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SIH Partners, LLLP

All holdings · as of Dec 31, 2025

175 positions

CompanyClassValueShares% of portfolio
Alibaba Group Holding LtdBABAADR$170.81M1,165,3259.9%
JD.com,Inc.JDADR$143.25M4,991,4488.3%
UBS GROUP AG$121.05M2,613,8467.0%
FERRARI N V$95.45M258,2775.6%
STELLANTIS N.V$91.45M8,397,7935.3%
Amrize Ltd$87.52M1,618,3415.1%
NVIDIA Corp$72.14M386,7994.2%
ISHARES TR$55.05M1,437,7953.2%
TotalEnergies SE$46.57M711,8102.7%
Broadcom Inc.$45.56M131,6452.7%
XPENG INC.XPEVADR$45.16M2,226,6252.6%
Baidu, Inc.BIDUADR$42.65M326,3992.5%
Strategy Inc$39.54M260,2302.3%
Li Auto Inc.LIADR$37.23M2,199,0632.2%
NetEase, Inc.NTESADR$36.23M263,2632.1%
KRANESHARES TRUST$34.20M1,004,4002.0%
DBX ETF TR$27.29M830,6951.6%
BILIBILI INC.$25.13M1,021,8001.5%
Trip.com Group Ltd.TCOMADR$22.86M317,8501.3%
Walmart Inc.$21.49M192,9101.3%
BHP Group LtdBHPADR$18.48M306,1581.1%
ASML HOLDING N V$17.89M16,7231.0%
TOWER SEMICONDUCTOR LTD$16.39M139,6231.0%
Tesla Inc$15.33M34,0900.9%
Vulcan Materials Co$15.22M53,3520.9%
Netflix Inc$14.11M150,4770.8%
Ferguson Enterprises Inc. /DE$13.39M60,1360.8%
COHERENT CORP$11.87M64,3240.7%
Palantir Technologies Inc$11.45M64,4160.7%
DEUTSCHE BANK A G$11.39M295,2670.7%
ALCON AG$11.31M143,4940.7%
FERROVIAL SE$10.59M163,8710.6%
VODAFONE GROUP PLC NEW$10.01M757,9080.6%
SELECT SECTOR SPDR TR$9.58M123,3410.6%
GDS Holdings LtdGDSADR$9.26M265,2000.5%
ISHARES TR$9.13M75,9560.5%
United Rentals Inc$8.71M10,7640.5%
ZTO Express (Cayman) Inc.ZTOADR$8.39M401,5500.5%
ISHARES ETHEREUM TR$8.12M361,8830.5%
iShares MSCI UAE ETF$7.72M30,8260.4%
JAMES HARDIE INDUSTRIES PLC$7.26M349,6560.4%
Marvell Technology, Inc.$7.20M84,7710.4%
MAGNUM ICE CREAM CO NV$6.85M432,0000.4%
Apple Inc.$6.66M24,5060.4%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$6.45M21,2330.4%
RESMED INC$6.29M26,0990.4%
SELECT SECTOR SPDR TR$6.02M51,1140.4%
COSTCO WHOLESALE CORP /NEW$5.92M6,8630.3%
iShares MSCI UAE ETF$5.68M105,0000.3%
Life360, Inc.$4.97M77,4550.3%
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