MIRABELLA FINANCIAL SERVICES LLP
London X0 · SEC CIK 0001538853
$10.40亿2026Q2 申报市值
666持仓数
51.9%前十大占比 · 第一大 28.5%
252 / 563新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TXNM 加仓+$5,252.40万
SUPER MICRO COMP 新建仓+$3,115.42万
AZUL 新建仓+$1,886.09万
ADSE 加仓+$1,389.35万
IWM 重新持有+$1,018.53万
2026Q2 卖出最多 按季末市值估算
CSG SYS INTL INC 清仓-$3,314.39万
IBKR 重新持有-$1,395.79万
BUSE 减仓-$1,175.37万
GRND 清仓-$806.64万
STNG 减仓-$679.32万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| EVCM | EVERCOMMERCE INC | $17.49万 | 0.02% | 17,382 | 5,151 | 42.1% | $5.18万 | 加仓 |
| LBTYK | LIBERTY GLOBAL LTD | $17.56万 | 0.02% | 15,965 | -30,445 | -65.6% | -$33.49万 | 减仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $18.03万 | 0.02% | 13,464 | -3,228 | -19.3% | -$4.32万 | 重新持有 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $18.12万 | 0.02% | 20,737 | -37 | -0.2% | -$323 | 减仓 |
| TRIP | TRIPADVISOR INC | $18.34万 | 0.02% | 13,375 | 13,375 | — | $18.34万 | 新建仓 |
| SGHC | SUPER GROUP SGHC LIMITED | $18.95万 | 0.02% | 13,986 | 13,986 | — | $18.95万 | 新建仓 |
| DHT | DHT HOLDINGS INC | $19.01万 | 0.02% | 11,499 | 605 | 5.6% | $1.00万 | 加仓 |
| NOG | NORTHERN OIL & GAS INC | $19.15万 | 0.02% | 10,550 | 10,550 | — | $19.15万 | 新建仓 |
| STNE | STONECO LTD | $19.88万 | 0.02% | 18,335 | 7,295 | 66.1% | $7.91万 | 加仓 |
| BFLY | BUTTERFLY NETWORK INC | $19.98万 | 0.02% | 23,733 | 23,733 | — | $19.98万 | 新建仓 |
| SW | SMURFIT WESTROCK PLC | $20.04万 | 0.02% | 4,331 | -1,120 | -20.5% | -$5.18万 | 减仓 |
| DOLE | DOLE PLC | $20.08万 | 0.02% | 14,638 | 14,638 | — | $20.08万 | 新建仓 |
| HLF | HERBALIFE LTD | $20.10万 | 0.02% | 15,285 | 15,285 | — | $20.10万 | 新建仓 |
| SNEX | STONEX GROUP INC | $20.14万 | 0.02% | 1,700 | -11,923 | -87.5% | -$141.29万 | 减仓 |
| TRMB | TRIMBLE INC | $20.29万 | 0.02% | 3,965 | -1,655 | -29.4% | -$8.47万 | 减仓 |
| SATL | SATELLOGIC INC | $20.32万 | 0.02% | 35,520 | 35,520 | — | $20.32万 | 新建仓 |
| ADTN | ADTRAN HOLDINGS INC | $20.32万 | 0.02% | 14,618 | 14,618 | — | $20.32万 | 新建仓 |
| MXL | MAXLINEAR INC | $20.33万 | 0.02% | 1,588 | 1,588 | — | $20.33万 | 新建仓 |
| BKD | BROOKDALE SR LIVING INC | $20.36万 | 0.02% | 12,654 | -3,005 | -19.2% | -$4.84万 | 减仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $20.41万 | 0.02% | 2,287 | -3,945 | -63.3% | -$35.21万 | 重新持有 |
| SIGI | SELECTIVE INS GROUP INC | $20.45万 | 0.02% | 2,108 | -4,071 | -65.9% | -$39.49万 | 减仓 |
| — | TOPBUILD COR | $20.46万 | 0.02% | 577 | -222 | -27.8% | -$7.87万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $20.47万 | 0.02% | 605 | -574 | -48.7% | -$19.42万 | 重新持有 |
| FRPT | FRESHPET INC | $20.66万 | 0.02% | 3,495 | 3,495 | — | $20.66万 | 新建仓 |
| — | CHART INDS INC | $20.69万 | 0.02% | 990 | 990 | — | $20.69万 | 新建仓 |
| MYRG | MYR GROUP INC | $20.77万 | 0.02% | 415 | 415 | — | $20.77万 | 新建仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $20.78万 | 0.02% | 12,508 | 12,508 | — | $20.78万 | 新建仓 |
| ECPG | ENCORE CAP GROUP INC | $20.85万 | 0.02% | 2,235 | 2,235 | — | $20.85万 | 新建仓 |
| MOS | MOSAIC CO | $20.97万 | 0.02% | 9,895 | 1,091 | 12.4% | $2.31万 | 加仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $21.10万 | 0.02% | 5,885 | -7,615 | -56.4% | -$27.31万 | 重新持有 |
