Sih Partners, Lllp Top Holdings and 13F Report (2026)

About Sih Partners, Lllp

Investment Activity

Sih Partners, Lllp has $15.89 billion in total holdings as of June 30, 2026.
Sih Partners, Lllp owns shares of 286 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
Approximately 63.68% of the portfolio was purchased this quarter.
About 13.19% of the portfolio was sold this quarter.
This quarter, Sih Partners, Lllp has purchased 257 new stocks and bought additional shares in 60 stocks.
Sih Partners, Lllp sold shares of 65 stocks and completely divested from 116 stocks this quarter.

Largest Holdings

Micron Technology: $7,858,788,390
TOTALENERGIES SE: $1,169,844,301
Deutsche Bank Aktiengesellschaft: $895,247,815
Alibaba Group: $770,836,112
UBS Group: $667,704,534

Largest New Holdings this Quarter

77926X320 - ROUNDHILL ETF TRUST: $537,303,355 Holding
02079K305 - Alphabet: $83,182,871 Holding
G9723Y105 - WISE GROUP PLC: $40,025,877 Holding
747525103 - Qualcomm: $33,194,197 Holding
770700102 - Robinhood Markets: $30,925,750 Holding

Largest Purchases this Quarter

Micron Technology: 6,698,098 shares (about $7.73B)
ROUNDHILL ETF TRUST: 7,275,604 shares (about $537.30M)
Alibaba Group: 3,110,083 shares (about $298.51M)
Deutsche Bank Aktiengesellschaft: 6,820,867 shares (about $230.27M)
Alcon: 3,334,029 shares (about $223.71M)

