Mirabella Financial Services LLP holds a focused book of 663 stocks worth $1.0B as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Super Micro Computer Inc and trimmed First Busey Corp. Their largest long position is Ads-Tec Energy PLC at 29% of the equity book. They also disclosed $8.9M in call options (bullish), shown separately below and excluded from the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1538853/holdings"
Use Arkolith to show MIRABELLA FINANCIAL SERVICES LLP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
85% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ads Tec Energy PLC SHS | $296.5M | 23.26M | 28.6% | ▲+4.9% Added · +1.1M sh | |
| 2 | TXNM Energy Inc NOTE 5.750% 6/0 | $58.1M | 52.50M | 5.6% | ▲11× Added · +47.5M sh | |
| 3 | Super Micro Computer Inc 7 DEP CM SR A WI | $31.2M | 400.0K | 3.0% | ▲New New position | |
| 4 | Ishares TR RUSSELL 2000 ETF | $28.5M | 94.9K | 2.7% | ▲New New position | |
| 5 | Oceanfirst Finl Corp COM | $25.2M | 1.29M | 2.4% | ▲+62% Added · +494K sh | |
| 6 | First Busey Corp COM NEW | $25.1M | 851.5K | 2.4% | ▼−32% Reduced · −398K sh | |
| 7 | Firstsun Cap Bancorp COM | $24.2M | 623.2K | 2.3% | ▲+36% Added · +164K sh | |
| 8 | Azul S A SPONSORED ADS | $18.9M | 2.06M | 1.8% | ▲New New position | |
| 9 | Everest Group Ltd COM | $18.0M | 50.4K | 1.7% | ▼−17% Reduced · −10K sh | |
| 10 | Dollar Gen Corp COM | $14.1M | 122.6K | 1.4% | ▲+210% Added · +83K sh | |
| 11 | Draftkings Inc New COM CL A | $12.8M | 508.6K | 1.2% | ▲New New position | |
| 12 | Flutter Entmt PLC SHS | $9.1M | 88.9K | 0.9% | ▲New New position | |
| 13 | Parker-Hannifin Corp COM | $9.0M | 9.2K | 0.9% | ▲+20% Added · +2K sh | |
| 14 | 3M Co COM | $8.8M | 54.1K | 0.8% | ▲+23% Added · +10K sh | |
| 15 | Stanley Black & Decker Inc COM | $8.3M | 88.6K | 0.8% | ▲16× Added · +83K sh | |
| 16 | Johnson Controls Internation SHS | $7.9M | 53.9K | 0.8% | ▲+4.1% Added · +2K sh | |
| 17 | C H Robinson Worldwide In COM NEW | $7.6M | 40.5K | 0.7% | ▲15× Added · +38K sh | |
| 18 | Alphabet Inc CAP STK CL C | $7.5M | 21.3K | 0.7% | ▲+44% Added · +7K sh | |
| 19 | Hubbell Inc COM | $7.3M | 13.9K | 0.7% | ▼−4.0% Reduced · −586 sh | |
| 20 | Ishares TR 0-3 MTH TREASURY | $7.0M | 69.7K | 0.7% | ▲+40% Added · +20K sh | |
| 21 | Meta Platforms Inc CL A | $6.5M | 11.5K | 0.6% | ▲+127% Added · +6K sh | |
| 22 | Fomento Economico Mexicano S SPON ADR UNITS | $6.5M | 50.6K | 0.6% | ▲New New position | |
| 23 | Servicenow Inc COM | $6.3M | 63.9K | 0.6% | ▲30× Added · +62K sh | |
| 24 | Ads Tec Energy PLC *W EXP 99/99/999 | $6.2M | 699.9K | 0.6% | —Held | |
| 25 | BBB Foods Inc CL A COM | $5.3M | 126.6K | 0.5% | ▲+257% Added · +91K sh | |
| 26 | Venture Global Inc COM CL A | $5.1M | 459.0K | 0.5% | ▲+130% Added · +259K sh | |
