SIH Partners, L

SIH Partners, L as of March 31, 2025

Portfolio Holdings for SIH Partners, L

SIH Partners, L holds 246 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Stellantis SHS (STLA) 22.4 $662M 59M 11.21
Ubs Group SHS (UBS) 22.0 $651M 21M 30.63
Deutsche Bank A G Namen Akt (DB) 14.0 $414M 17M 23.83
Ferrari Nv Ord (RACE) 5.3 $157M 366k 427.88
Logitech Intl S A SHS (LOGI) 4.9 $143M 1.7M 84.41
Alcon Ord Shs (ALC) 4.3 $126M 1.3M 94.93
Ishares Tr Msci Emg Mkt Etf (EEM) 4.2 $124M 2.8M 43.70
Arcelormittal Sa Luxembourg Ny Registry Sh Put Option (MT) 2.2 $64M 2.2M 28.85
Kraneshares Trust Csi Chi Internet (KWEB) 1.1 $33M 955k 34.91
CRH Ord (CRH) 1.1 $31M 355k 87.97
Netease Sponsored Ads (NTES) 1.0 $29M 278k 102.92
Ishares Tr Jpmorgan Usd Emg (EMB) 1.0 $28M 310k 90.59
Ishares Tr China Lg-cap Etf (FXI) 0.9 $27M 757k 35.84
Ing Groep Sponsored Adr (ING) 0.8 $23M 1.2M 19.59
Flutter Entmt SHS (FLUT) 0.8 $23M 105k 221.55
Qiagen Nv Com Shs (QGEN) 0.6 $18M 449k 40.15
Bhp Group Sponsored Ads (BHP) 0.6 $17M 349k 48.54
Amgen (AMGN) 0.5 $13M 43k 311.55
Ferrovial Se Ord Shs (FER) 0.5 $13M 296k 44.92
Eli Lilly & Co. (LLY) 0.4 $13M 15k 825.91
Gilead Sciences (GILD) 0.4 $13M 112k 112.05
Vertex Pharmaceuticals Incorporated (VRTX) 0.4 $12M 25k 484.82
Ferguson Enterprises Common Stock New (FERG) 0.3 $10M 63k 160.23
Block Cl A (XYZ) 0.3 $9.6M 177k 54.33
Bilibili Spons Ads Rep Z (BILI) 0.3 $9.4M 492k 19.11
Ishares Tr Msci India Etf (INDA) 0.3 $8.5M 165k 51.48
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $8.2M 50k 166.00
Li Auto Sponsored Ads (LI) 0.3 $8.1M 322k 25.20
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $8.0M 60k 132.23
Johnson & Johnson (JNJ) 0.3 $7.9M 47k 165.84
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $7.4M 75k 98.92
Coca-cola Europacific Partne SHS (CCEP) 0.2 $7.4M 85k 87.03
Gamestop Corp Cl A (GME) 0.2 $7.0M 311k 22.32
Trip Com Group Ads (TCOM) 0.2 $6.9M 109k 63.58
Xpeng Ads (XPEV) 0.2 $5.6M 269k 20.72
NVIDIA Corporation (NVDA) 0.2 $5.4M 50k 108.38
Amcor Ord (AMCR) 0.2 $5.0M 511k 9.70
UnitedHealth (UNH) 0.2 $5.0M 9.5k 523.75
Regeneron Pharmaceuticals (REGN) 0.2 $4.9M 7.8k 634.23
Jd.com Spon Ads Cl A (JD) 0.1 $4.3M 106k 41.12
Pdd Holdings Sponsored Ads (PDD) 0.1 $4.3M 37k 118.35
Ishares Msci Mexico Etf (EWW) 0.1 $4.2M 82k 50.96
HSBC HLDGS Spon Adr New (HSBC) 0.1 $4.0M 69k 57.43
Sea Sponsord Ads (SE) 0.1 $3.9M 30k 130.49
Microstrategy Cl A New (MSTR) 0.1 $3.9M 14k 288.27
