Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SIH Partners, LLLP (CIK 1996244) reported $7.58B across 236 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TTFNF ($1.28B, 16.87%), UBS ($834.1M, 11.01%), STLA ($684.4M, 9.03%), RACE ($664.3M, 8.77%), BABA ($617.4M, 8.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TTFNF | TOTALENERGIES SE | $1.28B | 16.87% | 14.1M | Added |
| 2 | UBS | UBS GROUP AG | $834.1M | 11.01% | 21.3M | Added |
| 3 | STLA | STELLANTIS N.V | $684.4M | 9.03% | 96.5M | Added |
| 4 | RACE | FERRARI N V | $664.3M | 8.77% | 2.0M | Added |
| 5 | BABA | ALIBABA GROUP HLDG LTD | $617.4M | 8.15% | 4.9M | Added |
| 6 | DB | DEUTSCHE BK AG | $586.6M | 7.74% | 19.7M | Added |
| 7 | ALC | ALCON AG | $307.8M | 4.06% | 4.1M | Trimmed |
| 8 | LOGI | LOGITECH INTL S A | $237.7M | 3.14% | 2.6M | Added |
| 9 | AZNCF | ASTRAZENECA PLC | $150.9M | 1.99% | 765,049 | New |
| 10 | EEM | ISHARES TR | $131.8M | 1.74% | 2.3M | New |
| 11 | EWY | ISHARES INC | $131.3M | 1.73% | 1.1M | New |
| 12 | BHP | BHP BILLITON LIMITED | $110.6M | 1.46% | 1.5M | Added |
| 13 | FXI | ISHARES TR | $107.8M | 1.42% | 3.0M | Added |
| 14 | JD | JD.COM INC | $100.0M | 1.32% | 3.4M | Trimmed |
| 15 | KWEB | KRANESHARES TRUST | $92.6M | 1.22% | 3.3M | Added |
| 16 | NVDA | NVIDIA CORPORATION | $85.3M | 1.13% | 489,149 | Added |
| 17 | FER | FERROVIAL SE | $82.6M | 1.09% | 1.3M | Added |
| 18 | AMRZ | AMRIZE LTD | $75.3M | 0.99% | 1.3M | Trimmed |
| 19 | LI | LI AUTO INC | $61.2M | 0.81% | 3.4M | Added |
| 20 | NTES | NETEASE COM INC | $57.4M | 0.76% | 512,974 | Added |
| 21 | MSFT | MICROSOFT CORP | $50.2M | 0.66% | 135,642 | New |
| 22 | BILI | BILIBILI INC | $46.5M | 0.61% | 2.1M | Added |
| 23 | SNDK | SANDISK CORP | $41.1M | 0.54% | 64,632 | New |
| 24 | XPEV | XPENG INC | $39.8M | 0.53% | 2.3M | Added |
| 25 | JHX | JAMES HARDIE INDS PLC | $37.9M | 0.50% | 2.0M | Added |
Source: SEC Form 13F filings · as of 2026-03-31