MIRABELLA FINANCIAL SERVICES LLP

Private Equity

MIRABELLA FINANCIAL SERVICES LLP is a Private Equity based in Sunny Isles Beach, FL led by Jared Corey Kushner, reporting $4.8B in AUM as of Q3 2025 with 19% allocation to ADSE.

CEOJared Corey Kushner

Portfolio Value: $1.1B
Positions: 233
Top Holding: ADSE at 18.58%
Last Reported: Q3 2025

Address16690 Collins Avenue, Sunny Isles Beach, FL, 33160, United States

Top Holdings

Largest long holdings in MIRABELLA FINANCIAL SERVICES LLP's portfolio (42.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 ADS-TEC ENERGY PLC ADSE	Electrical Equipment & Parts Industrials	$198.4M	18.58%	+$684.2K Bought	29.05% 16.5M shares	Q1 2024 Held for 1y 8m
2 Carvana CVNA	Specialty Retail Consumer Cyclical	$35.9M	3.36%	+$22.6K Bought	0.07% 95.1K shares	Q4 2024 Held for 11 months
3 Microsoft MSFT	Software - Infrastructure Technology	$34.4M	3.22%	+$15.7M Bought	0.00% 66.6K shares	Q4 2019 Held for 5y 11m
4 Nvidia NVDA	Semiconductors Technology	$32.7M	3.06%	+$16.5M Bought	0.00% 175.5K shares	Q1 2023 Held for 2y 8m
5 Kingsway Financial Services KFS	Auto - Dealerships Consumer Cyclical	$32.0M	3.00%	+$3.7M Bought	7.58% 2.2M shares	Q4 2024 Held for 11 months
6 The Beauty Health Company SKIN	Household & Personal Products Consumer Defensive	$31.0M	2.91%	+$5.4M Bought	12.30% 15.6M shares	Q4 2024 Held for 11 months
7 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$23.7M	2.22%	+$12.5M Bought	0.00% 97.7K shares	Q1 2023 Held for 2y 8m
8 Apple AAPL	Consumer Electronics Technology	$23.4M	2.19%	+$12.7M Bought	0.00% 92.0K shares	Q4 2022 Held for 2y 11m
9 Everest Group EG	Insurance - Reinsurance Financial Services	$22.4M	2.10%	-$4.8M Sold	0.15% 64.0K shares	Q1 2025 Held for 8 months
10 Amazon AMZN	Specialty Retail Consumer Cyclical	$21.0M	1.96%	+$8.5M Bought	0.00% 95.7K shares	Q4 2019 Held for 5y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in MIRABELLA FINANCIAL SERVICES LLP's latest filing

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Market Value

$1.1B

Prior: $930.7M

Q/Q Change

+14.79%

+$137.7M

Net Flows % of MV

+4.69%

Turnover Ratio

29.03%

New Purchases

23 stocks

$28.5M

Added To

117 stocks

+$265.9M

Sold Out Of

62 stocks

$170.0M

Reduced Holdings

21 stocks

-$74.3M

Increased Positions

Position	Shares Δ	Change
1 EQNR Equinor EQNR	New	0 → 30.0M +$15.2M
2 SPDR Blackstone Senior Loan SRLN	New	0 → 139.8K +$5.8M
3 Rollins ROL	New	0 → 29.7K +$1.7M
4 Ralliant Corporation RAL	New	0 → 24.7K +$1.1M
5 Euronav CMBT	New	0 → 109.9K +$1.0M

Decreased Positions

Position	Shares Δ	Change
1 Kemper KMPR	Sold	304.7K → 0 −$19.7M
2 Golden Ocean Group Limited GOGL	Sold	2.6M → 0 −$19.0M
3 Pacific Premier Bancorp PPBI	Sold	845.3K → 0 −$17.8M
4 Frontline FRO	Sold	725.0K → 0 −$11.9M
5 Johnson Controls International JCI	Sold	68.3K → 0 −$7.2M

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Analytics

Portfolio insights and performance metrics for MIRABELLA FINANCIAL SERVICES LLP

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Sector Allocation

Industrials

26.90%

Technology

16.40%

Financial Services

14.10%

Consumer Cyclical

12.00%

Healthcare

7.00%

Communication Services

6.30%

Consumer Defensive

5.60%

Basic Materials

2.40%

Energy

1.90%

Real Estate

0.90%

Utilities

0.60%

ETF

0.50%

Market Cap Distribution

Mega Cap (> $200B)

24.41%

Large Cap ($10B - $200B)

28.86%

Mid Cap ($2B - $10B)

11.19%

Small Cap ($300M - $2B)

25.42%

Micro Cap ($50M - $300M)

4.13%

Nano Cap (< $50M)

0.04%

N/A (ETF or Unknown)

5.96%

Portfolio Concentration

Top 10 Holdings %

42.59%

Top 20 Holdings %

55.82%

Top 50 Holdings %

74.52%

Top 100 Holdings %

88.99%