Mirabella Financial Services LLP

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Mirabella Financial Services LLP reported 878 stock positions worth $986.9 million. Its top holding was ADS-Tec Energy (ADSE) at 25.8% of the portfolio, followed by First Busey (BUSE, 3.2%) and Everest (EG, 2.0%). Compared with Q4 2025, it opened 548 new positions, sold out of 327, added to 166 and reduced 164. The biggest buy was ADS-Tec Energy (ADSE, shares +22%) and the biggest sale an exit from Carvana (CVNA).

Most Recent 13F
Q2 2026
Location
London, X0
CIK
0001538853
Portfolio Value
$986.9M (Q1 2026)
SEC Filing
0001172661-26-001735 ↗ filed May 12, 2026

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 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 $986.9M Q1 2026 Q2 2026: $941.7M Q2 2026

Holdings 878 stocks · $986.9M
ADSE ADS-Tec Energy PLC 25.83% 22,169,949 $255.0M Add +22.4%
BUSE First Busey Corp. 3.20% 1,249,884 $31.6M Add +5.2%
EG Everest Group Ltd. 2.00% 60,507 $19.8M Reduce -3.1%
FSUN Firstsun Capital Bancorp 1.70% 459,401 $16.7M Add +176.6%
OCFC Oceanfirst Financial Corp. 1.46% 798,906 $14.4M New
GRND Grindr Inc. 0.82% 667,200 $8.1M New
STNG Scorpio Tankers Inc. 0.77% 101,530 $7.6M Add +1837.2%
HUBB Hubbell Inc. 0.72% 14,513 $7.1M New
PH Parker Hannifin Corp. 0.69% 7,659 $6.9M Add +6.7%
JCI Johnson Controls Internation 0.69% 51,798 $6.8M Add +3.0%
CMI Cummins Inc. 0.65% 11,964 $6.4M Add +21.6%
MMM 3M Co. 0.65% 44,129 $6.4M Add +31.6%
VMC Vulcan Materials Co. 0.63% 22,660 $6.2M Add +49.6%
ETOR Etoro Group Ltd. Class A 0.57% 186,900 $5.6M Add +18.1%
JBS JBS NV-A 0.54% 294,468 $5.3M Add +8.8%
SGOV iShares 0-3 Month Treasury B 0.51% 49,800 $5.0M New
DG Dollar General Corp. 0.48% 39,500 $4.7M New
VIST Vista Energy Sab DE CV 0.47% 61,580 $4.6M Reduce -10.2%
FIVE Five Below 0.44% 18,900 $4.3M Add +642.0%
GOOG Alphabet Inc. Class C 0.43% 14,757 $4.2M Reduce -64.6%
AES AES Corp. 0.39% 273,124 $3.8M Add +423.3%
UNIT Uniti Group Inc. 0.39% 408,627 $3.8M Add +2004.6%
DLO Dlocal Ltd. 0.37% 279,668 $3.6M Add +11.3%
