MIRABELLA FINANCIAL SERVICES LLP

London, X0 · CIK 1538853 · 13F filing filed 2026-07-31

Exempt reporting adviser since 2012 · limited liability partnership

Private funds7 (7 hedge) · $3.9bn gross assets
Websitemirabella.co.uk
Form ADV · 2025-06-13SEC adviser record

Legal entityMIRABELLA FINANCIAL SERVICES LLP (GB)

Kindhedge funds
Others nearbyLondon, Bristol, Oxford, Bexley, Reading, Cambridge

As an employer

Offices in1 country
Private fundshedge 7

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
London (main office)29 officesUnited Kingdom	United Kingdom	90
BristolUnited Kingdom	United Kingdom	22
OxfordUnited Kingdom	United Kingdom	3
BerkshireUnited Kingdom	United Kingdom	2
BexleyUnited Kingdom	United Kingdom	2
CambridgeUnited Kingdom	United Kingdom	2
Maidstone, KentUnited Kingdom	United Kingdom	1
UpminsterUnited Kingdom	United Kingdom	1

In the UK

1 UK companies in the group; those with staff figures, a pay gap report, FCA authorisation or fund management as their business are listed.

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$1.0bn reported value +0.6% vs Q1 2026

663positions

52.0%in top 10

340 new 145 added 177 reduced 561 sold out vs Q1 2026

Options: 3 call positions ($8.9m notional), 0 put positions (— notional) – listed below, not included above.

Also in the report of:

GUARDIAN POINT CAPITAL, LP – $10.5m of shares are in both reports
Think Investments LP