Tesla Motors (TSLA) 0.1 $3.7M 14k 259.16
Astrazeneca Sponsored Adr (AZN) 0.1 $3.6M 49k 73.50
Anglogold Ashanti Com Shs (AU) 0.1 $3.4M 93k 37.12
Abbvie (ABBV) 0.1 $3.4M 16k 209.52
Kanzhun Sponsored Ads (BZ) 0.1 $3.2M 165k 19.17
Novartis Sponsored Adr (NVS) 0.1 $3.2M 28k 111.48
Dbx Etf Tr Xtrack Hrvst Csi (ASHR) 0.1 $2.9M 111k 26.57
Baidu Spon Adr Rep A (BIDU) 0.1 $2.9M 32k 92.03
Ishares S&p Gsci Commodity- Unit Ben Int Call Option (GSG) 0.1 $2.8M 125k 22.77
Pfizer (PFE) 0.1 $2.7M 108k 25.34
Global E Online SHS (GLBE) 0.1 $2.7M 75k 35.65
Micron Technology (MU) 0.1 $2.6M 30k 86.89
Frontline (FRO) 0.1 $2.6M 177k 14.85
James Hardie Inds Sponsored Adr 0.1 $2.6M 111k 23.56
Tencent Music Entmt Group Spon Ads (TME) 0.1 $2.6M 180k 14.41
Freeport-mcmoran CL B (FCX) 0.1 $2.5M 67k 37.86
Draftkings Com Cl A (DKNG) 0.1 $2.5M 75k 33.21
Qifu Technology American Dep (QFIN) 0.1 $2.4M 54k 44.91
Scientific Games (LNW) 0.1 $2.4M 27k 86.61
Stryker Corporation (SYK) 0.1 $2.3M 6.2k 372.25
Beigene Sponsored Ads (ONC) 0.1 $2.3M 8.4k 272.17
Full Truck Alliance Sponsored Ads (YMM) 0.1 $2.2M 176k 12.77
Apple Call Option (AAPL) 0.1 $2.2M 10k 222.13
Alnylam Pharmaceuticals (ALNY) 0.1 $2.1M 8.0k 270.02
Merck & Co (MRK) 0.1 $2.1M 24k 89.76
Tal Education Group Sponsored Ads (TAL) 0.1 $2.1M 162k 13.21
Abbott Laboratories (ABT) 0.1 $2.1M 16k 132.65
NOVA MEASURING Instruments L (NVMI) 0.1 $2.1M 12k 184.33
Ralph Lauren Corp Cl A (RL) 0.1 $2.1M 9.6k 220.74
Bristol Myers Squibb (BMY) 0.1 $2.0M 32k 60.99
Select Sector Spdr Tr Indl (XLI) 0.1 $1.9M 15k 131.07
Thermo Fisher Scientific (TMO) 0.1 $1.9M 3.8k 497.60
Vipshop Hldgs Sponsored Ads A (VIPS) 0.1 $1.9M 120k 15.68
Zto Express Cayman Sponsored Ads A (ZTO) 0.1 $1.9M 95k 19.84
Ke Hldgs Sponsored Ads (BEKE) 0.1 $1.8M 89k 20.09
Intuitive Surgical Com New (ISRG) 0.1 $1.8M 3.6k 495.27
CVS Caremark Corporation (CVS) 0.1 $1.5M 23k 67.75
Boston Scientific Corporation (BSX) 0.1 $1.5M 15k 100.88
Biontech Se Sponsored Ads (BNTX) 0.0 $1.5M 16k 91.06
Biogen Idec (BIIB) 0.0 $1.4M 10k 136.84
Chevron Corporation (CVX) 0.0 $1.4M 8.2k 167.29
Select Sector Spdr Tr Energy (XLE) 0.0 $1.4M 15k 93.45
Woodside Energy Group Sponsored Adr (WDS) 0.0 $1.3M 93k 14.49
Nike CL B (NKE) 0.0 $1.3M 20k 63.48
Sanofi Sponsored Adr (SNY) 0.0 $1.3M 23k 55.46
Danaher Corporation (DHR) 0.0 $1.2M 5.9k 205.00
Banco Santander Adr (SAN) 0.0 $1.2M 181k 6.70
Nio Spon Ads (NIO) 0.0 $1.2M 315k 3.81
Select Sector Spdr Tr Communication (XLC) 0.0 $1.2M 12k 96.45
