Mirabella Financial Services LLP Top Holdings and 13F Report (2024) About Mirabella Financial Services LLPInvestment ActivityMirabella Financial Services LLP has $1.81 billion in total holdings as of September 30, 2024.Mirabella Financial Services LLP owns shares of 148 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 57.68% of the portfolio was purchased this quarter.About 41.17% of the portfolio was sold this quarter.This quarter, Mirabella Financial Services LLP has purchased 419 new stocks and bought additional shares in 60 stocks.Mirabella Financial Services LLP sold shares of 26 stocks and completely divested from 332 stocks this quarter.Largest Holdings TALEN ENERGY CORP $453,404,060Alphabet $131,661,813Berkshire Hathaway $77,412,160NVIDIA $52,830,953Liberty Broadband $50,871,119 Largest New Holdings this Quarter TALEN ENERGY CORP $453,404,060 HoldingCORE SCIENTIFIC INC NEW $36,766,000 HoldingAlcon $17,743,488 HoldingMerck & Co., Inc. $17,590,330 HoldingEli Lilly and Company $17,089,578 Holding Largest Purchases this Quarter TALEN ENERGY CORP 943,157 shares (about $453.40M)NVIDIA 430,062 shares (about $52.15M)Cool 3,957,612 shares (about $44.60M)Berkshire Hathaway 60 shares (about $41.47M)CORE SCIENTIFIC INC NEW 1,550,000 shares (about $36.77M) Largest Sales this Quarter Liberty Broadband 294,484 shares (about $22.76M)Carnival Co. & 1,280,247 shares (about $21.34M)Under Armour 2,331,662 shares (about $20.78M)Stryker 49,366 shares (about $17.83M)Formula One Group 205,547 shares (about $14.70M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMirabella Financial Services LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTALEN ENERGY CORP$453,404,060$453,404,060 ▲New Holding943,15725.1%COMGOOGLAlphabet$131,661,813$13,110,996 ▼-9.1%793,2857.3%Computer and TechnologyBRK.ABerkshire Hathaway$77,412,160$41,470,800 ▲115.4%1124.3%FinanceNVDANVIDIA$52,830,953$52,154,976 ▲7,715.5%435,6362.9%Computer and TechnologyLBRDKLiberty Broadband$50,871,119$22,760,703 ▼-30.9%658,1842.8%Consumer DiscretionaryCUKCarnival Co. &$49,904,496$21,341,725 ▼-30.0%2,993,6702.8%Consumer DiscretionaryFOXFOX$47,855,998$2,485,608 ▲5.5%1,233,4012.6%Consumer DiscretionaryNWSANews$46,486,952$8,417,104 ▲22.1%1,745,6612.6%Consumer DiscretionaryCLCOCool$45,273,868$44,597,737 ▲6,596.0%4,017,6122.5%TransportationLIBERTY GLOBAL LTD$44,619,468$6,339,439 ▲16.6%2,113,6652.5%COM CL ACORE SCIENTIFIC INC NEW$36,766,000$36,766,000 ▲New Holding1,550,0002.0%COMAMATApplied Materials$28,674,098$5,123,579 ▼-15.2%141,9161.6%Computer and TechnologyLENLennar$24,514,322$7,892,720 ▼-24.4%130,7571.4%ConstructionBDXBecton, Dickinson and Company$23,906,029$10,243,133 ▲75.0%99,1541.3%MedicalICLRICON Public$23,611,136$6,334,898 ▼-21.2%82,1801.3%MedicalHEI.AHEICO$23,129,816$750,244 ▲3.4%113,5151.3%AerospaceUAAUnder Armour$22,315,460$20,775,108 ▼-48.2%2,504,5411.2%Consumer DiscretionaryCWEN.AClearway Energy$21,220,371$1,410,121 ▼-6.2%745,3581.2%UtilitiesTMOThermo Fisher Scientific$20,586,579$3,628,523 ▲21.4%33,2811.1%MedicalCENTACentral Garden & Pet$19,783,601$855,619 ▲4.5%630,0511.1%Consumer DiscretionaryNXENexGen Energy$19,420,011$1,801,548 ▼-8.5%2,977,5701.1%Basic MaterialsLINDE PLC$18,008,141$6,027,034 ▼-25.1%37,7641.0%SHSALCAlcon$17,743,488$17,743,488 ▲New Holding177,9821.0%MedicalMRKMerck & Co., Inc.