AME Ametek Inc. 0.37% 16,917 $3.6M New
BOOT Boot Barn Holdings Inc. 0.37% 24,684 $3.6M Add +1352.8%
VRT Vertiv Holdings Co. Class A 0.36% 14,282 $3.6M Add +674.9%
FCFS Firstcash Holdings Inc. 0.36% 18,819 $3.5M Reduce -24.2%
ECHO Echostar Corp. Class A 0.36% 30,156 $3.5M New
TDAY USA Today Co. Inc. 0.36% 499,917 $3.5M New
WAB Wabtec Corp. 0.36% 14,091 $3.5M Reduce -40.1%
CRS Carpenter Technology 0.36% 8,934 $3.5M Add +906.1%
HPE Hewlett Packard Enterprise 0.36% 147,656 $3.5M Add +609.5%
DAN Dana Inc. 0.35% 103,910 $3.5M New
KOF Coca-Cola Femsa Sab-SP ADR 0.35% 35,819 $3.5M New
INTR Inter & Co. Inc. Class A 0.35% 436,185 $3.5M New
PSMT Pricesmart Inc. 0.35% 22,851 $3.4M Reduce -27.2%
VST Vistra Corp. 0.34% 22,629 $3.4M New
AUGO Aura Minerals Inc. 0.34% 41,470 $3.4M Reduce -47.0%
TDS Telephone and Data Systems 0.34% 80,187 $3.4M New
SHOO Steven Madden Ltd. filed as MADDEN STEVEN LTD 0.34% 99,225 $3.4M New
CIEN Ciena Corp. 0.34% 8,604 $3.3M New
XP XP Inc. Class A 0.34% 175,320 $3.3M Reduce -33.3%
HON Honeywell International Inc. 0.34% 14,767 $3.3M Reduce -38.0%
SOC Sable Offshore Corp. 0.34% 201,352 $3.3M Add +656.4%
FLR Fluor Corp. 0.33% 70,763 $3.3M New
APH Amphenol Corp. Class A 0.33% 25,933 $3.3M New
BAP Credicorp Ltd. 0.33% 9,653 $3.3M Reduce -16.7%
GLW Corning Inc. 0.33% 24,037 $3.3M New
RL Ralph Lauren Corp. 0.33% 9,486 $3.3M New
HRMY Harmony Biosciences Holdings 0.33% 115,934 $3.2M Add +770.0%
MPWR Monolithic Power Systems Inc. 0.33% 2,955 $3.2M Add +592.0%
OI O-I Glass Inc. 0.33% 307,271 $3.2M Add +1156.1%
DKS Dick's Sporting Goods Inc. 0.33% 16,253 $3.2M New
URBN Urban Outfitters Inc. 0.33% 50,846 $3.2M Add +1126.7%
SEI Solaris Energy Infrastructur 0.33% 56,957 $3.2M New
ARCO Arcos Dorados Holdings Inc. Class A 0.32% 388,112 $3.2M New
GBTG Global Business Travel Group 0.32% 573,721 $3.2M New
SONO Sonos Inc. 0.32% 238,498 $3.2M New
CARR Carrier Global Corp. 0.32% 56,686 $3.2M Add +756.9%
NXE Nexgen Energy Ltd. 0.32% 275,000 $3.2M New
VG Venture Global Inc. Class A 0.32% 200,000 $3.2M New
