Holders — by stockHoldings — by fund
SIH Partners, LLLP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1996244
$15.89B
disclosed book value
286
positions
45.9%
largest position share
Positions, as of 2026-06-30
top 100 of 286 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | MUMICRON TECHNOLOGY INCPUT | 6.3M | $7.30B | 45.9% |
| 2 | TOTALENERGIES SEPUT | 9.4M | $732.5M | 4.6% |
| 3 | BABAALIBABA GROUP HLDG LTDCALL | 6.5M | $623.9M | 3.9% |
| 4 | MUMICRON TECHNOLOGY INCCALL | 450,000 | $519.4M | 3.3% |
| 5 | DEUTSCHE BK AGPUT | 14.0M | $473.5M | 3% |
| 6 | DRAMROUNDHILL ETF TRUSTPUT | 6.0M | $443.1M | 2.8% |
| 7 | TOTALENERGIES SECALL | 5.6M | $431.8M | 2.7% |
| 8 | FERRARI N VPUT | 1.1M | $407.5M | 2.6% |
| 9 | ALCON AGPUT | 6.0M | $401.9M | 2.5% |
| 10 | DEUTSCHE BK AGCALL | 11.0M | $370.9M | 2.3% |
| 11 | UBS GROUP AGPUT | 7.5M | $369.3M | 2.3% |
| 12 | STELLANTIS N.VPUT | 52.9M | $303.7M | 1.9% |
| 13 | UBS GROUP AGCALL | 5.9M | $293.6M | 1.8% |
| 14 | LOGITECH INTL S APUT | 2.2M | $208.3M | 1.3% |
| 15 | BABAALIBABA GROUP HLDG LTD | 1.5M | $147.0M | 0.9% |
| 16 | STELLANTIS N.VCALL | 22.6M | $129.6M | 0.8% |
| 17 | SNDKSANDISK CORP | 52,803 | $120.1M | 0.8% |
| 18 | ASTRAZENECA PLCCALL | 549,100 | $104.1M | 0.7% |
| 19 | FERRARI N V | 264,303 | $98.4M | 0.6% |
| 20 | ASTRAZENECA PLCPUT | 514,300 | $97.5M | 0.6% |
| 21 | DRAMROUNDHILL ETF TRUST | 1.3M | $94.2M | 0.6% |
| 22 | FERRARI N VCALL | 226,910 | $84.5M | 0.5% |
| 23 | GOOGALPHABET INC | 235,789 | $83.3M | 0.5% |
| 24 | GOOGLALPHABET INC | 232,764 | $83.2M | 0.5% |
| 25 | NVDANVIDIA CORPORATION | 358,172 | $71.7M | 0.5% |
| 26 | ALCON AG | 900,319 | $60.4M | 0.4% |
| 27 | AAPLAPPLE INC | 198,181 | $57.3M | 0.4% |
| 28 | AMZNAMAZON COM INC | 227,492 | $54.2M | 0.3% |
| 29 | DEUTSCHE BK AG | 1.5M | $50.8M | 0.3% |
| 30 | AMRIZE LTD | 953,629 | $50.8M | 0.3% |
| 31 | MUMICRON TECHNOLOGY INC | 37,831 | $43.7M | 0.3% |
| 32 | LOGITECH INTL S ACALL | 454,000 | $42.7M | 0.3% |
| 33 | JDJD.COM INC | 1.7M | $42.2M | 0.3% |
| 34 | AVGOBROADCOM INC | 110,568 | $41.8M | 0.3% |
| 35 | TSLATESLA INC | 85,832 | $36.1M | 0.2% |
| 36 | ALCON AGCALL | 528,100 | $35.4M | 0.2% |
| 37 | STELLANTIS N.V | 5.9M | $34.1M | 0.2% |
| 38 | QCOMQUALCOMM INC | 179,632 | $33.2M | 0.2% |
| 39 | BILIBILIBILI INC | 1.9M | $33.2M | 0.2% |
| 40 | ADIANALOG DEVICES INC | 81,246 | $32.3M | 0.2% |
| 41 | HOODROBINHOOD MKTS INC | 308,394 | $30.9M | 0.2% |
| 42 | LILI AUTO INC | 2.6M | $30.8M | 0.2% |
| 43 | KLACKLA CORP | 100,003 | $30.2M | 0.2% |
| 44 | CIENCIENA CORP | 60,601 | $29.7M | 0.2% |
| 45 | FERROVIAL NV | 419,281 | $28.8M | 0.2% |
| 46 | AMATAPPLIED MATLS INC | 39,002 | $28.2M | 0.2% |
| 47 | NTESNETEASE COM INC | 209,027 | $26.8M | 0.2% |
| 48 | MCHPMICROCHIP TECHNOLOGY INC. | 282,908 | $25.8M | 0.2% |
