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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 6 of 45  ·  889 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SITM SITIME CORP Technology 7,024.0 $2.4M 0.23% NEW $345.35 +103.8%
102 ENCORE ENERGY CORP 1,300,000.0 $2.3M 0.22% +700K +116.7% $1.80
103 TIGO MILLICOM INTL CELLULAR S A Communication Services 30,913.0 $2.3M 0.22% +12K +65.1% $74.94 +20.7%
104 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 24,366.0 $2.3M 0.22% +21K +618.8% $93.87 +176.0%
105 SANDISK CORP 3,565.0 $2.3M 0.21% +2K +178.3% $635.34
106 COHR COHERENT CORP Technology 9,401.0 $2.2M 0.21% NEW $238.21 +54.8%
107 OLED UNIVERSAL DISPLAY CORP Technology 23,963.0 $2.2M 0.21% NEW $91.66 -9.4%
108 VSAT VIASAT INC Technology 47,753.0 $2.2M 0.21% +40K +494.6% $45.80 +96.1%
109 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 59,232.0 $2.1M 0.20% +5K +9.1% $36.04 -19.0%
110 SMWB SIMILARWEB LTD Communication Services 792,664.0 $2.1M 0.20% NEW $2.61 +152.5%
111 PICS NV 196,580.0 $2.1M 0.19% NEW $10.45
112 PATH UIPATH INC Technology 177,542.0 $2.0M 0.19% +166K +1484.8% $11.10 +4.1%
113 URI UNITED RENTALS INC Industrials 2,464.0 $1.8M 0.17% NEW $728.56 +52.6%
114 WRB BERKLEY W R CORP Financial Services 26,200.0 $1.7M 0.16% +17K +187.7% $66.28 +6.4%
115 GXO GXO LOGISTICS INCORPORATED Industrials 33,338.0 $1.7M 0.16% NEW $51.85 -1.1%
116 HUT 8 CORP 34,279.0 $1.6M 0.15% NEW $46.91
117 WULF TERAWULF INC Financial Services 108,825.0 $1.6M 0.15% NEW $14.43 +71.2%
118 TJX TJX COS INC NEW Consumer Cyclical 9,203.0 $1.5M 0.14% +5K +106.2% $159.70 -5.2%
119 HBM HUDBAY MINERALS INC Basic Materials 69,400.0 $1.5M 0.14% NEW $20.93 +7.9%
120 APLD APPLIED DIGITAL CORP Technology 60,518.0 $1.4M 0.14% NEW $23.74 +49.6%
Page 6 of 45  ·  889 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%