LHX L3HARRIS Technologies Inc. 0.32% 9,115 $3.1M Add +276.0%
MSI Motorola Solutions Inc. 0.32% 7,241 $3.1M Add +289.3%
ON On Semiconductor 0.32% 50,693 $3.1M Add +28.4%
MBC Masterbrand Inc. 0.32% 377,355 $3.1M New
ETR Entergy Corp. 0.32% 27,888 $3.1M New
EVRG Evergy Inc. 0.32% 37,962 $3.1M New
LNT Alliant Energy Corp. 0.32% 43,325 $3.1M New
GLNG Golar LNG Ltd. 0.31% 57,285 $3.1M New
GHM Graham Corp. 0.31% 39,159 $3.1M New
CAT Caterpillar Inc. 0.31% 4,353 $3.1M Reduce -16.3%
CSTM Constellium SE 0.31% 125,350 $3.1M Add +502.9%
ECVT Ecovyst Inc. 0.31% 239,526 $3.1M New
FCX Freeport-McMoran Inc. 0.31% 52,054 $3.1M Reduce -18.2%
KALU Kaiser Aluminum Corp. 0.31% 25,213 $3.0M New
KLAC KLA Corp. 0.30% 2,042 $3.0M New
CC The Chemours Co. 0.30% 136,349 $3.0M Add +488.7%
AMAT Applied Materials Inc. 0.30% 8,733 $3.0M Reduce -11.3%
FFIC Flushing Financial Corp. 0.30% 192,643 $3.0M New
AVNT Avient Corp. 0.30% 81,353 $3.0M Add +511.6%
INDV Indivior Pharmaceuticals Inc. 0.30% 96,040 $2.9M New
META Meta Platforms Inc. Class A 0.29% 5,080 $2.9M Reduce -33.1%
SEE Sealed Air Corp. 0.29% 68,908 $2.9M New
KWR Quaker Chemical Corporation 0.29% 23,216 $2.9M New
EMBJ Embraer SA-Spon ADR 0.29% 47,929 $2.8M New
AXTA Axalta Coating Systems Ltd. 0.28% 99,952 $2.8M Add +534.1%
SYK Stryker Corp. 0.28% 8,283 $2.7M New
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.27% 182,126 $2.6M Reduce -45.5%
VISN Vistance Networks Inc. 0.26% 143,269 $2.6M Add +764.7%
PBR Petroleo Brasileiro-Spon ADR 0.26% 125,000 $2.6M New
FSLR First Solar Inc. 0.26% 13,025 $2.6M New
ST Sensata Technologies Holdplc 0.25% 70,942 $2.5M Add +255.3%
OCUL Ocular Therapeutix Inc. 0.25% 294,628 $2.5M New
IFS Intercorp Financial Services 0.25% 49,469 $2.5M Reduce -53.8%
CZR Caesars Entertainment Inc. 0.25% 93,522 $2.5M New
SITM Sitime Corp. 0.25% 7,024 $2.4M New
EU Encore Energy Corp. 0.24% 1,300,000 $2.3M Add +116.7%
TIGO Millicom Intl Cellular S.A. 0.23% 30,913 $2.3M Add +65.1%
CRDO Credo Technology Group Holdi 0.23% 24,366 $2.3M Add +618.8%
SNDK Sandisk Corp. 0.23% 3,565 $2.3M Add +178.3%

