Mirabella Financial Services LLP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Mirabella Financial Services LLP reported 145 stock positions worth $1.8 billion. Its top holding was Talen Energy (TLN) at 25.7% of the portfolio, followed by Alphabet Class A (GOOGL, 7.5%) and Berkshire Hathaway Class A (BRK.A, 4.4%). Compared with Q2 2024, it opened 58 new positions, sold out of 326, added to 60 and reduced 26. The biggest buy was a new position in Talen Energy (TLN) and the biggest sale Alphabet Class A (GOOGL, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001538853
- Portfolio Value
- $1.8B (Q3 2024)
- SEC Filing
- 0001172661-24-004602 ↗ filed Nov 13, 2024
Holdings Value
Holdings 145 stocks · $1.8B
| TLN Talen Energy Corp. | 25.71% | 943,157 | $453.4M | New |
| GOOGL Alphabet Inc. Class A | 7.47% | 793,285 | $131.7M | Reduce -9.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 4.39% | 112 | $77.4M | Add +115.4% |
| LBRDK Liberty Broadband-C | 2.88% | 658,184 | $50.9M | Reduce -30.9% |
| CUK Carnival PLC-ADR | 2.83% | 2,993,670 | $49.9M | Reduce -29.9% |
| FOX Fox Corp. Class B | 2.71% | 1,233,401 | $47.9M | Add +5.5% |
| NWSA News Corp. Class A | 2.64% | 1,745,661 | $46.5M | Add +22.1% |
| CLCO Cool Co. Ltd. | 2.57% | 4,017,612 | $45.3M | Add +6596.0% |
| LBTYA Liberty Global Ltd. Class A | 2.53% | 2,113,665 | $44.6M | Add +16.6% |
| CORZ Core Scientific Inc. | 2.08% | 1,550,000 | $36.8M | New |
| AMAT Applied Materials Inc. | 1.63% | 141,916 | $28.7M | Reduce -15.2% |
| NVDA Nvidia Corp. | 1.62% | 235,636 | $28.5M | Add +4127.4% |
| LEN Lennar Corp. Class A | 1.39% | 130,757 | $24.5M | Reduce -24.4% |
| BDX Becton Dickinson and Co. | 1.36% | 99,154 | $23.9M | Add +75.0% |
| ICLR Icon PLC | 1.34% | 82,180 | $23.6M | Reduce -21.1% |
| HEI.A Heico Corp. Class A | 1.31% | 113,515 | $23.1M | Add +3.4% |
| UAA Under Armour Inc. Class A | 1.27% | 2,504,541 | $22.3M | Reduce -48.2% |
| CWEN.A Clearway Energy Inc. Class A | 1.20% | 745,358 | $21.2M | Reduce -6.2% |
| TMO Thermo Fisher Scientific Inc. | 1.17% | 33,281 | $20.6M | Add +21.4% |
| CENTA Central Garden and Pet Co. Class A | 1.12% | 630,051 | $19.8M | Add +4.5% |
| NXE Nexgen Energy Ltd. | 1.10% | 2,977,570 | $19.4M | Reduce -8.5% |
| LIN Linde PLC | 1.02% | 37,764 | $18.0M | Reduce -25.1% |
| ALC Alcon Inc. filed as ALCON AG | 1.01% | 177,982 | $17.7M | New |
| MRK Merck & Co. Inc. | 1.00% | 154,899 | $17.6M | New |
| LGF.B Lions Gate Entertainment-B | 0.99% | 2,534,206 | $17.5M | Add +151.7% |
| LLY Eli Lilly & Co. | 0.97% | 19,290 | $17.1M | New |
| CCJ Cameco Corp. | 0.86% | 318,448 | $15.2M | New |
| CHTR Charter Communications Inc. Class A | 0.82% | 44,224 | $14.5M | New |
| LLYVK Liberty Media Corp.-Liberty-C | 0.79% | 270,582 | $13.9M | Reduce -0.1% |
| BEP Brookfield Renewable Partner | 0.75% | 466,736 | $13.2M | Add +145.2% |
| ZTS Zoetis Inc. | 0.67% | 60,803 | $11.9M | New |
| SYK Stryker Corp. | 0.67% | 32,700 | $11.8M | Reduce -60.1% |
| IDXX Idexx Laboratories Inc. | 0.67% | 23,356 | $11.8M | Add +74.9% |
| ZG Zillow Group Inc. Class A | 0.64% | 183,294 | $11.4M | New |
