Mirabella Financial Services LLP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed December 15, 2025), Mirabella Financial Services LLP reported 248 stock positions worth $1.1 billion. Its top holding was ADS-Tec Energy (ADSE) at 18.2% of the portfolio, followed by Carvana (CVNA, 3.1%) and Microsoft (MSFT, 3.0%). Compared with Q2 2025, it opened 103 new positions, sold out of 57, added to 120 and reduced 23. The biggest buy was Nvidia (NVDA, shares +102%) and the biggest sale an exit from Kemper (KMPR).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001538853
- Portfolio Value
- $1.1B (Q3 2025)
- SEC Filing
- 0001172661-25-005270 ↗ filed Dec 15, 2025
Holdings Value
Holdings 248 stocks · $1.1B
| ADSE ADS-Tec Energy PLC | 18.24% | 17,370,177 | $208.4M | Add +5.4% |
| CVNA Carvana Co. | 3.14% | 95,060 | $35.9M | Add +0.1% |
| MSFT Microsoft Corp. | 3.01% | 66,598 | $34.4M | Add +83.5% |
| NVDA Nvidia Corp. | 2.86% | 175,473 | $32.7M | Add +101.6% |
| KWY Kingsway Corp. | 2.80% | 2,189,905 | $32.0M | Add +13.2% |
| SKIN Skinhealth Systems Inc. filed as THE BEAUTY HEALTH COMPANY | 2.72% | 15,596,277 | $31.0M | Add +21.3% |
| BUSE First Busey Corp. | 2.19% | 1,082,338 | $25.1M | Add +23.1% |
| GOOGL Alphabet Inc. Class A | 2.07% | 97,678 | $23.7M | Add +110.7% |
| AAPL Apple Inc. | 2.05% | 92,027 | $23.4M | Add +118.6% |
| EG Everest Group Ltd. | 1.96% | 64,031 | $22.4M | Reduce -17.5% |
| CMBT CMB Tech NV | 1.96% | 2,384,078 | $22.4M | Reduce -2.2% |
| AMZN Amazon.com Inc. | 1.84% | 95,726 | $21.0M | Add +68.2% |
| META Meta Platforms Inc. Class A | 1.63% | 25,448 | $18.7M | Add +49.5% |
| KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC | 1.55% | 217,344 | $17.8M | Add +92.8% |
| AA Alcoa Corp. | 1.17% | 406,715 | $13.4M | Add +25.1% |
| MXCT Maxcyte Inc. | 1.13% | 8,200,000 | $13.0M | Add +24.2% |
| JPM JPMorgan Chase & Co. | 1.09% | 39,566 | $12.5M | Add +127.4% |
| AVGO Broadcom Inc. | 1.07% | 36,979 | $12.2M | Add +100.1% |
| BANC Banc of California Inc. | 1.02% | 704,218 | $11.7M | Reduce -16.7% |
| AXS Axis Capital Holdings Ltd. | 0.95% | 113,494 | $10.9M | Reduce -31.3% |
| MRVI Maravai Lifesciences Hldgs-A | 0.94% | 3,750,000 | $10.8M | No change |
| BLND Blend Labs Inc. Class A | 0.84% | 2,643,777 | $9.6M | Add +64.5% |
| V Visa Inc. Class A | 0.76% | 25,464 | $8.7M | Add +140.7% |
| DKNG Draftkings Inc. Class A | 0.76% | 231,740 | $8.7M | Add +72.6% |
| ALLE Allegion PLC | 0.73% | 47,333 | $8.4M | New |
| PCAR Paccar Inc. | 0.72% | 83,924 | $8.2M | Add +657.6% |
| SE Sea Ltd.-ADR | 0.70% | 44,555 | $8.0M | Add +70.0% |
