SIH Partners, LLLP
SIH Partners, LLLP reported 362 holdings worth US$15.9B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
SIH Partners, LLLP reported 362 holdings worth US$15.9B as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Sandisk Corporation and Nvidia Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 362
- Value as reported
- US$15.9B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 466K | US$166M | 1.0% |
| Sandisk Corporation | 52,803 | US$120M | 0.76% |
| Nvidia Corporation | 358K | US$71.7M | 0.45% |
| Apple Inc | 198K | US$57.3M | 0.36% |
| Amazon.com, Inc. | 227K | US$54.2M | 0.34% |
| Micron Technology, Inc. | 37,831 | US$43.7M | 0.27% |
| Broadcom Inc. | 111K | US$41.8M | 0.26% |
| Tesla, Inc. | 85,832 | US$36.1M | 0.23% |
| Qualcomm Incorporated | 180K | US$33.2M | 0.21% |
| Analog Devices, Inc. | 81,246 | US$32.3M | 0.20% |
| Robinhood Markets, Inc. | 308K | US$30.9M | 0.19% |
| Li Auto, Inc. Class A | 2.62M | US$30.8M | 0.19% |
| Kla Corporation | 100K | US$30.2M | 0.19% |
| Ciena Corporation | 60,601 | US$29.7M | 0.19% |
| Applied Materials, Inc. | 39,002 | US$28.2M | 0.18% |
| Microchip Technology Incorporated | 283K | US$25.8M | 0.16% |
| Lam Research Corporation | 58,341 | US$25.3M | 0.16% |
| Bitmine Immersion Technologies, Inc. | 1.89M | US$25.2M | 0.16% |
| Xpeng, Inc. Class A | 1.85M | US$24.5M | 0.15% |
| Block, Inc. | 306K | US$23.3M | 0.15% |
| Echostar Corporation | 214K | US$21.7M | 0.14% |
| Ge Vernova Inc. | 18,148 | US$21.3M | 0.13% |
| Resmed Inc. | 109K | US$21.2M | 0.13% |
| Take-two Interactive Software, Inc. | 84,537 | US$21.1M | 0.13% |
| Advanced Micro Devices Inc | 32,963 | US$19.1M | 0.12% |
| Caterpillar, Inc. | 16,098 | US$17.1M | 0.11% |
| Meta Platforms, Inc. | 29,185 | US$16.4M | 0.10% |
| Texas Instruments Incorporated | 52,499 | US$15.6M | 0.10% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 29,242 | US$14M | 0.09% |
| Nokia Oyj | 884K | US$11.7M | 0.07% |
| Ferguson Enterprises Inc. | 49,105 | US$11.7M | 0.07% |
| On Semiconductor Corporation | 111K | US$10.5M | 0.07% |
| Teck Resources Limited Class A | 174K | US$10.4M | 0.07% |
| Vodafone Group Public Limited Company | 758K | US$10M | 0.06% |
| Asml Holding Nv | 4,990 | US$9.93M | 0.06% |
| Martin Marietta Materials, Inc. | 17,069 | US$9.84M | 0.06% |
| Maxlinear, Inc | 73,092 | US$9.36M | 0.06% |
| Semtech Corporation | 50,000 | US$8.09M | 0.05% |
| Trip.com Group Ltd. | 197K | US$7.87M | 0.05% |
| Gds Holdings Ltd. | 260K | US$7.8M | 0.05% |
| Life360, Inc. | 141K | US$7.79M | 0.05% |
| Sk Telecom Co., Ltd. | 227K | US$7.31M | 0.05% |
| Intel Corporation | 51,146 | US$7.14M | 0.04% |
| Bhp Group Ltd | 83,643 | US$6.97M | 0.04% |
| The Trade Desk, Inc. | 374K | US$6.76M | 0.04% |
| Zto Express (cayman), Inc. Class A | 297K | US$6.64M | 0.04% |
| Paypal Holdings, Inc. | 153K | US$6.62M | 0.04% |
