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Portfolio (Quarterly) Guide ↗

MIRABELLA FINANCIAL SERVICES LLP

· CIK 0001538853
13F Portfolio $1.1B AUM 889 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 556 New 166 Added 165 Reduced 330 Exited
Page 3 of 28  ·  556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KWR QUAKER HOUGHTON Basic Materials 23,216.0 $2.9M 0.27% NEW $124.23 +28.0%
42 EMBJ EMBRAER S.A. Industrials 47,929.0 $2.8M 0.27% NEW $59.34 +7.5%
43 SYK STRYKER CORPORATION Healthcare 8,283.0 $2.7M 0.26% NEW $328.59 -4.2%
44 PBR PETROLEO BRASILEIRO S A Energy 125,000.0 $2.6M 0.24% NEW $20.75 -22.1%
45 FSLR FIRST SOLAR INC Energy 13,025.0 $2.6M 0.24% NEW $197.26 +19.6%
46 OCUL OCULAR THERAPEUTIX INC Healthcare 294,628.0 $2.5M 0.24% NEW $8.47 +15.9%
47 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 93,522.0 $2.5M 0.23% NEW $26.43 +14.2%
48 SITM SITIME CORP Technology 7,024.0 $2.4M 0.23% NEW $345.35 +116.1%
49 COHR COHERENT CORP Technology 9,401.0 $2.2M 0.21% NEW $238.21 +65.5%
50 OLED UNIVERSAL DISPLAY CORP Technology 23,963.0 $2.2M 0.21% NEW $91.66 -5.5%
51 SMWB SIMILARWEB LTD Communication Services 792,664.0 $2.1M 0.20% NEW $2.61 +135.2%
52 PICS NV 196,580.0 $2.1M 0.19% NEW $10.45
53 URI UNITED RENTALS INC Industrials 2,464.0 $1.8M 0.17% NEW $728.56 +55.6%
54 GXO GXO LOGISTICS INCORPORATED Industrials 33,338.0 $1.7M 0.16% NEW $51.85 -2.2%
55 HUT 8 CORP 34,279.0 $1.6M 0.15% NEW $46.91
56 WULF TERAWULF INC Financial Services 108,825.0 $1.6M 0.15% NEW $14.43 +71.2%
57 HBM HUDBAY MINERALS INC Basic Materials 69,400.0 $1.5M 0.14% NEW $20.93 +12.7%
58 APLD APPLIED DIGITAL CORP Technology 60,518.0 $1.4M 0.14% NEW $23.74 +57.5%
59 NEXA NEXA RES S A Basic Materials 133,335.0 $1.4M 0.13% NEW $10.59 +15.6%
60 RIOT RIOT PLATFORMS INC Financial Services 112,427.0 $1.4M 0.13% NEW $12.36 +121.5%
Page 3 of 28  ·  556 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 40.3%
Financial Services 16.2%
Technology 12.2%
Consumer Cyclical 7.3%
Basic Materials 5.5%
Energy 4.8%
Healthcare 4.0%
Communication Services 3.4%
Utilities 2.9%
Consumer Defensive 2.8%