| SNAP | SNAP INC | $21.25万 | 0.02% | 47,866 | -85,187 | -64.0% | -$37.82万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $21.26万 | 0.02% | 7,359 | -6,495 | -46.9% | -$18.76万 | 减仓 |
| C | CITIGROUP INC | $21.39万 | 0.02% | 1,528 | -642 | -29.6% | -$8.99万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $21.41万 | 0.02% | 321 | 321 | — | $21.41万 | 新建仓 |
| KOP | KOPPERS HOLDINGS INC | $21.41万 | 0.02% | 4,768 | 4,768 | — | $21.41万 | 新建仓 |
| VSXY | VICTORIAS SECRET AND CO | $21.50万 | 0.02% | 2,576 | -2,490 | -49.2% | -$20.79万 | 减仓 |
| CMC | COMMERCIAL METALS CO | $21.61万 | 0.02% | 3,444 | -8,505 | -71.2% | -$53.37万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $21.70万 | 0.02% | 157 | -2,798 | -94.7% | -$386.79万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $21.74万 | 0.02% | 3,503 | -1,646 | -32.0% | -$10.21万 | 减仓 |
| ICFI | ICF INTL INC | $21.76万 | 0.02% | 2,987 | -1,102 | -27.0% | -$8.03万 | 重新持有 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC | $21.77万 | 0.02% | 18,435 | 5,530 | 42.9% | $6.53万 | 加仓 |
| THRM | GENTHERM INC | $21.79万 | 0.02% | 6,388 | -2,515 | -28.2% | -$8.58万 | 减仓 |
| — | GATES INDL CORP PLC | $21.80万 | 0.02% | 7,794 | -8,507 | -52.2% | -$23.79万 | 减仓 |
| DSGR | DISTRIBUTION SOLUTIONS GRP I | $21.90万 | 0.02% | 8,006 | 8,006 | — | $21.90万 | 新建仓 |
| CRAI | CRA INTL INC | $21.91万 | 0.02% | 1,540 | 1,540 | — | $21.91万 | 新建仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $21.98万 | 0.02% | 4,214 | -5,387 | -56.1% | -$28.10万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $22.03万 | 0.02% | 554 | -223 | -28.7% | -$8.87万 | 减仓 |
| LKQ | LKQ CORP | $22.05万 | 0.02% | 8,376 | -12,942 | -60.7% | -$34.08万 | 重新持有 |
| FRHC | FREEDOM HOLDING CORP | $22.17万 | 0.02% | 1,699 | 1,699 | — | $22.17万 | 新建仓 |
| URBN | URBAN OUTFITTERS INC | $22.28万 | 0.02% | 3,144 | -47,702 | -93.8% | -$338.02万 | 减仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $22.42万 | 0.02% | 2,927 | -1,568 | -34.9% | -$12.01万 | 减仓 |
| SLVM | SYLVAMO CORP | $22.43万 | 0.02% | 5,934 | 5,934 | — | $22.43万 | 新建仓 |
| BKE | BUCKLE INC | $22.48万 | 0.02% | 5,328 | -621 | -10.4% | -$2.62万 | 减仓 |
| NRG | NRG ENERGY INC | $22.51万 | 0.02% | 1,541 | -2,023 | -56.8% | -$29.55万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $22.58万 | 0.02% | 1,438 | 1,438 | — | $22.58万 | 新建仓 |
| PEGA | PEGASYSTEMS INC | $22.78万 | 0.02% | 7,601 | 3,734 | 96.6% | $11.19万 | 重新持有 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $23.00万 | 0.02% | 2,123 | -7,002 | -76.7% | -$75.87万 | 减仓 |
| BAND | BANDWIDTH INC | $23.07万 | 0.02% | 3,645 | 3,645 | — | $23.07万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $23.09万 | 0.02% | 512 | 106 | 26.1% | $4.78万 | 加仓 |
| FUL | FULLER H B CO | $23.11万 | 0.02% | 3,964 | 462 | 13.2% | $2.69万 | 加仓 |
| SDRL | SEADRILL LTD | $23.17万 | 0.02% | 6,126 | 6,126 | — | $23.17万 | 新建仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $23.17万 | 0.02% | 4,347 | 4,347 | — | $23.17万 | 新建仓 |
| XYL | XYLEM INC | $23.20万 | 0.02% | 1,963 | -246 | -11.1% | -$2.91万 | 减仓 |
| SOLV | SOLVENTUM CORP | $23.21万 | 0.02% | 3,009 | -8,158 | -73.1% | -$62.94万 | 减仓 |
| WWW | WOLVERINE WORLD WIDE INC | $23.39万 | 0.02% | 14,150 | 14,150 | — | $23.39万 | 新建仓 |
