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MIRABELLA FINANCIAL SERVICES LLP

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LONDON X0 Investment Advisor Hedge Fund
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

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)

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

Portfolio Performance