Q2 2026 13F · SEC CIK 1538853

Mirabella Financial Services LLP

Hedge fundFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $979.1M
Reported positions: 662
Top holdings a year, 3 yrs: +13.2%
Average holding period: 1.7 yrs

Mirabella Financial Services LLP is a hedge fund that reported 662 positions worth $979.1M in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Ads Tec Energy PLC (ADSE, 30.3%), Super Micro Computer Inc (SMCIP, 3.2%), Ishares Tr (IWM, 2.9%). A portfolio copying its top holdings returned 13.2% a year over the last 3 years, against 20.4% for the S&P 500.

Mirabella Financial Services LLP holdings largest 50 of 662 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Mirabella Financial Services LLP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
ADSEAds Tec Energy PLC	30.3%	25.7%	23,259,706	+4.9%	$296.5M
SMCIPSuper Micro Computer Inc	3.2%	—	400,000	—	$31.2M
IWMIshares Tr	2.9%	—	94,900	—	$28.5M
OCFCOceanFirst Financial (OCFC)	2.6%	1.5%	1,292,641	+61.8%	$25.2M
BUSEFirst Busey Corp Com New	2.6%	3.2%	851,453	-31.9%	$25.1M
FSUNFirstsun Cap Bancorp	2.5%	1.7%	623,236	+35.7%	$24.2M
AZULAzul S A	1.9%	—	2,059,046	—	$18.9M
REEverest Group Ltd	1.8%	2.0%	50,444	-16.6%	$18.0M
DGDollar Gen Corp	1.4%	0.5%	122,617	+210.4%	$14.1M
DKNGDraftkings Inc	1.3%	—	508,583	—	$12.8M
FLUTFlutter Entmt PLC	0.9%	—	88,890	—	$9.1M
PHParker-Hannifin Corp	0.9%	0.7%	9,229	+20.5%	$9.0M
MMM3m Co	0.9%	0.6%	54,108	+22.6%	$8.8M
SWKStanley Black & Decker Inc	0.9%	—	88,574	—	$8.3M
JCIJohnson Controls Internation	0.8%	0.7%	53,911	+4.1%	$7.9M
CHRWC H Robinson Worldwide in	0.8%	—	40,451	—	$7.6M
GOOGAlphabet Inc	0.8%	0.4%	21,257	+44.0%	$7.5M
HUBBHubbell Inc	0.7%	0.7%	13,927	-4.0%	$7.3M
SGOVIshares Tr	0.7%	0.5%	69,700	+40.0%	$7.0M
METAMeta Platforms Inc	0.7%	—	11,546	—	$6.5M
FMXFomento Economico Mexicano S	0.7%	—	50,600	—	$6.5M
NOWServicenow Inc	0.6%	—	63,875	—	$6.3M
G0085J109Ads Tec Energy PLC	0.6%	0.5%	699,912	+0.0%	$6.2M
TBBBBbb Foods Inc	0.5%	—	126,640	—	$5.3M
VGVenture Global Inc	0.5%	—	459,032	—	$5.1M
EMBJEmbraer SA ADR	0.5%	—	78,729	—	$5.0M
TXTernium SA	0.5%	—	115,100	—	$4.9M
JBSJbs N.v.	0.5%	0.5%	398,368	+35.3%	$4.7M
PSMTPricesmart Inc	0.5%	0.3%	24,126	+5.6%	$4.7M
HBMHudbay Minerals Inc	0.4%	—	184,300	—	$4.3M
OCTVVOctave Intelligence PLC	0.4%	—	234,000	—	$3.8M
CARRCarrier Global Corporation	0.4%	—	48,125	—	$3.5M
DLODlocal Ltd	0.4%	0.4%	267,167	-4.5%	$3.5M
CPACopa Holdings SA	0.3%	—	21,170	—	$3.3M
AMEAmetek Inc	0.3%	0.4%	13,528	-20.0%	$3.3M
ARCOArcos Dorados Hldgs Inc	0.3%	—	398,612	—	$3.2M
TIGOMillicom Intl Cellular S A	0.3%	—	34,613	—	$3.1M
URNJSprott Fds Tr	0.3%	—	135,000	—	$3.1M
MATXMatson Inc Com Npv	0.3%	—	15,998	—	$3.1M
WABWabtec	0.3%	0.4%	11,371	-19.3%	$3.1M
GLDSpdr Gold Tr	0.3%	—	7,795	—	$2.9M
BAPCredicorp Ltd	0.3%	0.3%	7,173	-25.7%	$2.8M
KOFCoca-Cola Femsa Sab de Cv	0.3%	0.4%	25,419	-29.0%	$2.7M
FCFSFirstcash Holdings Inc	0.3%	0.4%	12,356	-34.3%	$2.7M
TEOTelecom Argentina SA	0.3%	—	189,455	—	$2.5M
EUEncore Energy Corp	0.2%	—	1,800,000	—	$2.4M
HONHoneywell Intl Inc	0.2%	—	10,320	—	$2.3M
LAURLaureate Ed Inc	0.2%	—	63,499	—	$2.3M
RSIRush Street Interactive Inc	0.2%	—	77,330	—	$2.3M
WRBBerkley W R Corp	0.2%	—	28,641	—	$2.0M

What Mirabella Financial Services LLP bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +3.9% /yr; S&P 500 +20.1%
3 years: +13.2% /yr; S&P 500 +20.4%
5 years: +6.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$979.1M	662
Q1 2026	$992.3M	882
Q4 2025	$981.0M	658
Q3 2025	$1.1B	249
Q2 2025	$930.7M	203
Q1 2025	$2.4B	254
Q4 2024	$1.1B	224
Q3 2024	$1.8B	146
Q2 2024	$1.2B	413
Q1 2024	$1.4B	483
Q4 2023	$697.2M	414
Q3 2023	$703.2M	346

Questions about Mirabella Financial Services LLP's portfolio

What stocks does Mirabella Financial Services LLP own?

Mirabella Financial Services LLP's latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 662 positions worth $979.1M. The largest are Ads Tec Energy PLC (ADSE) at 30.3%, Super Micro Computer Inc (SMCIP) at 3.2%, Ishares Tr (IWM) at 2.9%, OceanFirst Financial (OCFC) (OCFC) at 2.6% and First Busey Corp Com New (BUSE) at 2.6%.

What did Mirabella Financial Services LLP buy last quarter?

In Q2 2026, Mirabella Financial Services LLP added Dollar Gen Corp (DG) (+210.4% shares), OceanFirst Financial (OCFC) (OCFC) (+61.8% shares) and Alphabet Inc (GOOG) (+44.0% shares), compared with its Q1 2026 filing.

What did Mirabella Financial Services LLP sell last quarter?

In Q2 2026, Mirabella Financial Services LLP cut from its top 50 Grindr Inc (GRND), cut from its top 50 Scorpio Tankers Inc (STNG), cut from its top 50 Cummins Inc (CMI), cut from its top 50 Vulcan Matls Co (VMC), cut from its top 50 eToro Group Ltd (ETOR), Firstcash Holdings Inc (FCFS) (-34.3% shares), First Busey Corp Com New (BUSE) (-31.9% shares) and Coca-Cola Femsa Sab de Cv (KOF) (-29.0% shares), compared with its Q1 2026 filing.

How has Mirabella Financial Services LLP's portfolio performed?

A portfolio copying Mirabella Financial Services LLP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +3.9% against +20.1%. Over 5 years: +6.3% a year against +11.6%.

When is Mirabella Financial Services LLP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Mirabella Financial Services LLP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.