Sih Partners, Lllp Top Holdings and 13F Report (2025) About Sih Partners, LllpInvestment ActivitySih Partners, Lllp has $2.95 billion in total holdings as of March 31, 2025.Sih Partners, Lllp owns shares of 246 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 67.87% of the portfolio was purchased this quarter.About 33.99% of the portfolio was sold this quarter.This quarter, Sih Partners, Lllp has purchased 113 new stocks and bought additional shares in 33 stocks.Sih Partners, Lllp sold shares of 31 stocks and completely divested from 37 stocks this quarter.Largest Holdings Stellantis $662,123,751UBS Group $650,542,698Deutsche Bank Aktiengesellschaft $414,309,882Ferrari $156,647,296Logitech International $143,392,247 Largest New Holdings this Quarter 464287234 - iShares MSCI Emerging Markets ETF $123,605,319 Holding500767306 - KraneShares CSI China Internet ETF $33,325,854 Holding64110W102 - NetEase $28,649,737 Holding464287184 - iShares China Large-Cap ETF $27,114,035 HoldingN72482206 - QIAGEN NV $18,028,193 Holding Largest Purchases this Quarter UBS Group 14,162,680 shares (about $433.80M)Deutsche Bank Aktiengesellschaft 17,316,422 shares (about $412.65M)Stellantis 28,258,537 shares (about $316.78M)iShares MSCI Emerging Markets ETF 2,828,497 shares (about $123.61M)Logitech International 1,311,562 shares (about $110.71M) Largest Sales this Quarter iShares J.P. Morgan USD Emerging Markets Bond ETF 1,272,338 shares (about $115.26M)Merck & Co., Inc. 415,113 shares (about $37.26M)ArcelorMittal 1,102,600 shares (about $31.81M)iShares MSCI India ETF 565,308 shares (about $29.10M)Alibaba Group 124,386 shares (about $16.45M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSih Partners, Lllp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSTLAStellantis$662,123,751$316,778,200 ▲91.7%59,065,45522.4%Auto/Tires/TrucksUBSUBS Group$650,542,698$433,802,888 ▲200.1%21,238,74322.0%FinanceDBDeutsche Bank Aktiengesellschaft$414,309,882$412,650,337 ▲24,865.3%17,386,06314.0%FinanceRACEFerrari$156,647,296$108,943,383 ▲228.4%366,1015.3%Auto/Tires/TrucksLOGILogitech International$143,392,247$110,708,948 ▲338.7%1,698,7594.9%Computer and TechnologyALCAlcon$125,819,178$104,802,720 ▲498.7%1,325,3894.3%MedicalEEMiShares MSCI Emerging Markets ETF$123,605,319$123,605,319 ▲New Holding2,828,4974.2%FinanceMTArcelorMittal$64,283,570$31,810,010 ▼-33.1%2,228,2002.2%Basic MaterialsKWEBKraneShares CSI China Internet ETF$33,325,854$33,325,854 ▲New Holding954,6221.1%ManufacturingCRH PLC$31,244,657$6,780,904 ▲27.7%355,1741.1%ORDNTESNetEase$28,649,737$28,649,737 ▲New Holding278,3691.0%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$28,111,073$115,261,097 ▼-80.4%310,3111.0%ETFFXIiShares China Large-Cap ETF$27,114,035$27,114,035 ▲New Holding756,5300.9%ETFINGING Groep$23,276,838$13,861,884 ▲147.2%1,188,2000.8%FinanceFLUTTER ENTMT PLC$23,262,750$15,022,862 ▲182.3%105,0000.8%SHSQIAGEN NV$18,028,193$18,028,193 ▲New Holding449,0210.6%COM SHSBHPBHP