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 |
|---|---|---|---|---|---|---|---|---|
| NWPX | NWPX INFRASTRUCTURE INC | $27.15万 | 0.03% | 1,811 | -956 | -34.6% | -$14.33万 | 减仓 |
| ARDT | ARDENT HEALTH INC | $27.13万 | 0.03% | 27,574 | -6,080 | -18.1% | -$5.98万 | 减仓 |
| FFIV | F5 INC | $27.12万 | 0.03% | 652 | -548 | -45.7% | -$22.79万 | 减仓 |
| TOST | TOAST INC | $27.00万 | 0.03% | 9,707 | 1,534 | 18.8% | $4.27万 | 加仓 |
| HCI | HCI GROUP INC | $26.97万 | 0.03% | 1,539 | 1,539 | — | $26.97万 | 新建仓 |
| NCNO | NCINO INC | $26.95万 | 0.03% | 16,486 | 7,213 | 77.8% | $11.79万 | 重新持有 |
| FMNB | FARMERS NATIONAL BANC CORP | $26.80万 | 0.03% | 18,356 | -38,062 | -67.5% | -$55.57万 | 减仓 |
| TPG | TPG INC | $26.65万 | 0.03% | 6,573 | 1,555 | 31.0% | $6.31万 | 加仓 |
| NSIT | INSIGHT ENTERPRISES INC | $26.52万 | 0.03% | 2,177 | 2,177 | — | $26.52万 | 新建仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $26.35万 | 0.03% | 10,403 | 10,403 | — | $26.35万 | 新建仓 |
| WLY | WILEY JOHN & SONS INC | $26.22万 | 0.03% | 5,406 | -287 | -5.0% | -$1.39万 | 减仓 |
| PINS | PINTEREST INC | $26.22万 | 0.03% | 12,467 | -12,312 | -49.7% | -$25.89万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $26.21万 | 0.03% | 1,903 | -383 | -16.8% | -$5.28万 | 减仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $26.17万 | 0.03% | 3,235 | -2,510 | -43.7% | -$20.30万 | 重新持有 |
| CORT | CORCEPT THERAPEUTICS INC | $26.16万 | 0.03% | 3,009 | -7,179 | -70.5% | -$62.42万 | 减仓 |
| HCSG | HEALTHCARE SVCS GROUP INC | $26.13万 | 0.03% | 10,640 | -4,598 | -30.2% | -$11.29万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $26.12万 | 0.03% | 3,648 | -11,352 | -75.7% | -$81.28万 | 重新持有 |
| MLI | MUELLER INDS INC | $26.10万 | 0.03% | 2,123 | -3,152 | -59.8% | -$38.75万 | 减仓 |
| AWR | AMER STATES WTR CO | $25.98万 | 0.02% | 3,144 | 3,144 | — | $25.98万 | 新建仓 |
| CCNE | CNB FINL CORP PA | $25.91万 | 0.02% | 7,686 | 7,686 | — | $25.91万 | 新建仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $25.90万 | 0.02% | 2,921 | -289 | -9.0% | -$2.56万 | 减仓 |
| TGT | TARGET CORP | $25.77万 | 0.02% | 1,973 | 1,973 | — | $25.77万 | 新建仓 |
| XPEL | XPEL INC | $25.77万 | 0.02% | 5,195 | 5,195 | — | $25.77万 | 新建仓 |
| OMF | ONEMAIN HLDGS INC | $25.60万 | 0.02% | 4,199 | -10,619 | -71.7% | -$64.74万 | 减仓 |
| APP | APPLOVIN CORP | $25.56万 | 0.02% | 496 | -1,255 | -71.7% | -$64.66万 | 减仓 |
| GO | GROCERY OUTLET HLDG CORP | $25.43万 | 0.02% | 25,480 | 25,480 | — | $25.43万 | 新建仓 |
| ARMK | ARAMARK | $25.40万 | 0.02% | 4,464 | -2,171 | -32.7% | -$12.35万 | 重新持有 |
| MDU | MDU RES GROUP INC | $25.38万 | 0.02% | 11,967 | 11,967 | — | $25.38万 | 新建仓 |
| FN | FABRINET | $25.35万 | 0.02% | 451 | -1,284 | -74.0% | -$72.17万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $25.32万 | 0.02% | 2,550 | 458 | 21.9% | $4.55万 | 加仓 |
| LZ | LEGALZOOM COM INC | $25.22万 | 0.02% | 41,138 | -11,721 | -22.2% | -$7.18万 | 减仓 |
| BHE | BENCHMARK ELECTRS INC | $25.18万 | 0.02% | 2,552 | 2,552 | — | $25.18万 | 新建仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $25.06万 | 0.02% | 5,302 | 5,302 | — | $25.06万 | 新建仓 |
