Titelia

Holdings of MIRABELLA FINANCIAL SERVICES LLP

791 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 17.9 % of the equity sleeve

Sector breakdown

  • Industrials 9.0 %
  • Technology 7.5 %
  • Financials 3.2 %
  • Utilities 3.2 %
  • Materials 2.5 %
  • Consumer discretionary 2.0 %
  • Communication 1.9 %
  • Health care 1.5 %
  • Funds 0.8 %
  • Consumer staples 0.8 %
  • Energy 0.8 %
  • Unattributed 66.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 97.1 %
  • MX 1.7 %
  • BR 0.6 %
  • PE 0.4 %
  • CL 0.1 %
  • AR 0.1 %
  • FR 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US780589.6M $97.08 %
2MX410.3M $1.69 %
3BR33.7M $0.62 %
4PE12.1M $0.35 %
5CL1568.6K $0.09 %
6AR1537.4K $0.09 %
7FR1473.9K $0.08 %

Positions

RankCompanySharesValueWeight
501Charter Communications, Inc. 1,199258.8K $
502Axcelis Technologies Inc 2,753256.2K $
503ICU Medical Inc 1,983256.1K $
504Sinclair Inc 19,784256K $
505Kennametal Inc 7,076255.7K $
506BWX Technologies Inc 1,249255.4K $
507Warner Music Group Corp 9,997255.3K $
508Janus International Group Inc 49,545255.2K $
509Salesforce Inc 1,366255K $
510Synopsys Inc 643254.9K $
511Intuit Inc 589254.7K $
512Terex Corp 4,309254.7K $
513Macy's Inc 14,077254.7K $
514National Beverage Corp 7,560254.4K $
515ResMed Inc 1,132254.1K $
516Arko Corp 45,703254.1K $
517Qualys Inc 2,890253.9K $
518Southwest Airlines Co 6,753253.7K $
519Roku Inc 2,681253.7K $
520Cadence Design Systems Inc 912253.4K $
521Privia Health Group Inc 12,302253.1K $
522Magnite Inc 21,285252.9K $
523Under Armour Inc 42,727252.5K $
524Equitable Holdings Inc 6,804252.5K $
525Federal Signal Corp 2,331252.1K $
526VAALCO Energy Inc 39,734251.9K $
527Wendy's Co/The 36,236251.8K $
528NextNav Inc 15,715251.8K $
529Sonida Senior Living Inc 7,802251.6K $
530Humana Inc 1,451251.6K $
531Airbnb Inc 1,991251.4K $
532GE Vernova Inc 288251.4K $
533Independent Bank Corp/MI 7,548251.3K $
534Consolidated Edison Inc 2,219251.1K $
535Primoris Services Corp 1,755251K $
536XPO Inc 1,289250.8K $
537Super Micro Computer Inc 11,009250.7K $
538GCM Grosvenor Inc 25,570250.6K $
539Aveanna Healthcare Holdings Inc 38,904250.5K $
540International Business Machines Corp. 1,033250.4K $
541EZCORP Inc 9,860250.2K $
542LifeStance Health Group Inc 39,225249.9K $
543Dauch Corporation 42,092249.6K $
544RealReal Inc/The 27,481249.5K $
545Provident Financial Services Inc 11,791249.5K $
546Global Payments Inc 3,705249.3K $
547Bentley Systems Inc 7,096249.2K $
548Paychex Inc 2,705249.2K $
549Warrior Met Coal Inc 2,673249K $
550Metrocity Bankshares Inc 8,675248.7K $
551DoorDash Inc 1,656248.6K $
552Core Natural Resources Inc 2,374248.6K $
553York Water Co/The 8,156248.4K $
554Boston Scientific Corp 3,954248.1K $
555AvePoint Inc 26,085248.1K $
556Constellation Energy Corp. 887247.7K $
557V2X Inc 3,614247.6K $
558Trex Co Inc 6,796247.5K $
559SunCoke Energy Inc 38,014247.5K $
560Quest Diagnostics Inc 1,262247.3K $
561Gentherm Inc 8,903247.3K $
562Fidelity National Information Services Inc 5,263246.9K $
563Granite Ridge Resources Inc 42,053246.9K $
564Comfort Systems USA Inc 179246.8K $
565Affiliated Managers Group Inc 892246.8K $
566LSI Industries Inc 13,253246.5K $
567Okta Inc 3,129246.3K $
568Adobe Inc 1,013246.2K $
569Pitney Bowes Inc 22,283246.2K $
570Sprouts Farmers Market Inc 3,192246.2K $
571Citigroup Inc 2,170246.1K $
572Teradyne Inc 830246.1K $
573International Paper Co 6,887245.9K $
574Red Rock Resorts Inc 4,606245.8K $
575Tesla Inc 661245.7K $
576Coupang Inc 13,005245.5K $
577Alaska Air Group Inc 6,675245.5K $
578New Mountain Finance Corp 31,633245.5K $
579Lennar Corp 2,825245.3K $
580Abacus Global Management Inc 31,131245.3K $
581Floor & Decor Holdings Inc 4,827245.2K $
582QuinStreet Inc 20,416245.2K $
583Charles Schwab Corp/The 2,608245.1K $
584Proto Labs Inc 4,296245K $
585Snowflake Inc 1,623244.8K $
586Certara Inc 42,931244.7K $
587Vitesse Energy Inc 13,445244.2K $
588Coca-Cola Consolidated Inc 1,273244.1K $
589Crown Holdings Inc 2,431243.7K $
590Elanco Animal Health Inc 10,182243.7K $
591Embecta Corp 27,554243.6K $
592Dutch Bros Inc 4,804243.4K $
593SandRidge Energy Inc 14,902243.1K $
594Balchem Corp 1,428242K $
595DT Midstream Inc 1,795241.7K $
596AAR Corp 2,206241.5K $
597Paylocity Holding Corp 2,233241.3K $
598Travel + Leisure Co 3,477240.6K $
599Western Digital Corp 885239.4K $
600Manitowoc Co Inc/The 20,520239.1K $