Isabella Capital Management LLP
8 holdingsFiling period: 2026-03-31Current AUM: $131.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | HYG | ISHARES TR | 675.0K | $53.7M | $53.6M | 40.96% | -60,000 | 2026-03-31 |
| 2 | BABA | ALIBABA GROUP HLDG LTD | 27.50M | $38.2M | $37.2M | 28.43% | +3.50M | 2026-03-31 |
| 3 | MARA | MARA HOLDINGS INC | 13.50M | $11.5M | $16.0M | 12.21% | +3.50M | 2026-03-31 |
| 4 | MSTR | STRATEGY INC | 10.00M | $9.7M | $7.2M | 5.52% | -1,600,000 | 2026-03-31 |
| 5 | MSTR | STRATEGY INC | 11.00M | $9.2M | $6.9M | 5.25% | -- | 2026-03-31 |
| 6 | MSTR | STRATEGY INC | 10.00M | $8.7M | $6.5M | 4.97% | -- | 2026-03-31 |
| 7 | MSTR | STRATEGY INC | 2.50M | $2.8M | $2.1M | 1.57% | -- | 2026-03-31 |
| 8 | SMCI | SUPER MICRO COMPUTER INC | 50.0K | $1.1M | $1.4M | 1.08% | -- | 2026-03-31 |
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