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ADS TEC ENERGY PLC SHS ADSE	ADSE	23,259,706	$296.5m28.59%	28.59%	Added +1.1m	+1,089,757 4.9%
2	TXNM ENERGY INC NOTE 5.750% 6/0 · principal TXNM 5.75 06.01.54 · principal	TXNM 5.75 06.01.54	52,500,000	$58.1m5.60%	5.60%	Added +47.5m	+47,500,000 950.0%
3	SUPER MICRO COMPUTER INC 7 DEP CM SR A WI SMCI 7 06.01.29	SMCI 7 06.01.29	400,000	$31.2m3.00%	3.00%	New
4	ISHARES TR RUSSELL 2000 ETF IWM	IWM	94,900	$28.5m2.75%	2.75%	New
5	OCEANFIRST FINL CORP COM OCFC	OCFC	1,292,641	$25.2m2.43%	2.43%	Added +493.7k	+493,735 61.8%
6	FIRST BUSEY CORP COM NEW BUSE	BUSE	851,453	$25.1m2.42%	2.42%	Reduced -398.4k	-398,431 -31.9%
7	FIRSTSUN CAP BANCORP COM FSUN	FSUN	623,236	$24.2m2.33%	2.33%	Added +163.8k	+163,835 35.7%
8	AZUL S A SPONSORED ADS AZUL	AZUL	2,059,046	$18.9m1.82%	1.82%	New
9	EVEREST GROUP LTD COM EG	EG	50,444	$18.0m1.74%	1.74%	Reduced -10.1k	-10,063 -16.6%
10	DOLLAR GEN CORP NEW COM DG	DG	122,617	$14.1m1.36%	1.36%	Added +83.1k	+83,117 210.4%
11	DRAFTKINGS INC NEW COM CL A DKNG	DKNG	508,583	$12.8m1.24%	1.24%	New
12	FLUTTER ENTMT PLC SHS FLUT	FLUT	88,890	$9.1m0.88%	0.88%	New
13	PARKER-HANNIFIN CORP COM PH	PH	9,229	$9.0m0.87%	0.87%	Added +1.6k	+1,570 20.5%
14	3M CO COM MMM	MMM	54,108	$8.8m0.84%	0.84%	Added +10.0k	+9,979 22.6%
15	STANLEY BLACK & DECKER INC COM SWK	SWK	88,574	$8.3m0.80%	0.80%	Added +83.0k	+83,038 1500.0%
16	JOHNSON CTLS INTL PLC SHS JCI	JCI	53,911	$7.9m0.76%	0.76%	Added +2.1k	+2,113 4.1%
17	C H ROBINSON WORLDWIDE INC COM NEW CHRW	CHRW	40,451	$7.6m0.73%	0.73%	Added +37.7k	+37,712 1376.8%
18	ALPHABET INC CAP STK CL C GOOG	GOOG	21,257	$7.5m0.72%	0.72%	Added +6.5k	+6,500 44.0%
19	HUBBELL INC COM HUBB	HUBB	13,927	$7.3m0.70%	0.70%	Reduced -586	-586 -4.0%
20	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	69,700	$7.0m0.68%	0.68%	Added +19.9k	+19,900 40.0%
21	META PLATFORMS INC CL A META	META	11,546	$6.5m0.63%	0.63%	Added +6.5k	+6,466 127.3%
22	FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS FMX	FMX	50,600	$6.5m0.62%	0.62%	New
23	SERVICENOW INC COM NOW	NOW	63,875	$6.3m0.61%	0.61%	Added +61.7k	+61,742 2894.6%
24	ADS TEC ENERGY PLC *W EXP 99/99/999 ADSEW	ADSEW	699,912	$6.2m0.60%	0.60%	Unchanged
25	BBB FOODS INC CL A COM TBBB	TBBB	126,640	$5.3m0.51%	0.51%	Added +91.2k	+91,200 257.3%
26	VENTURE GLOBAL INC COM CL A VG	VG	459,032	$5.1m0.49%	0.49%	Added +259.0k	+259,032 129.5%
27	EMBRAER S.A. SPONSORED ADS EMBJ	EMBJ	78,729	$5.0m0.48%	0.48%	Added +30.8k	+30,800 64.3%
28	TERNIUM SA SPONSORED ADS TX	TX	115,100	$4.9m0.47%	0.47%	New
29	JBS N.V. CL A SHS JBS	JBS	398,368	$4.7m0.46%	0.46%	Added +103.9k	+103,900 35.3%
30	PRICESMART INC COM PSMT	PSMT	24,126	$4.7m0.45%	0.45%	Added +1.3k	+1,275 5.6%
31	HUDBAY MINERALS INC COM HBM	HBM	184,300	$4.3m0.42%	0.42%	Added +114.9k	+114,900 165.6%
32	OCTAVE INTELLIGENCE PLC ORD SHS CL B OCTV	OCTV	234,000	$3.8m0.37%	0.37%	New
33	CARRIER GLOBAL CORPORATION COM CARR	CARR	48,125	$3.5m0.34%	0.34%	Reduced -8.6k	-8,561 -15.1%
34	DLOCAL LTD CLASS A COM DLO	DLO	267,167	$3.5m0.33%	0.33%	Reduced -12.5k	-12,501 -4.5%
35	COPA HOLDINGS SA CL A CPA	CPA	21,170	$3.3m0.32%	0.32%	Added +10.4k	+10,400 96.6%
36	AMETEK INC COM AME	AME	13,528	$3.3m0.32%	0.32%	Reduced -3.4k	-3,389 -20.0%
37	ARCOS DORADOS HOLDINGS INC SHS CLASS -A - ARCO	ARCO	398,612	$3.2m0.31%	0.31%	Added +10.5k	+10,500 2.7%
