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Livermore
Livermore
ZHEN

Mirabella Financial Services LLP

SEC CIK
0001538853
Latest filing
Jul 31, 2026

The latest 13F from Mirabella Financial Services LLP covers Q2 2026 (filed Jul 31, 2026): 663 long positions worth $1.04B. The top 10 holdings make up 52.0% of the portfolio, and the largest is Ads-Tec Energy Public Ltd Co (ADSE) at 28.6%. Livermore has 25 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
339
Est. +$287.5M
Added
145
Est. +$120.3M
Reduced
177
Est. −$162.2M
Sold out
560
Est. −$376.2M

Top 5 holdings

Share of this quarter's portfolio value

  1. ADSEAds-Tec Energy Public Ltd Co
    28.6%$296.5MHistory
  2. TXNM Energy Inc69349HAF4
    5.6%$58.1M
  3. SMCIPSuper Micro Computer, Inc.
    3.0%$31.2MHistory
  4. iShares Russell 2000 ETF464287655
    2.7%$28.5M
  5. OCFCOceanfirst Financial Corp
    2.4%$25.2MHistory

Share of portfolio

Top 5 holdings and the other 658 positions, by share of portfolio value

  1. ADSE28.6%
  2. TXNM Energy Inc5.6%
  3. SMCIP3.0%
  4. iShares Russell 2000 ETF2.7%
  5. OCFC2.4%
  6. Other 658 positions57.6%

Biggest buys

New and added positions, by estimated amount bought

  1. SMCIPSuper Micro Computer, Inc.
    +$31.2MNewHistory
  2. iShares Russell 2000 ETF464287655
    +$28.5MNew
  3. AZULAzul SA
    +$18.9MNewHistory
  4. ADSEAds-Tec Energy Public Ltd Co
    +$13.9MAddedHistory
  5. DKNGDraftKings Inc.
    +$12.8MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. ADSEAds-Tec Energy Public Ltd Co
    +3.87 pp24.7% → 28.6%History
  2. SMCIPSuper Micro Computer, Inc.
    +3.00 pp0.0% → 3.0%History
  3. iShares Russell 2000 ETF464287655
    +2.75 pp0.0% → 2.7%
  4. AZULAzul SA
    +1.82 pp0.0% → 1.8%History
  5. DKNGDraftKings Inc.
    +1.24 pp0.0% → 1.2%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. CSG Sys Intl Inc126349AH2
    −$33.1MSold out
  2. BUSEFirst Busey Corp
    −$11.8MReducedHistory
  3. GRNDGrindr Inc.
    −$8.07MSold outHistory
  4. STNGScorpio Tankers Inc.
    −$6.79MReducedHistory
  5. CMICummins Inc
    −$6.44MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. CSG Sys Intl Inc126349AH2
    −3.21 pp3.2% → 0.0%
  2. GRNDGrindr Inc.
    −0.78 pp0.8% → 0.0%History
  3. STNGScorpio Tankers Inc.
    −0.71 pp0.7% → <0.1%History
  4. BUSEFirst Busey Corp
    −0.64 pp3.1% → 2.4%History
  5. CMICummins Inc
    −0.62 pp0.6% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.04B
+$5.94M (+0.6%) vs. prior quarter
Positions
663
−221 vs. prior quarter
Top 10 concentration
52.0%
Top 10 as share of value
Turnover
39.4%
Q2 2026, one quarter
Average holding period
4.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $2.45B (Q1 2025)

