SIH Partners, L

SIH Partners, L as of June 30, 2026

Portfolio Holdings for SIH Partners, L

SIH Partners, L holds 286 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Micron Technology (MU) 49.5 $7.9B 6.8M 1154.29
Totalenergies Se Act (TTE) 7.4 $1.2B 15M 77.76
Deutsche Bk Namen Akt (DB) 5.6 $895M 27M 33.76
Alibaba Group Hldg Sponsored Ads (BABA) 4.9 $771M 8.0M 95.98
Ubs Group SHS (UBS) 4.2 $668M 14M 49.56
Ferrari Nv Ord (RACE) 3.7 $590M 1.6M 372.29
Roundhill Etf Trust Memory Etf 3.4 $537M 7.3M 73.85
Alcon Ord Shs (ALC) 3.1 $498M 7.4M 67.10
Stellantis SHS (STLA) 2.9 $467M 81M 5.74
Logitech Intl S A SHS (LOGI) 1.6 $256M 2.7M 94.04
Astrazeneca Ord (AZN) 1.4 $219M 1.2M 189.62
Sandisk Corp (SNDK) 0.8 $120M 53k 2273.73
Alphabet Cap Stk Cl C (GOOG) 0.5 $83M 236k 353.33
Alphabet Cap Stk Cl A (GOOGL) 0.5 $83M 233k 357.37
NVIDIA Corporation (NVDA) 0.5 $72M 360k 200.09
Apple (AAPL) 0.4 $57M 198k 289.36
Amazon (AMZN) 0.3 $54M 228k 238.34
Amrize SHS (AMRZ) 0.3 $51M 954k 53.30
Ferrovial Nv Ord Shs (FER) 0.3 $50M 727k 68.61
Jd.com Spon Ads Cl A (JD) 0.3 $42M 1.7M 25.48
Broadcom (AVGO) 0.3 $42M 111k 377.75
Wise Group Ord Shs Class A 0.3 $40M 3.4M 11.91
Tesla Motors (TSLA) 0.2 $36M 86k 420.60
Qualcomm (QCOM) 0.2 $33M 180k 184.79
Bilibili Spons Ads Rep Z (BILI) 0.2 $33M 1.9M 17.03
Analog Devices (ADI) 0.2 $32M 81k 397.17
Robinhood Mkts Com Cl A (HOOD) 0.2 $31M 308k 100.28
Li Auto Sponsored Ads (LI) 0.2 $31M 2.6M 11.74
Kla Corp Com New (KLAC) 0.2 $30M 100k 301.71
Ciena Corp Com New (CIEN) 0.2 $30M 61k 490.56
Applied Materials (AMAT) 0.2 $28M 39k 723.00
Netease Sponsored Ads (NTES) 0.2 $27M 209k 128.14
Microchip Technology (MCHP) 0.2 $26M 283k 91.20
Lam Research Corp Com New (LRCX) 0.2 $25M 58k 433.33
Bitmine Immersion Techs Com New (BMNR) 0.2 $25M 1.9M 13.31
Xpeng Ads (XPEV) 0.2 $25M 1.9M 13.24
Block Cl A (XYZ) 0.1 $23M 307k 76.00
Echostar Corp Cl A 0.1 $22M 214k 101.50
Ge Vernova (GEV) 0.1 $21M 18k 1174.86
ResMed (RMD) 0.1 $21M 109k 194.88
Take-Two Interactive Software (TTWO) 0.1 $21M 85k 249.98
Magnum Ice Cream Co Nv Ord Shs Put Option (MICC) 0.1 $21M 1.2M 17.41
Advanced Micro Devices (AMD) 0.1 $19M 33k 580.91
Ishares Msci Taiwan Etf (EWT) 0.1 $19M 174k 108.61
Caterpillar (CAT) 0.1 $17M 16k 1064.90
Frontline (FRO) 0.1 $17M 490k 34.79
Nxp Semiconductors N V (NXPI) 0.1 $17M 59k 281.03
Meta Platforms Cl A (META) 0.1 $16M 29k 563.29
