StockDriftsStockDriftsTop 50 Mirabella Financial Services LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ADSE | ADS TEC ENERGY PLC | 28.59% | 23.26M | $296.5M | +4.92%(+1.09M) | $13.79(-13.65%) | 2026-06-30 | |
| IWM | ISHARES TR | 2.75% | 94.9K | $28.5M | new | $241.20(+25.94%) | 2026-06-30 | |
| OCFC | OCEANFIRST FINL CORP | 2.43% | 1.29M | $25.2M | +61.80%(+493.74K) | $18.22(+8.52%) | 2026-06-30 | |
| BUSE | FIRST BUSEY CORP | 2.42% | 851.5K | $25.1M | -31.88%(-398.43K) | $22.62(+38.06%) | 2026-06-30 | |
| FSUN | FIRSTSUN CAP BANCORP | 2.33% | 623.2K | $24.2M | +35.66%(+163.84K) | $37.43(+9.84%) | 2026-06-30 | |
| EG | EVEREST GROUP LTD | 1.74% | 50.4K | $18.0M | -16.63%(-10.06K) | $353.16(+4.80%) | 2026-06-30 | |
| DG | DOLLAR GEN CORP | 1.36% | 122.6K | $14.1M | +210.42%(+83.12K) | $110.88(+8.30%) | 2026-06-30 | |
| DKNG | DRAFTKINGS INC NEW | 1.24% | 508.6K | $12.8M | new | $32.38(-19.27%) | 2026-06-30 | |
| FLUT | FLUTTER ENTMT PLC | 0.88% | 88.9K | $9.1M | new | $112.65(-9.98%) | 2026-06-30 | |
| PH | PARKER-HANNIFIN CORP | 0.87% | 9.2K | $9.0M | +20.50%(+1.57K) | $768.72(+36.82%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.76% | +47.20% | +7.48% | +43.45% |
| Top 20 Holdings Unweighted | +12.75% | +43.33% | +6.99% | +40.21% |
Mirabella Financial Services LLP reports $1.05B in US-listed equity holdings across 663 positions in its most recent 13F filing. Its largest disclosed positions are ADSE (28.6%), IWM (2.8%) and OCFC (2.4%). The top 20 holdings account for 51.7% of reported assets. Its disclosed equity book has returned +47.20% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mirabella Financial Services LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1538853). View Mirabella Financial Services LLP’s 13F filings on SEC