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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 36
增持 97
减持 3
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
—
ADS TEC ENERGY PLC
+$179.5M
33,907,665
+106%
增持
AA
ALCOA CORP
+$101.4M
40,489,177
+12358%
增持
NVDA
NVIDIA CORPORATION
+$51.6M
350,946
+303%
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
MSFT
MICROSOFT CORP
+$50.7M
133,196
+267%
增持
CVNA
CARVANA CO
+$39.7M
190,120
+100%
增持
GOOGL
ALPHABET INC
+$39.2M
195,356
+321%
增持
AAPL
APPLE INC
+$38.1M
184,054
+337%
增持
SKIN
THE BEAUTY HEALTH COMPANY
+$37.5M
31,192,554
+143%
增持
KWY
KINGSWAY FINL SVCS INC
+$34.4M
4,379,810
+126%
增持
AMZN
AMAZON COM INC
+$29.5M
191,452
+236%
增持
kspi us equity
KASPI KZ JSC
+$24.9M
422,344
+275%
增持
META
META PLATFORMS INC
+$24.7M
50,896
+199%
增持
BUSE
FIRST BUSEY CORP
+$23.7M
2,164,676
+146%
建仓
—
CMB.TECH NV
+$23.4M
2,494,019
建仓
EQNR
EQUINOR ASA
+$22.5M
30,273,607
增持
JPM
JPMORGAN CHASE & CO.
+$19.8M
79,132
+355%
清仓
KMPR
KEMPER CORP
-$19.7M
0
-100%
增持
AVGO
BROADCOM INC
+$19.2M
73,958
+300%
清仓
—
GOLDEN OCEAN GROUP LTD
-$19.0M
0
-100%
增持
—
EVEREST GROUP LTD
+$18.5M
128,062
+65%
清仓
—
PACIFIC PREMIER BANCORP
-$17.8M
0
-100%
建仓
GDX
VANECK ETF TRUST
+$17.7M
231,600
清仓
SPY
SPDR S&P 500 ETF TR
-$16.1M
0
-100%
增持
PCAR
PACCAR INC
+$15.4M
167,848
+1415%
建仓
—
STAR BULK CARRIERS CORP.
+$14.8M
4,130,702
增持
BLND
BLEND LABS INC
+$14.0M
5,287,554
+229%
增持
V
VISA INC
+$13.6M
50,928
+381%
增持
ABBV
ABBVIE INC
+$12.8M
65,798
+409%
增持
MRVI
MARAVAI LIFESCIENCES HLDGS I
+$12.5M
7,500,000
+100%
增持
ORCL
ORACLE CORP
+$12.2M
52,126
+372%
清仓
—
FRONTLINE PLC
-$11.9M
0
-100%
建仓
OC
OWENS CORNING NEW
+$11.8M
83,348
增持
SE
SEA LTD
+$11.7M
80,721
+208%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$11.7M
28,748
+418%
建仓
SRLN
SSGA ACTIVE ETF TR
+$11.6M
279,614
增持
DKNG
DRAFTKINGS INC NEW
+$11.6M
463,480
+245%
增持
MXCT
MAXCYTE INC
+$11.5M
16,400,000
+148%
增持
BANC
BANC OF CALIFORNIA INC
+$11.4M
1,408,436
+67%
增持
STLD
STEEL DYNAMICS INC
+$9.3M
83,512
+372%
建仓
T
AT&T INC
+$9.2M
325,114
减持
—
TXNM ENERGY INC
-$9.0M
10,000,000
-41%
增持
VMC
VULCAN MATLS CO
+$8.6M
46,074
+128%
建仓
NXE
NEXGEN ENERGY LTD
+$8.6M
963,530
增持
HCA
HCA HEALTHCARE INC
+$8.5M
25,430
+324%
增持
NOW
SERVICENOW INC
+$8.5M
15,028
+189%
增持
BKNG
BOOKING HOLDINGS INC
+$8.4M
2,038
+367%
增持
PGR
PROGRESSIVE CORP
+$8.4M
42,600
+454%
建仓
—
ALLEGION PLC
+$8.4M
47,333
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$7.9M
34,722
+346%
建仓
—
