SIH Partners, LLLP
Net seller this quarter
$15.9B
257
-$615M
5.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BABA | $147M | 0.92% | 0.08% | -68.9% | Q4 2023 |
 SNDK | $120M | 0.76% | 0.04% | -18.3% | Q3 2025 |
 RACE | $98.4M | 0.62% | 0.14% | -54.6% | Q4 2024 |
 DRAM | $94.2M | 0.59% | Not reported | New | Q2 2026 |
 GOOG | $83.3M | 0.52% | Not reported | +179.1% | Q4 2024 |
| GOOGL | $83.2M | 0.52% | 0.00% | Not reported | Q4 2024 |
 NVDA | $71.7M | 0.45% | 0.00% | -25.5% | Q4 2024 |
 ALC | $60.4M | 0.38% | 0.18% | +106.1% | Q4 2024 |
 AAPL | $57.3M | 0.36% | 0.00% | +348.6% | Q4 2024 |
 AMZN | $54.2M | 0.34% | 0.00% | +384.7% | Q4 2024 |
 DB | $50.8M | 0.32% | 0.08% | -10.7% | Q4 2024 |
 AMRZ | $50.8M | 0.32% | 0.17% | -29.1% | Q2 2025 |
 MU | $43.7M | 0.27% | 0.00% | -65.7% | Q1 2025 |
 JD | $42.2M | 0.27% | 0.11% | -51.0% | Q2 2024 |
 AVGO | $41.8M | 0.26% | 0.00% | -7.2% | Q3 2025 |
 TSLA | $36.1M | 0.23% | 0.00% | +49.7% | Q1 2025 |
 STLA | $34.1M | 0.21% | 0.20% | -67.2% | Q4 2024 |
 QCOM | $33.2M | 0.21% | 0.02% | Not reported | Q3 2025 |
 BILI | $33.2M | 0.21% | Not reported | -5.5% | Q4 2023 |
 ADI | $32.3M | 0.20% | 0.02% | -5.1% | Q3 2025 |
 HOOD | $30.9M | 0.19% | 0.13% | Not reported | Q4 2025 |
 LI | $30.8M | 0.19% | 0.13% | -23.6% | Q4 2023 |
 KLAC | $30.2M | 0.19% | 0.01% | New | Q2 2026 |
 CIEN | $29.7M | 0.19% | 0.04% | +2315.3% | Q1 2026 |
 FER | $28.8M | 0.18% | 0.06% | +611.0% | Q4 2024 |
 AMAT | $28.2M | 0.18% | 0.00% | -11.8% | Q3 2025 |
 NTES | $26.8M | 0.17% | 0.01% | -59.3% | Q4 2023 |
 MCHP | $25.8M | 0.16% | 0.05% | +445.0% | Q1 2026 |
 LRCX | $25.3M | 0.16% | 0.00% | +894.6% | Q3 2025 |
 BMNR | $25.2M | 0.16% | 0.33% | +75.3% | Q3 2025 |
 XPEV | $24.5M | 0.15% | Not reported | -20.3% | Q4 2023 |
 XYZ | $23.3M | 0.15% | Not reported | Not reported | Q1 2024 |
 ECHO | $21.7M | 0.14% | 0.45% | New | Q2 2026 |
 GEV | $21.3M | 0.13% | 0.01% | +627.4% | Q3 2025 |
 RMD | $21.2M | 0.13% | 0.08% | Not reported | Q1 2025 |
 TTWO | $21.1M | 0.13% | 0.05% | New | Q2 2026 |
 AMD | $19.1M | 0.12% | 0.00% | -71.7% | Q4 2024 |
 CAT | $17.1M | 0.11% | 0.00% | Not reported | Q3 2025 |
 AZN | $16.9M | 0.11% | Not reported | +864.5% | Q4 2024 |
 NXPI | $16.5M | 0.10% | 0.02% | +23.0% | Q1 2026 |
 META | $16.4M | 0.10% | Not reported | +384.9% | Q4 2024 |
 BIDU | $15.7M | 0.10% | Not reported | +14.9% | Q4 2023 |
 TXN | $15.6M | 0.10% | 0.01% | -65.5% | Q1 2026 |
 TSM | $14M | 0.09% | 0.00% | -52.8% | Q4 2024 |
 IBIT | $13.3M | 0.08% | 0.03% | -31.8% | Q1 2025 |
 NOK | $11.7M | 0.07% | 0.02% | +535.7% | Q4 2024 |
 FERG | $11.7M | 0.07% | 0.03% | -5.6% | Q4 2024 |
 ON | $10.5M | 0.07% | 0.03% | +55.0% | Q1 2026 |
 TECK | $10.4M | 0.07% | Not reported | New | Q2 2026 |