38	MILLICOM INTL CELLULAR S A COM STK TIGO	TIGO	34,613	$3.1m0.30%	0.30%	Added +3.7k	+3,700 12.0%
39	SPROTT FDS TR JUNIOR URANIUM URNJ	URNJ	135,000	$3.1m0.30%	0.30%	New
40	MATSON INC COM MATX	MATX	15,998	$3.1m0.30%	0.30%	New
41	WABTEC COM WAB	WAB	11,371	$3.1m0.30%	0.30%	Reduced -2.7k	-2,720 -19.3%
42	SPDR GOLD TR GOLD SHS GLD	GLD	7,795	$2.9m0.28%	0.28%	New
43	CREDICORP LTD COM BAP	BAP	7,173	$2.8m0.27%	0.27%	Reduced -2.5k	-2,480 -25.7%
44	COCA-COLA FEMSA SAB DE CV SPONS ADS REP KOF	KOF	25,419	$2.7m0.26%	0.26%	Reduced -10.4k	-10,400 -29.0%
45	FIRSTCASH HOLDINGS INC COM FCFS	FCFS	12,356	$2.7m0.26%	0.26%	Reduced -6.5k	-6,463 -34.3%
46	TELECOM ARGENTINA SA SPON ADR REP B TEO	TEO	189,455	$2.5m0.24%	0.24%	Added +136.3k	+136,300 256.4%
47	ENCORE ENERGY CORP COM NEW EU	EU	1,800,000	$2.4m0.23%	0.23%	Added +500.0k	+500,000 38.5%
48	HONEYWELL INTL INC COM HON	HON	10,320	$2.3m0.22%	0.22%	New
49	LAUREATE EDUCATION INC COMMON STOCK LAUR	LAUR	63,499	$2.3m0.22%	0.22%	Added +22.4k	+22,409 54.5%
50	RUSH STREET INTERACTIVE INC COM RSI	RSI	77,330	$2.3m0.22%	0.22%	Added +66.6k	+66,634 623.0%
51	BERKLEY W R CORP COM WRB	WRB	28,641	$2.0m0.19%	0.19%	Added +2.4k	+2,441 9.3%
52	WERNER ENTERPRISES INC COM WERN	WERN	42,996	$1.9m0.18%	0.18%	Added +26.7k	+26,712 164.0%
53	LOEWS CORP COM L	L	16,227	$1.8m0.18%	0.18%	New
54	ECOPETROL S A SPONSORED ADS EC	EC	128,970	$1.8m0.18%	0.18%	New
55	VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS VIST	VIST	27,772	$1.8m0.17%	0.17%	Reduced -33.8k	-33,808 -54.9%
56	ATMOS ENERGY CORP COM ATO	ATO	10,236	$1.8m0.17%	0.17%	New
57	ARIS MNG CORP COM ARIS	ARIS	118,000	$1.8m0.17%	0.17%	New
58	BANCO BBVA ARGENTINA S A SPONSORED ADS BBAR	BBAR	88,500	$1.7m0.17%	0.17%	New
59	VALE S A SPONSORED ADS VALE	VALE	114,200	$1.7m0.17%	0.17%	New
60	COMPANIA DE MINAS BUENAVENTU SPONSORED ADR BVN	BVN	56,232	$1.6m0.16%	0.16%	Reduced -3.0k	-3,000 -5.1%
61	PICS NV COM CL A PICS	PICS	154,428	$1.6m0.16%	0.16%	Reduced -42.2k	-42,152 -21.4%
62	GRUPO AEROMEXICO SAB DE CV SPONSORED ADS AERO	AERO	90,477	$1.6m0.16%	0.16%	Added +9.5k	+9,477 11.7%
63	COMCAST CORP NEW CL A CMCSA	CMCSA	64,769	$1.6m0.15%	0.15%	New
64	ISOENERGY LTD COM NEW ISOU	ISOU	158,600	$1.6m0.15%	0.15%	New
65	VINCI PARTNERS INVTS LTD COM CL A VINP	VINP	161,015	$1.6m0.15%	0.15%	Added +77.5k	+77,504 92.8%
66	GENTEX CORP COM GNTX	GNTX	61,898	$1.6m0.15%	0.15%	New
67	MARKEL GROUP INC COM MKL	MKL	774	$1.5m0.15%	0.15%	Added +467	+467 152.1%
68	TJX COS INC NEW COM TJX	TJX	9,688	$1.5m0.14%	0.14%	Added +485	+485 5.3%
69	SLM CORP COM SLM	SLM	54,049	$1.4m0.14%	0.14%	New
70	SJW GROUP COM HTO	HTO	22,494	$1.4m0.13%	0.13%	Added +17.8k	+17,849 384.3%
71	EVERGY INC COM EVRG	EVRG	15,726	$1.4m0.13%	0.13%	Reduced -22.2k	-22,236 -58.6%
72	SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B SQM	SQM	17,875	$1.3m0.13%	0.13%	Added +10.8k	+10,850 154.4%
73	VOYA FINANCIAL INC COM VOYA	VOYA	14,087	$1.3m0.12%	0.12%	Added +5.1k	+5,115 57.0%
74	HUNT J B TRANS SVCS INC COM JBHT	JBHT	4,344	$1.3m0.12%	0.12%	New
75	BROOKFIELD RENEWABLE CORP CL A EX SUB VTG BEPC	BEPC	33,028	$1.2m0.12%	0.12%	New
76	APOLLO GLOBAL MGMT INC COM APO	APO	10,315	$1.2m0.12%	0.12%	New
77	GRAHAM HLDGS CO COM CL B GHC	GHC	1,062	$1.2m0.12%	0.12%	New
78	FIRST AMERN FINL CORP COM FAF	FAF	16,996	$1.2m0.11%	0.11%	Added +9.0k	+9,032 113.4%
79	OSHKOSH CORP COM OSK	OSK	7,585	$1.2m0.11%	0.11%	Added +3.9k	+3,888 105.2%
