SIH Partners, L
Latest statistics and disclosures from SIH Partners, L's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BHP, BILI, SQ, LI, AMCR, and represent 69.83% of SIH Partners, L's stock portfolio.
- Added to shares of these 10 stocks: BHP (+$27M), TCOM (+$5.3M), JD, BEKE, BABA, YMM, PDD, VIPS, TAL, AMCR.
- Started 11 new stock positions in WB, BEKE, PDD, BABA, ACWI, YY, NTES, ATHM, TCOM, CWI. SCHD.
- Reduced shares in these 6 stocks: BIDU (-$8.0M), LI (-$7.8M), BILI (-$6.1M), SQ, IBUY, QQQM.
- Sold out of its positions in IBUY, QQQM.
- SIH Partners, L was a net buyer of stock by $38M.
- SIH Partners, L has $167M in assets under management (AUM), dropping by 61.15%.
- Central Index Key (CIK): 0001996244
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Portfolio Holdings for SIH Partners, L
SIH Partners, L holds 29 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Bhp Group Sponsored Ads (BHP) | 34.3 | $57M | +90% | 920k | 62.11 |
|
| Bilibili Spons Ads Rep Z (BILI) | 13.1 | $22M | -21% | 936k | 23.38 |
|
| Block Cl A (SQ) | 11.0 | $18M | -18% | 274k | 67.13 |
|
| Li Auto Sponsored Ads (LI) | 7.4 | $12M | -38% | 481k | 25.65 |
|
| Amcor Ord (AMCR) | 4.0 | $6.6M | +41% | 586k | 11.33 |
|
| Jd.com Spon Ads Cl A (JD) | 3.7 | $6.2M | +359% | 156k | 40.00 |
|
| Trip Com Group Ads (TCOM) | 3.2 | $5.3M | NEW | 90k | 59.43 |
|
| Xpeng Ads (XPEV) | 3.0 | $5.1M | 417k | 12.18 |
|
|
| Nio Spon Ads (NIO) | 3.0 | $5.1M | +14% | 759k | 6.68 |
|
| Ke Hldgs Sponsored Ads (BEKE) | 1.9 | $3.2M | NEW | 161k | 19.91 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.8 | $2.9M | NEW | 28k | 106.12 |
|
| Vipshop Hldgs Sponsored Ads A (VIPS) | 1.7 | $2.8M | +326% | 175k | 15.73 |
|
| Full Truck Alliance Sponsored Ads (YMM) | 1.5 | $2.5M | +571% | 282k | 9.01 |
|
| Tal Education Group Sponsored Ads (TAL) | 1.4 | $2.4M | +582% | 200k | 11.84 |
|
| Pdd Holdings Sponsored Ads (PDD) | 1.3 | $2.2M | NEW | 16k | 134.81 |
|
| Tencent Music Entmt Group Spon Ads (TME) | 1.3 | $2.1M | +779% | 177k | 12.05 |
|
| Kanzhun Sponsored Ads (BZ) | 1.2 | $2.1M | +696% | 119k | 17.36 |
|
| Qifu Technology American Dep (QFIN) | 1.2 | $2.1M | +348% | 69k | 29.81 |
|
| Baidu Spon Adr Rep A (BIDU) | 1.0 | $1.7M | -82% | 16k | 105.29 |
|
| Netease Sponsored Ads (NTES) | 0.9 | $1.5M | NEW | 16k | 93.51 |
|
| Autohome Sp Ads Rp Cl A (ATHM) | 0.5 | $799k | NEW | 25k | 32.62 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.3 | $574k | NEW | 4.8k | 119.55 |
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.3 | $548k | NEW | 18k | 30.44 |
|
| Joyy Ads Repstg Com A (YY) | 0.2 | $333k | NEW | 9.2k | 36.24 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $254k | NEW | 3.0k | 84.53 |
|
| Lufax Holding Sponsored Adr (LU) | 0.1 | $239k | +150% | 68k | 3.49 |
|
| Iqiyi Sponsored Ads (IQ) | 0.1 | $218k | +139% | 76k | 2.86 |
|
| Weibo Corp Sponsored Adr (WB) | 0.1 | $189k | NEW | 19k | 10.08 |
|
| Arcadium Lithium Com Shs (ALTM) | 0.0 | $58k | +74% | 20k | 2.85 |
|
Past Filings by SIH Partners, L
SEC 13F filings are viewable for SIH Partners, L going back to 2024
- SIH Partners, L 2024 Q3 filed Nov. 14, 2024
- SIH Partners, L 2024 Q2 filed Aug. 15, 2024
- SIH Partners, L 2024 Q1 filed May 7, 2024