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MIRABELLA FINANCIAL SERVICES LLP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MIRABELLA FINANCIAL SERVICES LLP
报告期 2026-03-31 · CIK 0001538853
持仓数
889
前50大市值合计
$583.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 22
增持 121
减持 1
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
—
ADS TEC ENERGY PLC
+$289.2M
30,808,092
+178%
增持
MSFT
MICROSOFT CORP
+$223.9M
710,519
+587%
增持
AMZN
AMAZON COM INC
+$160.9M
1,014,193
+582%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
AAPL
APPLE INC
+$154.0M
817,076
+629%
增持
—
AIR TRANS SVCS GROUP INC
+$143.1M
174,500,000
+100%
增持
NVDA
NVIDIA CORPORATION
+$133.4M
1,559,482
+478%
增持
STLD
STEEL DYNAMICS INC
+$128.8M
1,122,282
+965%
增持
V
VISA INC
+$111.3M
356,540
+706%
增持
GOOGL
ALPHABET INC
+$106.2M
868,320
+479%
增持
UNH
UNITEDHEALTH GROUP INC
+$101.6M
220,118
+697%
增持
TSN
TYSON FOODS INC
+$97.2M
1,658,164
+974%
建仓
APO
APOLLO GLOBAL MGMT INC
+$95.9M
700,000
增持
HCA
HCA HEALTHCARE INC
+$84.0M
273,020
+675%
增持
KNSL
KINSALE CAP GROUP INC
+$82.0M
183,572
+1016%
增持
BKNG
BOOKING HOLDINGS INC
+$80.4M
19,520
+886%
增持
DAL
DELTA AIR LINES INC DEL
+$76.4M
2,025,808
+903%
增持
PGR
PROGRESSIVE CORP
+$74.5M
299,072
+591%
增持
GM
GENERAL MTRS CO
+$71.2M
1,542,296
+5334%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$66.3M
465,500
+716%
增持
DG
DOLLAR GEN CORP NEW
+$65.3M
818,916
+793%
建仓
RYAN
RYAN SPECIALTY HOLDINGS INC
+$62.8M
850,000
增持
META
META PLATFORMS INC
+$59.2M
122,923
+504%
增持
MELI
MERCADOLIBRE INC
+$51.2M
29,306
+715%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$50.8M
113,766
+917%
建仓
NVR
NVR INC
+$50.7M
7,000
增持
THO
THOR INDS INC
+$50.2M
772,338
+763%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$46.7M
318,924
+806%
增持
SAIA
SAIA INC
+$43.7M
145,686
+798%
建仓
GOOG
ALPHABET INC
+$34.4M
220,000
增持
NOW
SERVICENOW INC
+$34.1M
54,418
+509%
增持
AVGO
BROADCOM INC
+$30.5M
256,180
+376%
增持
—
GOLDEN OCEAN GROUP LTD
+$27.3M
4,999,354
+233%
增持
ANET
ARISTA NETWORKS INC
+$27.0M
391,312
+1153%
增持
CVNA
CARVANA CO
+$26.9M
250,000
+100%
增持
SLVM
SYLVAMO CORP
+$25.4M
401,768
+1911%
增持
CME
CME GROUP INC
+$24.6M
100,998
+941%
增持
BRO
BROWN & BROWN INC
+$24.3M
209,580
+1077%
增持
JPM
JPMORGAN CHASE & CO.