| FERG Ferguson Enterprises Inc. | 0.57% | 50,190 | $10.0M | New |
| GM General Motors Co. | 0.56% | 219,124 | $9.8M | Add +132.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.56% | 56,784 | $9.8M | Add +4301.9% |
| MU Micron Technology Inc. | 0.53% | 90,906 | $9.4M | Add +1807.0% |
| GOLDEN OCEAN GROUP LTD | 0.53% | 700,000 | $9.4M | New |
| ADSE ADS-Tec Energy PLC | 0.52% | 682,455 | $9.1M | Add +10.9% |
| KMB Kimberly-Clark Corp. | 0.44% | 53,950 | $7.7M | New |
| FWONA Liberty Media Corp. Class A | 0.43% | 105,616 | $7.6M | Reduce -66.1% |
| KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC | 0.43% | 71,266 | $7.6M | Reduce -29.9% |
| ALLE Allegion PLC | 0.42% | 51,308 | $7.5M | Add +1209.9% |
| ON On Semiconductor | 0.41% | 102,212 | $7.3M | New |
| MAR Marriott International Class A | 0.40% | 28,256 | $7.0M | Add +539.9% |
| MSFT Microsoft Corp. | 0.35% | 14,699 | $6.2M | Add +43.5% |
| EW Edwards Lifesciences Corp. | 0.34% | 89,849 | $5.9M | New |
| IQV Iqvia Holdings Inc. | 0.33% | 24,844 | $5.9M | Reduce -61.1% |
| BTDR Bitdeer Technologies Group-A | 0.33% | 750,000 | $5.9M | New |
| NOW ServiceNow Inc. | 0.32% | 6,590 | $5.7M | Add +17.3% |
| MDLZ Mondelez International Inc. Class A | 0.32% | 76,168 | $5.6M | New |
| ACN Accenture PLC Class A | 0.32% | 15,890 | $5.6M | Add +344.7% |
| WK Workiva Inc. | 0.32% | 72,302 | $5.6M | Add +515.4% |
| VALE Vale SA-SP ADR | 0.29% | 442,818 | $5.2M | Add +171.6% |
| BSY Bentley Systems Inc. Class B | 0.28% | 100,800 | $5.0M | Add +1155.0% |
| OMC Omnicom Group | 0.27% | 46,386 | $4.8M | Reduce -61.1% |
| GLOB Globant SA | 0.27% | 24,193 | $4.8M | New |
| TU Telus Corp. | 0.26% | 269,282 | $4.5M | New |
| ETN Eaton Corp. PLC | 0.25% | 13,408 | $4.4M | New |
| ADSK Autodesk Inc. | 0.25% | 16,590 | $4.4M | Add +28.7% |
| MELI MercadoLibre Inc. | 0.25% | 2,159 | $4.4M | Add +622.1% |
| VRT Vertiv Holdings Co. Class A | 0.25% | 43,650 | $4.3M | New |
| AXS Axis Capital Holdings Ltd. | 0.24% | 53,375 | $4.2M | New |
| IBN Icici Bank Ltd.-Spon ADR | 0.24% | 141,529 | $4.2M | No change |
| KOF Coca-Cola Femsa Sab-SP ADR | 0.22% | 44,095 | $3.9M | New |
| KMPR Kemper Corp. | 0.21% | 61,253 | $3.8M | New |
| VECO Veeco Instruments Inc. | 0.21% | 115,074 | $3.7M | New |
| ORCL Oracle Corp. | 0.21% | 22,108 | $3.7M | Add +856.6% |
| LBRDA Liberty Broadband-A | 0.21% | 47,763 | $3.7M | New |
| PTC PTC Inc. | 0.21% | 20,686 | $3.6M | Add +542.2% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.20% | 33,540 | $3.5M | Add +1.0% |
| ALTR Altair Engineering Inc. Class A | 0.19% | 37,262 | $3.4M | Add +560.7% |
| URG Ur-Energy Inc. | 0.18% | 2,696,755 | $3.2M | New |
| ERO Ero Copper Corp. | 0.18% | 143,252 | $3.2M | Add +608.1% |
| HAFN Hafnia Ltd. | 0.18% | 445,992 | $3.2M | New |
| AZPN Aspen Technology Inc. | 0.18% | 13,410 | $3.1M | Add +78.8% |
| FWONK Liberty Media Corp. Class C | 0.17% | 38,764 | $3.0M | New |
| KDP Keurig Dr Pepper Inc. | 0.17% | 78,088 | $2.9M | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.17% | 277,127 | $2.9M | Add +1131.2% |
