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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 16
增持 2
减持 54
清仓 78
方向
标的
Δ市值
现股数(环比)
减持
—
ADS TEC ENERGY PLC
-$177.2M
18,113,463
-47%
减持
AA
ALCOA CORP
-$109.8M
21,315
-100%
减持
MSFT
MICROSOFT CORP
-$64.7M
8,498
-94%
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。
减持
NVDA
NVIDIA CORPORATION
-$60.8M
24,517
-93%
建仓
—
CSG SYS INTL INC
+$50.3M
42,500,000
清仓
GOOGL
ALPHABET INC
-$47.4M
0
-100%
清仓
AAPL
APPLE INC
-$46.8M
0
-100%
减持
KWY
KINGSWAY FINL SVCS INC
-$37.4M
1,983,825
-55%
减持
AMZN
AMAZON COM INC
-$37.0M
21,706
-89%
减持
SKIN
THE BEAUTY HEALTH COMPANY
-$36.1M
18,711,263
-40%
减持
META
META PLATFORMS INC
-$32.3M
7,599
-85%
减持
CVNA
CARVANA CO
-$31.1M
96,199
-49%
建仓
XOP
SPDR SERIES TRUST
+$25.3M
200,000
清仓
JPM
JPMORGAN CHASE & CO.
-$24.9M
0
-100%
清仓
AVGO
BROADCOM INC
-$24.4M
0
-100%
减持
—
EVEREST GROUP LTD
-$23.7M
62,448
-51%
清仓
—
CMB.TECH NV
-$23.4M
0
-100%
清仓
BLND
BLEND LABS INC
-$19.3M
0
-100%
清仓
GDX
VANECK ETF TRUST
-$17.7M
0
-100%
清仓
V
VISA INC
-$17.4M
0
-100%
减持
BANC
BANC OF CALIFORNIA INC
-$16.6M
347,887
-75%
减持
BUSE
FIRST BUSEY CORP
-$15.5M
1,187,651
-45%
减持
EQNR
EQUINOR ASA
-$15.4M
300,000
-99%
清仓
ABBV
ABBVIE INC
-$15.2M
0
-100%
减持
kspi us equity
KASPI KZ JSC
-$15.2M
247,500
-41%
建仓
IWM
ISHARES TR
+$15.0M
61,000
清仓
—
STAR BULK CARRIERS CORP.
-$14.8M
0
-100%
减持
MRVI
MARAVAI LIFESCIENCES HLDGS I
-$14.7M
2,110,545
-72%
清仓
ORCL
ORACLE CORP
-$14.6M
0
-100%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$14.4M
0
-100%
清仓
NOW
SERVICENOW INC
-$13.8M
0
-100%
减持
SE
SEA LTD
-$13.6M
17,909
-78%
清仓
AUB
ATLANTIC UN BANKSHARES CORP
-$13.5M
0
-100%
减持
MXCT
MAXCYTE INC
-$13.2M
8,200,000
-50%
减持
—
AXIS CAP HLDGS LTD
-$12.4M
87,366
-62%
清仓
OC
OWENS CORNING NEW
-$11.8M
0
-100%
清仓
STLD
STEEL DYNAMICS INC
-$11.6M
0
-100%
减持
CAT
CATERPILLAR INC
-$11.4M
5,202
-83%
清仓
HUBB
HUBBELL INC
-$11.3M
0
-100%
减持
PCAR
PACCAR INC
-$11.2M
47,444
-72%
清仓
NFLX
NETFLIX INC
-$11.2M
0
-100%
清仓
TMUS
T-MOBILE US INC
-$10.9M
0
-100%
建仓
—
EXXON MOBIL CORP
+$10.9M
90,291
清仓
HCA
HCA HEALTHCARE INC
-$10.8M
0
-100%
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$10.7M
166,501
增持
RCI
ROGERS COMMUNICATIONS INC
+$10.5M
390,111
+221%
建仓
SPY
