MIRABELLA FINANCIAL SERVICES LLP Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$1.1T
Holdings
227
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (227 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ADSEADS TEC ENERGY PLC | 11,067,883 | $171.7B | 15.66% | |
| 2 | MSFTMICROSOFT CORP | 103,452 | $43.6B | 3.97% | |
| 3 | NVDANVIDIA CORPORATION | 269,836 | $36.2B | 3.30% | |
| 4 | AMZNAMAZON COM INC | 148,674 | $32.6B | 2.97% | |
| 5 | ATSG 3.875 08/15/29AIR TRANS SVCS GROUP INC | 87,250,000 | $31.1B | 2.84% | |
| 6 | GOOGLALPHABET INC | 150,087 | $28.4B | 2.59% | |
| 7 | AAPLAPPLE INC | 112,132 | $28.1B | 2.56% | |
| 8 | CVNACARVANA CO | 125,000 | $25.4B | 2.32% | |
| 9 | NXENEXGEN ENERGY LTD | 3,342,960 | $22.0B | 2.01% | |
| 10 | PLUSEPLUS INC | 589,027 | $20.0B | 1.83% | |
| 11 | VALEVALE S A | 1,800,022 | $16.0B | 1.46% | |
| 12 | MXCTGBXMAXCYTE INC | 3,700,000 | $15.4B | 1.40% | |
| 13 | KSPIKASPI KZ JSC | 154,873 | $14.7B | 1.35% | |
| 14 | SKINTHE BEAUTY HEALTH COMPANY | 8,988,571 | $14.3B | 1.30% | |
| 15 | UNHUNITEDHEALTH GROUP INC | 27,627 | $14.0B | 1.28% | |
| 16 | VVISA INC | 44,222 | $14.0B | 1.28% | |
| 17 | KFSKINGSWAY FINL SVCS INC | 1,600,000 | $13.4B | 1.22% | |
| 18 | GOGLGOLDEN OCEAN GROUP LTD | 1,499,244 | $13.2B | 1.21% | |
| 19 | AVGOBROADCOM INC | 53,873 | $12.5B | 1.14% | |
| 20 | DALDELTA AIR LINES INC DEL | 201,940 | $12.2B | 1.11% | |
| 21 | STLDSTEEL DYNAMICS INC | 105,401 | $12.0B | 1.10% | |
| 22 | METAMETA PLATFORMS INC | 20,366 | $11.9B | 1.09% | |
| 23 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 57,056 | $11.3B | 1.03% | |
| 24 | HCAHCA HEALTHCARE INC | 35,222 | $10.6B | 0.96% | |
| 25 | PGRPROGRESSIVE CORP | 43,252 | $10.4B | 0.95% | |
| 26 | BKNGBOOKING HOLDINGS INC | 1,980 | $9.8B | 0.90% | |
| 27 | SNPSSYNOPSYS INC | 20,131 | $9.8B | 0.89% | |
| 28 | NOWSERVICENOW INC | 8,939 | $9.5B | 0.86% | |
| 29 | FROFRONTLINE PLC | 650,000 | $9.2B | 0.84% | |
| 30 | TSNTYSON FOODS INC | 154,400 | $8.9B | 0.81% | |
| 31 | XPELXPEL INC | 221,707 | $8.9B | 0.81% | |
| 32 | THOTHOR INDS INC | 89,492 | $8.6B | 0.78% | |
| 33 | LLYELI LILLY & CO | 10,993 | $8.5B | 0.77% | |
| 34 | KNSLKINSALE CAP GROUP INC | 16,447 | $7.6B | 0.70% | |
| 35 | SAIASAIA INC | 16,229 | $7.4B | 0.67% | |
| 36 | DGDOLLAR GEN CORP NEW | 91,697 | $6.9B | 0.63% | |
| 37 | ASXASE TECHNOLOGY HLDG CO LTD | 673,302 | $6.8B | 0.62% | |
| 38 | BLNDBLEND LABS INC | 1,607,000 | $6.8B | 0.62% | |
| 39 | LTHM 4.125 07/15/25LIVENT CORP | 5,000,000 | $6.6B | 0.60% | |
| 40 | JPMJPMORGAN CHASE & CO. | 26,892 | $6.4B | 0.59% | |
| 41 | BANCBANC OF CALIFORNIA INC | 409,511 | $6.3B | 0.58% | |
| 42 | UI2KEMPER CORP | 93,776 | $6.2B | 0.57% | |
| 43 | ODFLOLD DOMINION FREIGHT LINE IN | 35,219 | $6.2B | 0.57% | |
| 44 | MLB1MERCADOLIBRE INC | 3,598 | $6.1B | 0.56% | |
| 45 | MPWRMONOLITHIC PWR SYS INC | 10,021 | $5.9B | 0.54% | |
| 46 | LQDALIQUIDIA CORPORATION | 500,000 | $5.9B | 0.54% | |
| 47 | BEPBROOKFIELD RENEWABLE PARTNER | 256,175 | $5.8B | 0.53% | |
| 48 | FLBSTANDARD BIOTOOLS INC | 3,130,190 | $5.5B | 0.50% | |
