduce -92.0% 0.00% −0.55
ARCO Arcos Dorados Holdings Inc. Class A Sold out 0.00% −0.54
NU Nu Holdings Ltd./Cayman Isl-A Reduce -81.9% 0.08% −0.52
ERIE Erie Indemnity Company Class A Sold out 0.00% −0.52
BBY Best Buy Co. Inc. Sold out 0.00% −0.48
JKHY Jack Henry & Associates Inc. Sold out 0.00% −0.44
LSCC Lattice Semiconductor Corp. Sold out 0.00% −0.42
GFS Globalfoundries Inc. Sold out 0.00% −0.41
CMCSA Comcast Corp. Class A Sold out 0.00% −0.38
ASML ASML Holding NV-NY Reg SHS Reduce -46.8% 0.19% −0.36

Portfolio Buys Q4 2023 → Q1 2024
GOOGL Alphabet Inc. Class A Add +1843.5% 9.71% +8.79
LBTYA Liberty Global Ltd. Class A Add +7850.1% 4.44% +4.32
LBRDK Liberty Broadband-C New 3.32% +3.32
ADSE ADS-Tec Energy PLC New 2.87% +2.87
CUK Carnival PLC-ADR Add +2209.0% 3.00% +2.70
UAA Under Armour Inc. Class A Add +45593.2% 2.47% +2.45
GDX Vaneck Gold Miners ETF New 2.43% +2.43
AMAT Applied Materials Inc. Add +4609.9% 2.11% +2.04
BRK.A Berkshire Hathaway Inc. Class A New 2.03% +2.03
NWSA News Corp. Class A Add +2110.9% 2.12% +1.94
FOX Fox Corp. Class B New 1.79% +1.79
FRO Frontline PLC New 1.63% +1.63
LEN Lennar Corp. Class A Add +1276.8% 1.80% +1.57
GDXJ Vaneck Junior Gold Miners New 1.42% +1.42
CENTA Central Garden and Pet Co. Class A New 1.21% +1.21
QRVO Qorvo Inc. Add +1170.5% 1.43% +1.21
FWONA Liberty Media Corp. Class A New 1.20% +1.20
XOP SS SPDR S&P Og Exp & Prod New 1.07% +1.07
CCJ Cameco Corp. New 1.01% +1.01
HEI.A Heico Corp. Class A New 0.96% +0.96
LLYVK Liberty Media Corp.-Liberty-C New 0.86% +0.86
ZG Zillow Group Inc. Class A New 0.86% +0.86
CWEN.A Clearway Energy Inc. Class A New 0.73% +0.73
XLB SS Materials Select Sector New 0.67% +0.67
IGV iShares Expanded Tech-Softwa New 0.65% +0.65
IHI iShares U.S. Medical Devices New 0.63% +0.63
CLCO Cool Co. Ltd. New 0.61% +0.61
ROK Rockwell Automation Inc. New 0.59% +0.59
AIG American International Group New 0.56% +0.56
CRH CRH PLC Add +2334.3% 0.59% +0.55
MU Micron Technology Inc. Add +537.5% 0.66% +0.51
ADSK Autodesk Inc. Add +1521.6% 0.58% +0.51
ED Consolidated Edison Inc. Add +1397.7% 0.58% +0.50
KBE SS SPDR S&P Bank ETF New 0.49% +0.49
XLF SS Financial Select Sector Add +286.9% 0.74% +0.40
GM General Motors Co. Add +546.2% 0.52% +0.39
XOM Exxon Mobil Corp. New 0.38% +0.38
IYT iShares US Transportation Et New 0.36% +0.36
RTX RTX Corp. Add +434.0% 0.54% +0.36
AMLP Alerian MLP ETF New 0.35% +0.35
UPS United Parcel Service Class B New 0.35% +0.35
META Meta Platforms Inc. Class A Add +146.6% 0.84% +0.35
ALB Albemarle Corp. New 0.33% +0.33
HLT Hilton Worldwide Holdings Inc. New 0.33% +0.33
CPE Callon Petroleum Co. New 0.29% +0.29
MOO Vaneck Agribusiness ETF New 0.29% +0.29
INTC Intel Corp. New 0.28% +0.28
IBB iShares Biotechnology ETF New 0.26% +0.26
CRM Salesforce Inc. Add +200.0% 0.61% +0.26
LGF.B Lions Gate Entertainment-B New 0.26% +0.26

Options Activity Q4 2023 → Q1 2024
LIT Global X Lithium & Battery T call New 200,000 $9.1M
SPY SS SPDR S&P 500 ETF Trust-US put Reduce -94.2% 6,400 $3.3M
YPF YPF S.A.-Sponsored ADR call Sold out 1,000 $17Kbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

Notes & Other Activity Q4 2023 → Q1 2024
ADSEW ADS-Tec Energy PLC-WRNT *W EXP 99/99/999 Sold out 1,353,285 $4.8Mbefore exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 660$941.7MADSE, IWM, OCFC, BUSE, FSUN
Q1 2026 878$986.9MADSE, BUSE, EG, FSUN, OCFC
Q4 2025 657$977.9MADSE, CVNA, BUSE, KWY, SKIN
Q3 2025Amended 248$1.1BADSE, CVNA, MSFT, NVDA, KWY
Q2 2025 202$929.3MADSE, CVNA, KWY, EG, SKIN
Q1 2025Amended 227$2.4BADSE, MSFT, AMZN, AAPL, NVDA
Q4 2024 224$1.1BADSE, MSFT, NVDA, AMZN, GOOGL
Q3 2024 145$1.8BTLN, GOOGL, BRK.A, LBRDK, CUK
Q2 2024 413$1.2BGOOGL, CUK, LBRDK, NWSA, FOX
Q1 2024 484$1.4BGOOGL, LBTYA, LBRDK, CUK, ADSE