Baidu Spon Adr Rep A (BIDU) 0.1 $16M 137k 114.29
Texas Instruments Incorporated (TXN) 0.1 $16M 53k 298.07
Qiagen Nv Ord Shares (QGEN) 0.1 $14M 365k 39.10
Select Sector Spdr Tr St Str Svc Etf (XLC) 0.1 $14M 131k 107.13
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $14M 29k 477.57
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $13M 400k 33.29
Flutter Entmt SHS (FLUT) 0.1 $13M 130k 102.17
Nokia Corp Sponsored Adr (NOK) 0.1 $12M 884k 13.28
Ferguson Enterprises Common Stock New (FERG) 0.1 $12M 49k 237.33
Ishares Msci Sth Kor Etf (EWY) 0.1 $11M 55k 201.90
ON Semiconductor (ON) 0.1 $11M 111k 94.54
Teck Resources CL B (TECK) 0.1 $10M 174k 59.46
Vodafone Group Sponsored Adr (VOD) 0.1 $10M 758k 13.22
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $9.9M 5.0k 1989.44
Martin Marietta Materials (MLM) 0.1 $9.8M 17k 576.70
MaxLinear (MXL) 0.1 $9.4M 73k 128.03
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $8.6M 105k 82.11
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $8.5M 110k 77.11
Semtech Corporation (SMTC) 0.1 $8.1M 50k 161.85
Iren Ordinary Shares (IREN) 0.1 $8.0M 175k 45.73
Trip Com Group Ads (TCOM) 0.0 $7.9M 197k 39.84
GDS HLDGS Sponsored Ads (GDS) 0.0 $7.8M 260k 30.03
Life360 (LIF) 0.0 $7.8M 141k 55.36
Nebius Group Shs Class A (NBIS) 0.0 $7.6M 27k 276.17
Sk Telecom Sponsored Adr (SKM) 0.0 $7.3M 227k 32.16
Ishares Tr China Lg-cap Etf (FXI) 0.0 $7.1M 226k 31.59
Intel Corporation (INTC) 0.0 $7.1M 51k 139.63
Elbit Sys Ord (ESLT) 0.0 $7.1M 9.4k 758.72
Bhp Billiton Sponsored Ads (BHP) 0.0 $7.0M 84k 83.31
CRH Ord (CRH) 0.0 $6.9M 64k 107.00
The Trade Desk Com Cl A (TTD) 0.0 $6.8M 374k 18.08
Zto Express Cayman Sponsored Ads A (ZTO) 0.0 $6.6M 297k 22.38
Paypal Holdings (PYPL) 0.0 $6.6M 153k 43.18
Ishares Tr Msci Saudi Arbia (KSA) 0.0 $6.6M 177k 37.31
James Hardie Inds Ord Shs (JHX) 0.0 $6.2M 235k 26.18
Honeywell International (HON) 0.0 $6.1M 27k 223.90
Remitly Global (RELY) 0.0 $6.0M 267k 22.41
Lumentum Hldgs (LITE) 0.0 $5.8M 6.7k 858.06
Ishares Tr Msci India Etf (INDA) 0.0 $5.7M 115k 49.39
Oracle Corporation (ORCL) 0.0 $5.7M 39k 146.55
Monolithic Power Systems (MPWR) 0.0 $5.6M 4.1k 1382.36
Agnico (AEM) 0.0 $5.4M 35k 155.13
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $5.4M 72k 75.45
RBC Bearings Incorporated (RBC) 0.0 $5.1M 7.9k 644.06
Sony Group Corp Sponsored Adr (SONY) 0.0 $5.1M 252k 20.06
Western Digital (WDC) 0.0 $5.0M 7.8k 638.72
