Isabella Capital Management LLP — 13F holdings

Isabella Capital Management LLP reported 8 holdings worth $188M in its 13F filing for Q2 2026, filed August 3, 2026.

Largest positions

1. ALIBABA GROUP HLDG LTD — $83.9M (44.5%)
2. HYG ISHARES TR — $55.6M (29.5%)
3. MARA HOLDINGS INC — $28.0M (14.8%)
4. WEIBO CORP — $15.0M (8.0%)
5. SUPER MICRO COMPUTER INC — $4.91M (2.6%)
6. ALPHABET INC — $506K (0.3%)
7. ALPHABET INC — $501K (0.3%)