Argenx Se Sponsored Adr (ARGX) 0.0 $1.2M 2.0k 591.86
Global X Fds Lithium Btry Etf (LIT) 0.0 $1.1M 29k 38.80
B2gold Corp Put Option (BTG) 0.0 $1.1M 377k 2.85
Medtronic SHS (MDT) 0.0 $1.1M 12k 89.86
Autodesk (ADSK) 0.0 $1.0M 4.0k 261.80
Moderna (MRNA) 0.0 $1.0M 37k 28.35
Anthem (ELV) 0.0 $998k 2.3k 434.96
McKesson Corporation (MCK) 0.0 $945k 1.4k 672.99
Cigna Corp (CI) 0.0 $928k 2.8k 329.00
Pvh Corporation (PVH) 0.0 $906k 14k 64.64
Summit Therapeutics (SMMT) 0.0 $897k 47k 19.29
Verizon Communications (VZ) 0.0 $897k 20k 45.36
United Therapeutics Corporation (UTHR) 0.0 $886k 2.9k 308.27
United Microelectronics Corp Spon Adr New Put Option (UMC) 0.0 $885k 124k 7.15
Intra Cellular Therapies (ITCI) 0.0 $882k 6.7k 131.92
Insmed Com Par $.01 (INSM) 0.0 $871k 11k 76.29
BioMarin Pharmaceutical (BMRN) 0.0 $863k 12k 70.69
Incyte Corporation (INCY) 0.0 $856k 14k 60.55
Ishares Msci Sth Kor Etf (EWY) 0.0 $844k 16k 54.04
Royalty Pharma Shs Class A (RPRX) 0.0 $837k 27k 31.13
Neurocrine Biosciences (NBIX) 0.0 $831k 7.5k 110.60
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $807k 10k 78.85
Illumina (ILMN) 0.0 $799k 10k 79.34
Aercap Holdings Nv SHS (AER) 0.0 $795k 7.8k 102.17
BP Sponsored Adr (BP) 0.0 $794k 24k 33.79
Grab Holdings Class A Ord (GRAB) 0.0 $793k 175k 4.53
Indivior Ord (INDV) 0.0 $779k 82k 9.53
Viatris (VTRS) 0.0 $775k 89k 8.71
Veeva Sys Cl A Com (VEEV) 0.0 $737k 3.2k 231.63
Nokia Corp Sponsored Adr (NOK) 0.0 $733k 139k 5.27
Stmicroelectronics N V Ny Registry (STM) 0.0 $708k 32k 21.96
Autohome Sp Ads Rp Cl A (ATHM) 0.0 $682k 25k 27.72
Tempus Ai Cl A (TEM) 0.0 $682k 14k 48.24
Exelixis (EXEL) 0.0 $646k 18k 36.92
Under Armour Cl A (UAA) 0.0 $625k 100k 6.25
Becton, Dickinson and (BDX) 0.0 $620k 2.7k 229.06
V.F. Corporation (VFC) 0.0 $600k 39k 15.52
Ascendis Pharma A/s Sponsored Adr (ASND) 0.0 $593k 3.8k 155.86
Hca Holdings (HCA) 0.0 $593k 1.7k 345.55
Medpace Hldgs (MEDP) 0.0 $581k 1.9k 304.69
Sunrise Communications Ads Cl A (SNREY) 0.0 $580k 12k 48.29
Select Sector Spdr Tr Financial (XLF) 0.0 $570k 11k 49.81
Totalenergies Se Sponsored Ads (TTE) 0.0 $556k 8.6k 64.69
Zoetis Cl A (ZTS) 0.0 $555k 3.4k 164.65
Toronto Dominion Bk Ont Com New (TD) 0.0 $513k 8.6k 59.94
Alphabet Cap Stk Cl A (GOOGL) 0.0 $509k 3.3k 154.64
AmerisourceBergen (COR) 0.0 $496k 1.8k 278.09
Joyy Ads Repstg Com A (JOYY) 0.0 $491k 12k 41.98
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $489k 2.5k 197.46