SPDR S&P 500 ETF TR
+$10.5M
15,400
清仓
PGR
PROGRESSIVE CORP
-$10.5M
0
-100%
减持
BKNG
BOOKING HOLDINGS INC
-$10.4M
105
-95%
减持
AMAT
APPLIED MATLS INC
-$9.7M
9,850
-84%
减持
VMC
VULCAN MATLS CO
-$9.6M
15,150
-67%
减持
FFWM
FIRST FNDTN INC
-$9.4M
12,140
-98%
清仓
T
AT&T INC
-$9.2M
0
-100%
减持
TDG
TRANSDIGM GROUP INC
-$9.2M
163
-98%
清仓
CME
CME GROUP INC
-$9.1M
0
-100%
减持
PEP
PEPSICO INC
-$8.7M
3,717
-94%
清仓
NXE
NEXGEN ENERGY LTD
-$8.6M
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$8.6M
3,500
-90%
清仓
LLY
ELI LILLY & CO
-$8.2M
0
-100%
清仓
TSLA
TESLA INC
-$7.8M
0
-100%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$7.7M
0
-100%
清仓
SYK
STRYKER CORPORATION
-$7.6M
0
-100%
清仓
DG
DOLLAR GEN CORP NEW
-$7.5M
0
-100%
清仓
TSN
TYSON FOODS INC
-$7.4M
0
-100%
减持
MMM
3M CO
-$7.2M
33,524
-58%
减持
TJX
TJX COS INC NEW
-$6.9M
4,464
-92%
减持
—
UBS GROUP AG
-$6.9M
37,169
-82%
清仓
KNSL
KINSALE CAP GROUP INC
-$6.6M
0
-100%
清仓
SHOP
SHOPIFY INC
-$6.6M
0
-100%
减持
ANET
ARISTA NETWORKS INC
-$6.5M
2,616
-94%
减持
—
TXNM ENERGY INC
-$6.4M
5,000,000
-50%
清仓
VLO
VALERO ENERGY CORP
-$6.4M
0
-100%
减持
DKNG
DRAFTKINGS INC NEW
-$6.3M
318,761
-31%
清仓
KMI
KINDER MORGAN INC DEL
-$6.3M
0
-100%
减持
HON
HONEYWELL INTL INC
-$6.3M
23,814
-54%
清仓
THO
THOR INDS INC
-$6.3M
0
-100%
建仓
FSUN
FIRSTSUN CAP BANCORP
+$6.3M
166,075
清仓
UNH
UNITEDHEALTH GROUP INC
-$6.2M
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$6.2M
0
-100%
增持
GOOG
ALPHABET INC
+$6.1M
41,657
+45%
清仓
MS
MORGAN STANLEY
-$6.0M
0
-100%
减持
NOC
NORTHROP GRUMMAN CORP
-$6.0M
453
-96%
清仓
BNY
BANK NEW YORK MELLON CORP
-$5.7M
0
-100%
清仓
AMX
AMERICA MOVIL SAB DE CV
-$5.7M
0
-100%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$5.6M
138,094
清仓
IDXX
IDEXX LABS INC
-$5.6M
0
-100%
建仓
NU
NU HLDGS LTD
+$5.6M
333,946
建仓
ETOR
ETORO GROUP LTD
+$5.6M
158,300
清仓
SNPS
SYNOPSYS INC
-$5.5M
0
-100%
清仓
AME
AMETEK INC
-$5.4M
0
-100%
清仓
ELV
ELEVANCE HEALTH INC FORMERLY
-$5.4M
0
-100%
减持
BVN
COMPANIA DE MINAS BUENAVENTU
-$5.4M
54,307
-62%
减持
—
TRANSOCEAN LTD
-$5.4M
13,035
-99%
清仓
ADBE
ADOBE INC
-$5.3M
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$5.2M
0
-100%
清仓
CTRE
CARETRUST REIT INC
-$5.2M
0
-100%
减持
SRLN
SSGA ACTIVE ETF TR
-$5.2M
156,900
-44%
减持
PRI
PRIMERICA INC
-$5.0M