+$23.4M
121,598
+352%
增持
KB
KB FINL GROUP INC
+$22.5M
507,484
+476%
增持
PANW
PALO ALTO NETWORKS INC
+$22.5M
152,340
+680%
清仓
NXE
NEXGEN ENERGY LTD
-$22.0M
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$21.9M
300,724
+545%
增持
—
AXIS CAP HLDGS LTD
+$21.4M
256,156
+427%
增持
KMPR
KEMPER CORP
+$20.2M
395,428
+322%
清仓
PLUS
EPLUS INC
-$20.0M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$19.8M
45,878
+339%
增持
SKIN
THE BEAUTY HEALTH COMPANY
+$18.5M
24,493,894
+173%
建仓
EXP
EAGLE MATLS INC
+$17.8M
80,000
增持
BANC
BANC OF CALIFORNIA INC
+$17.5M
1,681,628
+311%
建仓
MRVI
MARAVAI LIFESCIENCES HLDGS I
+$16.5M
7,479,902
增持
TMUS
T-MOBILE US INC
+$16.2M
69,476
+534%
增持
ABBV
ABBVIE INC
+$14.6M
84,780
+363%
增持
KWY
KINGSWAY FINL SVCS INC
+$14.4M
3,504,180
+119%
建仓
—
UNITED STATES STL CORP
+$13.9M
4,400,000
增持
NFLX
NETFLIX INC
+$13.0M
17,053
+424%
增持
—
FRONTLINE PLC
+$12.8M
1,484,400
+128%
建仓
AA
ALCOA CORP
+$12.2M
400,000
增持
PEP
PEPSICO INC
+$12.2M
101,472
+403%
建仓
—
EVEREST GROUP LTD
+$11.8M
32,460
建仓
GPGI
COMPOSECURE INC
+$11.3M
1,040,000
增持
LAD
LITHIA MTRS INC
+$11.0M
41,020
+1260%
建仓
—
INTERNATIONAL SEAWAYS INC
+$10.7M
323,600
建仓
—
PACIFIC PREMIER BANCORP
+$10.4M
491,246
增持
kspi us equity
KASPI KZ JSC
+$10.3M
269,392
+74%
增持
SE
SEA LTD
+$9.5M
98,784
+215%
增持
LLY
ELI LILLY & CO
+$9.5M
21,718
+98%
建仓
T
AT&T INC
+$9.5M
332,736
增持
LQDA
LIQUIDIA CORPORATION
+$8.9M
1,000,000
+100%
建仓
—
DHT HOLDINGS INC
+$8.4M
800,000
增持
—
ACCENTURE PLC IRELAND
+$8.1M
34,890
+339%
增持
AME
AMETEK INC
+$8.1M
59,628
+386%
增持
SYK
STRYKER CORPORATION
+$8.1M
27,204
+367%
增持
KMI
KINDER MORGAN INC DEL
+$7.9M
352,438
+343%
增持
SHOP
SHOPIFY INC
+$7.5M
98,076
+448%
增持
TJX
TJX COS INC NEW
+$7.5M
79,008
+339%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$7.4M
36,600
+797%
增持
—
GLOBANT S A
+$7.4M
92,856
+481%
增持
ELV
ELEVANCE HEALTH INC
+$7.3M
19,936
+438%
增持
CPRT
COPART INC
+$7.1M
161,266
+340%
增持
PCAR
PACCAR INC
+$7.0M
93,410
+351%
增持
BLK
BLACKROCK INC
+$6.7M
9,190
+369%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$6.6M
136,106
+355%
清仓
—
LIVENT CORP
-$6.6M
0
-100%
增持
NOC
NORTHROP GRUMMAN CORP
+$6.5M
15,896
+356%
增持
KVUE
KENVUE INC
+$6.5M
301,826
+728%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$6.5M
72,588
+253%
增持
KOF
COCA-COLA FEMSA SAB DE CV
+$6.4M
101,990
+176%
增持
JNJ
JOHNSON & JOHNSON
+$6.4M
44,216
+569%
增持
UNP
UNION PAC CORP
+$6.3M
34,052
+350%
增持
KHC
KRAFT HEINZ CO
+$6.3M
264,056
+356%
减持
VALE
VALE S A
-$6.0M
994,930
-45%
建仓
—
DORIAN LPG LTD
+$6.0M
270,000
增持
CRM
SALESFORCE INC
+$6.0M
23,502
+2374%
建仓
LRCX
LAM RESEARCH CORP
+$5.9M
81,654
建仓
TPB
TURNING PT BRANDS INC
+$5.9M
100,000
清仓
MPWR
MONOLITHIC PWR SYS INC
-$5.9M
0
-100%
清仓
—
BROOKFIELD RENEWABLE PARTNER
-$5.8M
0
-100%
增持
XPEL
XPEL INC
+$5.8M
500,000
+126%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$5.7M
14,768
+350%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$5.7M
6,186
+353%
增持
CHD
CHURCH & DWIGHT CO INC
+$5.6M
63,462
+372%
增持
PSMT
PRICESMART INC
+$5.5M
84,566
+303%
增持
PLD
PROLOGIS INC.
