SIH Partners, LLLP 13F Holdings

CIK 0001996244 · Wilmington, DE

As of Sep 30, 2025, SIH Partners, LLLP reported 254 positions worth $3.5B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
STELLANTIS NVSTLAConsumer Cyclical75,119,239$701.6M20.03%
UBS GROUP AGUBSFinancial Services12,527,413$513.6M14.66%
ALCON INCALCHealthcare5,828,307$434.3M12.40%
DEUTSCHE BANK AKTIENGESELLSCHAFTDBFinancial Services11,923,541$422.2M12.05%
FERRARI NVRACEConsumer Cyclical538,010$261.1M7.45%
LOGITECH INTERNATIONAL SALOGITechnology1,656,286 81.7M5.19%
BHP GROUP LTDBHPBasic Materials1,856,704 03.5M2.96%
JDCOM INCJDConsumer Cyclical2,866,236 00.3M2.86%
FERROVIAL SEFERIndustrials1,113,634$65.3M1.86%
NETEASE INCNTESCommunication Services250,320$38.0M1.09%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical200,737$35.9M1.02%
XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETFASHR—977,756$32.2M0.92%
APPLE INCAAPLTechnology121,115$30.8M0.88%
AMRIZE LTDAMRZBasic Materials586,661$28.5M0.81%
BITMINE IMMERSION TECNOLOGIEBMNR—495,363$25.7M0.73%
ISHARES BITCOIN TRUST ETFIBIT—379,385$24.7M0.70%
TRIPCOM GROUP LTDTCOMIndustrials326,300$24.5M0.70%
NVIDIA CORPNVDATechnology112,382$21.0M0.60%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology71,828$20.1M0.57%
FRONTLINE PLCFROEnergy865,020 9.7M0.56%
LI AUTO INCLIConsumer Cyclical772,318 9.6M0.56%
ARGENX SEARGXHealthcare23,553 7.4M0.50%
ISHARES TIPS BOND ETFTIP—149,682 6.6M0.48%
FLUTTER ENTERTAINMENT PLCFLUTConsumer Cyclical63,613 6.2M0.46%
ISHARES CHINA LARGE-CAP ETFFXI—380,075 5.6M0.45%