| JCI Johnson Controls Internation | 0.68% | 71,028 | $7.7M | Add +4.0% |
| ABBV Abbvie Inc. | 0.67% | 32,899 | $7.6M | Add +154.7% |
| ORCL Oracle Corp. | 0.64% | 26,063 | $7.3M | Add +135.8% |
| EQNR Equinor ASA-Spon ADR | 0.64% | 300,000 | $7.3M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.63% | 14,374 | $7.2M | Add +159.1% |
| CAT Caterpillar Inc. | 0.63% | 14,974 | $7.2M | Reduce -23.1% |
| VMC Vulcan Materials Co. | 0.61% | 23,037 | $6.9M | Add +14.1% |
| NOW ServiceNow Inc. | 0.60% | 7,514 | $6.9M | Add +44.5% |
| AUB Atlantic Union Bankshares Co. | 0.59% | 191,238 | $6.7M | Reduce -64.0% |
| MMM 3M Co. | 0.55% | 40,311 | $6.3M | Reduce -1.4% |
| AMAT Applied Materials Inc. | 0.53% | 29,892 | $6.1M | Reduce -13.5% |
| OC Owens Corning | 0.52% | 41,674 | $5.9M | New |
| SRLN SS Blackstone Sr Loan ETF | 0.51% | 139,807 | $5.8M | New |
| STLD Steel Dynamics Inc. | 0.51% | 41,756 | $5.8M | Add +135.8% |
| HUBB Hubbell Inc. | 0.50% | 13,151 | $5.7M | Reduce -20.2% |
| LQDA Liquidia Corp. | 0.49% | 247,405 | $5.6M | Reduce -45.2% |
| NFLX Netflix Inc. | 0.49% | 4,681 | $5.6M | Reduce -20.3% |
| HON Honeywell International Inc. | 0.48% | 26,144 | $5.5M | Reduce -41.5% |
| BKNG Booking Holdings Inc. | 0.48% | 1,019 | $5.5M | Add +133.7% |
| TMUS T-Mobile US Inc. | 0.48% | 22,807 | $5.5M | Reduce -57.9% |
| HCA HCA Healthcare Inc. | 0.47% | 12,715 | $5.4M | Add +112.2% |
| PGR Progressive Corp. | 0.46% | 21,300 | $5.2M | Add +176.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.42% | 17,361 | $4.8M | Add +122.8% |
| TDG Transdigm Group Inc. | 0.41% | 3,611 | $4.7M | Add +23.8% |
| PEP Pepsico Inc. | 0.40% | 32,877 | $4.6M | Add +154.6% |
| T AT&T Inc. | 0.40% | 162,557 | $4.6M | New |
| CME Cme Group Inc. | 0.40% | 16,823 | $4.5M | Add +211.7% |
| BAP Credicorp Ltd. | 0.38% | 16,168 | $4.3M | New |
| UBS UBS Group AG-Reg | 0.38% | 104,728 | $4.3M | Reduce -4.3% |
| LLY Eli Lilly & Co. | 0.36% | 5,365 | $4.1M | Add +112.2% |
| IFS Intercorp Financial Services | 0.34% | 97,281 | $3.9M | New |
| TSLA Tesla Inc. | 0.34% | 8,786 | $3.9M | Add +108.8% |
| PLTR Palantir Technologies Inc. Class A | 0.34% | 21,255 | $3.9M | Add +123.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.33% | 26,457 | $3.8M | Add +161.4% |
| CPA Copa Holdings SA Class A | 0.33% | 32,060 | $3.8M | New |
| SYK Stryker Corp. | 0.33% | 10,248 | $3.8M | Add +124.4% |
| DG Dollar General Corp. | 0.33% | 36,153 | $3.7M | Add +119.4% |
| TSN Tyson Foods Inc. Class A | 0.32% | 68,038 | $3.7M | Add +100.7% |
| JBS JBS NV-A | 0.32% | 246,182 | $3.7M | New |
| LAUR Laureate Education Inc. | 0.31% | 112,183 | $3.5M | New |
