SIH Partners, LLLP

FundWilmington · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$15.9B

Reported value of US stock holdings on Jun 30, the filing's own figure

286 positions · filed Aug 14, 45 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 14 · against the report before it

New positions

145, biggest 4

DRAM ROUNDHILL ETF TRUST 7.3M shares3.4% of this fund's holdings

GOOGL ALPHABET INC 233K shares0.5% of this fund's holdings

WSE WISE GROUP PLC 3.4M shares0.3% of this fund's holdings

QCOM QUALCOMM INC 180K shares0.2% of this fund's holdings

Sold out

116, biggest 4

EMB ISHARES TR All 225K shares

INFY INFOSYS LTD All 1.1M shares

PLTR PALANTIR TECHNOLOGIES INC All 91,104 shares

TIGO MILLICOM INTL CELLULAR S A All 105K shares

Added to

59, biggest 4

MU MICRON TECHNOLOGY INC +6.7M shares+6076%

TTE TOTALENERGIES SE +988K shares+7%

DB DEUTSCHE BK AG +6.8M shares+35%

BABA ALIBABA GROUP HLDG LTD +3.1M shares+63%

Trimmed

65, biggest 4

UBS UBS GROUP AG −7.9M shares−37%

RACE FERRARI N V −377K shares−19%

STLA STELLANTIS N.V −15.1M shares−16%

SNDK SANDISK CORP −11,829 shares−18%

Top holdings

Reference, not news

Top holdings · 286 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 MU MICRON TECHNOLOGY INC 6.8M 49.5% +6076%

2 TTE TOTALENERGIES SE 15.0M 7.4% +7%

3 DB DEUTSCHE BK AG 26.5M 5.6% +35%

4 BABA ALIBABA GROUP HLDG LTD 8.0M 4.9% +63%

5 UBS UBS GROUP AG 13.5M 4.2% −37%

6 RACE FERRARI N V 1.6M 3.7% −19%

7 DRAM ROUNDHILL ETF TRUST 7.3M 3.4% New

8 ALC ALCON AG 7.4M 3.1% +82%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.