Group$16,948,712$6,930,638 ▲69.2%349,1700.6%Basic MaterialsAMGNAmgen$13,348,048$13,348,048 ▲New Holding42,8440.5%MedicalFERROVIAL SE$13,281,317$12,396,348 ▲1,400.8%295,6660.5%ORD SHSLLYEli Lilly and Company$12,633,945$12,633,945 ▲New Holding15,2970.4%MedicalGILDGilead Sciences$12,555,427$12,555,427 ▲New Holding112,0520.4%MedicalVRTXVertex Pharmaceuticals$12,308,610$12,308,610 ▲New Holding25,3880.4%MedicalFERGUSON ENTERPRISES INC$10,038,730$9,522,469 ▼-48.7%62,6520.3%COMMON STOCK NEWBLOCK INC$9,628,200$4,858,406 ▲101.9%177,2170.3%CL ABILIBilibili$9,401,452$5,026,982 ▼-34.8%491,9650.3%Consumer DiscretionaryINDAiShares MSCI India ETF$8,467,945$29,102,055 ▼-77.5%164,4900.3%ETFTSMTaiwan Semiconductor Manufacturing$8,236,256$10,479,746 ▼-56.0%49,6160.3%Computer and TechnologyLILi Auto$8,117,903$4,525,693 ▼-35.8%322,1390.3%Auto/Tires/TrucksBABAAlibaba Group$7,983,122$16,447,561 ▼-67.3%60,3730.3%Retail/WholesaleJNJJohnson & Johnson$7,857,168$7,857,168 ▲New Holding47,3780.3%MedicalAGGiShares Core U.S. Aggregate Bond ETF$7,397,238$7,397,238 ▲New Holding74,7800.3%FinanceCOCA-COLA EUROPACIFIC PARTNE$7,377,010$2,524,044 ▼-25.5%84,7640.2%SHSGMEGameStop$6,950,894$6,950,894 ▲New Holding311,4200.2%Consumer DiscretionaryTCOMTrip.com Group$6,924,816$5,141,397 ▲288.3%108,9150.2%Consumer DiscretionaryXPEVXPeng$5,564,128$730,546 ▼-11.6%268,5390.2%Auto/Tires/TrucksNVDANVIDIA$5,396,457$1,367,214 ▼-20.2%49,7920.2%Computer and TechnologyAMCRAmcor$4,960,163$4,698,699 ▲1,797.1%511,3570.2%IndustrialsUNHUnitedHealth Group$4,957,818$4,957,818 ▲New Holding9,4660.2%MedicalREGNRegeneron Pharmaceuticals$4,915,283$4,915,283 ▲New Holding7,7500.2%MedicalJDJD.com$4,347,659$132,859 ▼-3.0%105,7310.1%Retail/WholesalePDDPDD$4,344,984$3,834,540 ▲751.2%36,7130.1%Retail/WholesaleEWWiShares MSCI Mexico ETF$4,153,902$4,153,902 ▲New Holding81,5130.1%ETFHSBCHSBC$3,968,298$2,088,901 ▲111.1%69,0980.1%FinanceSESEA$3,913,787$2,776,436 ▼-41.5%29,9930.1%Computer and TechnologyMSTRStrategy$3,908,941$3,908,941 ▲New Holding13,5600.1%Computer and TechnologyTSLATesla$3,676,703$3,676,703 ▲New Holding14,1870.1%Auto/Tires/TrucksAZNAstraZeneca$3,577,245$2,698,994 ▲307.3%48,6700.1%MedicalANGLOGOLD ASHANTI PLC$3,449,673$3,449,673 ▲New Holding92,9330.1%COM SHSABBVAbbVie$3,446,394$3,446,394 ▲New Holding16,4490.1%MedicalBZKanzhun$3,166,884$184,032 ▼-5.5%165,2000.1%Computer and TechnologyNVSNovartis$3,155,218$323,626 ▲11.4%28,3030.1%MedicalASHRXtrackers Harvest CSI 300 China A-Shares ETF$2,949,111$766,013 ▲35.1%110,9940.1%ETFBIDUBaidu$2,925,910$2,925,910 ▲New Holding31,7930.1%Computer and TechnologyGSGiShares S&P GSCI Commodity-Indexed Trust$2,846,250$2,846,250 ▲New Holding125,0000.1%FinancePFEPfizer$2,740,901$2,740,901 ▲New Holding108,1650.1%MedicalGLBEGlobal-E Online$2,668,759$2,668,759 ▲New Holding74,8600.1%Retail/WholesaleMUMicron Technology$2,634,505$2,634,505 ▲New Holding30,3200.1%Computer and TechnologyFROFrontline$2,633,365$487,080 ▲22.7%177,3310.1%TransportationJHXJames Hardie