| 49 | LRCXLAM RESEARCH CORP | 58,341 | $25.3M | 0.2% |
| 50 | BMNRBITMINE IMMERSION TECHS INC | 1.9M | $25.2M | 0.2% |
| 51 | XPEVXPENG INC | 1.9M | $24.5M | 0.2% |
| 52 | XYZBLOCK INC | 306,489 | $23.3M | 0.1% |
| 53 | ECHOECHOSTAR CORP | 213,773 | $21.7M | 0.1% |
| 54 | GEVGE VERNOVA INC | 18,148 | $21.3M | 0.1% |
| 55 | RMDRESMED INC | 108,617 | $21.2M | 0.1% |
| 56 | WISE GROUP PLCPUT | 1.8M | $21.2M | 0.1% |
| 57 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 84,537 | $21.1M | 0.1% |
| 58 | AMDADVANCED MICRO DEVICES INC | 32,963 | $19.1M | 0.1% |
| 59 | EWTISHARES INC | 173,806 | $18.9M | 0.1% |
| 60 | FERROVIAL NVPUT | 262,700 | $18.0M | 0.1% |
| 61 | CATCATERPILLAR INC | 16,098 | $17.1M | 0.1% |
| 62 | ASTRAZENECA PLC | 89,209 | $16.9M | 0.1% |
| 63 | NXP SEMICONDUCTORS N V | 58,562 | $16.5M | 0.1% |
| 64 | METAMETA PLATFORMS INC | 29,185 | $16.4M | 0.1% |
| 65 | WISE GROUP PLCCALL | 1.4M | $16.1M | 0.1% |
| 66 | BIDUBAIDU INC | 137,273 | $15.7M | 0.1% |
| 67 | TXNTEXAS INSTRS INC | 52,499 | $15.6M | 0.1% |
| 68 | XLCSELECT SECTOR SPDR TR | 131,076 | $14.0M | 0.1% |
| 69 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 29,242 | $14.0M | 0.1% |
| 70 | MAGNUM ICE CREAM CO NVCALL | 801,100 | $13.9M | 0.1% |
| 71 | IBITISHARES BITCOIN TRUST ETF | 400,012 | $13.3M | 0.1% |
| 72 | FLUTTER ENTMT PLCPUT | 124,000 | $12.7M | 0.1% |
| 73 | NOKNOKIA CORP | 884,037 | $11.7M | 0.1% |
| 74 | FERGFERGUSON ENTERPRISES INC | 49,105 | $11.7M | 0.1% |
| 75 | EWYISHARES INC | 54,662 | $11.0M | 0.1% |
| 76 | ONON SEMICONDUCTOR CORP | 110,990 | $10.5M | 0.1% |
| 77 | TECKTECK RESOURCES LTD | 174,419 | $10.4M | 0.1% |
| 78 | VODVODAFONE GROUP PLC | 757,908 | $10.0M | 0.1% |
| 79 | ASML HLDG NV | 4,990 | $9.9M | 0.1% |
| 80 | MLMMARTIN MARIETTA MATLS INC | 17,069 | $9.8M | 0.1% |
| 81 | MXLMAXLINEAR INC | 73,092 | $9.4M | 0.1% |
| 82 | SHYISHARES TR | 105,126 | $8.6M | 0.1% |
| 83 | FRONTLINE PLCCALL | 245,900 | $8.6M | 0.1% |
| 84 | QIAGEN NVPUT | 217,500 | $8.5M | 0.1% |
| 85 | IJHISHARES TR | 110,000 | $8.5M | 0.1% |
| 86 | SMTCSEMTECH CORP | 50,000 | $8.1M | 0.1% |
| 87 | IREN LIMITED | 174,770 | $8.0M | 0.1% |
| 88 | TCOMTRIP COM GROUP LTD | 197,420 | $7.9M | 0% |
| 89 | GDSGDS HLDGS LTD | 259,837 | $7.8M | 0% |
| 90 | LIFLIFE360 INC | 140,639 | $7.8M | 0% |
| 91 | NEBIUS GROUP N.V. | 27,403 | $7.6M | 0% |
| 92 | SKMSK TELECOM CO LTD | 227,216 | $7.3M | 0% |
| 93 | MAGNUM ICE CREAM CO NVPUT | 410,700 | $7.2M | 0% |
| 94 | FXIISHARES TR | 226,238 | $7.1M | 0% |
| 95 | INTCINTEL CORP | 51,146 | $7.1M | 0% |
| 96 | ELBIT SYS LTD | 9,353 | $7.1M | 0% |
| 97 | BHPBHP BILLITON LIMITED | 83,643 | $7.0M | 0% |
| 98 | CRH PLC | 64,344 | $6.9M | 0% |
| 99 | FRONTLINE PLCPUT | 196,300 | $6.8M | 0% |
| 100 | TTDTHE TRADE DESK INC | 374,018 | $6.8M | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.