MIRABELLA FINANCIAL SERVICES LLP
Q4 2022 Form 13-F
LONDON
CIK 0001538853
· CRD 160328
· Exempt reporting adviser
Holdings reported by
Think Investments LP since Q2 2022
, GUARDIAN POINT CAPITAL LP since Q2 2021
$1.1B Reported Value Total
MIRABELLA FINANCIAL SERVICES LLP reports under management (AUM).
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Exempt Reporting Adviser
WWW.MIRABELLA.CO.UK
Source: Form ADV filed 2025-06-13
Reported value
$1.1B
Quarter over quarter
+7.6%
Holdings
378
Top-10 concentration
54.0%
Filing Structure
Holdings reported by
- Think Investments LP · since Q2 2022
- GUARDIAN POINT CAPITAL LP · since Q2 2021
- Centiva Capital LP · Q3 2022 – Q3 2025
- Night Squared LP · Q2 2025 – Q3 2025 · declared by one filing
- Hudson Bay Capital Management LP · Q1 2020 – Q1 2024
- SRS Investment Management LLC · Q1 2023 – Q3 2023 · declared by one filing
- Verition Fund Management LLC · Q4 2019 – Q2 2023 · declared by one filing
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Raj Somal
Chief Executive Officer
Filing Navigation
13F Metrics
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Q4 2022 13F record
Q4 2022 13F filing summary
| Period of report | December 31, 2022 |
|---|---|
| Filed | February 13, 2023 |
| Form | 13F-HR |
| Reported value | $1.1B |
| Positions | 378 |
| Change in reported value | +16.2% |
| New positions | 244 |
| Exited positions | 178 |
| Position turnover | 75.9% |
| Top-10 concentration | 54.0% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Jul 31, 2026
|
662 | $1.0B |
|
Q1 2026 13F
Filed May 12, 2026
|
882 | $1.1B |
|
Q4 2025 13F
Filed Feb 17, 2026
|
658 | $1.1B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
249 | $1.2B |
|
Q2 2025 13F
Filed Aug 13, 2025
|
203 | $974.3M |
|
Q1 2025 13F
Filed May 15, 2025
|
228 | $2.5B |
|
Q4 2024 13F
Filed Feb 13, 2025
|
224 | $1.1B |
|
Q3 2024 13F
Filed Nov 13, 2024
|
146 | $1.8B |
|
Q2 2024 13F
Filed Aug 8, 2024
|
413 | $1.4B |
|
Q1 2024 13F
Filed May 15, 2024
|
483 | $1.4B |
|
Q4 2023 13F
Filed Feb 14, 2024
|
414 | $749.5M |
|
Q3 2023 13F
Filed Nov 13, 2023
|
346 | $720.7M |
|
Q2 2023 13F
Filed Aug 7, 2023
|
463 | $912.3M |
|
Q1 2023 13F
Filed May 12, 2023
|
374 | $660.5M |
|
Q4 2022 13F
Filed Feb 13, 2023
|
378 | $1.1B |
|
Q3 2022 13F
Filed Oct 26, 2022
|
312 | $963.5M |
|
Q2 2022 13F
Filed Aug 12, 2022
|
441 | $1.0B |
|
Q1 2022 13F
Filed May 17, 2022
|
509 | $899.1M |
|
Q4 2021 13F
Filed Feb 14, 2022
|
381 | $985.5M |
|
Q3 2021 13F
Filed Nov 15, 2021
|
418 | $761.7M |
7 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SPY SPDR S&P 500 ETF TR | $224.0M | 20.01% |
| 2 | RSP INVESCO EXCHANGE TRADED FD T | $115.0M | 10.27% |
| 3 | XLI SELECT SECTOR SPDR TR | $96.3M | 8.61% |
| 4 | QQQ INVESCO QQQ TR | $58.9M | 5.26% |
| 5 | ICLN ISHARES TR | $35.0M | 3.13% |
| 6 | VNQ VANGUARD INDEX FDS | $24.7M | 2.21% |
| 7 | XLE SELECT SECTOR SPDR TR | $15.2M | 1.36% |
| 8 | ITA ISHARES TR | $14.1M | 1.26% |
| 9 | XHE SPDR SER TR | $10.6M | 0.95% |
| 10 | AVA AVISTA CORP | $10.5M | 0.94% |
| 11 | IYH ISHARES TR | $10.2M | 0.91% |
| 12 | LMT LOCKHEED MARTIN CORP | $10.0M | 0.9% |
| 13 | SOXX ISHARES TR | $9.1M | 0.81% |
| 14 | NOC NORTHROP GRUMMAN CORP | $8.4M | 0.75% |
| 15 | CTLT CATALENT INC | $8.2M | 0.74% |
| 16 | GOGL GOLDEN OCEAN GROUP LTD | $8.1M | 0.72% |
| 17 | GD GENERAL DYNAMICS CORP | $7.9M | 0.7% |
| 18 | RTX RAYTHEON TECHNOLOGIES CORP | $7.8M | 0.7% |
| 19 | FLO FLOWERS FOODS INC | $7.8M | 0.69% |
| 20 | OGS ONE GAS INC | $7.8M | 0.69% |
Values as reported on the Q4 2022 Form 13F. Every position is in the holdings table below.