| Remitly Global, Inc. | 266K | US$5.97M | 0.04% |
| Lumentum Holdings Inc. | 6,720 | US$5.77M | 0.04% |
| Oracle Corporation | 38,583 | US$5.65M | 0.04% |
| Monolithic Power Systems, Inc. | 4,075 | US$5.63M | 0.04% |
| Agnico Eagle Mines Limited | 35,004 | US$5.43M | 0.03% |
| Rbc Bearings Incorporated | 7,928 | US$5.11M | 0.03% |
| Sony Group Corporation | 252K | US$5.05M | 0.03% |
| Western Digital Corporation | 7,806 | US$4.99M | 0.03% |
| Intuit Inc. | 19,078 | US$4.98M | 0.03% |
| Microsoft Corp. | 13,340 | US$4.98M | 0.03% |
| Mongodb, Inc. | 14,796 | US$4.97M | 0.03% |
| Kkr & Co. Inc. | 49,745 | US$4.57M | 0.03% |
| Vicor Corporation | 11,977 | US$4.55M | 0.03% |
| Pinterest, Inc. | 215K | US$4.51M | 0.03% |
| Apollo Global Management, Inc. (new) | 37,974 | US$4.49M | 0.03% |
| Sable Offshore Corp. | 1.43M | US$4.4M | 0.03% |
| Nuscale Power Corporation | 426K | US$4.27M | 0.03% |
| Bp Plc | 109K | US$4.04M | 0.03% |
| Rockwell Automation, Inc. | 7,929 | US$3.93M | 0.02% |
| Servicenow, Inc. | 36,226 | US$3.6M | 0.02% |
| Banco Santander, S.a. | 254K | US$3.51M | 0.02% |
| Redwire Corporation | 287K | US$3.5M | 0.02% |
| Strategy Inc | 36,599 | US$3.18M | 0.02% |
| Enphase Energy, Inc. | 63,599 | US$3.13M | 0.02% |
| Intuitive Machines, Inc. | 144K | US$3.07M | 0.02% |
| Synopsys, Inc. | 6,704 | US$2.99M | 0.02% |
| Veeva Systems Inc. | 16,490 | US$2.93M | 0.02% |
| Newmont Corporation | 30,936 | US$2.89M | 0.02% |
| Comcast Corporation | 110K | US$2.7M | 0.02% |
| T1 Energy Inc. | 282K | US$2.68M | 0.02% |
| Factset Research Systems Inc. | 10,269 | US$2.36M | 0.01% |
| Samsara Inc. | 70,680 | US$2.29M | 0.01% |
| Moderna, Inc. | 30,844 | US$2.16M | 0.01% |
| Abivax Sa | 15,564 | US$2.07M | 0.01% |
| Kinross Gold Corporation | 82,103 | US$1.94M | 0.01% |
| Astera Labs, Inc. | 4,000 | US$1.93M | 0.01% |
| Amer Sports, Inc. | 55,328 | US$1.87M | 0.01% |
| Coherent Corp. | 4,656 | US$1.84M | 0.01% |
| Viasat, Inc. | 20,000 | US$1.8M | 0.01% |
| Coreweave, Inc. | 17,101 | US$1.7M | 0.01% |
| Hubspot, Inc. | 8,274 | US$1.51M | <0.01% |
| Super Micro Computer, Inc. | 50,247 | US$1.47M | <0.01% |
| Brinker International, Inc. | 8,755 | US$1.47M | <0.01% |
| Primoris Services Corporation | 14,703 | US$1.46M | <0.01% |
| Itau Unibanco Holding S.a. | 173K | US$1.42M | <0.01% |
| Ast Spacemobile, Inc. | 15,556 | US$1.38M | <0.01% |
| Bloom Energy Corporation | 4,500 | US$1.36M | <0.01% |
| Ralph Lauren Corporation | 3,358 | US$1.35M | <0.01% |
| Argenx Se | 1,418 | US$1.32M | <0.01% |
| Iridium Communications Inc | 22,000 | US$1.21M | <0.01% |
| Rubrik, Inc. | 14,250 | US$1.14M | <0.01% |
| Aerovironment, Inc. | 6,813 | US$1.12M | <0.01% |
| B2gold Corp. | 295K | US$1.1M | <0.01% |
Every holding of SIH Partners, LLLP
Source
View original at SEC
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