SIH PARTNERS, LLLP

PrivateCIK: 1996244
Location

WILMINGTON, DE

257
Positions
$7.58B
Total AUM (reported)
209.88M
Total Shares

Allocation by class

TOTAL AUM$7.58B257 positions
SHS$1.88B24.8%
ACT$1.28B16.9%
COM$1.27B16.8%
SPONSORED ADS$883.47M11.7%
NAMEN AKT$586.58M7.7%
ORD SHS$442.07M5.8%
ORD$158.39M2.1%

Portfolio Concentration

Top 336.9%4–1035.6%11–2514.8%Rest12.7%TOP 1072.5%0%100%
Top 3$2.80B36.9%
4–10$2.70B35.6%
11–25$1.12B14.8%
Rest$965.45M12.7%

Top 3 weight

36.9%

Top 10 weight

72.5%

Voting Authority Distribution

Total shares with voting rights: 89.65M

Sole

Full voting authority

89.65M

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
Other257
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings257
Rows:

TOTALENERGIES SE

OTR
ACT
Shares14.06M
TypeSH
Market value$1.28B
16.87%
Sole
110.03K
Shared
0.00
None
0.00

UBS GROUP AG

OTR
SHS
Shares21.35M
TypeSH
Market value$834.06M
11.01%
Sole
3.11M
Shared
0.00
None
0.00

STELLANTIS N.V

OTR
SHS
Shares96.53M
TypeSH
Market value$684.36M
9.03%
Sole
37.59M
Shared
0.00
None
0.00

FERRARI N V

OTR
COM
Shares1.96M
TypeSH
Market value$664.27M
8.77%
Sole
581.98K
Shared
0.00
None
0.00

ALIBABA GROUP HLDG LTD

OTR
SPONSORED ADS
Shares4.92M
TypeSH
Market value$617.41M
8.15%
Sole
4.92M
Shared
0.00
None
0.00

DEUTSCHE BK AG

OTR
NAMEN AKT
Shares19.70M
TypeSH
Market value$586.58M
7.74%
Sole
1.69M
Shared
0.00
None
0.00

ALCON AG

OTR
ORD SHS
Shares4.08M
TypeSH
Market value$307.78M
4.06%
Sole
436.89K
Shared
0.00
None
0.00

LOGITECH INTL S A

OTR
SHS
Shares2.61M
TypeSH
Market value$237.67M
3.14%
Sole
268.78K
Shared
0.00
None
0.00

ASTRAZENECA PLC

OTR
ORD
Shares765.05K
TypeSH
Market value$150.88M
1.99%
Sole
9.25K
Shared
0.00
None
0.00

ISHARES TR

OTR
MSCI EMG MKT ETF
Shares2.32M
TypeSH
Market value$131.83M
1.74%
Sole
2.32M
Shared
0.00
None
0.00

ISHARES INC

OTR
MSCI STH KOR ETF
Shares1.07M
TypeSH
Market value$131.26M
1.73%
Sole
1.07M
Shared
0.00
None
0.00

BHP BILLITON LIMITED

OTR
SPONSORED ADS
Shares1.52M
TypeSH
Market value$110.60M
1.46%
Sole
1.52M
Shared
0.00
None
0.00

ISHARES TR

OTR
CHINA LG-CAP ETF
Shares3M
TypeSH
Market value$107.76M
1.42%
Sole
3M
Shared
0.00
None
0.00

JD.COM INC

OTR
SPON ADS CL A
Shares3.38M
TypeSH
Market value$100.03M
1.32%
Sole
3.38M
Shared
0.00
None
0.00

KRANESHARES TRUST

OTR
CSI CHI INTERNET
Shares3.26M
TypeSH
Market value$92.59M
1.22%
Sole
3.26M
Shared
0.00
None
0.00

NVIDIA CORPORATION

OTR
COM
Shares489.15K
TypeSH
Market value$85.31M
1.13%
Sole
480.65K
Shared
0.00
None
0.00

FERROVIAL SE

OTR
ORD SHS
Shares1.27M
TypeSH
Market value$82.57M
1.09%
Sole
58.97K
Shared
0.00
None
0.00

AMRIZE LTD

OTR
SHS
Shares1.34M
TypeSH
Market value$75.32M
0.99%
Sole
1.34M
Shared
0.00
None
0.00

LI AUTO INC

OTR
SPONSORED ADS
Shares3.43M
TypeSH
Market value$61.16M
0.81%
Sole
3.43M
Shared
0.00
None
0.00

NETEASE COM INC

OTR
SPONSORED ADS
Shares512.97K
TypeSH
Market value$57.42M
0.76%
Sole
512.97K
Shared
0.00
None
0.00

MICROSOFT CORP

OTR
COM
Shares135.64K
TypeSH
Market value$50.21M
0.66%
Sole
135.64K
Shared
0.00
None
0.00

BILIBILI INC

OTR
SPONS ADS REP Z
Shares2.06M
TypeSH
Market value$46.46M
0.61%
Sole
2.06M
Shared
0.00
None
0.00

SANDISK CORP

OTR
COM
Shares64.63K
TypeSH
Market value$41.06M
0.54%
Sole
64.63K
Shared
0.00
None
0.00

XPENG INC

OTR
ADS
Shares2.33M
TypeSH
Market value$39.79M
0.53%
Sole
2.33M
Shared
0.00
None
0.00

JAMES HARDIE INDS PLC

OTR
ORD SHS
Shares2M
TypeSH
Market value$37.85M
0.50%
Sole
2M
Shared
0.00
None
0.00
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