+$5.3M
59,838
+363%
增持
—
VALARIS LTD
+$5.3M
180,000
+350%
增持
ADBE
ADOBE INC
+$5.3M
19,786
+275%
增持
AMAT
APPLIED MATLS INC
+$5.2M
48,344
+339%
增持
PRI
PRIMERICA INC
+$5.2M
24,046
+302%
增持
TSLA
TESLA INC
+$5.2M
31,164
+339%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$5.2M
15,656
+725%
增持
MS
MORGAN STANLEY
+$5.1M
58,008
+337%
增持
VLO
VALERO ENERGY CORP
+$5.0M
47,454
+351%
增持
—
INTERCORP FINL SVCS INC
+$5.0M
263,794
+106%
建仓
—
SPOTIFY TECHNOLOGY S A
+$5.0M
9,044
增持
—
CRH PLC
+$4.9M
71,956
+368%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$4.9M
23,398
增持
OGE
OGE ENERGY CORP
+$4.9M
135,662
+310%
增持
MXCT
MAXCYTE INC
+$4.8M
7,400,000
+100%
增持
IDA
IDACORP INC
+$4.6M
51,702
+309%
增持
JLL
JONES LANG LASALLE INC
+$4.6M
23,592
+378%
增持
CTRE
CARETRUST REIT INC
+$4.5M
195,094
+393%
增持
TAP
MOLSON COORS BEVERAGE CO
+$4.4M
94,570
+306%
增持
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$4.4M
47,506
+369%
建仓
—
SCORPIO TANKERS INC
+$4.4M
117,600
增持
SNPS
SYNOPSYS INC
+$4.4M
32,970
+64%
增持
IDXX
IDEXX LABS INC
+$4.3M
13,002
+362%
增持
MKC
MCCORMICK & CO INC
+$4.2M
63,762
+374%
增持
—
TOPBUILD CORP
+$4.2M
17,668
+367%
增持
SU
SUNCOR ENERGY INC NEW
+$4.2M
140,738
+300%
增持
BSY
BENTLEY SYS INC
+$4.2M
145,800
+302%
增持
RRC
RANGE RES CORP
+$4.1M
126,846
+380%
增持
EXPD
EXPEDITORS INTL WASH INC
+$4.1M
42,578
+368%
增持
—
BANCOLOMBIA S A
+$4.1M
178,758
+80%
增持
BLND
BLEND LABS INC
+$4.0M
3,214,000
+100%
增持
—
XP INC
+$4.0M
340,198
+468%
增持
F
FORD MTR CO
+$4.0M
495,392
+377%
增持
CTRA
COTERRA ENERGY INC
+$3.9M
165,798
+381%
建仓
DDOG
DATADOG INC
+$3.9M
38,600
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$3.9M
23,474
+123%
增持
OXY
OCCIDENTAL PETE CORP
+$3.9M
97,116
+403%
增持
FFWM
FIRST FNDTN INC
+$3.7M
1,195,540
+202%
增持
RPM
RPM INTL INC
+$3.7M
41,722
+365%
增持
CDW
CDW CORP
+$3.7M
30,020
+349%
建仓
BVN
COMPANIA DE MINAS BUENAVENTU
+$3.6M
231,312
增持
BN
BROOKFIELD CORP
+$3.6M
89,180
+360%
增持
CSGP
COSTAR GROUP INC
+$3.6M
54,384
+406%
增持
—
COPA HOLDINGS SA
+$3.5M
61,120
+152%
清仓
WDC
WESTERN DIGITAL CORP
-$3.5M
0
-100%
增持
GGAL
GRUPO FINANCIERO GALICIA S.A
+$3.4M
67,318
+1833%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$3.4M
62,602
+368%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$3.4M
11,772
+417%
