Mirabella Financial Services
Mirabella Financial Services reported 662 stocks worth $979M in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are ADSE (30.3%), Super Micro Computer Inc (3.2%) and IWM (2.9%). Compared with Q1 2026, the fund opened new positions in IWM, AZUL and DKNG, added to ADSE, OCFC and FSUN, trimmed BUSE, EG and HUBB and sold out of GRND, CMI and VMC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ADSE Ads Tec Energy PLC | $297M | 30.3% | 23.3M | +1.1M (+5%) | 8 of 8 | |
| 2 | SUPER MICRO COMPUTER INC | $31.2M | 3.2% | 400K | New position | 1 of 8 | |
| 3 |  IWM Ishares TR | $28.5M | 2.9% | 95K | New position | 4 of 8 | |
| 4 |  OCFC Oceanfirst Finl Corp | $25.2M | 2.6% | 1.3M | +494K (+62%) | 2 of 8 | |
| 5 |  BUSE First Busey Corp | $25.1M | 2.6% | 851K | −398K (−32%) | 5 of 8 | |
| 6 |  FSUN Firstsun Cap Bancorp | $24.2M | 2.5% | 623K | +164K (+36%) | 3 of 8 | |
| 7 |  AZUL Azul Sa-Spon ADR | $18.9M | 1.9% | 2.1M | New position | 1 of 8 | |
| 8 |  EG Everest Group Ltd | $18M | 1.8% | 50K | −10K (−17%) | 6 of 8 | |
| 9 |  DG Dollar Gen Corp New | $14.1M | 1.4% | 123K | +83K (+210%) | 6 of 8 | |
| 10 |  DKNG Draftkings Inc New | $12.8M | 1.3% | 509K | New position | 4 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 GRND Grindr Inc | $8.1M | 667K |
 CMI Cummins Inc | $6.4M | 12K |
 VMC Vulcan Matls Co | $6.2M | 23K |
 ETOR Etoro Group Ltd | $5.6M | 187K |
 FIVE Five Below Inc | $4.3M | 19K |
🔒 Free account: see all 30.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 31, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Mirabella Financial Services 13F FAQ
What does Mirabella Financial Services own?
Mirabella Financial Services reported 662 stocks worth $979M in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are ADSE (30.3%), Super Micro Computer Inc (3.2%) and IWM (2.9%). The table above lists every position in the filing (the top 10 without an account).
What did Mirabella Financial Services buy and sell in Q2 2026?
Compared with Q1 2026: 340 new positions, 145 added to, 176 trimmed and 560 sold out. New positions include IWM, AZUL and DKNG. It sold all of GRND, CMI and VMC.
When will Mirabella Financial Services file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Mirabella Financial Services's portfolio worth?
The Q2 2026 filing reports $979M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.