| 27 | Embraer S.A. SPONSORED ADS | $5.0M | 78.7K | 0.5% | ▲+64% Added · +31K sh | |
| 28 | Ternium Sa SPONSORED ADS | $4.9M | 115.1K | 0.5% | ▲New New position | |
| 29 | JBS N.V. CL A SHS | $4.7M | 398.4K | 0.5% | ▲+35% Added · +104K sh | |
| 30 | Pricesmart Inc COM | $4.7M | 24.1K | 0.5% | ▲+5.6% Added · +1K sh | |
| 31 | Hudbay Minerals Inc COM | $4.3M | 184.3K | 0.4% | ▲+166% Added · +115K sh | |
| 32 | Octave Intelligence PLC ORD SHS CL B | $3.8M | 234.0K | 0.4% | ▲New New position | |
| 33 | Carrier Global Corporation COM | $3.5M | 48.1K | 0.3% | ▼−15% Reduced · −9K sh | |
| 34 | Dlocal Ltd CLASS A COM | $3.5M | 267.2K | 0.3% | ▼−4.5% Reduced · −13K sh | |
| 35 | Copa Holdings Sa CL A | $3.3M | 21.2K | 0.3% | ▲+97% Added · +10K sh | |
| 36 | Ametek Inc COM | $3.3M | 13.5K | 0.3% | ▼−20% Reduced · −3K sh | |
| 37 | Arcos Dorados Hldgs Inc SHS CLASS -A - | $3.2M | 398.6K | 0.3% | ▲+2.7% Added · +11K sh | |
| 38 | Millicom Intl Cellular S A COM STK | $3.1M | 34.6K | 0.3% | ▲+12% Added · +4K sh | |
| 39 | Sprott FDS TR JUNIOR URANIUM | $3.1M | 135.0K | 0.3% | ▲New New position | |
| 40 | Matson Inc COM | $3.1M | 16.0K | 0.3% | ▲New New position | |
| 41 | Wabtec COM | $3.1M | 11.4K | 0.3% | ▼−19% Reduced · −3K sh | |
| 42 | SPDR Gold TR GOLD SHS | $2.9M | 7.8K | 0.3% | ▲New New position | |
| 43 | Credicorp Ltd COM | $2.8M | 7.2K | 0.3% | ▼−26% Reduced · −2K sh | |
| 44 | Coca-Cola Femsa SAB De CV SPONS ADS REP | $2.7M | 25.4K | 0.3% | ▼−29% Reduced · −10K sh | |
| 45 | Firstcash Holdings Inc COM | $2.7M | 12.4K | 0.3% | ▼−34% Reduced · −6K sh | |
| 46 | Telecom Argentina Sa SPON ADR REP B | $2.5M | 189.5K | 0.2% | ▲+256% Added · +136K sh | |
| 47 | Encore Energy Corp COM NEW | $2.4M | 1.80M | 0.2% | ▲+38% Added · +500K sh | |
| 48 | Honeywell Intl Inc COM | $2.3M | 10.3K | 0.2% | ▲New New position | |
| 49 | Laureate Ed Inc COMMON STOCK | $2.3M | 63.5K | 0.2% | ▲+55% Added · +22K sh | |
| 50 | Rush Street Interactive Inc COM | $2.3M | 77.3K | 0.2% | ▲+623% Added · +67K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | SPDR GOLD SHARESGLD | $8.8M | 24K |
| CALL · bullish | VENTURE GLOBAL INC-CL AVG | $56K | 5K |
| CALL · bullish | ECOPETROL SA-SPONSORED ADREC | $28K | 2K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 666 | $1.0B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 889 | $1.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 663 | $1.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Dec 15, 2025 | 251 | $1.2B | 13F-HR/A |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 206 | $974.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Oct 2, 2025 | 238 | $2.5B | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.