Intuit (INTU) 0.0 $5.0M 19k 261.00
Microsoft Corporation (MSFT) 0.0 $5.0M 13k 373.02
Mongodb Cl A (MDB) 0.0 $5.0M 15k 335.90
Pdd Holdings Sponsored Ads (PDD) 0.0 $4.8M 64k 76.28
Kkr & Co (KKR) 0.0 $4.6M 50k 91.78
Vicor Corporation (VICR) 0.0 $4.5M 12k 379.78
Pinterest Cl A (PINS) 0.0 $4.5M 215k 21.03
Apollo Global Mgmt (APO) 0.0 $4.5M 38k 118.31
Sable Offshore Corp Com Shs (SOC) 0.0 $4.4M 1.4M 3.08
Nuscale Pwr Corp Cl A Com (SMR) 0.0 $4.3M 426k 10.03
BP Sponsored Adr (BP) 0.0 $4.0M 109k 36.95
Rockwell Automation (ROK) 0.0 $3.9M 7.9k 495.08
Servicenow (NOW) 0.0 $3.6M 36k 99.28
Banco Santander Sa Adr (SAN) 0.0 $3.5M 254k 13.80
Redwire Corporation (RDW) 0.0 $3.5M 287k 12.23
Amcor Com New (AMCR) 0.0 $3.5M 81k 43.35
Spdr Series Trust St Str Sp Regbnk (KRE) 0.0 $3.4M 45k 74.85
Strategy Cl A New (MSTR) 0.0 $3.2M 37k 86.93
4068594 Enphase Energy (ENPH) 0.0 $3.1M 64k 49.24
Intuitive Machines Class A Com (LUNR) 0.0 $3.1M 144k 21.39
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $3.0M 3.1k 965.00
Synopsys (SNPS) 0.0 $3.0M 6.7k 446.07
Veeva Sys Cl A Com (VEEV) 0.0 $2.9M 17k 177.47
Newmont Mining Corporation (NEM) 0.0 $2.9M 31k 93.40
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $2.8M 4.3k 640.76
Sunbelt Rentals Holdings SHS (SUNB) 0.0 $2.7M 37k 74.81
Linde SHS (LIN) 0.0 $2.7M 5.3k 518.94
Comcast Corp Cl A (CMCSA) 0.0 $2.7M 110k 24.55
T1 Energy Com New (TE) 0.0 $2.7M 282k 9.48
Camtek Ord (CAMT) 0.0 $2.4M 15k 163.12
FactSet Research Systems (FDS) 0.0 $2.4M 10k 230.08
Samsara Com Cl A (IOT) 0.0 $2.3M 71k 32.43
Hive Digital Technologies Lt Com New (HIVE) 0.0 $2.3M 620k 3.64
Argenx Se Sponsored Adr (ARGX) 0.0 $2.2M 2.4k 927.77
Moderna (MRNA) 0.0 $2.2M 31k 70.03
Monday SHS (MNDY) 0.0 $2.1M 30k 72.39
Abivax Sa Sponsored Ads (ABVX) 0.0 $2.1M 16k 133.26
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $2.0M 3.1k 655.89
Kinross Gold Corp (KGC) 0.0 $1.9M 82k 23.62
Astera Labs (ALAB) 0.0 $1.9M 4.0k 483.02
Anglogold Ashanti Com Shs (AU) 0.0 $1.9M 24k 80.89
Amer Sports Com Shs (AS) 0.0 $1.9M 55k 33.84
Ishares Tr Expanded Tech (IGV) 0.0 $1.8M 20k 90.60
Coherent Corp (COHR) 0.0 $1.8M 4.7k 394.47
ViaSat (VSAT) 0.0 $1.8M 20k 89.81
Accenture Plc Ireland Shs Class A (ACN) 0.0 $1.7M 14k 124.44
Coreweave Com Cl A (CRWV) 0.0 $1.7M 17k 99.54
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.0 $1.5M 29k 53.11