Industries$2,625,432$2,418,128 ▲1,166.5%111,4360.1%ConstructionTMETencent Music Entertainment Group$2,598,123$423,654 ▼-14.0%180,3000.1%Consumer DiscretionaryFCXFreeport-McMoRan$2,520,340$2,520,340 ▲New Holding66,5700.1%Basic MaterialsDKNGDraftKings$2,497,126$1,114,826 ▲80.7%75,1920.1%Consumer DiscretionaryQFINQifu Technology$2,416,158$202,095 ▼-7.7%53,8000.1%Business ServicesLNWLight & Wonder$2,356,225$2,356,225 ▲New Holding27,2050.1%Consumer DiscretionarySYKStryker$2,322,096$1,205,346 ▲107.9%6,2380.1%MedicalBGNEBeiGene$2,278,335$2,278,335 ▲New Holding8,3710.1%MedicalYMMFull Truck Alliance$2,243,689$357,560 ▼-13.7%175,7000.1%Business ServicesAAPLApple$2,221,300$323,866 ▼-12.7%10,0000.1%Computer and TechnologyALNYAlnylam Pharmaceuticals$2,149,089$2,149,089 ▲New Holding7,9590.1%MedicalMRKMerck & Co., Inc.$2,144,097$37,260,541 ▼-94.6%23,8870.1%MedicalTALTAL Education Group$2,141,341$243,064 ▼-10.2%162,1000.1%Consumer DiscretionaryABTAbbott Laboratories$2,128,900$2,128,900 ▲New Holding16,0490.1%MedicalNVMINova$2,127,537$2,127,537 ▲New Holding11,5420.1%Computer and TechnologyRLRalph Lauren$2,126,609$1,507,213 ▲243.3%9,6340.1%Consumer DiscretionaryBMYBristol-Myers Squibb$1,964,793$1,964,793 ▲New Holding32,2150.1%MedicalXLIIndustrial Select Sector SPDR Fund$1,940,622$1,940,622 ▲New Holding14,8060.1%ETFTMOThermo Fisher Scientific$1,900,334$1,900,334 ▲New Holding3,8190.1%MedicalVIPSVipshop$1,883,168$315,168 ▼-14.3%120,1000.1%Computer and TechnologyZTOZTO Express (Cayman)$1,879,840$448,384 ▲31.3%94,7500.1%TransportationBEKEKE$1,793,635$202,909 ▼-10.2%89,2800.1%Computer and TechnologyISRGIntuitive Surgical$1,774,552$1,774,552 ▲New Holding3,5830.1%MedicalCVSCVS Health$1,533,183$1,533,183 ▲New Holding22,6300.1%MedicalBSXBoston Scientific$1,500,388$1,500,388 ▲New Holding14,8730.1%MedicalBNTXBioNTech$1,460,693$1,460,693 ▲New Holding16,0410.0%MedicalBIIBBiogen$1,425,052$1,425,052 ▲New Holding10,4140.0%MedicalCVXChevron$1,376,462$1,376,462 ▲New Holding8,2280.0%EnergyXLEEnergy Select Sector SPDR Fund$1,355,0250.0%14,5000.0%ETFWDSWoodside Energy Group$1,349,9900.0%93,1670.0%EnergyNKENIKE$1,269,600$1,269,600 ▲New Holding20,0000.0%Consumer DiscretionarySNYSanofi$1,255,947$1,255,947 ▲New Holding22,6460.0%MedicalDHRDanaher$1,215,650$1,215,650 ▲New Holding5,9300.0%MedicalSANBanco Santander$1,213,3700.0%181,1000.0%FinanceNIONIO$1,199,503$2,357,896 ▼-66.3%314,8300.0%Auto/Tires/TrucksXLCCommunication Services Select Sector SPDR Fund$1,192,411$1,192,411 ▲New Holding12,3630.0%ETFARGXargenx$1,187,281$1,187,281 ▲New Holding2,0060.0%MedicalLITGlobal X Lithium & Battery Tech ETF$1,108,167$281,727 ▲34.1%28,5610.0%ETFBTGB2Gold$1,074,450$182,400 ▲20.4%377,0000.0%Basic MaterialsMDTMedtronic$1,074,276$1,074,276 ▲New Holding11,9550.0%MedicalADSKAutodesk$1,047,2000.0%4,0000.0%Computer and TechnologyMRNAModerna$1,044,584$1,044,584 ▲New Holding36,8460.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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