Fund HoldingsMIRABELLA FINANCIAL SERVICES LLP

Total Portfolio Value
$1.07B
Total Bought
$469.55M
Total Sold
$591.17M
Net Transaction
-$121.62M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
CSG SYS INTL INC
NOTE
000050,3094.68%+50,309
SPDR SERIES TRUST(Call)
SP O&G EXPL PRO
0200,000+200,000025,252+25,252
ADS TEC ENERGY PLC
SHS
018,113,463+18,113,4630229,67921.37%+229,679
ISHARES TR061,000+61,000015,0161.40%+15,016
ROGERS COMMUNICATIONS INC(RCI)60,722390,111+329,3892,09014,7271.37%+12,637
EXXON MOBIL CORP(Put)090,000+90,000010,831+10,831
INTERACTIVE BROKERS GROUP IN(IBKR)0166,501+166,501010,7081.00%+10,708
SPDR S&P 500 ETF TR(SPY)015,400+15,400010,5020.98%+10,502
ALPHABET INC(GOOG)041,657+41,657013,0721.22%+13,072
SSGA ACTIVE ETF TR
ST STR BL LN ETF
0156,900+156,90006,4750.60%+6,475
FIRSTSUN CAP BANCORP(FSUN)0166,075+166,07506,2500.58%+6,250
VERIZON COMMUNICATIONS INC(VZ)0138,094+138,09405,6250.52%+5,625
NU HLDGS LTD(NU)0333,946+333,94605,5900.52%+5,590
ETORO GROUP LTD(ETOR)0158,300+158,30005,5610.52%+5,561
WABTEC(WAB)023,532+23,53205,0230.47%+5,023
CUMMINS INC(CMI)09,838+9,83805,0220.47%+5,022
OMNICOM GROUP INC(OMC)061,589+61,58904,9730.46%+4,973
RUSH STREET INTERACTIVE INC(RSI)0246,484+246,48404,7890.45%+4,789
CARVANA CO(CVNA)95,06096,199+1,13935,86040,5983.78%+4,737
XP INC(XP)0262,897+262,89704,3040.40%+4,304
PARKER-HANNIFIN CORP(PH)07,176+7,17606,3070.59%+6,307
EPAM SYS INC(EPAM)019,144+19,14403,9220.37%+3,922
FIRST BUSEY CORP(BUSE)1,082,3381,187,651+105,31325,05628,2542.63%+3,198
LIQUIDIA CORPORATION(LQDA)0247,799+247,79908,5470.80%+8,547
GRUPO AEROMEXICO SAB DE CV(AERO)0119,893+119,89302,6330.25%+2,633
BENTLEY SYS INC(BSY)068,714+68,71402,6220.24%+2,622
LIBERTY MEDIA CORP DEL(FWONA)025,732+25,73202,5350.24%+2,535
VALE S A0181,158+181,15802,3600.22%+2,360
GITLAB INC(GTLB)062,076+62,07602,3300.22%+2,330
DRAFTKINGS INC NEW(DKNG)231,740318,761+87,0218,66710,9851.02%+2,317
ON SEMICONDUCTOR CORP(ON)039,471+39,47102,1370.20%+2,137
DOVER CORP(DOV)09,897+9,89701,9320.18%+1,932
GEOPARK LTD0251,600+251,60001,8640.17%+1,864
TEXAS INSTRS INC(TXN)010,678+10,67801,8530.17%+1,853
ADS TEC ENERGY PLC
*W EXP 99/99/999
0361,392+361,39203,1610.29%+3,161
CEMEX SAB DE CV(CX)0227,828+227,82802,6180.24%+2,618
GRAB HOLDINGS LIMITED
CLASS A ORD
0363,054+363,05401,8340.17%+1,834
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
050,400+50,40001,7510.16%+1,751
FUELCELL ENERGY INC(FCEL)0233,787+233,78701,7090.16%+1,709
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
062,600+62,60001,6880.16%+1,688
GLOBANT S A
COM
036,818+36,81802,4070.22%+2,407
KASPI KZ JSC(KSPI)217,344247,500+30,15617,75319,3371.80%+1,585
AMDOCS LTD(DOX)027,834+27,83402,2410.21%+2,241
ENTEGRIS INC(ENTG)018,264+18,26401,5390.14%+1,539
DLOCAL LTD(DLO)151,342251,386+100,0442,1613,5550.33%+1,393
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)06,231+6,23101,5950.15%+1,595