Direxion Shares Etf Trust Dail Ms Kore Etf (KORU) 0.0 $1.5M 2.0k 781.35
Hubspot (HUBS) 0.0 $1.5M 8.3k 182.51
Coca-cola Europacific Partne SHS (CCEP) 0.0 $1.5M 15k 100.07
Super Micro Computer Com New (SMCI) 0.0 $1.5M 50k 29.33
Brinker International (EAT) 0.0 $1.5M 8.8k 168.00
Primoris Services (PRIM) 0.0 $1.5M 15k 99.12
Kenon Hldgs SHS (KEN) 0.0 $1.5M 22k 66.86
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.0 $1.4M 173k 8.17
Ast Spacemobile Com Cl A (ASTS) 0.0 $1.4M 16k 88.86
Bloom Energy Corp Com Cl A (BE) 0.0 $1.4M 4.5k 302.70
Ralph Lauren Corp Cl A (RL) 0.0 $1.3M 3.4k 401.41
Aercap Holdings Nv SHS (AER) 0.0 $1.2M 8.5k 145.78
Ishares Msci Brazil Etf (EWZ) 0.0 $1.2M 36k 34.50
Iridium Communications (IRDM) 0.0 $1.2M 22k 54.85
Sea Sponsord Ads (SE) 0.0 $1.1M 12k 95.83
Rubrik Cl A (RBRK) 0.0 $1.1M 14k 80.28
AeroVironment (AVAV) 0.0 $1.1M 6.8k 165.07
B2gold Corp (BTG) 0.0 $1.1M 295k 3.74
IDEXX Laboratories (IDXX) 0.0 $1.1M 2.1k 526.44
Kraneshares Trust Csi Chi Internet (KWEB) 0.0 $1.1M 44k 24.47
Iamgold Corp (IAG) 0.0 $1.1M 68k 15.84
Pvh Corporation (PVH) 0.0 $1.1M 14k 74.26
NOVA MEASURING Instruments L (NVMI) 0.0 $1.0M 1.9k 542.94
Regal-beloit Corporation (RRX) 0.0 $1.0M 4.3k 238.19
Stmicroelectronics N V Ny Registry (STM) 0.0 $997k 13k 74.89
Etf Ser Solutions Defia Quant Etf (QTUM) 0.0 $994k 6.0k 165.38
On Hldg Namen Akt A (ONON) 0.0 $990k 28k 35.42
Epam Systems (EPAM) 0.0 $987k 12k 79.35
Equinox Gold Corp equities (EQX) 0.0 $975k 100k 9.72
Oscar Health Cl A (OSCR) 0.0 $907k 32k 28.52
Franklin Templeton Etf Tr Ftse South Korea (FLKR) 0.0 $884k 13k 66.08
Oklo Com Cl A (OKLO) 0.0 $837k 16k 52.33
Te Connectivity Ord Shs (TEL) 0.0 $826k 4.1k 201.61
Sharonai Holdings Com Cl A (SHAZ) 0.0 $818k 9.7k 84.66
Corteva (CTVA) 0.0 $817k 9.7k 84.69
Sap Se Spon Adr (SAP) 0.0 $815k 5.3k 154.11
Timken Company (TKR) 0.0 $800k 5.5k 145.32
Ing Groep Sponsored Adr (ING) 0.0 $778k 25k 31.38
Global X Fds Gb Msci Ar Etf (ARGT) 0.0 $752k 8.2k 91.30
Select Sector Spdr Tr St Str Util Etf (XLU) 0.0 $752k 17k 45.34
salesforce (CRM) 0.0 $747k 4.8k 156.66
Entergy Corporation (ETR) 0.0 $741k 6.4k 114.86
Ego (EGO) 0.0 $740k 24k 31.09
Alamos Gold Com Cl A (AGI) 0.0 $740k 24k 30.34
Labcorp Holdings Com Shs (LH) 0.0 $740k 2.6k 280.00
Corebridge Finl (CRBG) 0.0 $709k 25k 28.63
Titan Amer Sa Common Shares (TTAM) 0.0 $688k 37k 18.66
Alaska Air (ALK) 0.0 $672k 13k 52.20