| GOOG Alphabet Inc. Class C | 0.31% | 14,400 | $3.5M | Add +22.0% |
| PSMT Pricesmart Inc. | 0.30% | 28,583 | $3.5M | New |
| BVN Cia DE Minas Buenaventur-ADR filed as COMPANIA DE MINAS BUENAVENTU | 0.30% | 142,356 | $3.5M | New |
| FCFS Firstcash Holdings Inc. | 0.30% | 21,858 | $3.5M | New |
| ANET Arista Networks Inc. | 0.30% | 23,688 | $3.4M | Add +136.8% |
| KNSL Kinsale Capital Group Inc. | 0.29% | 7,833 | $3.3M | Add +115.3% |
| SHOP Shopify Inc. Class A | 0.29% | 22,103 | $3.3M | Add +117.1% |
| VLO Valero Energy Corp. | 0.28% | 18,701 | $3.2M | Add +139.9% |
| KMI Kinder Morgan Inc. | 0.28% | 112,282 | $3.2M | Add +144.7% |
| THO Thor Industries Inc. | 0.27% | 30,340 | $3.1M | Add +65.1% |
| NOC Northrop Grumman Corp. | 0.27% | 5,129 | $3.1M | Add +148.7% |
| UNH Unitedhealth Group Inc. | 0.27% | 8,992 | $3.1M | Add +36.8% |
| ADP Automatic Data Processing | 0.27% | 10,523 | $3.1M | New |
| MS Morgan Stanley | 0.26% | 18,925 | $3.0M | Add +151.0% |
| AUGO Aura Minerals Inc. | 0.26% | 80,000 | $3.0M | New |
| PRI Primerica Inc. | 0.25% | 10,407 | $2.9M | Add +226.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.25% | 26,435 | $2.9M | New |
| AMX America Movil Sab DE CV | 0.25% | 136,689 | $2.9M | New |
| SBLK Star Bulk Carriers Corp. | 0.25% | 151,818 | $2.8M | New |
| IDXX Idexx Laboratories Inc. | 0.25% | 4,401 | $2.8M | Add +156.2% |
| RIG Transocean Ltd. | 0.25% | 897,923 | $2.8M | New |
| SNPS Synopsys Inc. | 0.24% | 5,632 | $2.8M | Add +129.2% |
| EU Encore Energy Corp. | 0.24% | 850,000 | $2.7M | Add +13.3% |
| AME Ametek Inc. | 0.24% | 14,494 | $2.7M | Add +118.0% |
| ELV Elevance Health Inc. | 0.24% | 8,413 | $2.7M | Add +186.6% |
| ADBE Adobe Inc. | 0.23% | 7,594 | $2.7M | Add +102.1% |
| ADSK Autodesk Inc. | 0.23% | 8,295 | $2.6M | No change |
| JNJ Johnson & Johnson | 0.23% | 14,161 | $2.6M | Add +150.2% |
| CTRE Caretrust REIT Inc. | 0.23% | 75,297 | $2.6M | Add +119.3% |
| IDA Idacorp Inc. | 0.22% | 19,187 | $2.5M | Add +173.8% |
| CRH CRH PLC | 0.22% | 20,868 | $2.5M | Add +155.6% |
| MTD Mettler-Toledo International | 0.22% | 2,028 | $2.5M | Add +160.3% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.22% | 5,447 | $2.5M | Add +83.4% |
Options reported separately and not counted above: NXE calls ($3.6M).
Other holdings (2): bonds, preferreds, convertibles and warrants · $7.9M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| TXNM ENERGY INC (TXNM 5.75 06/01/54) | NOTE 5.750% 6/0 · principal | 5,000,000 | $6.5M | Reduce -70.6% |
| ADSEW ADS-Tec Energy PLC-WRNT | *W EXP 99/99/999 | 153,864 | $1.3M | Add +19.4% |
Total filed on the 13F, all lines: $1.2B.
