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Portfolio (Quarterly) Guide ↗

MIRABELLA FINANCIAL SERVICES LLP

· CIK 0001538853
13F Portfolio $1.1B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 663 New
Page 4 of 34  ·  663 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CX CEMEX SAB DE CV Basic Materials 227,828.0 $2.6M 0.24% NEW $11.49 +13.7%
62 LIBERTY MEDIA CORP DEL 25,732.0 $2.5M 0.24% NEW $98.51
63 AMAT APPLIED MATLS INC Technology 9,850.0 $2.5M 0.24% NEW $256.99 +75.0%
64 GLOB GLOBANT S A Technology 36,818.0 $2.4M 0.22% NEW $65.37 -38.9%
65 VALE VALE S A Basic Materials 181,158.0 $2.4M 0.22% NEW $13.03 +26.7%
66 GTLB GITLAB INC Technology 62,076.0 $2.3M 0.22% NEW $37.53 -25.6%
67 SE SEA LTD Consumer Cyclical 17,909.0 $2.3M 0.21% NEW $127.26 -27.8%
68 DOX AMDOCS LTD Technology 27,834.0 $2.2M 0.21% NEW $80.51 -23.4%
69 ON ON SEMICONDUCTOR CORP Technology 39,471.0 $2.1M 0.20% NEW $54.15 +128.6%
70 TECK TECK RESOURCES LTD Basic Materials 42,938.0 $2.1M 0.19% NEW $47.89 +38.0%
71 DOV DOVER CORP Industrials 9,897.0 $1.9M 0.18% NEW $195.24 +8.8%
72 GPRK GEOPARK LTD Energy 251,600.0 $1.9M 0.17% NEW $7.41 +32.8%
73 TXN TEXAS INSTRS INC Technology 10,678.0 $1.9M 0.17% NEW $173.49 +83.0%
74 GRAB GRAB HOLDINGS LIMITED Technology 363,054.0 $1.8M 0.17% NEW $5.05 -29.9%
75 BIP BROOKFIELD INFRAST PARTNERS Utilities 50,400.0 $1.8M 0.16% NEW $34.74 +13.9%
76 UBS UBS GROUP AG Financial Services 37,169.0 $1.7M 0.16% NEW $46.31 +1.8%
77 FCEL FUELCELL ENERGY INC Industrials 233,787.0 $1.7M 0.16% NEW $7.31 +233.7%
78 BEP BROOKFIELD RENEWABLE PARTNER Utilities 62,600.0 $1.7M 0.16% NEW $26.97 +38.3%
79 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 6,231.0 $1.6M 0.15% NEW $256.03 -14.9%
80 ENTG ENTEGRIS INC Technology 18,264.0 $1.5M 0.14% NEW $84.25 +64.3%
Page 4 of 34  ·  663 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 35.6%
Financial Services 16.5%
Consumer Cyclical 13.7%
Technology 9.2%
Communication Services 6.1%
Healthcare 5.1%
Consumer Defensive 4.8%
Basic Materials 3.9%
Energy 2.9%
Utilities 2.0%