13F Insight
DOSSIER · 13F-HR · Q2 2026

SIH Partners, LLLP

$15.9B in tracked AUM across 362 positions as of Q2 2026.

SP
CIK 0001996244 · last filed Jun 30, 2026
Total AUM
$15.9B
as of Q2 2026
Holdings
362
—
positions
Whale Score
72
72
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

SIH Partners, LLLP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MU
MICRON TECHNOLOGY INC
$7.9B6.8M49.5%02
F92124100
TOTALENERGIES SE
$1.2B15.0M7.4%03
D18190898
DEUTSCHE BK AG
$895M26.5M5.6%04
BABA
ALIBABA GROUP HLDG LTD
$771M8.0M4.9%05
H42097107
UBS GROUP AG
$668M13.5M4.2%06
N3167Y103
FERRARI N V
$590M1.6M3.7%07
DRAM
ROUNDHILL ETF TRUST
$537M7.3M3.4%08
H01301128
ALCON AG
$498M7.4M3.1%09
N82405106
STELLANTIS N.V
$467M81.4M2.9%10
H50430232
LOGITECH INTL S A
$256M2.7M1.6%

Filing history

2026Q2Jun 30
$15.9B▲ 109.7%
362 positionsView →2026Q1Mar 31
$7.6B▲ 43.7%
325 positionsView →2025Q4Dec 31
$5.3B▲ 50.1%
230 positionsView →2025Q3Sep 30
$3.5B▲ 30.8%
254 positionsView →2025Q2Jun 30
$2.7B▼ 8.9%
184 positionsLocked2025Q1Mar 31
$3.0B▲ 49.2%
297 positionsLocked2024Q4Dec 31
$2.0B▲ 1086.2%
143 positionsLocked2024Q3Sep 30
$167M▲ 61.1%
29 positionsLocked2024Q2Jun 30
$103M▼ 23.8%
20 positionsLocked2024Q1Mar 31
$136M▲ 8.4%
16 positionsLocked2023Q4Dec 31
$125M—
15 positionsLocked