 VOD | $10M | 0.06% | 0.00% | Not reported | Q3 2025 |
| Q1 2026 | |||||
| BABA | $617M | 8.15% | 0.26% | +322.3% | Q4 2023 |
| RACE | $197M | 2.60% | 0.32% | +125.3% | Q4 2024 |
| STLA | $128M | 1.69% | 0.62% | +115.6% | Q4 2024 |
 UBS | $121M | 1.60% | 0.09% | +18.9% | Q4 2024 |
 BHP | $111M | 1.46% | 0.03% | +396.6% | Q4 2023 |
| JD | $100M | 1.32% | 0.23% | -32.2% | Q2 2024 |
| NVDA | $83.8M | 1.11% | 0.00% | +24.3% | Q4 2024 |
| AMRZ | $75.3M | 0.99% | 0.24% | -16.9% | Q2 2025 |
| LI | $61.2M | 0.81% | 0.17% | +56.0% | Q4 2023 |
| NTES | $57.4M | 0.76% | 0.02% | +94.9% | Q4 2023 |
| DB | $50.2M | 0.66% | 0.09% | +471.2% | Q4 2024 |
 MSFT | $50.2M | 0.66% | 0.00% | Not reported | Q4 2024 |
| BILI | $46.5M | 0.61% | Not reported | +101.6% | Q4 2023 |
| SNDK | $41.1M | 0.54% | 0.04% | Not reported | Q3 2025 |
| XPEV | $39.8M | 0.53% | Not reported | +4.5% | Q4 2023 |
 JHX | $37.9M | 0.50% | 0.34% | +471.6% | Q4 2024 |
| MU | $37.2M | 0.49% | 0.01% | Not reported | Q1 2025 |
| AVGO | $36.9M | 0.49% | 0.00% | -9.5% | Q3 2025 |
| ALC | $32.9M | 0.43% | 0.09% | +204.5% | Q4 2024 |
| TXN | $29.5M | 0.39% | 0.02% | New | Q1 2026 |
| ADI | $27.2M | 0.36% | 0.02% | Not reported | Q3 2025 |
 LOGI | $24.5M | 0.32% | 0.18% | +1121.0% | Q4 2024 |
| GOOG | $24.2M | 0.32% | Not reported | Not reported | Q4 2024 |
| AMD | $23.7M | 0.31% | 0.01% | +1679.9% | Q4 2024 |
| IBIT | $22.5M | 0.30% | 0.04% | +594.3% | Q1 2025 |
| BMNR | $21.4M | 0.28% | 0.22% | +989.8% | Q3 2025 |
| TSLA | $21.3M | 0.28% | 0.00% | +68.2% | Q1 2025 |
 MSTR | $21.2M | 0.28% | Not reported | -34.7% | Q1 2025 |
| TSM | $20.9M | 0.28% | 0.00% | +191.6% | Q4 2024 |
 NBIS | $19M | 0.25% | 0.07% | +473.0% | Q3 2025 |
| AMAT | $15.1M | 0.20% | 0.01% | Not reported | Q3 2025 |
 INFY | $14.2M | 0.19% | 0.03% | New | Q1 2026 |
 PLTR | $13.3M | 0.18% | 0.00% | +41.4% | Q3 2025 |
| BIDU | $13.3M | 0.18% | Not reported | -63.4% | Q4 2023 |
| FERG | $12.1M | 0.16% | 0.03% | -13.5% | Q4 2024 |
 SUNB | $12.1M | 0.16% | 0.05% | New | Q1 2026 |
| VOD | $11.4M | 0.15% | 0.00% | Not reported | Q3 2025 |
| AAPL | $11.2M | 0.15% | 0.00% | +80.3% | Q4 2024 |
 GDS | $11.1M | 0.15% | 0.03% | +3.9% | Q2 2025 |
 TTE | $10M | 0.13% | 0.01% | -84.5% | Q4 2024 |
 HON | $9.81M | 0.13% | 0.01% | New | Q1 2026 |
| AMZN | $9.77M | 0.13% | 0.00% | Not reported | Q4 2024 |
 MPWR | $9.75M | 0.13% | 0.02% | New | Q1 2026 |
| NXPI | $9.37M | 0.12% | 0.02% | New | Q1 2026 |
 TCOM | $9.31M | 0.12% | 0.03% | -41.2% | Q4 2023 |
 ZTO | $8.53M | 0.11% | 0.04% | -15.6% | Q4 2024 |
 TIGO | $7.88M | 0.10% | 0.06% | +1028.9% | Q4 2025 |
 APO | $6.92M | 0.09% | 0.01% | New | Q1 2026 |
 INTC | $6.74M | 0.09% | 0.00% | Not reported | Q4 2024 |