| AMG | AFFILIATED MANAGERS GROUP | $24.94万 | 0.02% | 737 | -155 | -17.4% | -$5.25万 | 减仓 |
| BL | BLACKLINE INC | $24.90万 | 0.02% | 8,871 | 2,994 | 50.9% | $8.40万 | 加仓 |
| PRGO | PERRIGO CO PLC | $24.78万 | 0.02% | 23,851 | -2,705 | -10.2% | -$2.81万 | 减仓 |
| PODD | INSULET CORP | $24.65万 | 0.02% | 1,619 | -1,580 | -49.4% | -$24.06万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $24.42万 | 0.02% | 566 | 566 | — | $24.42万 | 新建仓 |
| INVA | INNOVIVA INC | $24.40万 | 0.02% | 10,744 | -7,614 | -41.5% | -$17.29万 | 重新持有 |
| PENG | PENGUIN SOLUTIONS INC | $24.36万 | 0.02% | 3,205 | 3,205 | — | $24.36万 | 新建仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $24.34万 | 0.02% | 1,244 | -23,969 | -95.1% | -$468.91万 | 减仓 |
| USB | US BANCORP | $24.31万 | 0.02% | 4,025 | -8,078 | -66.7% | -$48.79万 | 减仓 |
| APPF | APPFOLIO INC | $24.20万 | 0.02% | 1,509 | -917 | -37.8% | -$14.70万 | 减仓 |
| WAFD | WAFD INC | $24.18万 | 0.02% | 6,303 | 6,303 | — | $24.18万 | 新建仓 |
| AMPL | AMPLITUDE INC | $24.17万 | 0.02% | 31,589 | 15,948 | 102.0% | $12.20万 | 加仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $24.11万 | 0.02% | 1,199 | -282 | -19.0% | -$5.67万 | 重新持有 |
| TSCO | TRACTOR SUPPLY CO | $24.10万 | 0.02% | 7,623 | -135 | -1.7% | -$4,267 | 减仓 |
| TPR | TAPESTRY INC | $24.09万 | 0.02% | 1,646 | -2,360 | -58.9% | -$34.55万 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $24.07万 | 0.02% | 25,638 | -6,750 | -20.8% | -$6.34万 | 重新持有 |
| AMR | ALPHA METALLURGICAL RESOUR I | $23.97万 | 0.02% | 1,453 | 1,453 | — | $23.97万 | 新建仓 |
| COO | COOPER COS INC | $23.90万 | 0.02% | 3,333 | -2,414 | -42.0% | -$17.31万 | 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 |
| USFD | US FOODS HLDG CORP | $23.88万 | 0.02% | 2,335 | -5,394 | -69.8% | -$55.15万 | 减仓 |
| STNG | SCORPIO TANKERS INC | $23.87万 | 0.02% | 3,447 | -98,083 | -96.6% | -$679.32万 | 减仓 |
| STRA | STRATEGIC ED INC | $23.86万 | 0.02% | 3,114 | 3,114 | — | $23.86万 | 新建仓 |
| PRDO | PERDOCEO ED CORP | $23.78万 | 0.02% | 7,431 | 7,431 | — | $23.78万 | 新建仓 |
| LQDT | LIQUIDITY SVCS INC | $23.77万 | 0.02% | 6,075 | 6,075 | — | $23.77万 | 新建仓 |
| APA | APA CORPORATION | $23.73万 | 0.02% | 7,286 | 7,286 | — | $23.73万 | 新建仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $23.62万 | 0.02% | 4,042 | 4,042 | — | $23.62万 | 新建仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $23.61万 | 0.02% | 1,472 | -784 | -34.8% | -$12.58万 | 重新持有 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $23.59万 | 0.02% | 10,999 | -369 | -3.2% | -$7,915 | 减仓 |
| SITM | SITIME CORP | $23.56万 | 0.02% | 316 | -6,708 | -95.5% | -$500.12万 | 减仓 |
| AIP | ARTERIS INC | $23.46万 | 0.02% | 4,828 | -9,207 | -65.6% | -$44.74万 | 减仓 |
| SON | SONOCO PRODS CO | $23.46万 | 0.02% | 4,163 | -7,226 | -63.4% | -$40.72万 | 减仓 |
| WWW | WOLVERINE WORLD WIDE INC | $23.39万 | 0.02% | 14,150 | 14,150 | — | $23.39万 | 新建仓 |
| SOLV | SOLVENTUM CORP | $23.21万 | 0.02% | 3,009 | -8,158 | -73.1% | -$62.94万 | 减仓 |
