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SIH Partners, LLLP 13F holdings

Filed 2026-08-14 · SIH Partners, LLLP · 362 positions · $15.9B

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TickerCompanySharesValue% of portfolio
MUMICRON TECHNOLOGY INC6.3M$7.3B45.9%
—TOTALENERGIES SE9.4M$732.5M4.6%
BABAALIBABA GROUP HLDG LTD6.5M$623.9M3.9%
MUMICRON TECHNOLOGY INC450.0K$519.4M3.3%
—DEUTSCHE BK AG14.0M$473.5M3.0%
DRAMROUNDHILL ETF TRUST6.0M$443.1M2.8%
—TOTALENERGIES SE5.6M$431.8M2.7%
RACEFERRARI N V1.1M$407.5M2.6%
—ALCON AG6.0M$401.9M2.5%
—DEUTSCHE BK AG11.0M$370.9M2.3%
—UBS GROUP AG7.5M$369.3M2.3%
—STELLANTIS N.V52.9M$303.7M1.9%
—UBS GROUP AG5.9M$293.6M1.8%
—LOGITECH INTL S A2.2M$208.3M1.3%
BABAALIBABA GROUP HLDG LTD1.4M$138.6M0.9%
—STELLANTIS N.V22.6M$129.6M0.8%
SNDKSANDISK CORP52.8K$120.1M0.8%
—ASTRAZENECA PLC549.1K$104.1M0.7%
—ASTRAZENECA PLC514.3K$97.5M0.6%
DRAMROUNDHILL ETF TRUST1.2M$91.6M0.6%
RACEFERRARI N V226.9K$84.5M0.5%
GOOGALPHABET INC235.8K$83.3M0.5%
GOOGLALPHABET INC232.0K$82.9M0.5%
NVDANVIDIA CORPORATION358.2K$71.7M0.5%
—ALCON AG858.4K$57.6M0.4%
AAPLAPPLE INC198.2K$57.3M0.4%
AMZNAMAZON COM INC227.5K$54.2M0.3%
—AMRIZE LTD953.6K$50.8M0.3%
RACEFERRARI N V132.2K$49.2M0.3%
RACEFERRARI N V132.1K$49.2M0.3%
—LOGITECH INTL S A454.0K$42.7M0.3%
AVGOBROADCOM INC110.6K$41.8M0.3%
MUMICRON TECHNOLOGY INC35.7K$41.2M0.3%
JDJD.COM INC1.6M$41.2M0.3%
—ALCON AG528.1K$35.4M0.2%
TSLATESLA INC80.6K$33.9M0.2%
QCOMQUALCOMM INC179.6K$33.2M0.2%
BILIBILIBILI INC1.9M$32.3M0.2%
ADIANALOG DEVICES INC81.2K$32.3M0.2%
HOODROBINHOOD MKTS INC308.4K$30.9M0.2%
LILI AUTO INC2.6M$30.8M0.2%
KLACKLA CORP100.0K$30.2M0.2%
CIENCIENA CORP60.6K$29.7M0.2%
—DEUTSCHE BK AG875.7K$29.6M0.2%
AMATAPPLIED MATLS INC39.0K$28.2M0.2%
MCHPMICROCHIP TECHNOLOGY INC.282.9K$25.8M0.2%
NTESNETEASE COM INC200.6K$25.7M0.2%
LRCXLAM RESEARCH CORP58.3K$25.3M0.2%
BMNRBITMINE IMMERSION TECHS INC1.9M$25.2M0.2%
XYZBLOCK INC306.5K$23.3M0.1%
ECHOECHOSTAR CORP213.8K$21.7M0.1%
GEVGE VERNOVA INC18.1K$21.3M0.1%
—DEUTSCHE BK AG630.3K$21.3M0.1%
RMDRESMED INC108.6K$21.2M0.1%
—WISE GROUP PLC1.8M$21.2M0.1%
TTWOTAKE-TWO INTERACTIVE SOFTWAR84.5K$21.1M0.1%
XPEVXPENG INC1.6M$21.0M0.1%
—STELLANTIS N.V3.4M$19.7M0.1%
ACWIISHARES INC173.8K$18.9M0.1%
FERFERROVIAL NV262.7K$18.0M0.1%
Top Fund Holdings
13F
Top Fund Holdings

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