SIH PARTNERS, LLLP

PrivateCIK: 1996244
Location

WILMINGTON, DE

286
Positions
$15.89B
Total AUM (reported)
206.79M
Total Shares

Allocation by class

TOTAL AUM$15.89B286 positions
COM$9.29B58.5%
SHS$1.47B9.2%
ACT$1.17B7.4%
NAMEN AKT$895.25M5.6%
SPONSORED ADS$865.05M5.4%
ORD SHS$578.73M3.6%
MEMORY ETF$537.30M3.4%

Portfolio Concentration

Top 362.4%4–1023.8%11–256.4%Rest7.3%TOP 1086.3%0%100%
Top 3$9.92B62.4%
4–10$3.79B23.8%
11–25$1.02B6.4%
Rest$1.16B7.3%

Top 3 weight

62.4%

Top 10 weight

86.3%

Voting Authority Distribution

Total shares with voting rights: 41.54M

Sole

Full voting authority

41.54M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other286
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings286
Rows:

MICRON TECHNOLOGY INC

OTR
COM
Shares6.81M
TypeSH
Market value$7.86B
49.45%
Sole
37.83K
Shared
0.00
None
0.00

TOTALENERGIES SE

OTR
ACT
Shares15.04M
TypeSH
Market value$1.17B
7.36%
Sole
71.79K
Shared
0.00
None
0.00

DEUTSCHE BK AG

OTR
NAMEN AKT
Shares26.52M
TypeSH
Market value$895.25M
5.63%
Sole
1.51M
Shared
0.00
None
0.00

ALIBABA GROUP HLDG LTD

OTR
SPONSORED ADS
Shares8.03M
TypeSH
Market value$770.84M
4.85%
Sole
1.53M
Shared
0.00
None
0.00

UBS GROUP AG

OTR
SHS
Shares13.47M
TypeSH
Market value$667.70M
4.20%
Sole
98.35K
Shared
0.00
None
0.00

FERRARI N V

OTR
COM
Shares1.59M
TypeSH
Market value$590.35M
3.71%
Sole
264.30K
Shared
0.00
None
0.00

ROUNDHILL ETF TRUST

OTR
MEMORY ETF
Shares7.28M
TypeSH
Market value$537.30M
3.38%
Sole
1.28M
Shared
0.00
None
0.00

ALCON AG

OTR
ORD SHS
Shares7.42M
TypeSH
Market value$497.80M
3.13%
Sole
900.32K
Shared
0.00
None
0.00

STELLANTIS N.V

OTR
SHS
Shares81.42M
TypeSH
Market value$467.37M
2.94%
Sole
5.93M
Shared
0.00
None
0.00

LOGITECH INTL S A

OTR
SHS
Shares2.72M
TypeSH
Market value$255.81M
1.61%
Sole
50.93K
Shared
0.00
None
0.00

ASTRAZENECA PLC

OTR
ORD
Shares1.15M
TypeSH
Market value$218.56M
1.38%
Sole
89.21K
Shared
0.00
None
0.00

SANDISK CORP

OTR
COM
Shares52.80K
TypeSH
Market value$120.06M
0.76%
Sole
52.80K
Shared
0.00
None
0.00

ALPHABET INC

OTR
CAP STK CL C
Shares235.79K
TypeSH
Market value$83.31M
0.52%
Sole
235.79K
Shared
0.00
None
0.00

ALPHABET INC

OTR
CAP STK CL A
Shares232.76K
TypeSH
Market value$83.18M
0.52%
Sole
232.76K
Shared
0.00
None
0.00

NVIDIA CORPORATION

OTR
COM
Shares359.97K
TypeSH
Market value$72.03M
0.45%
Sole
358.17K
Shared
0.00
None
0.00

APPLE INC

OTR
COM
Shares198.18K
TypeSH
Market value$57.35M
0.36%
Sole
198.18K
Shared
0.00
None
0.00

AMAZON COM INC

OTR
COM
Shares227.49K
TypeSH
Market value$54.22M
0.34%
Sole
227.49K
Shared
0.00
None
0.00

AMRIZE LTD

OTR
SHS
Shares953.63K
TypeSH
Market value$50.83M
0.32%
Sole
953.63K
Shared
0.00
None
0.00

FERROVIAL NV

OTR
ORD SHS
Shares726.68K
TypeSH
Market value$49.86M
0.31%
Sole
419.28K
Shared
0.00
None
0.00

JD.COM INC

OTR
SPON ADS CL A
Shares1.66M
TypeSH
Market value$42.24M
0.27%
Sole
1.66M
Shared
0.00
None
0.00

BROADCOM INC

OTR
COM
Shares110.57K
TypeSH
Market value$41.77M
0.26%
Sole
110.57K
Shared
0.00
None
0.00

WISE GROUP PLC

OTR
ORD SHS CLASS A
Shares3.36M
TypeSH
Market value$40.03M
0.25%
Sole
229.69K
Shared
0.00
None
0.00

TESLA INC

OTR
COM
Shares85.83K
TypeSH
Market value$36.10M
0.23%
Sole
85.83K
Shared
0.00
None
0.00

QUALCOMM INC

OTR
COM
Shares179.63K
TypeSH
Market value$33.19M
0.21%
Sole
179.63K
Shared
0.00
None
0.00

BILIBILI INC

OTR
SPONS ADS REP Z
Shares1.95M
TypeSH
Market value$33.16M
0.21%
Sole
1.95M
Shared
0.00
None
0.00
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