MIRABELLA FINANCIAL SERVICES LLP

Q2 2026 13F-HR Holdings

Location
London, X0
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
666
Total value ($000)
$1,046,089
Net value change ($000)
-10,472 (-1.0%)
New positions
340
Sold out positions
557
Turnover %
64.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ADSE 41,587 16.3%
SUPER MICRO COMPUTER INC 31,154 NEW
IWM 28,513 NEW
AZUL S A 18,861 NEW
DKNG 12,847 NEW
OCFC 10,833 75.2%
DG 9,424 200.9%
FLUT 9,082 NEW
SWK 7,944 2021.4%
FSUN 7,419 44.3%
Top Reduces (Value $000, Stocks/ETFs)
GRND -8,066 -100.0%
STNG -7,341 -96.8%
BUSE -6,467 -20.5%
CMI -6,437 -100.0%
VMC -6,170 -100.0%
ETOR -5,613 -100.0%
FIVE -4,318 -100.0%
AES -3,848 -100.0%
UNIT -3,833 -100.0%
BOOT -3,613 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 8,925 (0.9% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type