Portfolio Sells Q2 2025 → Q3 2025
| KMPR Kemper Corp. | Sold out | 0.00% | −2.12 |
| PPBI Pacific Premier Bancorp Inc. | Sold out | 0.00% | −1.92 |
| FRO Frontline PLC | Sold out | 0.00% | −1.28 |
| AUB Atlantic Union Bankshares Co. | Reduce -64.0% | 0.59% | −1.20 |
| TMUS T-Mobile US Inc. | Reduce -57.9% | 0.48% | −0.91 |
| AXS Axis Capital Holdings Ltd. | Reduce -31.3% | 0.95% | −0.89 |
| EG Everest Group Ltd. | Reduce -17.5% | 1.96% | −0.88 |
| WAB Wabtec Corp. | Sold out | 0.00% | −0.64 |
| HON Honeywell International Inc. | Reduce -41.5% | 0.48% | −0.64 |
| INSW International Seaways Inc. | Sold out | 0.00% | −0.47 |
| LAB Standard Biotools Inc. | Sold out | 0.00% | −0.44 |
| LPG Dorian LPG Ltd. | Sold out | 0.00% | −0.38 |
| PH Parker Hannifin Corp. | Reduce -60.0% | 0.20% | −0.37 |
| FFWM First Foundation Inc. | Reduce -69.1% | 0.14% | −0.36 |
| NFLX Netflix Inc. | Reduce -20.3% | 0.49% | −0.36 |
| PM Philip Morris International | Sold out | 0.00% | −0.33 |
| DE Deere & Co. | Sold out | 0.00% | −0.32 |
| DLTR Dollar Tree Inc. | Reduce -93.2% | 0.02% | −0.32 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −0.30 |
| CCK Crown Holdings Inc. | Sold out | 0.00% | −0.30 |
| AVT Avnet Inc. | Sold out | 0.00% | −0.28 |
| BANC Banc of California Inc. | Reduce -16.7% | 1.02% | −0.26 |
| BWXT BWX Technologies Inc. | Sold out | 0.00% | −0.25 |
| ROK Rockwell Automation Inc. | Sold out | 0.00% | −0.23 |
| CTVA Corteva Inc. | Sold out | 0.00% | −0.23 |
| ECL Ecolab Inc. | Sold out | 0.00% | −0.23 |
| HUBB Hubbell Inc. | Reduce -20.2% | 0.50% | −0.23 |
| PINS Pinterest Inc. Class A | Sold out | 0.00% | −0.23 |
| HRL Hormel Foods Corp. | Sold out | 0.00% | −0.22 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.22 |
| ACN Accenture PLC Class A | Reduce -32.5% | 0.18% | −0.22 |
| FOXA Fox Corp. Class A | Sold out | 0.00% | −0.22 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −0.21 |
| BTI British American Tob-SP ADR | Sold out | 0.00% | −0.21 |
| CDLX Cardlytics Inc. | Sold out | 0.00% | −0.20 |
| LVS Las Vegas Sands Corp. | Sold out | 0.00% | −0.18 |
| CAT Caterpillar Inc. | Reduce -23.1% | 0.63% | −0.18 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −0.17 |
| MMYT Makemytrip Ltd. | Sold out | 0.00% | −0.17 |
| QRVO Qorvo Inc. | Sold out | 0.00% | −0.17 |
| EPAM Epam Systems Inc. | Sold out | 0.00% | −0.16 |
| FORM Formfactor Inc. | Sold out | 0.00% | −0.16 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.16 |
| TXRH Texas Roadhouse Inc. | Sold out | 0.00% | −0.16 |
| BUD Anheuser-Busch Inbev-SPN ADR | Sold out | 0.00% | −0.16 |
| CRM Salesforce Inc. | Reduce -18.1% | 0.21% | −0.15 |
| KVUE Kenvue Inc. | Sold out | 0.00% | −0.15 |
| AMAT Applied Materials Inc. | Reduce -13.5% | 0.53% | −0.15 |
| VAL Valaris Ltd. | Sold out | 0.00% | −0.14 |
| VECO Veeco Instruments Inc. | Reduce -89.3% | 0.02% | −0.13 |
Portfolio Buys Q2 2025 → Q3 2025
| NVDA Nvidia Corp. | Add +101.6% | 2.86% | +1.37 |
| GOOGL Alphabet Inc. Class A | Add +110.7% | 2.07% | +1.19 |
| AAPL Apple Inc. | Add +118.6% | 2.05% | +1.11 |
