Sih Partners, Lllp Top Holdings and 13F Report (2025) About Sih Partners, LllpInvestment ActivitySih Partners, Lllp has $2.69 billion in total holdings as of June 30, 2025.Sih Partners, Lllp owns shares of 128 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 23.07% of the portfolio was purchased this quarter.About 39.19% of the portfolio was sold this quarter.This quarter, Sih Partners, Lllp has purchased 246 new stocks and bought additional shares in 34 stocks.Sih Partners, Lllp sold shares of 35 stocks and completely divested from 164 stocks this quarter.Largest Holdings Stellantis $543,285,602UBS Group $514,969,565Deutsche Bank Aktiengesellschaft $353,264,840Alcon $185,563,059Logitech International $148,462,226 Largest New Holdings this Quarter H2927K103 - AMRIZE LTD $49,706,528 Holding464287242 - iShares iBoxx $ Investment Grade Corporate Bond ETF $45,968,899 Holding532206109 - LIFE360 INC $13,009,349 Holding929160109 - Vulcan Materials $10,276,308 Holding464287861 - iShares Europe ETF $10,106,275 Holding Largest Purchases this Quarter Alibaba Group 1,075,670 shares (about $121.99M)Alcon 776,594 shares (about $68.56M)JD.com 1,842,936 shares (about $60.15M)AMRIZE LTD 1,003,159 shares (about $49.71M)iShares iBoxx $ Investment Grade Corporate Bond ETF 419,386 shares (about $45.97M) Largest Sales this Quarter UBS Group 6,011,967 shares (about $203.32M)Deutsche Bank Aktiengesellschaft 5,321,007 shares (about $155.80M)iShares MSCI Emerging Markets ETF 2,818,759 shares (about $135.98M)Ferrari 183,270 shares (about $89.94M)Stellantis 4,899,393 shares (about $49.14M) 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$543,285,602$49,140,912 ▼-8.3%54,166,06220.2%Auto/Tires/TrucksUBSUBS Group$514,969,565$203,324,724 ▼-28.3%15,226,77619.2%FinanceDBDeutsche Bank Aktiengesellschaft$353,264,840$155,799,085 ▼-30.6%12,065,05613.1%FinanceALCAlcon$185,563,059$68,557,718 ▲58.6%2,101,9836.9%MedicalLOGILogitech International$148,462,226$4,646,923 ▼-3.0%1,647,2015.5%Computer and TechnologyBABAAlibaba Group$128,838,636$121,991,734 ▲1,781.7%1,136,0434.8%Retail/WholesaleRACEFerrari$89,722,485$89,937,920 ▼-50.1%182,8313.3%Auto/Tires/TrucksJDJD.com$63,604,491$60,153,431 ▲1,743.0%1,948,6672.4%Retail/WholesaleNTESNetEase$54,480,810$17,017,910 ▲45.4%404,8212.0%Computer and TechnologyAMRIZE LTD$49,706,528$49,706,528 ▲New Holding1,003,1591.8%SHSFXIiShares China Large-Cap ETF$47,421,576$19,611,533 ▲70.5%1,290,0321.8%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$45,968,899$45,968,899 ▲New Holding419,3861.7%FinanceLILi Auto$34,404,759$25,671,571 ▲294.0%1,269,0801.3%Auto/Tires/TrucksFLUTTER ENTMT PLC$33,433,920$3,429,120 ▲11.4%117,0001.2%SHSCRH PLC$28,411,916$4,193,057 ▼-12.9%309,4981.1%ORDBILIBilibili$18,782,328$8,229,679 ▲78.0%875,6330.7%Consumer DiscretionaryFERGUSON ENTERPRISES INC$16,744,322$3,101,849 ▲22.7%76,8970.6%COMMON STOCK NEWRLRalph