Largest Sales this Quarter

UBS Group: 7,875,161 shares (about $390.29M)
iShares MSCI South Korea ETF: 1,012,379 shares (about $204.40M)
Ferrari: 376,963 shares (about $140.34M)
BHP Group: 1,436,834 shares (about $119.70M)
iShares China Large-Cap ETF: 2,775,542 shares (about $87.68M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MU Micron Technology	$7,858,788,390	$7,731,547,540 â–²	6,076.3%	6,808,331	49.5%	Technology
TOTALENERGIES SE	$1,169,844,301	$76,814,283 â–²	7.0%	15,044,294	7.4%	ACT
DB Deutsche Bank Aktiengesellschaft	$895,247,815	$230,272,470 â–²	34.6%	26,518,004	5.6%	Finance
BABA Alibaba Group	$770,836,112	$298,505,766 â–²	63.2%	8,031,216	4.9%	Consumer Discretionary
UBS UBS Group	$667,704,534	$390,292,979 â–¼	-36.9%	13,472,650	4.2%	Finance
RACE Ferrari	$590,345,093	$140,339,555 â–¼	-19.2%	1,585,713	3.7%	Consumer Discretionary
ROUNDHILL ETF TRUST	$537,303,355	$537,303,355 â–²	New Holding	7,275,604	3.4%	MEMORY ETF
ALC Alcon	$497,796,045	$223,713,346 â–²	81.6%	7,418,719	3.1%	Healthcare
STLA Stellantis	$467,374,833	$86,678,844 â–¼	-15.6%	81,424,187	2.9%	Consumer Discretionary
LOGI Logitech International	$255,810,241	$10,527,966 â–²	4.3%	2,720,228	1.6%	Technology
AZNCF AstraZeneca	$218,557,718	$73,489,127 â–²	50.7%	1,152,609	1.4%	Healthcare
SANDISK CORP	$120,059,765	$26,895,952 â–¼	-18.3%	52,803	0.8%	COM
GOOG Alphabet	$83,311,327	$53,464,835 â–²	179.1%	235,789	0.5%	Communication Services
GOOGL Alphabet	$83,182,871	$83,182,871 â–²	New Holding	232,764	0.5%	Communication Services
NVDA NVIDIA	$72,026,797	$25,847,026 â–¼	-26.4%	359,972	0.5%	Technology
AAPL Apple	$57,345,654	$44,563,176 â–²	348.6%	198,181	0.4%	Technology
AMZN Amazon.com	$54,220,443	$43,034,909 â–²	384.7%	227,492	0.3%	Consumer Discretionary
AMRIZE LTD	$50,828,426	$20,831,825 â–¼	-29.1%	953,629	0.3%	SHS
FERROVIAL NV	$49,857,584	$37,226,895 â–¼	-42.7%	726,681	0.3%	ORD SHS
JD JD.com	$42,241,865	$43,953,433 â–¼	-51.0%	1,657,844	0.3%	Consumer Discretionary
AVGO Broadcom	$41,767,062	$3,222,585 â–¼	-7.2%	110,568	0.3%	Technology
WISE GROUP PLC	$40,025,877	$40,025,877 â–²	New Holding	3,360,695	0.3%	ORD SHS CLASS A
TSLA Tesla	$36,100,939	$11,985,838 â–²	49.7%	85,832	0.2%	Consumer Discretionary
QCOM Qualcomm	$33,194,197	$33,194,197 â–²	New Holding	179,632	0.2%	Technology
BILI Bilibili	$33,155,622	$1,916,130 â–¼	-5.5%	1,946,895	0.2%	Communication Services
ADI Analog Devices	$32,268,474	$1,736,427 â–¼	-5.1%	81,246	0.2%	Technology
HOOD Robinhood Markets	$30,925,750	$30,925,750 â–²	New Holding	308,394	0.2%	Finance
LI Li Auto	$30,773,722	$9,497,414 â–¼	-23.6%	2,621,271	0.2%	Consumer Discretionary
KLAC KLA	$30,171,905	$30,171,905 â–²	New Holding	100,003	0.2%	Technology
CIEN Ciena	$29,728,427	$28,497,612 â–²	2,315.3%	60,601	0.2%	Technology
AMAT Applied Materials	$28,198,446	$3,771,891 â–¼	-11.8%	39,002	0.2%	Technology
NTES NetEase	$26,784,720	$38,947,769 â–¼	-59.3%	209,027	0.2%	Communication Services
MCHP Microchip Technology	$25,801,210	$21,067,292 â–²	445.0%	282,908	0.2%	Technology
LAM RESEARCH CORP	$25,280,906	$22,738,992 â–²	894.6%	58,341	0.2%	COM NEW
BITMINE IMMERSION TECHS INC	$25,206,678	$10,823,240 â–²	75.2%	1,893,815	0.2%	COM NEW
XPEV XPENG	$24,546,338	$6,247,175 â–¼	-20.3%	1,853,953	0.2%	Consumer Discretionary
BLOCK INC	$23,293,164	$23,293,164 â–²	New Holding	306,489	0.1%	CL A
ECHOSTAR CORP	$21,697,960	$21,697,960 â–²	New Holding	213,773	0.1%	CL A
GE VERNOVA INC	$21,321,359	$18,390,083 â–²	627.4%	18,148	0.1%	COM
RMD ResMed	$21,167,281	$21,167,281 â–²	New Holding	108,617	0.1%	Healthcare
TTWO Take-Two Interactive Software	$21,132,559	$21,132,559 â–²	New Holding	84,537	0.1%	Communication Services
MAGNUM ICE CREAM CO NV	$21,097,438	$4,948,218 â–²	30.6%	1,211,800	0.1%	ORD SHS
AMD Advanced Micro Devices	$19,148,537	$48,494,949 â–¼	-71.7%	32,963	0.1%	Technology
EWT iShares MSCI Taiwan ETF	$18,877,070	$18,877,070 â–²	New Holding	173,806	0.1%	ETF
CAT Caterpillar	$17,142,760	$17,142,760 â–²	New Holding	16,098	0.1%	Industrials
FRO Frontline	$17,043,795	$2,693,372 â–¼	-13.6%	489,905	0.1%	Energy
NXPI NXP Semiconductors	$16,457,679	$3,076,435 â–²	23.0%	58,562	0.1%	Technology
META Meta Platforms	$16,439,618	$12,626,708 â–²	331.2%	29,185	0.1%	Communication Services
BIDU Baidu	$15,688,931	$2,038,019 â–²	14.9%	137,273	0.1%	Communication Services
