Institutions / SIH Partners, LLLP
SIH Partners, LLLP
CIK 1996244 · Institution · as of Dec 31, 2025
Portfolio value
$1.72B
Positions
175
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 175 →
| Company | Value | % of portfolio |
|---|---|---|
| Alibaba Group Holding LtdBABA | $170.81M | 9.9% |
| JD.com,Inc.JD | $143.25M | 8.3% |
| UBS Group AG | $121.05M | 7.0% |
| Ferrari N V | $95.45M | 5.6% |
| Stellantis N.V | $91.45M | 5.3% |
| Amrize Ltd | $87.52M | 5.1% |
| NVIDIA Corp | $72.14M | 4.2% |
| iShares Tr | $55.05M | 3.2% |
| TotalEnergies SE | $46.57M | 2.7% |
| Broadcom Inc. | $45.56M | 2.7% |
| Xpeng Inc.XPEV | $45.16M | 2.6% |
| Baidu, Inc.BIDU | $42.65M | 2.5% |
| Strategy Inc | $39.54M | 2.3% |
| Li Auto Inc.LI | $37.23M | 2.2% |
| NetEase, Inc.NTES | $36.23M | 2.1% |
| Kraneshares Trust | $34.20M | 2.0% |
| Dbx ETF Tr | $27.29M | 1.6% |
| Bilibili Inc. | $25.13M | 1.5% |
| Trip.com Group Ltd.TCOM | $22.86M | 1.3% |
| Walmart Inc. | $21.49M | 1.3% |
| BHP Group LtdBHP | $18.48M | 1.1% |
| Asml Holding N V | $17.89M | 1.0% |
| Tower Semiconductor Ltd | $16.39M | 1.0% |
| Tesla Inc | $15.33M | 0.9% |
| Vulcan Materials Co | $15.22M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.