SIH Partners, LLLP

CIK 0001996244 · WILMINGTON, DE · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

SIH Partners, LLLP reported 320 positions worth $15.89B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: MU (45.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$15.89B
2026 Q2
Positions
320
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
73.6%
Est. Net Flow (Q)
2026 Q2
10 / 320 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MUMICRON TECHNOLOGY INCPUT$7.30B45.91%6,320,500
2TTETOTALENERGIES SEPUT$732.5M4.61%9,419,520
3BABAALIBABA GROUP HLDG LTDCALL$623.9M3.93%6,500,000
4MUMICRON TECHNOLOGY INCCALL$519.4M3.27%450,000
5DBDEUTSCHE BK AGPUT$473.5M2.98%14,025,200
6DRAMROUNDHILL ETF TRUSTPUT$443.1M2.79%6,000,000
7TTETOTALENERGIES SECALL$431.8M2.72%5,552,984
8RACEFERRARI N VPUT$407.5M2.56%1,094,500
9ALCALCON AGPUT$401.9M2.53%5,990,300
10DBDEUTSCHE BK AGCALL$370.9M2.33%10,986,800

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does SIH Partners, LLLP hold as of Q2 2026?

SIH Partners, LLLP reported 320 positions worth $15.89B in its Q2 2026 13F filing. Largest positions: MU (45.9%), TTE (4.6%), BABA (3.9%), MU (3.3%) and DB (3.0%).

What did SIH Partners, LLLP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did SIH Partners, LLLP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.