TXN Texas Instruments	$15,648,377	$29,705,358 â–¼	-65.5%	52,499	0.1%	Technology
QIAGEN NV	$14,288,782	$3,891,388 â–²	37.4%	365,442	0.1%	ORD SHARES
XLC Communication Services Select Sector SPDR Fund	$14,042,172	$14,042,172 â–²	New Holding	131,076	0.1%	ETF
TSM Taiwan Semiconductor Manufacturing	$13,965,102	$15,606,033 â–¼	-52.8%	29,242	0.1%	Technology
ISHARES BITCOIN TRUST ETF	$13,316,399	$6,216,841 â–¼	-31.8%	400,012	0.1%	SHS BEN INT
FLUTTER ENTMT PLC	$13,272,905	$10,989,508 â–¼	-45.3%	129,910	0.1%	SHS
NOK Nokia	$11,740,011	$9,893,135 â–²	535.7%	884,037	0.1%	Technology
FERGUSON ENTERPRISES INC	$11,654,089	$688,257 â–¼	-5.6%	49,105	0.1%	COMMON STOCK NEW
EWY iShares MSCI South Korea ETF	$11,036,258	$204,399,324 â–¼	-94.9%	54,662	0.1%	ETF
ON onsemi	$10,492,995	$3,723,269 â–²	55.0%	110,990	0.1%	Technology
TECK Teck Resources	$10,370,954	$10,370,954 â–²	New Holding	174,419	0.1%	Materials
VOD Vodafone Group	$10,023,333		0.0%	757,908	0.1%	Communication Services
ASML ASML	$9,927,306	$5,837,017 â–²	142.7%	4,990	0.1%	Technology
MLM Martin Marietta Materials	$9,843,692	$9,843,692 â–²	New Holding	17,069	0.1%	Materials
MAXLINEAR INC	$9,357,969	$9,357,969 â–²	New Holding	73,092	0.1%	COM
SHY iShares 1-3 Year Treasury Bond ETF	$8,631,896	$8,631,896 â–²	New Holding	105,126	0.1%	ETF
IJH iShares Core S&P Mid-Cap ETF	$8,482,100	$8,482,100 â–²	New Holding	110,000	0.1%	ETF
SMTC Semtech	$8,092,500	$8,092,500 â–²	New Holding	50,000	0.1%	Technology
IREN IREN	$7,992,232	$6,799,959 â–²	570.3%	174,770	0.1%	Technology
TCOM Trip.com Group	$7,865,213	$416,965 â–²	5.6%	197,420	0.0%	Consumer Discretionary
GDS GDS	$7,802,905	$470,720 â–¼	-5.7%	259,837	0.0%	Technology
LIFE360 INC	$7,785,775	$7,785,775 â–²	New Holding	140,639	0.0%	COM
YNDX Yandex	$7,567,887	$42,954,656 â–¼	-85.0%	27,403	0.0%	Technology
SKM SK Telecom	$7,307,267	$6,661,848 â–²	1,032.2%	227,216	0.0%	Communication Services
FXI iShares China Large-Cap ETF	$7,146,858	$87,679,367 â–¼	-92.5%	226,238	0.0%	ETF
INTC Intel	$7,141,516	$14,190,178 â–¼	-66.5%	51,146	0.0%	Technology
ESLT Elbit Systems	$7,096,308	$6,620,591 â–²	1,391.7%	9,353	0.0%	Industrials
BHP BHP Group	$6,968,299	$119,702,652 â–¼	-94.5%	83,643	0.0%	Materials
CRH PLC	$6,884,808	$464,808 â–²	7.2%	64,344	0.0%	ORD
TTD Trade Desk	$6,762,245	$6,762,245 â–²	New Holding	374,018	0.0%	Communication Services
ZTO ZTO Express (Cayman)	$6,643,503	$944,436 â–¼	-12.4%	296,850	0.0%	Industrials
PYPL PayPal	$6,617,249	$6,374,361 â–²	2,624.4%	153,248	0.0%	Finance
KSA iShares MSCI Saudi Arabia ETF	$6,605,512	$2,972,525 â–¼	-31.0%	177,044	0.0%	ETF
JAMES HARDIE INDS PLC	$6,159,709	$46,163,456 â–¼	-88.2%	235,283	0.0%	ORD SHS
HONEYWELL INTL INC	$6,066,123	$6,066,123 â–²	New Holding	27,093	0.0%	COM
REMITLY GLOBAL INC	$5,971,458	$5,971,458 â–²	New Holding	266,464	0.0%	COM
LITE Lumentum	$5,766,163	$1,932,351 â–²	50.4%	6,720	0.0%	Technology
INDA iShares MSCI India ETF	$5,680,640	$494,690 â–²	9.5%	115,016	0.0%	ETF
ORCL Oracle	$5,654,339	$1,573,068 â–²	38.5%	38,583	0.0%	Technology
MPWR Monolithic Power Systems	$5,633,117	$6,692,005 â–¼	-54.3%	4,075	0.0%	Technology
AEM Agnico Eagle Mines	$5,430,171	$5,430,171 â–²	New Holding	35,004	0.0%	Materials
GDX VanEck Gold Miners ETF	$5,428,552	$24,562,823 â–¼	-81.9%	71,949	0.0%	ETF
RBC RBC Bearings	$5,106,108	$4,058,222 â–²	387.3%	7,928	0.0%	Industrials
SONY Sony	$5,050,647	$5,050,647 â–²	New Holding	251,777	0.0%	Consumer Discretionary
WDC Western Digital	$4,985,848	$1,403,906 â–²	39.2%	7,806	0.0%	Technology
INTU Intuit	$4,979,358	$4,827,717 â–²	3,183.6%	19,078	0.0%	Technology
MSFT Microsoft	$4,976,087	$45,621,094 â–¼	-90.2%	13,340	0.0%	Technology
MDB MongoDB	$4,969,976	$4,969,976 â–²	New Holding	14,796	0.0%	Technology
PDD PDD	$4,847,518	$2,735,630 â–²	129.5%	63,549	0.0%	Consumer Discretionary
KKR KKR & Co. Inc.	$4,565,596	$1,446,636 â–²	46.4%	49,745	0.0%	Finance
VICR Vicor	$4,548,625	$4,548,625 â–²	New Holding	11,977	0.0%	Industrials

Showing largest 100 holdings. View all holdings.

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Sih Partners, Lllp Top Holdings and 13F Report (2026)

About Sih Partners, Lllp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Sih Partners, Lllp Top Holdings and 13F Report (2026)

About Sih Partners, Lllp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSih Partners, Lllp

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools