EdgeMarket › What Sih Partners, Lllp reported owning
What Sih Partners, Lllp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
7.6BPositions
291Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| BABA Alibaba Group Holding Ltd | 617.4M | 8.1% | 4.9M | 119.34 | -0.1% |
| RACE Ferrari N.V. | 197.0M | 2.6% | 582.0K | 436.54 | -6.8% |
| EEM iShares MSCI Emerging Markets ETF | 131.8M | 1.7% | 2.3M | 67.12 | +34.9% |
| EWY iShares MSCI South Korea ETF | 131.3M | 1.7% | 1.1M | 178.34 | +149.9% |
| STLA Stellantis N.V. | 128.3M | 1.7% | 18.1M | 5.41 | -44.6% |
| UBS UBS Group AG | 121.4M | 1.6% | 3.1M | 53.29 | +34.1% |
| BHP BHP Group Ltd | 110.6M | 1.5% | 1.5M | 97.03 | +81.1% |
| FXI iShares China Large-Cap ETF | 107.8M | 1.4% | 3.0M | 35.86 | -6.7% |
| JD JD.com, Inc. | 100.0M | 1.3% | 3.4M | 29.37 | -5.8% |
| KWEB KraneShares CSI China Internet ETF | 92.6M | 1.2% | 3.3M | 26.66 | -28.2% |
| NVDA NVIDIA CORP | 83.8M | 1.1% | 480.6K | 214.72 | +22.4% |
| AMRZ Amrize Ltd | 75.3M | 1.0% | 1.3M | 45.68 | -7.3% |
| LI Li Auto Inc. | 61.2M | 0.8% | 3.4M | 13.05 | -44.5% |
| NTES NetEase, Inc. | 57.4M | 0.8% | 513.0K | 128.17 | -1.8% |
| DB DEUTSCHE BANK AKTIENGESELLSCHAFT | 50.2M | 0.7% | 1.7M | 37.82 | +3.4% |
| MSFT MICROSOFT CORP | 50.2M | 0.7% | 135.6K | 483.24 | -4.4% |
| BILI Bilibili Inc. | 46.5M | 0.6% | 2.1M | 17.06 | -32.6% |
| SNDK Sandisk Corp | 41.1M | 0.5% | 64.6K | 1,596.08 | +3494.8% |
| XPEV XPENG INC. | 39.8M | 0.5% | 2.3M | 12.19 | -40.2% |
| JHX James Hardie Industries plc | 37.9M | 0.5% | 2.0M | 30.43 | +63.3% |
| MU MICRON TECHNOLOGY INC | 37.2M | 0.5% | 110.2K | 966.78 | +724.8% |
| AVGO Broadcom Inc. | 36.9M | 0.5% | 119.1K | 368.45 | +26.5% |
| GDX VanEck Gold Miners ETF | 36.5M | 0.5% | 397.5K | 102.83 | +76.3% |
| ALC ALCON INC | 32.9M | 0.4% | 436.9K | 73.63 | -9.1% |
| TXN TEXAS INSTRUMENTS INC | 29.5M | 0.4% | 152.2K | 264.36 | +31.7% |
| ADI ANALOG DEVICES INC | 27.2M | 0.4% | 85.6K | 373.09 | +52.4% |
| LOGI LOGITECH INTERNATIONAL S.A. | 24.5M | 0.3% | 268.8K | 96.03 | -3.6% |
| GOOG Alphabet Inc. | 24.2M | 0.3% | 84.5K | 341.75 | +70.7% |
| AMD ADVANCED MICRO DEVICES INC | 23.7M | 0.3% | 116.4K | 473.25 | +186.5% |
| IBIT iShares Bitcoin Trust ETF | 22.5M | 0.3% | 586.8K | 43.68 | -32.7% |
| BMNR BITMINE IMMERSION TECHNOLOGIES, INC. | 21.4M | 0.3% | 1.1M | 22.83 | -56.1% |
| TSLA Tesla, Inc. | 21.3M | 0.3% | 57.3K | 362.86 | +12.0% |
| MSTR Strategy Inc | 21.2M | 0.3% | 170.1K | 119.25 | -65.4% |
| EMB iShares J.P. Morgan USD Emerging Markets Bond | 21.2M | 0.3% | 225.2K | 94.72 | +0.9% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 20.9M | 0.3% | 61.9K | 418.95 | +83.3% |
| NBIS Nebius Group N.V. | 19.0M | 0.3% | 182.9K | 219.13 | +224.8% |
| XLRE State Street Real Estate Select Sector SPDR ET | 18.2M | 0.2% | 445.2K | 45.08 | +7.8% |
| AMAT APPLIED MATERIALS INC /DE | 15.1M | 0.2% | 44.2K | 492.32 | +205.9% |
| INFY Infosys Ltd | 14.2M | 0.2% | 1.1M | 11.94 | -29.8% |
| PLTR Palantir Technologies Inc. | 13.3M | 0.2% | 91.1K | 179.94 | +15.3% |
| BIDU Baidu, Inc. | 13.3M | 0.2% | 119.4K | 93.21 | +7.4% |
| FERG Ferguson Enterprises Inc. /DE/ | 12.1M | 0.2% | 52.0K | 242.24 | +5.1% |
| SUNB Sunbelt Rentals Holdings, Inc. | 12.1M | 0.2% | 186.3K | 76.88 | — |
| VOD VODAFONE GROUP PUBLIC LTD CO | 11.4M | 0.2% | 757.9K | 15.96 | +34.1% |
| AAPL Apple Inc. | 11.2M | 0.1% | 44.2K | 309.35 | +36.9% |
| GDS GDS Holdings Ltd | 11.1M | 0.1% | 275.5K | 32.85 | -3.1% |
| KRE State Street SPDR S&P Regional Banking ETF | 10.4M | 0.1% | 160.0K | 74.86 | +20.7% |
| KSA iShares MSCI Saudi Arabia ETF | 10.2M | 0.1% | 256.7K | 38.31 | +1.1% |
| TTE TotalEnergies SE | 10.0M | 0.1% | 110.0K | 89.89 | +42.5% |
| HON HONEYWELL INTERNATIONAL INC | 9.8M | 0.1% | 43.4K | 215.90 | -50.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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