Halozyme Therapeutics (HALO) 0.0 $487k 7.6k 63.81
Jazz Pharmaceuticals Shs Usd (JAZZ) 0.0 $464k 3.7k 124.15
Madrigal Pharmaceuticals (MDGL) 0.0 $461k 1.4k 331.23
Roivant Sciences SHS (ROIV) 0.0 $448k 44k 10.09
Iqiyi Sponsored Ads (IQ) 0.0 $445k 197k 2.26
Guardant Health (GH) 0.0 $443k 10k 42.60
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $417k 8.9k 46.81
Bridgebio Pharma (BBIO) 0.0 $414k 12k 34.57
Revolution Medicines (RVMD) 0.0 $414k 12k 35.36
Microsoft Corporation Call Option (MSFT) 0.0 $413k 1.1k 375.39
Extra Space Storage Put Option (EXR) 0.0 $401k 2.7k 148.49
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $397k 2.7k 146.01
Sarepta Therapeutics (SRPT) 0.0 $374k 5.9k 63.82
Edwards Lifesciences (EW) 0.0 $374k 5.2k 72.48
Ionis Pharmaceuticals (IONS) 0.0 $362k 12k 30.17
Axsome Therapeutics (AXSM) 0.0 $358k 3.1k 116.63
Blueprint Medicines (BPMC) 0.0 $356k 4.0k 88.51
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $345k 4.3k 80.71
ResMed (RMD) 0.0 $345k 1.5k 223.85
Foot Locker 0.0 $343k 24k 14.10
Agnico (AEM) 0.0 $342k 3.2k 108.41
Alkermes SHS (ALKS) 0.0 $338k 10k 33.02
Crispr Therapeutics Namen Akt (CRSP) 0.0 $331k 9.7k 34.03
Krystal Biotech (KRYS) 0.0 $327k 1.8k 180.30
Cardinal Health (CAH) 0.0 $327k 2.4k 137.77
Twist Bioscience Corp (TWST) 0.0 $326k 8.3k 39.26
Epam Systems (EPAM) 0.0 $317k 1.9k 168.84
Adobe Systems Incorporated (ADBE) 0.0 $316k 823.00 383.53
Humana (HUM) 0.0 $314k 1.2k 264.60
Bk Nova Cad (BNS) 0.0 $312k 6.6k 47.43
Vaxcyte (PCVX) 0.0 $306k 8.1k 37.76
Centene Corporation (CNC) 0.0 $305k 5.0k 60.71
Globant S A (GLOB) 0.0 $303k 2.6k 117.72
Verona Pharma Sponsored Ads (VRNA) 0.0 $302k 4.8k 63.49
Nuvalent Inc-a (NUVL) 0.0 $296k 4.2k 70.92
Adma Biologics (ADMA) 0.0 $296k 15k 19.84
Smurfit Westrock SHS (SW) 0.0 $294k 6.5k 45.06
Cytokinetics Com New (CYTK) 0.0 $294k 7.3k 40.19
Bank Of Montreal Cadcom (BMO) 0.0 $288k 3.0k 95.51
Agilent Technologies Inc C ommon (A) 0.0 $278k 2.4k 116.98
Suncor Energy (SU) 0.0 $275k 7.1k 38.72
Recursion Pharmaceuticals In Cl A (RXRX) 0.0 $271k 51k 5.29
Endava Ads (DAVA) 0.0 $264k 14k 19.51
Dex (DXCM) 0.0 $254k 3.7k 68.29
Ptc Therapeutics I (PTCT) 0.0 $253k 5.0k 50.96
Hafnia SHS (HAFN) 0.0 $249k 60k 4.16
Iqvia Holdings (IQV) 0.0 $244k 1.4k 176.30
Cameco Corporation (CCJ) 0.0 $235k 5.7k 41.16
Franco-Nevada Corporation (FNV) 0.0 $234k 1.5k 157.56
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $229k 2.8k 81.67