 SCHW | $6.47M | 0.09% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| BABA | $171M | 3.24% | 0.01% | +480.5% | Q4 2023 |
| JD | $143M | 2.72% | 0.34% | +74.2% | Q2 2024 |
| UBS | $121M | 2.29% | 0.08% | +304.7% | Q4 2024 |
| RACE | $95.4M | 1.81% | 0.14% | +5756.6% | Q4 2024 |
| STLA | $91.5M | 1.73% | 0.29% | -50.4% | Q4 2024 |
| AMRZ | $87.5M | 1.66% | 0.29% | +175.9% | Q2 2025 |
| NVDA | $72.1M | 1.37% | 0.00% | +266.4% | Q4 2024 |
| TTE | $46.6M | 0.88% | 0.03% | +8177.8% | Q4 2024 |
| AVGO | $45.6M | 0.86% | 0.00% | +1552.6% | Q3 2025 |
| XPEV | $45.2M | 0.86% | Not reported | +799.2% | Q4 2023 |
| BIDU | $42.6M | 0.81% | Not reported | +234.3% | Q4 2023 |
| MSTR | $39.5M | 0.75% | Not reported | Not reported | Q1 2025 |
| LI | $37.2M | 0.71% | 0.11% | +184.7% | Q4 2023 |
| NTES | $36.2M | 0.69% | 0.01% | +5.2% | Q4 2023 |
| BILI | $25.1M | 0.48% | Not reported | +327.1% | Q4 2023 |
| TCOM | $22.9M | 0.43% | 0.05% | -2.6% | Q4 2023 |
 WMT | $21.5M | 0.41% | 0.00% | +1774.6% | Q4 2024 |
| BHP | $18.5M | 0.35% | 0.01% | -83.5% | Q4 2023 |
 ASML | $17.9M | 0.34% | 0.00% | +373.1% | Q3 2025 |
 TSEM | $16.4M | 0.31% | 0.12% | New | Q4 2025 |
| TSLA | $15.3M | 0.29% | 0.00% | +380.1% | Q1 2025 |
 VMC | $15.2M | 0.29% | 0.04% | +354.6% | Q2 2025 |
 NFLX | $14.1M | 0.27% | 0.00% | +125.4% | Q3 2025 |
| FERG | $13.4M | 0.25% | 0.03% | +5.5% | Q4 2024 |
 COHR | $11.9M | 0.23% | 0.04% | New | Q4 2025 |
| PLTR | $11.4M | 0.22% | 0.00% | +2181.8% | Q3 2025 |
| DB | $11.4M | 0.22% | 0.02% | +41.2% | Q4 2024 |
| ALC | $11.3M | 0.21% | 0.03% | -86.1% | Q4 2024 |
| FER | $10.6M | 0.20% | 0.02% | +141.2% | Q4 2024 |
| VOD | $10M | 0.19% | 0.00% | -20.9% | Q3 2025 |
| GDS | $9.26M | 0.18% | 0.03% | +16.3% | Q2 2025 |
 URI | $8.71M | 0.17% | 0.02% | +662.3% | Q3 2025 |
| ZTO | $8.39M | 0.16% | 0.05% | -8.3% | Q4 2024 |
| ETHA | $8.12M | 0.15% | 0.07% | New | Q4 2025 |
| JHX | $7.26M | 0.14% | 0.08% | Not reported | Q4 2024 |
 MRVL | $7.2M | 0.14% | 0.01% | +355.9% | Q3 2025 |
 MICC | $6.85M | 0.13% | 0.07% | New | Q4 2025 |
| AAPL | $6.66M | 0.13% | 0.00% | -79.8% | Q4 2024 |
| TSM | $6.45M | 0.12% | 0.00% | -70.4% | Q4 2024 |
| RMD | $6.29M | 0.12% | 0.02% | +64.5% | Q1 2025 |
 COST | $5.92M | 0.11% | 0.00% | New | Q4 2025 |
 LIF | $4.97M | 0.09% | 0.10% | Not reported | Q2 2025 |
 FRO | $4.64M | 0.09% | 0.10% | -36.5% | Q4 2024 |
 TMUS | $4.35M | 0.08% | 0.00% | Not reported | Q2 2025 |
| IBIT | $4.2M | 0.08% | 0.01% | -77.7% | Q1 2025 |
 TER | $3.96M | 0.08% | 0.01% | Not reported | Q3 2025 |
 IONQ | $3.86M | 0.07% | 0.02% | +1350.3% | Q3 2025 |
 OKLO | $3.84M | 0.07% | 0.03% | +857.3% | Q3 2025 |
 NVS | $3.66M | 0.07% | 0.00% | Not reported | Q4 2024 |