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $656k 891.00 736.40
Spotify Technology S A SHS (SPOT) 0.0 $619k 1.3k 459.13
Spdr Series Trust Sp O&g Expl Pro (XOP) 0.0 $617k 4.0k 154.26
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.0 $613k 2.3k 271.95
O'reilly Automotive (ORLY) 0.0 $607k 6.6k 92.09
Bio Rad Labs Cl A (BIO) 0.0 $587k 2.0k 293.61
Centerra Gold (CGAU) 0.0 $582k 37k 15.86
Ouster Com New (OUST) 0.0 $578k 9.2k 62.52
Axt (AXTI) 0.0 $576k 8.0k 72.08
Ionq Inc Pipe (IONQ) 0.0 $568k 11k 53.26
Orla Mining LTD New F (ORLA) 0.0 $550k 56k 9.79
Philip Morris International (PM) 0.0 $537k 3.0k 180.91
Applied Optoelectronics (AAOI) 0.0 $533k 3.6k 148.16
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $530k 14k 37.94
Neurocrine Biosciences (NBIX) 0.0 $520k 3.1k 168.53
Circle Internet Group Com Cl A (CRCL) 0.0 $510k 8.1k 62.63
Arm Holdings Sponsored Ads (ARM) 0.0 $496k 1.4k 354.57
Biontech Se Sponsored Ads (BNTX) 0.0 $493k 5.3k 93.05
Ormat Technologies (ORA) 0.0 $491k 4.5k 108.90
Honda Motor Adr Ech Cnv In 3 (HMC) 0.0 $472k 17k 27.11
Gold Fields Sponsored Adr (GFI) 0.0 $471k 14k 33.59
Ishares Msci Mexico Etf (EWW) 0.0 $466k 6.2k 75.27
Lemonade (LMND) 0.0 $456k 7.0k 65.05
Novartis Sponsored Adr (NVS) 0.0 $455k 2.9k 156.72
Cloudflare Cl A Com (NET) 0.0 $439k 1.8k 245.28
Yum China Holdings (YUMC) 0.0 $437k 11k 40.87
Eaton Corp SHS (ETN) 0.0 $429k 1.0k 426.12
Tower Semiconductor Shs New (TSEM) 0.0 $426k 1.6k 260.64
Nextnav Common Stock (NN) 0.0 $425k 24k 17.83
Ondas Com New (ONDS) 0.0 $413k 50k 8.24
Resideo Technologies (REZI) 0.0 $403k 13k 31.10
Vishay Intertechnology (VSH) 0.0 $400k 7.4k 53.78
Fortuna Mng Corp Com New (FSM) 0.0 $396k 47k 8.45
Kontoor Brands (KTB) 0.0 $383k 4.6k 83.34
Ametek (AME) 0.0 $373k 1.5k 241.94
Solaredge Technologies (SEDG) 0.0 $368k 6.3k 58.44
Atlassian Corporation Cl A (TEAM) 0.0 $366k 4.7k 77.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $364k 728.00 500.39
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $358k 3.6k 98.98
Sanofi Sa Sponsored Adr (SNY) 0.0 $345k 8.1k 42.66
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ) 0.0 $326k 2.9k 112.10
Aris Mng Corp (ARIS) 0.0 $326k 22k 14.91
Blackstone Group Inc Com Cl A (BX) 0.0 $322k 2.7k 117.67
Grab Holdings Class A Ord (GRAB) 0.0 $319k 85k 3.77
Barrick Mng Corp Com Shs (B) 0.0 $317k 8.6k 36.73
AvalonBay Communities (AVB) 0.0 $315k 1.7k 188.69