| BAP Credicorp Ltd. | 0.15% | 15,080 | $2.7M | Add +272.7% |
| YPF YPF S.A.-Sponsored ADR filed as YPF SOCIEDAD ANONIMA | 0.15% | 128,483 | $2.7M | Add +62.7% |
| APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC | 0.15% | 37,650 | $2.7M | Add +184.8% |
| AMZN Amazon.com Inc. | 0.15% | 14,250 | $2.6M | Reduce -76.1% |
| ADBE Adobe Inc. | 0.15% | 5,229 | $2.6M | Add +152.5% |
| STX Seagate Technology Holdings | 0.14% | 22,950 | $2.5M | Add +116.7% |
| INTU Intuit Inc. | 0.14% | 3,934 | $2.4M | New |
| WDAY Workday Inc. Class A | 0.13% | 9,792 | $2.4M | Add +65.6% |
| FCFS Firstcash Holdings Inc. | 0.13% | 19,753 | $2.3M | New |
| TECK Teck Resources Ltd.-CLS B | 0.13% | 43,264 | $2.3M | Reduce -31.0% |
| VXX Ipath Series B S&P 500 Vix filed as BARCLAYS BANK PLC | 0.13% | 889,681 | $2.3M | New |
| VAL Valaris Ltd. | 0.13% | 40,000 | $2.2M | Add +415.3% |
| BANC Banc of California Inc. | 0.13% | 150,893 | $2.2M | New |
| TKR Timken Co. | 0.13% | 26,278 | $2.2M | New |
| URNM Sprott Uranium Miners ETF | 0.12% | 109,789 | $2.1M | New |
| ROKU Roku Inc. | 0.12% | 28,298 | $2.1M | New |
| CRM Salesforce Inc. | 0.12% | 7,684 | $2.1M | Reduce -1.9% |
| GT Goodyear Tire & Rubber Co. | 0.10% | 192,420 | $1.7M | Add +411.6% |
| PPC Pilgrim's Pride Corp. | 0.10% | 36,559 | $1.7M | Add +89.4% |
| VC Visteon Corp. | 0.09% | 17,096 | $1.6M | Add +361.3% |
Options reported separately and not counted above: NVDA puts ($24.3M), BA puts ($1.5M).
Other holdings (2): bonds, preferreds, convertibles and warrants · $17.9M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| ENVESTNET INC (ENV 2.625 12/01/27) | NOTE 2.625%12/0 · principal | 24,930,000 | $13.8M | New |
| CDROW Codere Online Luxembou -CW | *W EXP 11/23/202 | 6,957,753 | $4.1M | New |
Total filed on the 13F, all lines: $1.8B.
Portfolio Sells Q2 2024 → Q3 2024
| GOOGL Alphabet Inc. Class A | Reduce -9.1% | 7.47% | −2.84 |
| CUK Carnival PLC-ADR | Reduce -29.9% | 2.83% | −2.60 |
| SYK Stryker Corp. | Reduce -60.1% | 0.67% | −1.69 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −1.67 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −1.66 |
| ICLR Icon PLC | Reduce -21.1% | 1.34% | −1.42 |
| FWONA Liberty Media Corp. Class A | Reduce -66.1% | 0.43% | −1.26 |
| AMAT Applied Materials Inc. | Reduce -15.2% | 1.63% | −1.13 |
| CRL Charles River Laboratories | Sold out | 0.00% | −1.12 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.98 |
| AAPL Apple Inc. | Reduce -96.3% | 0.03% | −0.95 |
| UAA Under Armour Inc. Class A | Reduce -48.2% | 1.27% | −0.95 |
| LIN Linde PLC | Reduce -25.1% | 1.02% | −0.85 |
| AMZN Amazon.com Inc. | Reduce -76.1% | 0.15% | −0.82 |
| NXE Nexgen Energy Ltd. | Reduce -8.5% | 1.10% | −0.82 |
| IQV Iqvia Holdings Inc. | Reduce -61.1% | 0.33% | −0.81 |
| LBRDK Liberty Broadband-C | Reduce -30.9% | 2.88% | −0.70 |
| KSPI JSC Kaspi.kz ADR | Reduce -29.9% | 0.43% | −0.68 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −0.66 |
| HDB HDFC Bank Ltd.-ADR | Sold out | 0.00% | −0.65 |
| OMC Omnicom Group | Reduce -61.1% | 0.27% | −0.63 |