 PEP | $3.54M | 0.07% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| STLA | $158M | 4.50% | 0.59% | -22.6% | Q4 2024 |
| BHP | $104M | 2.94% | 0.04% | +937.5% | Q4 2023 |
| JD | $100M | 2.85% | 0.20% | +47.1% | Q2 2024 |
| ALC | $77M | 2.19% | 0.21% | +409.7% | Q4 2024 |
| NTES | $38M | 1.08% | 0.01% | -38.2% | Q4 2023 |
| BABA | $35.9M | 1.02% | 0.00% | -82.3% | Q4 2023 |
| AAPL | $30.8M | 0.88% | 0.00% | +6281.2% | Q4 2024 |
| AMRZ | $28.5M | 0.81% | 0.11% | -41.5% | Q2 2025 |
| UBS | $26.5M | 0.75% | 0.02% | +85.5% | Q4 2024 |
| BMNR | $25.7M | 0.73% | 0.21% | New | Q3 2025 |
| IBIT | $24.7M | 0.70% | 0.03% | Not reported | Q1 2025 |
| TCOM | $24.5M | 0.70% | 0.05% | +47.8% | Q4 2023 |
| TSM | $20.1M | 0.57% | 0.00% | +48.5% | Q4 2024 |
| NVDA | $19.7M | 0.56% | 0.00% | +5556.9% | Q4 2024 |
| LI | $19.6M | 0.56% | 0.04% | -39.1% | Q4 2023 |
| BIDU | $12.9M | 0.37% | Not reported | -22.0% | Q4 2023 |
| FERG | $12.8M | 0.36% | 0.03% | -10.8% | Q4 2024 |
| AMZN | $12.2M | 0.35% | 0.00% | +2908.5% | Q4 2024 |
| VOD | $11.1M | 0.32% | 0.00% | New | Q3 2025 |
| LNWO | $10.2M | 0.29% | 0.15% | +123.5% | Q1 2025 |
| GDS | $8.83M | 0.25% | 0.02% | +88.4% | Q2 2025 |
| ZTO | $8.41M | 0.24% | 0.05% | +23.5% | Q4 2024 |
| NFLX | $8M | 0.23% | 0.00% | New | Q3 2025 |
| FRO | $7.64M | 0.22% | 0.15% | +69.1% | Q4 2024 |
| DB | $7.41M | 0.21% | 0.01% | -53.4% | Q4 2024 |
| BILI | $6.72M | 0.19% | Not reported | -72.7% | Q4 2023 |
| MSFT | $6.19M | 0.18% | 0.00% | +787.5% | Q4 2024 |
| AMD | $5.8M | 0.17% | 0.00% | Not reported | Q4 2024 |
| XPEV | $5.8M | 0.16% | Not reported | -57.8% | Q4 2023 |
 CRWV | $5.74M | 0.16% | Not reported | +817.8% | Q2 2025 |
 CRH | $5.67M | 0.16% | 0.01% | -47.7% | Q4 2024 |
 SW | $5.53M | 0.16% | 0.02% | Not reported | Q1 2025 |
| META | $5.04M | 0.14% | Not reported | Not reported | Q4 2024 |
 HSBC | $4.9M | 0.14% | 0.00% | Not reported | Q4 2024 |
 PDD | $4.78M | 0.14% | 0.00% | +341.3% | Q3 2024 |
| SNDK | $4.57M | 0.13% | 0.03% | New | Q3 2025 |
 AMCR | $4.53M | 0.13% | 0.02% | -57.1% | Q4 2023 |
| RMD | $4.34M | 0.12% | 0.01% | +238.4% | Q1 2025 |
 COIN | $4.05M | 0.12% | 0.00% | New | Q3 2025 |
| FER | $3.98M | 0.11% | 0.01% | +14.2% | Q4 2024 |
| VMC | $3.61M | 0.10% | 0.01% | -70.2% | Q2 2025 |
| ASML | $3.42M | 0.10% | 0.00% | New | Q3 2025 |
| NVS | $3.41M | 0.10% | 0.00% | Not reported | Q4 2024 |
 DIS | $3.29M | 0.09% | 0.00% | New | Q3 2025 |
| GEV | $3.28M | 0.09% | 0.00% | New | Q3 2025 |
| GOOG | $3.24M | 0.09% | Not reported | Not reported | Q4 2024 |
 ARKB | $3.22M | 0.09% | 0.06% | New | Q3 2025 |
| TSLA | $3.16M | 0.09% | 0.00% | +671.7% | Q1 2025 |
 ARM | $2.83M | 0.08% | 0.00% | New | Q3 2025 |
| TER | $2.82M | 0.08% | 0.01% | New | Q3 2025 |