SIH Partners, LLLP
CIK 1996244
13F filing for Q2 2026・No. 424
- Holdings
- US$15.89B
- Quarter change
- +US$8.31B
- Entries
- 362
- Net bought (estimate)
- −US$940.34M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 146
- Sold out 117
- Cut 64
- Added 58
- Corporate actions 2
- Unchanged 17
Largest holdings
285 stocks worth US$2.4B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| BABAALIBABA GROUP HLDG LTDSPONSORED ADS | Cut | 1,531,216 | US$146.97M | 6.12% |
| SNDKSANDISK CORPCOM | Cut | 52,803 | US$120.06M | 5.00% |
| RACEFERRARI N VCOM | Cut | 264,303 | US$98.4M | 4.10% |
| ROUNDHILL ETF TRUSTMEMORY ETF | New | 1,275,604 | US$94.2M | 3.93% |
| GOOGALPHABET INCCAP STK CL C | Added | 235,789 | US$83.31M | 3.47% |
| GOOGLAlphabetCAP STK CL A | New | 232,764 | US$83.18M | 3.47% |
| NVDANvidiaCOM | Cut | 358,172 | US$71.67M | 2.99% |
| ALCALCON AGORD SHS | Added | 900,319 | US$60.41M | 2.52% |
| AAPLAppleCOM | Added | 198,181 | US$57.35M | 2.39% |
| AMZNAmazonCOM | Added | 227,492 | US$54.22M | 2.26% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.