80	PRIMERICA INC COM PRI	PRI	4,068	$1.2m0.11%	0.11%	Added +2.5k	+2,506 160.4%
81	GRUPO FINANCIERO GALICIA S.A SPONSORED ADR GGAL	GGAL	23,100	$1.2m0.11%	0.11%	New
82	HARMONY BIOSCIENCES HLDGS IN COM HRMY	HRMY	31,014	$1.1m0.11%	0.11%	Reduced -84.9k	-84,920 -73.2%
83	CHENIERE ENERGY INC COM NEW LNG	LNG	4,722	$1.1m0.11%	0.11%	New
84	NISOURCE INC COM NI	NI	23,721	$1.1m0.11%	0.11%	Reduced -4.8k	-4,780 -16.8%
85	SURGERY PARTNERS INC COM SGRY	SGRY	65,430	$1.1m0.11%	0.11%	New
86	F N B CORP COM FNB	FNB	55,999	$1.1m0.10%	0.10%	Added +19.6k	+19,582 53.8%
87	BOYD GAMING CORP COM BYD	BYD	12,031	$1.1m0.10%	0.10%	New
88	ARTISAN PARTNERS ASSET MGMT CL A APAM	APAM	30,707	$1.1m0.10%	0.10%	New
89	VIPER ENERGY INC CL A VNOM	VNOM	24,878	$1.1m0.10%	0.10%	New
90	NEW YORK TIMES CO CL A NYT	NYT	14,781	$1.0m0.10%	0.10%	New
91	WARNER BROS DISCOVERY INC COM SER A WBD	WBD	38,555	$1.0m0.10%	0.10%	Added +14.6k	+14,555 60.6%
92	WHITE MTNS INS GROUP LTD COM WTM	WTM	495	$1.0m0.10%	0.10%	New
93	ROYAL GOLD INC COM RGLD	RGLD	5,083	$1.0m0.10%	0.10%	New
94	COREBRIDGE FINL INC COM CRBG	CRBG	35,275	$1.0m0.10%	0.10%	New
95	WESTERN ALLIANCE BANCORP COM WAL	WAL	12,199	$1.0m0.10%	0.10%	New
96	VICTORY CAP HLDGS INC COM CL A VCTR	VCTR	11,818	$993.4k0.10%	0.10%	New
97	OGE ENERGY CORP COM OGE	OGE	20,147	$980.4k0.09%	0.09%	Added +13.5k	+13,549 205.3%
98	COMPASS INC CL A COMP	COMP	79,473	$979.9k0.09%	0.09%	Added +36.3k	+36,329 84.2%
99	REGIONS FINANCIAL CORP NEW COM RF	RF	32,336	$976.5k0.09%	0.09%	Reduced -9.5k	-9,527 -22.8%
100	KYIVSTAR GROUP LTD ORD SHS KYIV	KYIV	60,000	$970.2k0.09%	0.09%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CSG SYS INTL INC CSGS 3.875 09.15.28	CSGS 3.875 09.15.28	37,239,000	$33.1m37.2m shares
GRINDR INC GRND	GRND	667,200	$8.1m667.2k shares
CUMMINS INC CMI	CMI	11,964	$6.4m12.0k shares
VULCAN MATLS CO VMC	VMC	22,660	$6.2m22.7k shares
ETORO GROUP LTD ETOR	ETOR	186,900	$5.6m186.9k shares
FIVE BELOW INC FIVE	FIVE	18,900	$4.3m18.9k shares
AES CORP AES	AES	273,124	$3.8m273.1k shares
UNITI GROUP LLC UNIT	UNIT	408,627	$3.8m408.6k shares
BOOT BARN HLDGS INC BOOT	BOOT	24,684	$3.6m24.7k shares
VERTIV HOLDINGS CO VRT	VRT	14,282	$3.6m14.3k shares
GANNETT CO INC TDAY	TDAY	499,917	$3.5m499.9k shares
CARPENTER TECHNOLOGY CORP CRS	CRS	8,934	$3.5m8.9k shares
DANA INC DAN	DAN	103,910	$3.5m103.9k shares
INTER & CO INC INTR	INTR	436,185	$3.5m436.2k shares
VISTRA CORP VST	VST	22,629	$3.4m22.6k shares
AURA MINERALS INC AUGO	AUGO	41,470	$3.4m41.5k shares
TELEPHONE & DATA SYS INC TDS	TDS	80,187	$3.4m80.2k shares
MADDEN STEVEN LTD SHOO	SHOO	99,225	$3.4m99.2k shares
XP INC XP	XP	175,320	$3.3m175.3k shares
HONEYWELL INTL INC		7,384	$3.3m7.4k shares
SABLE OFFSHORE CORP SOC	SOC	201,352	$3.3m201.4k shares
FLUOR CORP NEW FLR	FLR	70,763	$3.3m70.8k shares
CORNING INC GLW	GLW	24,037	$3.3m24.0k shares
RALPH LAUREN CORP RL	RL	9,486	$3.3m9.5k shares
DICKS SPORTING GOODS INC DKS	DKS	16,253	$3.2m16.3k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
SPDR GOLD TR GLD · Call	GLD	Call	24,000	$8.8m24.0k shares	Added
VENTURE GLOBAL INC VG · Call	VG	Call	5,000	$55.6k5.0k shares	New
ECOPETROL S A EC · Call	EC	Call	2,000	$28.5k2.0k shares	New

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
ADS TEC ENERGY PLC ADSE · 13G · filed 2026-05-15	ADSE	25.2%≈ $213.9m	-5.0 pts	13G	2026-05-15