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

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $1.4B Q1 2024 Q2 2024: $1.2B Q2 2024 Q3 2024: $1.8B $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 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%
AMBA Ambarella Inc. 0.09% 28,224 $1.5M New
SWKS Skyworks Solutions Inc. 0.08% 15,680 $1.5M Add +210.6%
CLX Clorox Company 0.08% 8,790 $1.4M Add +1.9%
PPG PPG Industries Inc. 0.08% 10,556 $1.4M Add +92.0%
STZ Constellation Brands Inc. Class A 0.07% 4,872 $1.3M New
IPG Interpublic Group of Cos Inc. 0.07% 40,126 $1.3M Add +4.1%
DOX Amdocs Ltd. 0.07% 14,302 $1.2M Add +204.2%
ACLS Axcelis Technologies Inc. 0.07% 11,506 $1.2M Add +97.4%
BBAR Bbva Argentina SA-ADR filed as BANCO BBVA ARGENTINA S A 0.07% 111,352 $1.2M New
HSY The Hershey Co. 0.07% 6,006 $1.2M New
GRFS Grifols SA-ADR 0.06% 126,596 $1.1M New
SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE 0.06% 26,774 $1.1M New
FORM Formfactor Inc. 0.06% 24,554 $1.1M New
CNNE Cannae Holdings Inc. 0.06% 55,772 $1.1M Add +42.7%
LSCC Lattice Semiconductor Corp. 0.06% 20,680 $1.1M New
NEM Newmont Corp. 0.06% 19,031 $1.0M Add +40.6%
CLS Celestica Inc. 0.05% 19,326 $959K New
ADNT Adient PLC 0.05% 42,202 $952K Add +82.6%
NVTS Navitas Semiconductor Corp. 0.05% 409,966 $943K New
LAUR Laureate Education Inc. 0.05% 56,750 $943K Add +57.0%
AXTA Axalta Coating Systems Ltd. 0.05% 25,736 $931K Reduce -43.6%
CAMT Camtek Ltd. 0.05% 12,096 $927K Add +38.4%
NVMI Nova Ltd. 0.05% 4,652 $921K Add +39.9%
BWA Borgwarner Inc. 0.05% 25,018 $908K New
IRS Irsa -SP ADR filed as IRSA INVERSIONES Y REP S A 0.05% 77,093 $877K New
NTR Nutrien Ltd. 0.05% 18,238 $877K Add +125.8%
BSAC Banco Santander-Chile-ADR 0.04% 33,707 $700K New
FMX Fomento Economico Mex-SP ADR 0.04% 6,902 $681K New
AEM Agnico Eagle Mines Ltd. 0.04% 8,134 $655K New
ALB Albemarle Corp. 0.04% 6,824 $646K Add +69.4%
WCC Wesco International Inc. 0.03% 3,446 $579K New
VKTX Viking Therapeutics Inc. 0.03% 7,839 $496K Add +21.6%
MXL Maxlinear Inc. 0.03% 38,050 $484K New
FCX Freeport-McMoran Inc. 0.03% 9,522 $475K New
AAPL Apple Inc. 0.03% 2,014 $469K Reduce -96.3%
IFS Intercorp Financial Services 0.03% 17,897 $468K New
MOS The Mosaic Co. 0.02% 16,182 $433K Add +28.5%
CHD Church & Dwight Co. Inc. 0.02% 3,135 $328K Reduce -86.1%
GIS General Mills Inc. 0.02% 4,032 $298K New
CRESY Cresud S.A.-Spons ADR 0.01% 27,704 $239K Reduce -50.8%
CEPU Central Puerto-Sponsored ADR 0.01% 25,088 $238K Reduce -51.3%
UNH Unitedhealth Group Inc. 0.01% 403 $235K New
PAM Pampa Energia SA-Spon ADR 0.01% 3,869 $232K Reduce -65.5%
CTVA Corteva Inc. 0.01% 3,414 $201K Reduce -52.7%
TAC Transalta Corp. 0.01% 19,292 $200K New

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)
SecurityClassShares / PrincipalValueChange
ENVESTNET INC (ENV 2.625 12/01/27) NOTE 2.625%12/0 · principal 24,930,000$13.8MNew
CDROW Codere Online Luxembou -CW *W EXP 11/23/202 6,957,753$4.1MNew

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

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