Show all 878 holdings

Options reported separately and not counted above: AES calls ($19.4M), GLD calls ($5.5M), PBR calls ($342K), STNG calls ($112K), SOC calls ($17K).

Other holdings (6): bonds, preferreds, convertibles and warrants · $44.3M (not counted above)
SecurityClassShares / PrincipalValueChange
CSG SYSTEMS INTERNATIONA (CSGS 3.875 09/15/28) NOTE 3.875% 9/1 · principal 37,239,000$33.1MReduce -12.4%
TXNM ENERGY INC (TXNM 5.75 06/01/54) NOTE 5.750% 6/0 · principal 5,000,000$5.8MNo change
ADSEW ADS-Tec Energy PLC-WRNT *W EXP 99/99/999 699,912$5.4MAdd +93.7%
OPENW Opendoor Technologies Inc.-26 *W EXP 11/20/202 55,170$3KNew
OPENL Opendoor Technologies Inc.-26 *W EXP 11/20/202 55,170$2KNew
OPENZ Opendoor Technologies Inc.-26 *W EXP 11/20/202 55,170$2KNew

Total filed on the 13F, all lines: $1.0B.

Portfolio Sells Q4 2025 → Q1 2026
CVNA Carvana Co. Sold out 0.00% −4.15
KWY Kingsway Corp. Sold out 0.00% −2.73
SKIN Skinhealth Systems Inc. Sold out 0.00% −2.66
KSPI JSC Kaspi.kz ADR Sold out 0.00% −1.98
IWM iShares Russell 2000 ETF Sold out 0.00% −1.54
RCI Rogers Communications Inc. Class B Sold out 0.00% −1.51
MXCT Maxcyte Inc. Sold out 0.00% −1.30
DKNG Draftkings Inc. Class A Sold out 0.00% −1.12
IBKR Interactive Brokers Gro Class A Sold out 0.00% −1.09
SPY SS SPDR S&P 500 ETF Trust-US Sold out 0.00% −1.07
GOOG Alphabet Inc. Class C Reduce -64.6% 0.43% −0.91
AXS Axis Capital Holdings Ltd. Reduce -94.0% 0.05% −0.90
LQDA Liquidia Corp. Sold out 0.00% −0.87
EQNR Equinor ASA-Spon ADR Sold out 0.00% −0.72
MRVI Maravai Lifesciences Hldgs-A Sold out 0.00% −0.70
BANC Banc of California Inc. Reduce -96.8% 0.02% −0.67
SRLN SS Blackstone Sr Loan ETF Sold out 0.00% −0.66
VZ Verizon Communications Inc. Reduce -95.4% 0.03% −0.54
PCAR Paccar Inc. Sold out 0.00% −0.53
OMC Omnicom Group Reduce -93.7% 0.03% −0.48
AMZN Amazon.com Inc. Reduce -92.0% 0.04% −0.48
RSI Rush Street Interactive Inc. Reduce -95.7% 0.02% −0.47
ALLE Allegion PLC Sold out 0.00% −0.43
NVDA Nvidia Corp. Reduce -89.6% 0.05% −0.42
MSFT Microsoft Corp. Reduce -88.4% 0.04% −0.38
LAUR Laureate Education Inc. Reduce -71.5% 0.15% −0.35
EPAM Epam Systems Inc. Reduce -66.1% 0.09% −0.31
NU Nu Holdings Ltd./Cayman Isl-A Reduce -45.5% 0.27% −0.31
ADSK Autodesk Inc. Reduce -88.3% 0.03% −0.27
FWONK Liberty Media Corp. Class C Sold out 0.00% −0.26
GLOB Globant SA Sold out 0.00% −0.25
BSY Bentley Systems Inc. Class B Reduce -89.7% 0.03% −0.24
VALE Vale SA-SP ADR Sold out 0.00% −0.24
GTLB Gitlab Inc. Class A Sold out 0.00% −0.24
SE Sea Ltd.-ADR Sold out 0.00% −0.23
META Meta Platforms Inc. Class A Reduce -33.1% 0.29% −0.22
IFS Intercorp Financial Services Reduce -53.8% 0.25% −0.21
TECK Teck Resources Ltd.-CLS B Sold out 0.00% −0.21
DOV Dover Corp. Sold out 0.00% −0.20
DOX Amdocs Ltd. Reduce -80.6% 0.04% −0.19
TXN Texas Instruments Inc. Sold out 0.00% −0.19
BIP Brookfield Infrastructure Pa Sold out 0.00% −0.18
UBS UBS Group AG-Reg Sold out 0.00% −0.18
BEP Brookfield Renewable Partner Sold out 0.00% −0.17
GRAB Grab Holdings Ltd. Class A Reduce -88.9% 0.01% −0.17
CX Cemex Sab-Spons ADR Part Cer Reduce -62.1% 0.10% −0.17
EG Everest Group Ltd. Reduce -3.1% 2.00% −0.16
TTWO Take-Two Interactive Softwre Sold out 0.00% −0.16
ENTG Entegris Inc. Sold out 0.00% −0.16
WAB Wabtec Corp. Reduce -40.1% 0.36% −0.16

