account_balance
Investment manager · 13F filer · SEC CIK 1996244
SIH Partners, LLLP
Reported value$2.4Bas of Jun 30, 2026
Positions285 146 new, 117 sold out
Top 10 weight36.2%BABA alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
BABAAlibaba Group HLDG Ltd
6.1%Trimmed −69%
SNDKSandisk Corp
5.0%Trimmed −18%
RACEFerrari N V
4.1%Trimmed −55%
DRAMRoundhill ETF Trust
3.9%New
GOOGAlphabet Inc
3.5%Added +179%
GOOGLAlphabet Inc
3.5%New
NVDANvidia Corporation
3.0%Trimmed −25%
ALCAlcon AG
2.5%Added +106%
AAPLApple Inc
2.4%Added +349%
AMZNAmazon Com Inc
2.3%Added +385%
DBDeutsche Bk AG
2.1%Trimmed −11%
AMRZAmrize Ltd
2.1%Trimmed −29%
BABAAlibaba Group HLDG Ltd
6.1%Trimmed −69%
SNDKSandisk Corp
5.0%Trimmed −18%
RACEFerrari N V
4.1%Trimmed −55%
DRAMRoundhill ETF Trust
3.9%New
GOOGAlphabet Inc
3.5%Added +179%
GOOGL3.5%NVDA3.0%ALC2.5%AAPL2.4%AMZN2.3%DB2.1%AMRZ2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BABA Alibaba Group HLDG Ltd 6.1% Trimmed −69%SNDK Sandisk Corp 5.0% Trimmed −18%RACE Ferrari N V 4.1% Trimmed −55%DRAM Roundhill ETF Trust 3.9% NewGOOG Alphabet Inc 3.5% Added +179%GOOGL Alphabet Inc 3.5% NewNVDA Nvidia Corporation 3.0% Trimmed −25%ALC Alcon AG 2.5% Added +106%AAPL Apple Inc 2.4% Added +349%AMZN Amazon Com Inc 2.3% Added +385%DB Deutsche Bk AG 2.1% Trimmed −11%AMRZ Amrize Ltd 2.1% Trimmed −29%
What changed