Lauren$14,264,480$11,622,066 ▲439.8%52,0070.5%Consumer DiscretionaryFERROVIAL SE$13,879,023$1,959,805 ▼-12.4%259,0820.5%ORD SHSLIFE360 INC$13,009,349$13,009,349 ▲New Holding199,3770.5%COMTCOMTrip.com Group$12,950,292$6,563,516 ▲102.8%220,8440.5%Consumer DiscretionaryAMCRAmcor$11,846,682$7,147,311 ▲152.1%1,289,0840.4%IndustrialsASHRXtrackers Harvest CSI 300 China A-Shares ETF$11,656,002$8,599,227 ▲281.3%423,2390.4%ETFFROFrontline$11,220,010$8,310,008 ▲285.6%683,7300.4%TransportationTSMTaiwan Semiconductor Manufacturing$10,958,945$278,583 ▼-2.5%48,3860.4%Computer and TechnologyBIDUBaidu$10,731,063$8,004,495 ▲293.6%125,1290.4%Computer and TechnologyXPEVXPeng$10,480,648$5,679,171 ▲118.3%586,1660.4%Auto/Tires/TrucksVMCVulcan Materials$10,276,308$10,276,308 ▲New Holding39,4000.4%ConstructionIEViShares Europe ETF$10,106,275$10,106,275 ▲New Holding159,7830.4%ETFMLMMartin Marietta Materials$10,036,087$10,036,087 ▲New Holding18,2820.4%ConstructionTPRTapestry$9,179,833$9,179,833 ▲New Holding104,5420.3%Retail/WholesaleQIAGEN NV$8,903,548$12,676,402 ▼-58.7%185,2590.3%COM SHSBHPBHP Group$8,606,426$8,185,158 ▼-48.7%178,9650.3%Basic MaterialsKWEBKraneShares CSI China Internet ETF$7,003,732$25,768,441 ▼-78.6%204,0120.3%ManufacturingXLIIndustrial Select Sector SPDR Fund$6,390,861$4,206,680 ▲192.6%43,3220.2%ETFVFCV.F.$6,355,199$5,901,097 ▲1,299.5%540,8680.2%Consumer DiscretionaryARGXargenex$6,328,557$5,222,810 ▲472.3%11,4810.2%MedicalFCXFreeport-McMoRan$6,321,731$3,435,921 ▲119.1%145,8300.2%Basic MaterialsZTOZTO Express (Cayman)$6,294,150$4,612,338 ▲274.2%354,6000.2%TransportationINDAiShares MSCI India ETF$5,846,400$3,312,403 ▼-36.2%105,0000.2%ETFLNWLight & Wonder$5,221,912$2,603,159 ▲99.4%54,2480.2%Consumer DiscretionaryPVHPVH$5,191,031$4,229,808 ▲440.0%75,6710.2%Consumer DiscretionaryMPMP Materials$5,141,912$5,141,912 ▲New Holding154,5510.2%Basic MaterialsHSBCHSBC$4,200,4670.0%69,0980.2%FinanceNVMINova$3,972,512$796,154 ▲25.1%14,4350.1%Computer and TechnologyNKENIKE$3,822,804$2,402,004 ▲169.1%53,8120.1%Consumer DiscretionaryGDSGDS$3,701,660$3,701,660 ▲New Holding121,0880.1%Business ServicesCIRCLE INTERNET GROUP INC$3,625,075$3,625,075 ▲New Holding19,9960.1%COM CL ANVSNovartis$3,216,325$208,621 ▼-6.1%26,5790.1%MedicalEWZiShares MSCI Brazil ETF$3,085,479$3,085,479 ▲New Holding106,9490.1%ETFUAAUnder Armour$3,021,729$2,338,729 ▲342.4%442,4200.1%Consumer DiscretionaryBIOBio-Rad Laboratories$2,413,200$2,413,200 ▲New Holding10,0000.1%MedicalTIDAL TR II$2,395,069$2,395,069 ▲New Holding108,0320.1%YIELDMAX MSTR OPPMPhilip Morris International$2,336,546$2,336,546 ▲New Holding12,8290.1%Consumer StaplesUALUnited Airlines$2,310,624$2,310,624 ▲New Holding29,0170.1%TransportationBITOProShares Bitcoin ETF$1,969,929$1,969,929 ▲New Holding91,5820.1%ETFXLUUtilities Select Sector SPDR Fund$1,809,586$973,796 ▲116.5%22,1600.1%ETFBPBP$1,788,198$1,084,843 ▲154.2%59,7460.1%EnergyCPRICapri$1,782,160$1,782,160 ▲New Holding100,6870.1%Retail/WholesaleSESEA$1,521,189$3,275,890 ▼-68.3%9,5110.1%Computer and TechnologySANBanco Santander$1,503,1300.0%181,1000.1%FinanceWDSWoodside Energy Group$1,437,5670.0%93,1670.1%EnergySPOTSpotify Technology$1,404,232$1,404,232 ▲New Holding1,8300.1%Computer and TechnologyLINDE PLC$1,396,279$1,396,279 ▲New Holding2,9760.1%SHSTMUST-Mobile US$1,395,727$1,395,727 ▲New Holding5,8580.1%Computer and TechnologyJETSU.S. Global Jets ETF$1,348,844$1,348,844 ▲New Holding58,7220.1%ETFCOCA-COLA EUROPACIFIC PARTNE$1,339,989$6,519,326 ▼-83.0%14,4520.0%SHSPROSHARES TR$1,310,424$1,310,424 ▲New Holding66,5190.0%SHORT BITCOIN ETXLEEnergy Select Sector SPDR Fund$1,229,7450.0%14,5000.0%ETFMSFTMicrosoft$1,217,162$670,011 ▲122.5%2,4470.0%Computer and TechnologyRMDResMed$1,209,246$811,410 ▲204.0%4,6870.0%MedicalAERAercap$1,204,632$294,723 ▲32.4%10,2960.0%TransportationXLCCommunication Services Select Sector SPDR Fund$1,157,798$183,958 ▼-13.7%10,6680.0%ETFNVDANVIDIA$1,132,156$6,734,480 ▼-85.6%7,1660.0%Computer and TechnologyAZEKAZEK$1,106,403$1,106,403 ▲New Holding20,3570.0%ConstructionANGLOGOLD ASHANTI PLC$1,092,495$3,142,461 ▼-74.2%23,9740.0%COM SHSERJEmbraer-Empresa Brasileira de Aeronautica$1,011,063$1,011,063 ▲New Holding17,7660.0%AerospaceAALAmerican Airlines Group$1,008,184$1,008,184 ▲New Holding89,8560.0%TransportationXLVHealth Care Select Sector SPDR Fund$996,233$629,874 ▲171.9%7,3910.0%ETFSTMSTMicroelectronics$980,8440.0%32,2540.0%Computer and TechnologyLUVSouthwest Airlines$959,251$959,251 ▲New Holding29,5700.0%TransportationVEEVVeeva Systems$915,7760.0%3,1800.0%MedicalGRABGrab$866,558$13,692 ▼-1.6%172,2780.0%Computer and TechnologyPDDPDD$858,631$2,983,753 ▼-77.7%8,2040.0%Retail/WholesaleAZNAstraZeneca$856,799$2,544,262 ▼-74.8%12,2610.0%MedicalSONYSony$820,882$820,882 ▲New Holding31,5360.0%Consumer DiscretionaryPYPLPayPal$787,866$787,866 ▲New Holding10,6010.0%Business ServicesVANECK BITCOIN ETF$771,897$771,897 ▲New Holding25,3330.0%SH BEN INTCOREWEAVE INC$745,184$745,184 ▲New Holding4,5700.0%COM CL AGLBEGlobal-e Online$742,140$1,768,666 ▼-70.4%22,1270.0%Retail/WholesaleNOKNokia$720,3930.0%139,0720.0%Computer and TechnologyMDTMedtronic$706,774$335,343 ▼-32.2%8,1080.0%MedicalXLYConsumer Discretionary Select Sector SPDR Fund$640,472$102,580 ▲19.1%2,9470.0%FinanceLYFTLyft$620,960$620,960 ▲New Holding39,4010.0%Computer and TechnologyALKAlaska Air Group$556,848$556,848 ▲New Holding11,2540.0%TransportationINGING Group$542,376$25,443,558 ▼-97.9%24,8000.0%FinanceTTETotalEnergies$527,8930.0%8,5990.0%EnergyINDVIndivior$515,605$689,640 ▼-57.2%34,9800.0%MedicalEEMiShares MSCI Emerging Markets ETF$469,761$135,976,899 ▼-99.7%9,7380.0%FinanceBRK.BBerkshire Hathaway$466,825$466,825 ▲New Holding9610.0%FinanceShowing 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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