Q1 2021: $319.3MQ2 2021: $519.5MQ3 2021: $761.7MQ4 2021: $982.0MQ1 2022: $879.3MQ2 2022: $1.01BQ3 2022: $960.8MQ4 2022: $1.12BQ1 2023: $467.1MQ2 2023: $860.4MQ3 2023: $703.2MQ4 2023: $697.2MQ1 2024: $1.37BQ2 2024: $1.37BQ3 2024: $1.78BQ4 2024: $1.09BQ1 2025: $2.45BQ2 2025: $952.8MQ3 2025: $1.15BQ4 2025: $1.04BQ1 2026: $1.03BQ2 2026: $1.04B
Q1 2021Q2 2026
13F filings of Mirabella Financial Services LLP by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 31, 2026663$1.04BADSETXNM Energy IncSMCIPvs. Q1 2026SEC
Q1 2026May 12, 2026884$1.03BADSECSG Sys Intl IncBUSEvs. Q4 2025SEC
Q4 2025Feb 17, 2026660$1.04BADSECSG Sys Intl IncCVNAvs. Q3 2025SEC
Q3 2025Dec 15, 2025Amended250$1.15BADSECVNAMSFTvs. Q2 2025SEC
Q2 2025Aug 13, 2025204$952.8MADSECVNAKWYvs. Q1 2025SEC
Q1 2025Oct 2, 2025Amended230$2.45BADSEMSFTAMZNvs. Q4 2024SEC
Q4 2024Feb 13, 2025226$1.09BADSEMSFTNVDAvs. Q3 2024SEC
Q3 2024Nov 13, 2024147$1.78BTLNGOOGLBRK.Avs. Q2 2024SEC
Q2 2024Aug 8, 2024416$1.37BUnited States STL Corp NewGOOGLCarnival Corp Ltd.vs. Q1 2024SEC
Q1 2024May 15, 2024484$1.37BGOOGLLBTYALBRDKvs. Q4 2023SEC
Q4 2023Feb 14, 2024414$697.2MMSFTAMZNNVDAvs. Q3 2023SEC
Q3 2023Nov 13, 2023346$703.2MNEMROPDHRvs. Q2 2023SEC
Q2 2023Aug 7, 2023463$860.4MCool Co LtdState Street Industrial Select Sector SPDR ETFAAPLvs. Q1 2023SEC
Q1 2023May 12, 2023374$467.1MCool Co LtdAlps ETF TrGolden Ocean Group Ltdvs. Q4 2022SEC
Q4 2022Feb 13, 2023378$1.12BSPYInvesco Exchange Traded FD TState Street Industrial Select Sector SPDR ETFvs. Q3 2022SEC
Q3 2022Oct 28, 2022Amended312$960.8MSPYState Street Industrial Select Sector SPDR ETFInvesco Exchange Traded FD Tvs. Q2 2022SEC
Q2 2022Aug 12, 2022442$1.01BSPYState Street Industrial Select Sector SPDR ETFState Street Consumer Staples Select Sector SPDR ETFvs. Q1 2022SEC
Q1 2022May 17, 2022514$879.3MSPYiShares TriShares U.S. Medical Devices ETFvs. Q4 2021SEC
Q4 2021Feb 14, 2022384$982.0MSPYState Street Consumer Staples Select Sector SPDR ETFiShares Trvs. Q3 2021SEC
Q3 2021Nov 15, 2021418$761.7MDELLZDSEvs. Q2 2021SEC
Q2 2021Aug 13, 2021279$519.5MNSCCOSTTUvs. Q1 2021SEC
Q1 2021May 17, 2021260$319.3MVODTUWST–SEC

13D and 13G filings

Companies where Mirabella Financial Services LLP reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

1 company, largest stake first.

Companies where Mirabella Financial Services LLP owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
ADSEAds-Tec Energy Public Ltd Co13G/A25.23%18.2M shares−4.99 ppfrom 30.22%Feb 13, 20254 filingsMay 15, 2026SEC

Latest filings

13 filings on file made by Mirabella Financial Services LLP or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Mirabella Financial Services LLP
CompanyFiled (ET)FormStakeChangeEvent dateFiling
ADSEAds-Tec Energy Public Ltd CoMay 15, 20268:09 AM ET13G/A25.23%18.2M shares−4.99 ppfrom 30.22%Apr 30, 2026SEC
ADSEAds-Tec Energy Public Ltd CoMay 12, 20269:23 AM ET13G/A30.22%18.2M shares+2.54 ppfrom 27.68%May 12, 2026SEC
MXCTMaxcyte, Inc.Apr 10, 202610:16 AM ET13G/A0.00%0 shares−7.69 ppfrom 7.69%Below 5%Mar 31, 2026SEC
KWYKINGSWAY CorpApr 10, 202610:10 AM ET13G/A0.00%0 shares−6.85 ppfrom 6.85%Below 5%Mar 31, 2026SEC
SKINSkinHealth Systems Inc.Feb 6, 20269:58 AM ET13G/A0.00%0 shares−10.21 ppfrom 10.21%Below 5%Jan 31, 2026SEC
KWYKINGSWAY CorpJan 9, 20269:19 AM ET13G/A6.85%1.98M shares+1.05 ppfrom 5.80%Dec 31, 2025SEC
MXCTMaxcyte, Inc.Nov 4, 20259:38 AM ET13G/A7.69%8.20M shares+1.49 ppfrom 6.20%Sep 30, 2025SEC
MXCTMaxcyte, Inc.Nov 3, 202511:23 AM ET13G6.20%6.60M sharesNewJun 30, 2025SEC
SKINSkinHealth Systems Inc.Sep 8, 20259:53 AM ET13G/A10.21%12.8M shares+2.97 ppfrom 7.24%Apr 30, 2025SEC
ADSEAds-Tec Energy Public Ltd CoMar 4, 20259:36 AM ET13G/A27.68%14.3M shares+6.19 ppfrom 21.49%Feb 28, 2025SEC
ADSEAds-Tec Energy Public Ltd CoFeb 13, 20253:59 PM ET13G21.49%11.1M sharesNewDec 31, 2024SEC
KWYKINGSWAY CorpJan 31, 202511:45 AM ET13G5.80%1.60M sharesNewDec 31, 2024SEC
SKINSkinHealth Systems Inc.Jan 31, 202511:44 AM ET13G7.24%8.99M sharesNewDec 31, 2024SEC