| SON | SONOCO PRODS CO | $23.46万 | 0.02% | 4,163 | -7,226 | -63.4% | -$40.72万 | 减仓 |
| AIP | ARTERIS INC | $23.46万 | 0.02% | 4,828 | -9,207 | -65.6% | -$44.74万 | 减仓 |
| SITM | SITIME CORP | $23.56万 | 0.02% | 316 | -6,708 | -95.5% | -$500.12万 | 减仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $23.59万 | 0.02% | 10,999 | -369 | -3.2% | -$7,915 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $23.61万 | 0.02% | 1,472 | -784 | -34.8% | -$12.58万 | 重新持有 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $23.62万 | 0.02% | 4,042 | 4,042 | — | $23.62万 | 新建仓 |
| APA | APA CORPORATION | $23.73万 | 0.02% | 7,286 | 7,286 | — | $23.73万 | 新建仓 |
| LQDT | LIQUIDITY SVCS INC | $23.77万 | 0.02% | 6,075 | 6,075 | — | $23.77万 | 新建仓 |
| PRDO | PERDOCEO ED CORP | $23.78万 | 0.02% | 7,431 | 7,431 | — | $23.78万 | 新建仓 |
| STRA | STRATEGIC ED INC | $23.86万 | 0.02% | 3,114 | 3,114 | — | $23.86万 | 新建仓 |
| STNG | SCORPIO TANKERS INC | $23.87万 | 0.02% | 3,447 | -98,083 | -96.6% | -$679.32万 | 减仓 |
| USFD | US FOODS HLDG CORP | $23.88万 | 0.02% | 2,335 | -5,394 | -69.8% | -$55.15万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $23.88万 | 0.02% | 27,291 | 15,138 | 124.6% | $13.25万 | 重新持有 |
| COO | COOPER COS INC | $23.90万 | 0.02% | 3,333 | -2,414 | -42.0% | -$17.31万 | 减仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $23.97万 | 0.02% | 1,453 | 1,453 | — | $23.97万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $24.07万 | 0.02% | 25,638 | -6,750 | -20.8% | -$6.34万 | 重新持有 |
| TPR | TAPESTRY INC | $24.09万 | 0.02% | 1,646 | -2,360 | -58.9% | -$34.55万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $24.10万 | 0.02% | 7,623 | -135 | -1.7% | -$4,267 | 减仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $24.11万 | 0.02% | 1,199 | -282 | -19.0% | -$5.67万 | 重新持有 |
| AMPL | AMPLITUDE INC | $24.17万 | 0.02% | 31,589 | 15,948 | 102.0% | $12.20万 | 加仓 |
| WAFD | WAFD INC | $24.18万 | 0.02% | 6,303 | 6,303 | — | $24.18万 | 新建仓 |
| APPF | APPFOLIO INC | $24.20万 | 0.02% | 1,509 | -917 | -37.8% | -$14.70万 | 减仓 |
| USB | US BANCORP | $24.31万 | 0.02% | 4,025 | -8,078 | -66.7% | -$48.79万 | 减仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $24.34万 | 0.02% | 1,244 | -23,969 | -95.1% | -$468.91万 | 减仓 |
| PENG | PENGUIN SOLUTIONS INC | $24.36万 | 0.02% | 3,205 | 3,205 | — | $24.36万 | 新建仓 |
| INVA | INNOVIVA INC | $24.40万 | 0.02% | 10,744 | -7,614 | -41.5% | -$17.29万 | 重新持有 |
| DELL | DELL TECHNOLOGIES INC | $24.42万 | 0.02% | 566 | 566 | — | $24.42万 | 新建仓 |
| PODD | INSULET CORP | $24.65万 | 0.02% | 1,619 | -1,580 | -49.4% | -$24.06万 | 减仓 |
| PRGO | PERRIGO CO PLC | $24.78万 | 0.02% | 23,851 | -2,705 | -10.2% | -$2.81万 | 减仓 |
| BL | BLACKLINE INC | $24.90万 | 0.02% | 8,871 | 2,994 | 50.9% | $8.40万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $24.94万 | 0.02% | 737 | -155 | -17.4% | -$5.25万 | 减仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $25.06万 | 0.02% | 5,302 | 5,302 | — | $25.06万 | 新建仓 |
| BHE | BENCHMARK ELECTRS INC | $25.18万 | 0.02% | 2,552 | 2,552 | — | $25.18万 | 新建仓 |
| LZ | LEGALZOOM COM INC | $25.22万 | 0.02% | 41,138 | -11,721 | -22.2% | -$7.18万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $25.32万 | 0.02% | 2,550 | 458 | 21.9% | $4.55万 | 加仓 |