| MSFT Microsoft Corp. | Add +83.5% | 3.01% | +1.06 |
| ALLE Allegion PLC | New | 0.73% | +0.73 |
| EQNR Equinor ASA-Spon ADR | New | 0.64% | +0.64 |
| PCAR Paccar Inc. | Add +657.6% | 0.72% | +0.60 |
| JPM JPMorgan Chase & Co. | Add +127.4% | 1.09% | +0.54 |
| KSPI JSC Kaspi.kz ADR | Add +92.8% | 1.55% | +0.52 |
| OC Owens Corning | New | 0.52% | +0.52 |
| AVGO Broadcom Inc. | Add +100.1% | 1.07% | +0.52 |
| SRLN SS Blackstone Sr Loan ETF | New | 0.51% | +0.51 |
| AMZN Amazon.com Inc. | Add +68.2% | 1.84% | +0.49 |
| ABBV Abbvie Inc. | Add +154.7% | 0.67% | +0.41 |
| T AT&T Inc. | New | 0.40% | +0.40 |
| ORCL Oracle Corp. | Add +135.8% | 0.64% | +0.38 |
| BAP Credicorp Ltd. | New | 0.38% | +0.38 |
| V Visa Inc. Class A | Add +140.7% | 0.76% | +0.35 |
| IFS Intercorp Financial Services | New | 0.34% | +0.34 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +159.1% | 0.63% | +0.34 |
| CPA Copa Holdings SA Class A | New | 0.33% | +0.33 |
| JBS JBS NV-A | New | 0.32% | +0.32 |
| LAUR Laureate Education Inc. | New | 0.31% | +0.31 |
| BVN Cia DE Minas Buenaventur-ADR | New | 0.30% | +0.30 |
| PSMT Pricesmart Inc. | New | 0.30% | +0.30 |
| FCFS Firstcash Holdings Inc. | New | 0.30% | +0.30 |
| META Meta Platforms Inc. Class A | Add +49.5% | 1.63% | +0.28 |
| BLND Blend Labs Inc. Class A | Add +64.5% | 0.84% | +0.27 |
| ADP Automatic Data Processing | New | 0.27% | +0.27 |
| STLD Steel Dynamics Inc. | Add +135.8% | 0.51% | +0.26 |
| AUGO Aura Minerals Inc. | New | 0.26% | +0.26 |
| BNY Bank of New York Mellon Corp. | New | 0.25% | +0.25 |
| AMX America Movil Sab DE CV | New | 0.25% | +0.25 |
| SBLK Star Bulk Carriers Corp. | New | 0.25% | +0.25 |
| SE Sea Ltd.-ADR | Add +70.0% | 0.70% | +0.25 |
| RIG Transocean Ltd. | New | 0.25% | +0.25 |
| PGR Progressive Corp. | Add +176.9% | 0.46% | +0.24 |
| CME Cme Group Inc. | Add +211.7% | 0.40% | +0.24 |
| TSM Taiwan Semiconductor-SP ADR | Add +122.8% | 0.42% | +0.23 |
| HCA HCA Healthcare Inc. | Add +112.2% | 0.47% | +0.23 |
| PEP Pepsico Inc. | Add +154.6% | 0.40% | +0.22 |
| STE Steris PLC | New | 0.21% | +0.21 |
| APO Apollo Global Management Inc. | New | 0.21% | +0.21 |
| BKNG Booking Holdings Inc. | Add +133.7% | 0.48% | +0.21 |
| FCX Freeport-McMoran Inc. | New | 0.20% | +0.20 |
| TJX TJX Companies Inc. | Add +161.4% | 0.33% | +0.20 |
| PLTR Palantir Technologies Inc. Class A | Add +123.1% | 0.34% | +0.20 |
| TSLA Tesla Inc. | Add +108.8% | 0.34% | +0.20 |
| ANET Arista Networks Inc. | Add +136.8% | 0.30% | +0.19 |
| DLO Dlocal Ltd. | New | 0.19% | +0.19 |
Options Activity Q2 2025 → Q3 2025
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 26,000 | $16.1Mbefore exit |
| KRE SS SPDR S&P Regional Bank | put | Sold out | 90,700 | $5.4Mbefore exit |
| NXE Nexgen Energy Ltd. | call | New | 400,000 | $3.6M |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q2 2025 → Q3 2025
| TXNM ENERGY INC (TXNM 5.75 06/01/54) | NOTE 5.750% 6/0 · principal | Reduce -70.6% | 5,000,000 | $6.5M |
| ADSEW ADS-Tec Energy PLC-WRNT | *W EXP 99/99/999 | Add +19.4% | 153,864 | $1.3M |
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 |