BORGWARNER INC030,681+30,68101,3820.13%+1,382
PENTAIR PLC(PNR)013,071+13,07101,3610.13%+1,361
LAUREATE EDUCATION INC(LAUR)112,183144,156+31,9733,5384,8540.45%+1,315
VISTA ENERGY S.A.B. DE C.V.(VIST)59,47468,556+9,0822,0463,3360.31%+1,290
CENTRAL PUERTO S A(CEPU)072,980+72,98001,2770.12%+1,277
KEYCORP(KEY)058,979+58,97901,2170.11%+1,217
LATAM AIRLINES GROUP SA(LTM)022,500+22,50001,2150.11%+1,215
M & T BK CORP(MTB)05,880+5,88001,1850.11%+1,185
FULTON FINL CORP PA(FULT)057,288+57,28801,1070.10%+1,107
XYLEM INC(XYL)08,013+8,01301,0910.10%+1,091
ENERGY FUELS INC(UUUU)075,000+75,00001,0910.10%+1,091
BBB FOODS INC(TBBB)032,626+32,62601,0890.10%+1,089
AMRIZE LTD(AMRZ)020,000+20,00001,0820.10%+1,082
KULICKE & SOFFA INDS INC(KLIC)023,615+23,61501,0760.10%+1,076
NVENT ELECTRIC PLC(NVT)010,506+10,50601,0710.10%+1,071
WORKIVA INC(WK)016,228+16,22801,4000.13%+1,400
GUIDEWIRE SOFTWARE INC(GWRE)04,963+4,96309980.09%+998
TRAVEL PLUS LEISURE CO(TNL)014,109+14,10909950.09%+995
ASML HOLDING N V
N Y REGISTRY SHS
0925+92509900.09%+990
HYATT HOTELS CORP(H)06,079+6,07909750.09%+975
SS&C TECHNOLOGIES HLDGS INC(SSNC)011,061+11,06109670.09%+967
FIRST CTZNS BANCSHARES INC D(FCNCA)0450+45009660.09%+966
AURA MINERALS INC(AUGO)80,00078,200-1,8002,9773,9420.37%+966
TRAVELERS COMPANIES INC(TRV)03,324+3,32409640.09%+964
LOMA NEGRA C I A S A MTN 14073,847+73,84709560.09%+956
FREEPORT-MCMORAN INC(FCX)58,22963,648+5,4192,2823,2330.30%+951
RTX CORPORATION(RTX)05,000+5,00009170.09%+917
RELX PLC(RELX)022,629+22,62909150.09%+915
EXTREME NETWORKS(EXTR)054,712+54,71209110.08%+911
ANTERO RESOURCES CORP(AR)026,373+26,37309090.08%+909
ALLSTATE CORP(ALL)04,356+4,35609070.08%+907
TOWNEBANK PORTSMOUTH VA
COM
027,145+27,14509060.08%+906
EXELON CORP(EXC)020,659+20,65909010.08%+901
FIRST COMWLTH FINL CORP PA(FCF)053,250+53,25008980.08%+898
CNO FINL GROUP INC021,135+21,13508980.08%+898
CNA FINL CORP(CNA)018,351+18,35108760.08%+876
SEMPRA(SRE)09,773+9,77308630.08%+863
BYLINE BANCORP INC(BY)029,562+29,56208620.08%+862
NATIONAL BK HLDGS CORP(NBHC)022,642+22,64208610.08%+861
COMMUNITY TR BANCORP INC(CTBI)015,225+15,22508600.08%+860
AIR LEASE CORP
CL A
013,365+13,36508580.08%+858
PAMPA ENERGIA S A(PAM)09,686+9,68608570.08%+857
ENCOMPASS HEALTH CORP(EHC)08,038+8,03808530.08%+853
ETSY INC(ETSY)014,638+14,63808120.08%+812
DONALDSON INC(DCI)09,148+9,14808110.08%+811
PINNACLE FINL PARTNERS INC08,352+8,35207970.07%+797
ASSURANT INC(AIZ)03,306+3,30607960.07%+796
BANK OF NT BUTTERFIELD&SON L
SHS NEW
015,777+15,77707860.07%+786
DROPBOX INC(DBX)028,259+28,25907860.07%+786
BILL HOLDINGS INC014,349+14,34907830.07%+783
BROOKFIELD RENEWABLE CORP(BEPC)020,253+20,25307770.07%+777
DARLING INGREDIENTS INC(DAR)021,541+21,54107750.07%+775
PEOPLES BANCORP INC(PEBO)025,774+25,77407740.07%+774
ALKERMES PLC(ALKS)027,462+27,46207680.07%+768
Page 1 of 1