| XYL | XYLEM INC | $23.20万 | 0.02% | 1,963 | -246 | -11.1% | -$2.91万 | 减仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $23.17万 | 0.02% | 4,347 | 4,347 | — | $23.17万 | 新建仓 |
| SDRL | SEADRILL LTD | $23.17万 | 0.02% | 6,126 | 6,126 | — | $23.17万 | 新建仓 |
| FUL | FULLER H B CO | $23.11万 | 0.02% | 3,964 | 462 | 13.2% | $2.69万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $23.09万 | 0.02% | 512 | 106 | 26.1% | $4.78万 | 加仓 |
| BAND | BANDWIDTH INC | $23.07万 | 0.02% | 3,645 | 3,645 | — | $23.07万 | 新建仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $23.00万 | 0.02% | 2,123 | -7,002 | -76.7% | -$75.87万 | 减仓 |
| PEGA | PEGASYSTEMS INC | $22.78万 | 0.02% | 7,601 | 3,734 | 96.6% | $11.19万 | 重新持有 |
| DOCN | DIGITALOCEAN HLDGS INC | $22.58万 | 0.02% | 1,438 | 1,438 | — | $22.58万 | 新建仓 |
| NRG | NRG ENERGY INC | $22.51万 | 0.02% | 1,541 | -2,023 | -56.8% | -$29.55万 | 减仓 |
| BKE | BUCKLE INC | $22.48万 | 0.02% | 5,328 | -621 | -10.4% | -$2.62万 | 减仓 |
| SLVM | SYLVAMO CORP | $22.43万 | 0.02% | 5,934 | 5,934 | — | $22.43万 | 新建仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $22.42万 | 0.02% | 2,927 | -1,568 | -34.9% | -$12.01万 | 减仓 |
| URBN | URBAN OUTFITTERS INC | $22.28万 | 0.02% | 3,144 | -47,702 | -93.8% | -$338.02万 | 减仓 |
| FRHC | FREEDOM HOLDING CORP | $22.17万 | 0.02% | 1,699 | 1,699 | — | $22.17万 | 新建仓 |
| LKQ | LKQ CORP | $22.05万 | 0.02% | 8,376 | -12,942 | -60.7% | -$34.08万 | 重新持有 |
| ISRG | INTUITIVE SURGICAL INC | $22.03万 | 0.02% | 554 | -223 | -28.7% | -$8.87万 | 减仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $21.98万 | 0.02% | 4,214 | -5,387 | -56.1% | -$28.10万 | 减仓 |
| CRAI | CRA INTL INC | $21.91万 | 0.02% | 1,540 | 1,540 | — | $21.91万 | 新建仓 |
| DSGR | DISTRIBUTION SOLUTIONS GRP I | $21.90万 | 0.02% | 8,006 | 8,006 | — | $21.90万 | 新建仓 |
| — | GATES INDL CORP PLC | $21.80万 | 0.02% | 7,794 | -8,507 | -52.2% | -$23.79万 | 减仓 |
| THRM | GENTHERM INC | $21.79万 | 0.02% | 6,388 | -2,515 | -28.2% | -$8.58万 | 减仓 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC | $21.77万 | 0.02% | 18,435 | 5,530 | 42.9% | $6.53万 | 加仓 |
| ICFI | ICF INTL INC | $21.76万 | 0.02% | 2,987 | -1,102 | -27.0% | -$8.03万 | 重新持有 |
| SSNC | SS&C TECH HLDGS | $21.74万 | 0.02% | 3,503 | -1,646 | -32.0% | -$10.21万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $21.70万 | 0.02% | 157 | -2,798 | -94.7% | -$386.79万 | 减仓 |
| CMC | COMMERCIAL METALS CO | $21.61万 | 0.02% | 3,444 | -8,505 | -71.2% | -$53.37万 | 减仓 |
| VSXY | VICTORIAS SECRET AND CO | $21.50万 | 0.02% | 2,576 | -2,490 | -49.2% | -$20.79万 | 减仓 |
| KOP | KOPPERS HOLDINGS INC | $21.41万 | 0.02% | 4,768 | 4,768 | — | $21.41万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $21.41万 | 0.02% | 321 | 321 | — | $21.41万 | 新建仓 |
| C | CITIGROUP INC | $21.39万 | 0.02% | 1,528 | -642 | -29.6% | -$8.99万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $21.26万 | 0.02% | 7,359 | -6,495 | -46.9% | -$18.76万 | 减仓 |
| SNAP | SNAP INC | $21.25万 | 0.02% | 47,866 | -85,187 | -64.0% | -$37.82万 | 减仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $21.10万 | 0.02% | 5,885 | -7,615 | -56.4% | -$27.31万 | 重新持有 |