$17,590,330$17,590,330 ▲New Holding154,8991.0%MedicalLGF.BLions Gate Entertainment$17,536,706$10,570,100 ▲151.7%2,534,2061.0%Consumer DiscretionaryLLYEli Lilly and Company$17,089,578$17,089,578 ▲New Holding19,2900.9%MedicalCCJCameco$15,209,124$15,209,124 ▲New Holding318,4480.8%Basic MaterialsCHTRCharter Communications$14,547,485$14,547,485 ▲New Holding44,2240.8%Consumer DiscretionaryLIBERTY MEDIA CORP DEL$13,888,974$16,682 ▼-0.1%270,5820.8%COM LBTY LIV S CENVESTNET INC$13,753,090$13,753,090 ▲New Holding24,930,0000.8%NOTE 2.625%12/0BEPBrookfield Renewable Partners$13,152,620$7,788,219 ▲145.2%466,7360.7%UtilitiesZTSZoetis$11,879,690$11,879,690 ▲New Holding60,8030.7%MedicalSYKStryker$11,813,169$17,833,911 ▼-60.2%32,7000.7%MedicalIDXXIDEXX Laboratories$11,799,894$5,051,684 ▲74.9%23,3560.7%MedicalZGZillow Group$11,351,397$11,351,397 ▲New Holding183,2940.6%FinanceFERGUSON ENTERPRISES INC$9,966,228$9,966,228 ▲New Holding50,1900.6%COMMON STOCK NEWGMGeneral Motors$9,825,500$5,590,057 ▲132.0%219,1240.5%Auto/Tires/TrucksTSMTaiwan Semiconductor Manufacturing$9,810,040$9,587,179 ▲4,301.9%56,7840.5%Computer and TechnologyMUMicron Technology$9,427,861$8,933,475 ▲1,807.0%90,9060.5%Computer and TechnologyGOGLGolden Ocean Group$9,359,594$9,359,594 ▲New Holding700,0000.5%TransportationADSEADS-TEC Energy$9,131,248$897,035 ▲10.9%682,4550.5%Business ServicesKMBKimberly-Clark$7,676,006$7,676,006 ▲New Holding53,9500.4%Consumer StaplesFWONAFormula One Group$7,554,712$14,702,776 ▼-66.1%105,6160.4%Consumer DiscretionaryKASPI KZ JSC$7,553,483$3,217,008 ▼-29.9%71,2660.4%SPONSORED ADSALLEAllegion$7,477,628$6,906,764 ▲1,209.9%51,3080.4%Industrial ProductsONOnsemi$7,262,163$7,262,163 ▲New Holding102,2120.4%Computer and TechnologyMARMarriott International$7,024,442$5,926,624 ▲539.9%28,2560.4%Consumer DiscretionaryMSFTMicrosoft$6,197,512$1,878,353 ▲43.5%14,6990.3%Computer and TechnologyEWEdwards Lifesciences$5,929,136$5,929,136 ▲New Holding89,8490.3%MedicalIQVIQVIA$5,887,283$9,234,958 ▼-61.1%24,8440.3%MedicalBTDRBitdeer Technologies Group$5,872,500$5,872,500 ▲New Holding750,0000.3%Business ServicesNOWServiceNow$5,714,716$842,899 ▲17.3%6,5900.3%Computer and TechnologyMDLZMondelez International$5,611,297$5,611,297 ▲New Holding76,1680.3%Consumer StaplesACNAccenture$5,592,962$4,335,338 ▲344.7%15,8900.3%Computer and TechnologyWKWorkiva$5,558,578$4,655,315 ▲515.4%72,3020.3%Computer and TechnologyVALEVale$5,172,114$3,267,935 ▲171.6%442,8180.3%Basic MaterialsBSYBentley Systems$5,017,824$4,617,991 ▲1,155.0%100,8000.3%Computer and TechnologyOMCOmnicom Group$4,763,378$7,497,910 ▼-61.2%46,3860.3%Business ServicesGLOBGlobant$4,760,921$4,760,921 ▲New Holding24,1930.3%Computer and TechnologyTUTELUS$4,521,135$4,521,135 ▲New Holding269,2820.3%UtilitiesETNEaton$4,443,948$4,443,948 ▲New Holding13,4080.2%Industrial ProductsADSKAutodesk$4,437,327$990,441 ▲28.7%16,5900.2%Computer and TechnologyMELIMercadoLibre$4,430,007$3,816,495 ▲622.1%2,1590.2%Retail/WholesaleVRTVertiv$4,342,739$4,342,739 ▲New Holding43,6500.2%Computer and TechnologyAXSAXIS Capital$4,249,184$4,249,184 ▲New Holding53,3750.2%FinanceIBNICICI Bank$4,224,6410.0%141,5290.2%FinanceCDROWCodere Online Luxembourg$4,121,101$4,121,101 ▲New Holding6,957,7530.2%Consumer CyclicalKOFCoca-Cola FEMSA$3,912,108$3,912,108 ▲New Holding44,0950.2%Consumer StaplesKMPRKemper$3,751,746$3,751,746 ▲New Holding61,2530.2%FinanceVECOVeeco Instruments$3,701,931$3,701,931 ▲New Holding115,0740.2%Computer and TechnologyORCLOracle$3,695,573$3,309,266 ▲856.6%22,1080.2%Computer and TechnologyLBRDALiberty Broadband$3,669,154$3,669,154 ▲New Holding47,7630.2%Consumer DiscretionaryPTCPTC$3,640,115$3,073,316 ▲542.2%20,6860.2%Computer and TechnologyIFFInternational Flavors & Fragrances$3,519,352$34,942 ▲1.0%33,5400.2%Basic MaterialsALTRAltair Engineering$3,419,906$2,902,267 ▲560.7%37,2620.2%ConstructionURGUr-Energy$3,209,138$3,209,138 ▲New Holding2,696,7550.2%Basic MaterialsEROEro Copper$3,189,144$2,738,796 ▲608.2%143,2520.2%Basic MaterialsHAFNIA LTD$3,175,359$3,175,359 ▲New Holding445,9920.2%ORD SHSAZPNAspen Technology$3,139,817$1,383,299 ▲78.8%13,4100.2%Computer and TechnologyFWONKFormula One Group$2,951,103$2,951,103 ▲New Holding38,7640.2%Consumer DiscretionaryKDPKeurig Dr Pepper$2,926,738$2,926,738 ▲New Holding78,0880.2%Consumer StaplesFFord Motor$2,926,423$2,688,731 ▲1,131.2%277,1270.2%Auto/Tires/TrucksBAPCredicorp$2,729,028$1,996,823 ▲272.7%15,0800.2%FinanceYPFYPF Sociedad Anónima$2,725,124$1,018,610 ▲59.7%128,4830.2%Oils/EnergyAPTVAptiv$2,711,177$1,759,349 ▲184.8%37,6500.2%Business ServicesAMZNAmazon.com$2,640,371$8,391,748 ▼-76.1%14,2500.1%Retail/WholesaleADBEAdobe$2,630,819$1,588,856 ▲152.5%5,2290.1%Computer and TechnologySTXSeagate Technology$2,474,469$1,332,655 ▲116.7%22,9500.1%Computer and TechnologyINTUIntuit$2,385,106$2,385,106 ▲New Holding3,9340.1%Computer and TechnologyWDAYWorkday$2,356,543$933,280 ▲65.6%9,7920.1%Computer and TechnologyFCFSFirstCash$2,267,644$2,267,644 ▲New Holding19,7530.1%Business ServicesTECKTeck Resources$2,260,111$1,014,083 ▼-31.0%43,2640.1%Basic MaterialsBARCLAYS BANK PLC$2,257,560$2,257,560 ▲New Holding889,6810.1%IPATH S&P 500 SHVALValaris$2,230,000$1,797,213 ▲415.3%40,0000.1%Oils/EnergyBANCBanc of California$2,222,654$2,222,654 ▲New Holding150,8930.1%FinanceTKRTimken$2,214,973$2,214,973 ▲New Holding26,2780.1%Computer and TechnologyURNMSprott Uranium Miners ETF$2,125,970$2,125,970 ▲New Holding109,7890.1%ETFROKURoku$2,103,673$2,103,673 ▲New Holding28,2980.1%Consumer DiscretionaryCRMSalesforce$2,081,365$39,276 ▼-1.9%7,6840.1%Computer and TechnologyGTGoodyear Tire & Rubber$1,702,917$1,370,086 ▲411.6%192,4200.1%Auto/Tires/TrucksShowing largest 100 holdings. 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