本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Isabella Capital Management LLP (CIK 2134988) reported $188.3M across 7 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BABA ($83.9M, 44.52%), HYG ($55.6M, 29.51%), MARA ($28.0M, 14.85%), WB ($15.0M, 7.98%), SMCIP ($4.9M, 2.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BABA | ALIBABA GROUP HLDG LTD | $83.9M | 44.52% | 0 | Added |
| 2 | HYG | ISHARES TR | $55.6M | 29.51% | 695,000 | Added |
| 3 | MARA | MARA HOLDINGS INC | $28.0M | 14.85% | 0 | Added |
| 4 | WB | WEIBO CORP | $15.0M | 7.98% | 0 | New |
| 5 | SMCIP | SUPER MICRO COMPUTER INC | $4.9M | 2.60% | 0 | New |
| 6 | GOOGM | ALPHABET INC | $505,640 | 0.27% | 10,000 | New |
| 7 | GOOGN | ALPHABET INC | $500,847 | 0.27% | 10,000 | New |
| 8 | SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | Exited |
| 9 | STRK | STRATEGY INC | $0 | 0.00% | 0 | Exited |
| 10 | STRK | STRATEGY INC | $0 | 0.00% | 0 | Exited |
| 11 | STRK | STRATEGY INC | $0 | 0.00% | 0 | Exited |
| 12 | STRK | STRATEGY INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30