| OIH Vaneck Oil Services ETF | Sold out | 0.00% | −0.60 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.55 |
| ONTO Onto Innovation Inc. | Sold out | 0.00% | −0.49 |
| IYR iShares US Real Estate ETF | Sold out | 0.00% | −0.48 |
| COP Conocophillips | Sold out | 0.00% | −0.44 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.36 |
| KLIC Kulicke & Soffa Industries | Sold out | 0.00% | −0.34 |
| MDY State Street SPDR S&P Midcap | Sold out | 0.00% | −0.33 |
| CWEN.A Clearway Energy Inc. Class A | Reduce -6.2% | 1.20% | −0.32 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −0.30 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.29 |
| AIG American International Group | Sold out | 0.00% | −0.29 |
| XRT SS SPDR S&P Retail ETF | Sold out | 0.00% | −0.28 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.27 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.25 |
| TMC TMC the Metals Co. Inc. | Sold out | 0.00% | −0.24 |
| TAN Invesco Solar ETF | Sold out | 0.00% | −0.24 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.23 |
| VMC Vulcan Materials Co. | Sold out | 0.00% | −0.23 |
| CMI Cummins Inc. | Sold out | 0.00% | −0.22 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.22 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.20 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.19 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.18 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.18 |
| FIS Fidelity National Info Serv | Sold out | 0.00% | −0.18 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.18 |
| CHD Church & Dwight Co. Inc. | Reduce -86.1% | 0.02% | −0.18 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.18 |
Portfolio Buys Q2 2024 → Q3 2024
| TLN Talen Energy Corp. | New | 25.71% | +25.71 |
| CLCO Cool Co. Ltd. | Add +6596.0% | 2.57% | +2.51 |
| CORZ Core Scientific Inc. | New | 2.08% | +2.08 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +115.4% | 4.39% | +1.70 |
| NVDA Nvidia Corp. | Add +4127.4% | 1.62% | +1.56 |
| ALC Alcon Inc. | New | 1.01% | +1.01 |
| MRK Merck & Co. Inc. | New | 1.00% | +1.00 |
| LLY Eli Lilly & Co. | New | 0.97% | +0.97 |
| CCJ Cameco Corp. | New | 0.86% | +0.86 |
| CHTR Charter Communications Inc. Class A | New | 0.82% | +0.82 |
| ZTS Zoetis Inc. | New | 0.67% | +0.67 |
| ZG Zillow Group Inc. Class A | New | 0.64% | +0.64 |
| FERG Ferguson Enterprises Inc. | New | 0.57% | +0.57 |
| TSM Taiwan Semiconductor-SP ADR | Add +4301.9% | 0.56% | +0.54 |
| GOLDEN OCEAN GROUP LTD | New | 0.53% | +0.53 |
| MU Micron Technology Inc. | Add +1807.0% | 0.53% | +0.48 |
| KMB Kimberly-Clark Corp. | New | 0.44% | +0.44 |
| ON On Semiconductor | New | 0.41% | +0.41 |
| ALLE Allegion PLC | Add +1209.9% | 0.42% | +0.38 |
| BEP Brookfield Renewable Partner | Add +145.2% | 0.75% | +0.35 |
| EW Edwards Lifesciences Corp. | New | 0.34% | +0.34 |
| BTDR Bitdeer Technologies Group-A | New | 0.33% | +0.33 |
| MDLZ Mondelez International Inc. Class A | New | 0.32% | +0.32 |
| MAR Marriott International Class A | Add +539.9% | 0.40% | +0.31 |
| GLOB Globant SA | New | 0.27% | +0.27 |