Fifth Third Ban (FITB) 0.0 $308k 5.5k 56.37
Octave Intelligence Ord Shs Cl B 0.0 $307k 19k 16.30
Allied Gold Corp Com New (AAUC) 0.0 $296k 13k 23.78
Credicorp (BAP) 0.0 $294k 755.00 389.58
Wolfspeed Common Stock (WOLF) 0.0 $290k 6.0k 48.25
Harmony Gold Mng Sponsored Adr (HMY) 0.0 $283k 19k 15.21
Parker-Hannifin Corporation (PH) 0.0 $273k 279.00 978.12
Commercial Metals Company (CMC) 0.0 $271k 4.3k 62.75
Chevron Corporation (CVX) 0.0 $269k 1.6k 165.76
Rum Group Com Cl A (RUM) 0.0 $267k 42k 6.34
Global X Fds Global X Uranium (URA) 0.0 $266k 6.1k 43.70
Exponent (EXPO) 0.0 $264k 4.5k 58.76
Advanced Drain Sys Inc Del (WMS) 0.0 $263k 1.7k 156.96
Okeanis Eco Tankers Cor SHS (ECO) 0.0 $251k 5.0k 50.12
Renew Energy Global Cl A Shs (RNW) 0.0 $251k 40k 6.25
Gentex Corporation (GNTX) 0.0 $246k 9.7k 25.27
Perimeter Acquisition Corp I Com Cl A (PMTR) 0.0 $240k 23k 10.41
Procter & Gamble Company (PG) 0.0 $240k 1.6k 146.64
Evolv Technologies Hldngs In Com Cl A (EVLV) 0.0 $231k 40k 5.80
Globant S A (GLOB) 0.0 $228k 7.9k 28.94
Global X Fds Global X Silver (SIL) 0.0 $223k 2.9k 77.46
Or Royalties Com Shs (OR) 0.0 $219k 6.9k 31.63
Dxc Technology (DXC) 0.0 $216k 24k 8.85
D-wave Quantum (QBTS) 0.0 $210k 8.7k 23.99
Boeing Company (BA) 0.0 $209k 965.00 216.47
Pan American Silver Corp Can (PAAS) 0.0 $208k 4.6k 44.79
Altria (MO) 0.0 $204k 2.8k 71.95
Hafnia SHS (HAFN) 0.0 $203k 31k 6.64
Thomsoncorp (TRI) 0.0 $201k 2.5k 81.67
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.0 $198k 95k 2.10
Harmonic (HLIT) 0.0 $181k 11k 16.33
I-80 Gold Corp (IAUX) 0.0 $165k 115k 1.44
Ishares Tr Brazil Sm-cp Etf (EWZS) 0.0 $154k 12k 12.98
Btq Technologies Corp (BTQ) 0.0 $133k 25k 5.39
Absci Corp (ABSI) 0.0 $127k 11k 11.59
Compugen Ord (CGEN) 0.0 $91k 43k 2.14
Ehang Hldgs Ads (EH) 0.0 $76k 12k 6.55
Virgin Galactic Holdings Com New (SPCE) 0.0 $74k 26k 2.89
Highlander Silver Corp (HSLV) 0.0 $64k 14k 4.66
Nio Spon Ads (NIO) 0.0 $54k 11k 5.06
Uranium Royalty Corp (UROY) 0.0 $45k 16k 2.78
Lithium Amers Corp Com Shs (LAC) 0.0 $43k 11k 3.85
Endava Ads (DAVA) 0.0 $38k 14k 2.83
Lufax Holding Sponsored Adr (LU) 0.0 $36k 27k 1.32
Opko Health (OPK) 0.0 $35k 23k 1.50
Standard Lithium Corp equities (SLI) 0.0 $28k 10k 2.75
Osisko Development Corp Com New (ODV) 0.0 $26k 11k 2.46
Autolus Therapeutics Spon Ads (AUTL) 0.0 $24k 15k 1.60
Iqiyi Sponsored Ads (IQ) 0.0 $12k 12k 1.04
Goldmining (GLDG) 0.0 $11k 12k 0.91