| 49 | KBIAKB FINL GROUP INC | 88,096 | $5.0B | 0.46% | |
| 50 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10,445 | $4.7B | 0.43% | |
| 51 | STXSEAGATE TECHNOLOGY HLDNGS PL | 54,565 | $4.7B | 0.43% | |
| 52 | SYNASYNAPTICS INC | 59,468 | $4.5B | 0.41% | |
| 53 | BAPCREDICORP LTD | 24,580 | $4.5B | 0.41% | |
| 54 | VRTXVERTEX PHARMACEUTICALS INC | 11,184 | $4.5B | 0.41% | |
| 55 | AXSAXIS CAP HLDGS LTD | 48,603 | $4.3B | 0.39% | |
| 56 | CDLXCARDLYTICS INC | 1,155,000 | $4.3B | 0.39% | |
| 57 | CMCSACOMCAST CORP NEW | 112,625 | $4.2B | 0.39% | |
| 58 | IFSINTERCORP FINL SVCS INC | 127,797 | $3.7B | 0.34% | |
| 59 | PANWPALO ALTO NETWORKS INC | 19,522 | $3.6B | 0.32% | |
| 60 | PLTRPALANTIR TECHNOLOGIES INC | 46,646 | $3.5B | 0.32% | |
| 61 | WDCWESTERN DIGITAL CORP | 58,400 | $3.5B | 0.32% | |
| 62 | ANETARISTA NETWORKS INC | 31,239 | $3.5B | 0.31% | |
| 63 | GLOBGLOBANT S A | 15,993 | $3.4B | 0.31% | |
| 64 | AMTAMERICAN TOWER CORP NEW | 18,651 | $3.4B | 0.31% | |
| 65 | SESEA LTD | 31,392 | $3.4B | 0.31% | |
| 66 | ABBVABBVIE INC | 18,326 | $3.3B | 0.30% | |
| 67 | BABAALIBABA GROUP HLDG LTD | 37,200 | $3.2B | 0.29% | |
| 68 | EDNEMPRESA DIST Y COMERCIAL NOR | 73,467 | $3.2B | 0.29% | |
| 69 | CIBEURBANCOLOMBIA S A | 99,279 | $3.1B | 0.29% | |
| 70 | MUMICRON TECHNOLOGY INC | 37,016 | $3.1B | 0.28% | |
| 71 | PEPPEPSICO INC | 20,159 | $3.1B | 0.28% | |
| 72 | IBNICICI BANK LIMITED | 100,529 | $3.0B | 0.28% | |
| 73 | ARWARROW ELECTRS INC | 26,376 | $3.0B | 0.27% | |
| 74 | NFLXNETFLIX INC | 3,254 | $2.9B | 0.26% | |
| 75 | KOFCOCA-COLA FEMSA SAB DE CV | 36,995 | $2.9B | 0.26% | |
| 76 | TSLATESLA INC | 7,098 | $2.9B | 0.26% | |
| 77 | VECOVEECO INSTRS INC DEL | 105,211 | $2.8B | 0.26% | |
| 78 | ACNACCENTURE PLC IRELAND | 7,945 | $2.8B | 0.25% | |
| 79 | AZPN1USDASPEN TECHNOLOGY INC | 11,105 | $2.8B | 0.25% | |
| 80 | YPFYPF SOCIEDAD ANONIMA | 63,715 | $2.7B | 0.25% | |
| 81 | LOGILOGITECH INTL S A | 31,231 | $2.6B | 0.23% | |
| 82 | ARGXARGENX SE | 4,131 | $2.5B | 0.23% | |
| 83 | ALNYALNYLAM PHARMACEUTICALS INC | 10,539 | $2.5B | 0.23% | |
| 84 | FFWMFIRST FNDTN INC | 396,428 | $2.5B | 0.22% | |
| 85 | NVMINOVA LTD | 12,499 | $2.5B | 0.22% | |
| 86 | ADSKAUTODESK INC | 8,295 | $2.5B | 0.22% | |
| 87 | TMUST-MOBILE US INC | 10,965 | $2.4B | 0.22% | |
| 88 | FMFFORMFACTOR INC | 53,883 | $2.4B | 0.22% | |
| 89 | ADBEADOBE INC | 5,276 | $2.3B | 0.21% | |
| 90 | INTUINTUIT | 3,667 | $2.3B | 0.21% | |
| 91 | CMECME GROUP INC | 9,705 | $2.3B | 0.21% | |
| 92 | EROERO COPPER CORP | 166,713 | $2.2B | 0.20% | |
| 93 | AMEAMETEK INC | 12,263 | $2.2B | 0.20% | |
| 94 | KMIKINDER MORGAN INC DEL | 79,595 | $2.2B | 0.20% | |
| 95 | TJXTJX COS INC NEW | 17,981 | $2.2B | 0.20% | |
| 96 | PCARPACCAR INC | 20,707 | $2.2B | 0.20% | |
| 97 | CPACOPA HOLDINGS SA | 24,260 | $2.1B | 0.19% | |
| 98 | CPRTCOPART INC | 36,620 | $2.1B | 0.19% | |
| 99 | SYKSTRYKER CORPORATION | 5,825 | $2.1B | 0.19% | |
| 100 | FLEXFLEX LTD | 53,475 | $2.1B | 0.19% |
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