Arcellx Common Stock (ACLX) 0.0 $227k 3.5k 65.60
Mettler-Toledo International (MTD) 0.0 $224k 190.00 1180.91
IDEXX Laboratories (IDXX) 0.0 $224k 533.00 419.95
Veracyte (VCYT) 0.0 $222k 7.5k 29.65
Avidity Biosciences Ord (RNA) 0.0 $222k 7.5k 29.52
Rhythm Pharmaceuticals (RYTM) 0.0 $211k 4.0k 52.97
Ultragenyx Pharmaceutical (RARE) 0.0 $208k 5.7k 36.21
Us Bancorp Del Com New (USB) 0.0 $206k 4.9k 42.22
Cibc Cad (CM) 0.0 $206k 3.7k 56.30
Springworks Therapeutics (SWTX) 0.0 $204k 4.6k 44.13
Waters Corporation (WAT) 0.0 $204k 553.00 368.57
Akero Therapeutics (AKRO) 0.0 $203k 5.0k 40.48
Alvotech Ordinary Shares (ALVO) 0.0 $184k 19k 9.67
Immunovant (IMVT) 0.0 $183k 11k 17.09
ACADIA Pharmaceuticals (ACAD) 0.0 $179k 11k 16.61
BW LPG (BWLP) 0.0 $176k 16k 10.88
Adaptive Biotechnologies Cor (ADPT) 0.0 $164k 22k 7.43
Amneal Pharmaceuticals Com Stk Cl A (AMRX) 0.0 $164k 20k 8.38
Amicus Therapeutics (FOLD) 0.0 $158k 19k 8.16
Weibo Corp Sponsored Adr (WB) 0.0 $147k 16k 9.47
Immunitybio (IBRX) 0.0 $139k 46k 3.01
10x Genomics Cl A Com (TXG) 0.0 $117k 13k 8.73
Pacific Biosciences of California (PACB) 0.0 $108k 91k 1.18
Mannkind Corp Com New (MNKD) 0.0 $96k 19k 5.03
Intellia Therapeutics (NTLA) 0.0 $95k 13k 7.11
BioCryst Pharmaceuticals (BCRX) 0.0 $95k 13k 7.50
Bp Prudhoe Bay Rty Tr Unit Ben Int Put Option (BPPTU) 0.0 $85k 154k 0.55
Lufax Holding Sponsored Adr (LU) 0.0 $81k 27k 2.97
Uranium Energy (UEC) 0.0 $76k 16k 4.78
Absci Corp (ABSI) 0.0 $75k 30k 2.51
Personalis Ord (PSNL) 0.0 $70k 20k 3.51
Nexgen Energy (NXE) 0.0 $69k 15k 4.49
Iovance Biotherapeutics (IOVA) 0.0 $69k 21k 3.33
Ardelyx (ARDX) 0.0 $66k 14k 4.91
Geron Corporation (GERN) 0.0 $63k 40k 1.59
New Gold Inc Cda (NGD) 0.0 $52k 14k 3.71
Denison Mines Corp (DNN) 0.0 $47k 36k 1.30
Arbutus Biopharma (ABUS) 0.0 $43k 12k 3.49
Curevac N V (CVAC) 0.0 $40k 15k 2.77
Abcellera Biologics (ABCL) 0.0 $38k 17k 2.23
Savara (SVRA) 0.0 $30k 11k 2.77
Precigen (PGEN) 0.0 $29k 19k 1.49
Butterfly Network Com Cl A (BFLY) 0.0 $24k 11k 2.28
Erasca (ERAS) 0.0 $23k 17k 1.37
Sana Biotechnology (SANA) 0.0 $23k 13k 1.68
Cerus Corporation (CERS) 0.0 $22k 16k 1.39
Uranium Royalty Corp (UROY) 0.0 $22k 12k 1.76
Allogene Therapeutics (ALLO) 0.0 $20k 14k 1.46
Taysha Gene Therapies Com Shs (TSHA) 0.0 $17k 12k 1.39
Esperion Therapeutics (ESPR) 0.0 $16k 11k 1.44
Quantum Si Com Cl A (QSI) 0.0 $13k 11k 1.20
Tevogen Bio Hldgs (TVGN) 0.0 $11k 11k 1.08
Lexicon Pharmaceuticals Com New (LXRX) 0.0 $11k 24k 0.46