| LGF.B Lions Gate Entertainment-B | Add +151.7% | 0.99% | +0.27 |
| TU Telus Corp. | New | 0.26% | +0.26 |
| ETN Eaton Corp. PLC | New | 0.25% | +0.25 |
| BSY Bentley Systems Inc. Class B | Add +1155.0% | 0.28% | +0.25 |
| VRT Vertiv Holdings Co. Class A | New | 0.25% | +0.25 |
| WK Workiva Inc. | Add +515.4% | 0.32% | +0.24 |
| AXS Axis Capital Holdings Ltd. | New | 0.24% | +0.24 |
| BDX Becton Dickinson and Co. | Add +75.0% | 1.36% | +0.24 |
| ACN Accenture PLC Class A | Add +344.7% | 0.32% | +0.23 |
| KOF Coca-Cola Femsa Sab-SP ADR | New | 0.22% | +0.22 |
| KMPR Kemper Corp. | New | 0.21% | +0.21 |
| VECO Veeco Instruments Inc. | New | 0.21% | +0.21 |
| MELI MercadoLibre Inc. | Add +622.1% | 0.25% | +0.21 |
| LBRDA Liberty Broadband-A | New | 0.21% | +0.21 |
| GM General Motors Co. | Add +132.0% | 0.56% | +0.19 |
| ORCL Oracle Corp. | Add +856.6% | 0.21% | +0.18 |
| URG Ur-Energy Inc. | New | 0.18% | +0.18 |
| HAFN Hafnia Ltd. | New | 0.18% | +0.18 |
| FWONK Liberty Media Corp. Class C | New | 0.17% | +0.17 |
| KDP Keurig Dr Pepper Inc. | New | 0.17% | +0.17 |
| PTC PTC Inc. | Add +542.2% | 0.21% | +0.16 |
| ALTR Altair Engineering Inc. Class A | Add +560.7% | 0.19% | +0.15 |
| ERO Ero Copper Corp. | Add +608.1% | 0.18% | +0.14 |
| F Ford Motor Co. | Add +1131.2% | 0.17% | +0.14 |
| VALE Vale SA-SP ADR | Add +171.6% | 0.29% | +0.14 |
Options Activity Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | put | New | 200,000 | $24.3M |
| GDX Vaneck Gold Miners ETF | call | Sold out | 50,000 | $1.7Mbefore exit |
| OC Owens Corning | call | Sold out | 9,200 | $1.6Mbefore exit |
| BA The Boeing Co. | put | New | 10,000 | $1.5M |
| GDX Vaneck Gold Miners ETF | put | Sold out | 30,000 | $1.0Mbefore exit |
| PLX Protalix Biotherapeutics Inc. | call | Sold out | 30,000 | $35Kbefore exit |
| YPF YPF S.A.-Sponsored ADR | call | Sold out | 1,500 | $30Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q2 2024 → Q3 2024
| UNITED STATES STEEL CORP (X 5 11/01/26) | NOTE 5.000%11/0 · principal | Sold out | 60,531,000 | $166.9Mbefore exit |
| INFINERA CORP (INFN 3.75 08/01/28) | NOTE 3.750% 8/0 · principal | Sold out | 20,000,000 | $14.0Mbefore exit |
| ENVESTNET INC (ENV 2.625 12/01/27) | NOTE 2.625%12/0 · principal | New | 24,930,000 | $13.8M |
| ZTO EXPRESS KY INC (ZTO 1.5 09/01/27) | NOTE 1.500% 9/0 · principal | Sold out | 7,500,000 | $7.4Mbefore exit |
| CDROW Codere Online Luxembou -CW | *W EXP 11/23/202 | New | 6,957,753 | $4.1M |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 660 | $941.7M | ADSE, IWM, OCFC, BUSE, FSUN |
| Q1 2026 | 878 | $986.9M | ADSE, BUSE, EG, FSUN, OCFC |
| Q4 2025 | 657 | $977.9M | ADSE, CVNA, BUSE, KWY, SKIN |
| Q3 2025Amended | 248 | $1.1B | ADSE, CVNA, MSFT, NVDA, KWY |
| Q2 2025 | 202 | $929.3M | ADSE, CVNA, KWY, EG, SKIN |
| Q1 2025Amended | 227 | $2.4B | ADSE, MSFT, AMZN, AAPL, NVDA |
| Q4 2024 | 224 | $1.1B | ADSE, MSFT, NVDA, AMZN, GOOGL |
| Q3 2024 | 145 | $1.8B | TLN, GOOGL, BRK.A, LBRDK, CUK |
| Q2 2024 | 413 | $1.2B | GOOGL, CUK, LBRDK, NWSA, FOX |
| Q1 2024 | 484 | $1.4B | GOOGL, LBTYA, LBRDK, CUK, ADSE |