Portfolio Buys Q4 2025 → Q1 2026
ADSE ADS-Tec Energy PLC Add +22.4% 25.83% +2.35
OCFC Oceanfirst Financial Corp. New 1.46% +1.46
FSUN Firstsun Capital Bancorp Add +176.6% 1.70% +1.06
GRND Grindr Inc. New 0.82% +0.82
STNG Scorpio Tankers Inc. Add +1837.2% 0.77% +0.74
HUBB Hubbell Inc. New 0.72% +0.72
SGOV iShares 0-3 Month Treasury B New 0.51% +0.51
DG Dollar General Corp. New 0.48% +0.48
FIVE Five Below Add +642.0% 0.44% +0.39
UNIT Uniti Group Inc. Add +2004.6% 0.39% +0.37
AME Ametek Inc. New 0.37% +0.37
ECHO Echostar Corp. Class A New 0.36% +0.36
TDAY USA Today Co. Inc. New 0.36% +0.36
DAN Dana Inc. New 0.35% +0.35
KOF Coca-Cola Femsa Sab-SP ADR New 0.35% +0.35
INTR Inter & Co. Inc. Class A New 0.35% +0.35
VST Vistra Corp. New 0.34% +0.34
TDS Telephone and Data Systems New 0.34% +0.34
SHOO Steven Madden Ltd. New 0.34% +0.34
CIEN Ciena Corp. New 0.34% +0.34
BOOT Boot Barn Holdings Inc. Add +1352.8% 0.37% +0.34
FLR Fluor Corp. New 0.33% +0.33
VRT Vertiv Holdings Co. Class A Add +674.9% 0.36% +0.33
APH Amphenol Corp. Class A New 0.33% +0.33
GLW Corning Inc. New 0.33% +0.33
RL Ralph Lauren Corp. New 0.33% +0.33
CRS Carpenter Technology Add +906.1% 0.36% +0.33
DKS Dick's Sporting Goods Inc. New 0.33% +0.33
SEI Solaris Energy Infrastructur New 0.33% +0.33
GBTG Global Business Travel Group New 0.32% +0.32
ARCO Arcos Dorados Holdings Inc. Class A New 0.32% +0.32
SONO Sonos Inc. New 0.32% +0.32
NXE Nexgen Energy Ltd. New 0.32% +0.32
VG Venture Global Inc. Class A New 0.32% +0.32
MBC Masterbrand Inc. New 0.32% +0.32
ETR Entergy Corp. New 0.32% +0.32
EVRG Evergy Inc. New 0.32% +0.32
LNT Alliant Energy Corp. New 0.32% +0.32
GLNG Golar LNG Ltd. New 0.31% +0.31
AES AES Corp. Add +423.3% 0.39% +0.31
GHM Graham Corp. New 0.31% +0.31
SOC Sable Offshore Corp. Add +656.4% 0.34% +0.31
ECVT Ecovyst Inc. New 0.31% +0.31
BUSE First Busey Corp. Add +5.2% 3.20% +0.31
KALU Kaiser Aluminum Corp. New 0.31% +0.31
HPE Hewlett Packard Enterprise Add +609.5% 0.36% +0.31
KLAC KLA Corp. New 0.30% +0.30
FFIC Flushing Financial Corp. New 0.30% +0.30
INDV Indivior Pharmaceuticals Inc. New 0.30% +0.30
URBN Urban Outfitters Inc. Add +1126.7% 0.33% +0.29

Options Activity Q4 2025 → Q1 2026
XOP SS SPDR S&P Og Exp & Prod call Sold out 200,000 $25.3Mbefore exit
AES AES Corp. call New 1,374,000 $19.4M
XOM Exxon Mobil Corp. put Sold out 90,000 $10.8Mbefore exit
GLD SPDR Gold Shares call New 12,800 $5.5M
B Barrick Mining Corp. call Sold out 9,500 $414Kbefore exit
PBR Petroleo Brasileiro-Spon ADR call New 16,500 $342K
STNG Scorpio Tankers Inc. call New 1,500 $112K
SOC Sable Offshore Corp. call New 1,001 $17K

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

Notes & Other Activity Q4 2025 → Q1 2026
CSG SYSTEMS INTERNATIONA (CSGS 3.875 09/15/28) NOTE 3.875% 9/1 · principal Reduce -12.4% 37,239,000 $33.1M
ADSEW ADS-Tec Energy PLC-WRNT *W EXP 99/99/999 Add +93.7% 699,912 $5.4M
OPENW Opendoor Technologies Inc.-26 *W EXP 11/20/202 New 55,170 $3K
OPENL Opendoor Technologies Inc.-26 *W EXP 11/20/202 New 55,170 $2K
OPENZ Opendoor Technologies Inc.-26 *W EXP 11/20/202 New 55,170 $2K

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