Equal-WT
WhaleScore 2.0
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Mirabella Financial Services LLP is based out of London. Mirabella Financial Services LLP is a registered investment advisory firm Their last reported 13F filing for Q4 2023 included $749,510,278 in managed 13F securities
and a top 10 holdings concentration of 23.95%. Mirabella Financial Services LLP's largest holding is SPDR S&P 500 ETF TRUST with shares held of 110,000. Whalewisdom has at least 18 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
SPY SPDR S&P 500 ETF TRU (PUT) | 6.98% |
NVDA NVIDIA Corp. | 1.95% |
VZ Verizon Communicatio | 1.94% |
AMZN Amazon.com Inc. | 1.93% |
MSFT Microsoft Corp. | 1.78% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
NEM Newmont Mining Corp. | 2.85% |
ROP Roper Technologies I | 2.81% |
DHR Danaher Corp. | 2.78% |
LNG Cheniere Energy Inc | 1.83% |
LULU Lululemon Athletica | 1.68% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
SPY SPDR S&P 500 ETF TRU | 6.98% |
MSFT Microsoft Corp. | 2.54% |
AMZN Amazon.com Inc. | 2.31% |
NVDA NVIDIA Corp. | 2.04% |
TSM Taiwan Semiconductor | 2.02% |
2023-12-31
13F Activity
Market Value | $0.75b, Prior: $0.72b |
New Purchases | 274 stocks |
Added To | 76 stocks |
Sold out of | 208 stocks |
Reduced holdings in | 64 stocks |
Top 10 Holdings % | 23.95% |
Turnover %[1] | 115.87% |
Turnover Alt %[2] | 74.28% |
Time Held Top 20 | 0.1 quarters |
Time Held Top 10 | 0 quarters |
Time Held All | 2.08 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31