2,832
-86%
建仓
WAB
WABTEC
+$5.0M
23,532
建仓
CMI
CUMMINS INC
+$5.0M
9,838
建仓
OMC
OMNICOM GROUP INC
+$5.0M
61,589
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$5.0M
0
-100%
清仓
ALNY
ALNYLAM PHARMACEUTICALS INC
-$5.0M
0
-100%
清仓
UNP
UNION PAC CORP
-$4.9M
0
-100%
建仓
RSI
RUSH STREET INTERACTIVE INC
+$4.8M
246,484
清仓
PANW
PALO ALTO NETWORKS INC
-$4.7M
0
-100%
清仓
CRM
SALESFORCE INC
-$4.7M
0
-100%
清仓
OGE
OGE ENERGY CORP
-$4.6M
0
-100%
减持
APO
APOLLO GLOBAL MGMT INC
-$4.6M
1,866
-95%
减持
IDA
IDACORP INC
-$4.6M
3,999
-90%
减持
—
CRH PLC
-$4.5M
4,000
-90%
清仓
—
TOPBUILD CORP
-$4.5M
0
-100%
清仓
MELI
MERCADOLIBRE INC
-$4.5M
0
-100%
清仓
PTC
PTC INC
-$4.4M
0
-100%
清仓
ARGX
ARGENX SE
-$4.4M
0
-100%
清仓
WMT
WALMART INC
-$4.4M
0
-100%
建仓
—
XP INC
+$4.3M
262,897
减持
DAL
DELTA AIR LINES INC DEL
-$4.2M
6,123
-93%
减持
KHC
KRAFT HEINZ CO
-$4.2M
19,128
-89%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$4.2M
0
-100%
减持
—
ALLEGION PLC
-$4.2M
26,258
-45%
清仓
PLD
PROLOGIS INC.
-$4.1M
0
-100%
清仓
SU
SUNCOR ENERGY INC NEW
-$4.0M
0
-100%
清仓
F
FORD MTR CO
-$4.0M
0
-100%
清仓
BJ
BJS WHSL CLUB HLDGS INC
-$3.9M
0
-100%
建仓
EPAM
EPAM SYS INC
+$3.9M
19,144
减持
RMD
RESMED INC
-$3.8M
2,910
-82%
清仓
—
COPA HOLDINGS SA
-$3.8M
0
-100%
减持
EU
ENCORE ENERGY CORP
-$3.8M
600,000
-63%
清仓
EXPD
EXPEDITORS INTL WASH INC
-$3.7M
0
-100%
清仓
IBP
INSTALLED BLDG PRODS INC
-$3.7M
0
-100%
清仓
GM
GENERAL MTRS CO
-$3.6M
0
-100%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$3.5M
0
-100%
清仓
CTAS
CINTAS CORP
-$3.4M
0
-100%
清仓
JETS
ETF SER SOLUTIONS
-$3.4M
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$3.4M
4,632
-94%
清仓
SLVM
SYLVAMO CORP
-$3.4M
0
-100%
减持
JLL
JONES LANG LASALLE INC
-$3.4M
2,784
-81%
减持
—
INTERCORP FINL SVCS INC
-$3.3M
106,981
-45%
清仓
CHD
CHURCH & DWIGHT CO INC
-$3.3M
0
-100%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$3.3M
0
-100%
清仓
—
NEBIUS GROUP N.V.
-$3.2M
0
-100%
清仓
BRO
BROWN & BROWN INC
-$3.2M
0
-100%
减持
PSMT
PRICESMART INC
-$3.1M
31,383
-2%
减持
LEA
LEAR CORP
-$3.0M
8,535
-79%
清仓
ALB
ALBEMARLE CORP
-$3.0M
0
-100%
减持
CDW
CDW CORP
-$3.0M
3,106
-86%
减持
FCFS
FIRSTCASH HOLDINGS INC
-$3.0M
24,822
-43%
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$3.0M
0
-100%
清仓
RS
RELIANCE INC
-$3.0M
0
-100%