INTERCORP FINL SVCS INC
+$7.8M
194,562
增持
CME
CME GROUP INC
+$7.6M
33,646
+523%
增持
PEP
PEPSICO INC
+$7.5M
65,754
+409%
建仓
PSMT
PRICESMART INC
+$6.9M
31,899
建仓
BVN
COMPANIA DE MINAS BUENAVENTU
+$6.9M
143,036
建仓
FCFS
FIRSTCASH HOLDINGS INC
+$6.9M
43,716
增持
CAT
CATERPILLAR INC
+$6.8M
29,948
+54%
增持
TSLA
TESLA INC
+$6.5M
17,572
+318%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$6.4M
42,510
+346%
增持
TJX
TJX COS INC NEW
+$6.4M
52,914
+423%
增持
MMM
3M CO
+$6.3M
80,622
+97%
增持
LLY
ELI LILLY & CO
+$6.2M
10,730
+324%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$6.2M
21,046
清仓
WAB
WABTEC
-$6.0M
0
-100%
建仓
—
AURA MINERALS INC
+$6.0M
80,380
增持
AMAT
APPLIED MATLS INC
+$5.9M
59,784
+73%
增持
ANET
ARISTA NETWORKS INC
+$5.9M
47,376
+374%
建仓
BNY
BANK NEW YORK MELLON CORP
+$5.7M
52,870
增持
SYK
STRYKER CORPORATION
+$5.7M
20,496
+349%
建仓
AMX
AMERICA MOVIL SAB DE CV
+$5.7M
273,378
增持
LQDA
LIQUIDIA CORPORATION
+$5.6M
494,810
+10%
增持
DG
DOLLAR GEN CORP NEW
+$5.6M
72,306
+339%
增持
TSN
TYSON FOODS INC
+$5.5M
136,076
+301%
建仓
—
TRANSOCEAN LTD
+$5.4M
1,734,066
清仓
KRE
SPDR SERIES TRUST
-$5.4M
0
-100%
增持
SHOP
SHOPIFY INC
+$5.4M
44,206
+334%
增持
VLO
VALERO ENERGY CORP
+$5.3M
37,402
+380%
增持
NOC
NORTHROP GRUMMAN CORP
+$5.2M
10,258
+397%
增持
KMI
KINDER MORGAN INC DEL
+$5.0M
224,564
+389%
增持
TDG
TRANSDIGM GROUP INC
+$5.0M
7,222
+148%
增持
MS
MORGAN STANLEY
+$4.9M
37,850
+402%
增持
GOOG
ALPHABET INC
+$4.9M
28,800
+144%
增持
PRI
PRIMERICA INC
+$4.9M
20,814
+552%
增持
—
UBS GROUP AG
+$4.9M
209,456
+91%
增持
KNSL
KINSALE CAP GROUP INC
+$4.9M
15,666
+331%
建仓
APO
APOLLO GLOBAL MGMT INC
+$4.8M
36,338
减持
FFWM
FIRST FNDTN INC
+$4.8M
558,526
-38%
增持
IDXX
IDEXX LABS INC
+$4.7M
8,802
+412%
增持
THO
THOR INDS INC
+$4.6M
60,680
+230%
增持
—
AXIS CAP HLDGS LTD
+$4.6M
226,988
+37%
增持
HUBB
HUBBELL INC
+$4.6M
26,302
+60%
建仓
FCX
FREEPORT-MCMORAN INC
+$4.6M
116,458
清仓
—
INTERNATIONAL SEAWAYS INC
-$4.4M
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$4.4M
28,322
+400%
建仓
—
DLOCAL LTD
+$4.3M
155,184
建仓
—
CREDICORP LTD
+$4.3M
16,168
增持
SNPS
SYNOPSYS INC
+$4.3M
11,264
+358%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
+$4.3M
16,826
+473%
增持
IDA
IDACORP INC
+$4.2M
38,374
+447%
增持
—
CRH PLC
+$4.2M
41,736
+411%
增持
AME
AMETEK INC
+$4.2M
28,988
+336%
建仓
RCI
ROGERS COMMUNICATIONS INC
+$4.2M
121,444
增持
CTRE
CARETRUST REIT INC
+$4.2M
150,594
+339%
增持
UNH
UNITEDHEALTH GROUP INC
+$4.1M
17,984
+174%
清仓
LAB
STANDARD BIOTOOLS INC
-$4.1M
0
-100%
建仓
VIST
VISTA ENERGY S.A.B. DE C.V.
+$4.1M
118,948
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$4.1M
4,056
+421%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$4.0M
10,894
+267%
增持
UNP
UNION PAC CORP
+$4.0M
20,562
+430%
增持
ADBE
ADOBE INC
+$3.9M
15,188
+304%
增持
OGE
OGE ENERGY CORP
+$3.8M
100,626
+460%
增持
RMD
RESMED INC
+$3.8M
16,604
+506%
增持
PANW
PALO ALTO NETWORKS INC
+$3.8M
23,290
+425%
建仓
—
COPA HOLDINGS SA
+$3.8M
32,060
增持
KHC
KRAFT HEINZ CO
+$3.8M
180,510
+423%
增持
—
TOPBUILD CORP
+$3.8M
11,494
+422%
增持
DAL
DELTA AIR LINES INC DEL
+$3.7M
82,274
+330%
增持
ARGX
ARGENX SE
+$3.7M
5,952
+389%
建仓
—
JBS N.V.
+$3.7M
246,182
增持
SU
SUNCOR ENERGY INC NEW
+$3.6M
95,696
+838%
增持
JLL
JONES LANG LASALLE INC
+$3.6M
14,422
+437%
建仓
LAUR
LAUREATE EDUCATION INC
+$3.5M
112,183
清仓
—
DORIAN LPG LTD
-$3.5M
0
-100%
增持
WMT
WALMART INC
+$3.5M
42,372
+402%
建仓
ROL
ROLLINS INC
+$3.5M
59,314
建仓
CTAS
CINTAS CORP
+$3.4M
16,832
增持
F
FORD MTR CO
+$3.4M
331,184
+601%
建仓
JETS
ETF SER SOLUTIONS
+$3.4M
139,400
增持
NFLX
NETFLIX INC
+$3.3M
9,362
+59%
增持
PLD
PROLOGIS INC.
+$3.3M
35,476
+409%
增持
GM
GENERAL MTRS CO
+$3.2M
59,388
+650%
增持
IBP
INSTALLED BLDG PRODS INC
+$3.2M
14,976
+461%
建仓
—
ZIM INTEGRATED SHIPPING SERV
+$3.2M
235,699
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$3.2M
10,754
+368%
建仓
—
NEBIUS GROUP N.V.
+$3.2M
28,200
减持
AUB
ATLANTIC UN BANKSHARES CORP
-$3.1M
382,476
-28%
建仓
OTIS
OTIS WORLDWIDE CORP
+$3.1M
34,200
增持
EU
ENCORE ENERGY CORP
+$3.1M
1,639,326
+119%
增持
MELI
MERCADOLIBRE INC
+$3.1M
1,908
+272%
增持
EXPD
EXPEDITORS INTL WASH INC
+$3.1M
30,436
+450%
建仓
—
MILLICOM INTL CELLULAR S A
+$3.1M
63,412
增持
LEA
LEAR CORP
+$3.1M
39,790
+306%
清仓
PM
PHILIP MORRIS INTL INC
-$3.1M
0
-100%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$3.1M
42,334
+416%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$3.0M
24,798
+755%
清仓
DE
DEERE & CO
-$3.0M
0
-100%
建仓
ALB
ALBEMARLE CORP
+$3.0M
37,126
建仓
SBAC
SBA COMMUNICATIONS CORP NEW
+$2.9M
15,200
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$2.9M
81,090
+417%
清仓
DASH
DOORDASH INC
-$2.8M
0
-100%
清仓
CCK
CROWN HLDGS INC
-$2.7M
0
-100%
