StockDriftsStockDriftsTop 50 Sih Partners Lllp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BABA | ALIBABA GROUP HLDG LTD | 6.12% | 1.53M | $147.0M | -68.88%(-3.39M) | $140.64(-13.14%) | 2026-06-30 | |
| SNDK | SANDISK CORP | 5% | 52.8K | $120.1M | -18.30%(-11.83K) | $211.09(+623.90%) | 2026-06-30 | |
| RACE | FERRARI N V | 4.1% | 264.3K | $98.4M | -54.59%(-317.67K) | $386.69(+6.62%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.47% | 235.8K | $83.3M | +179.13%(+151.32K) | $303.20(+13.44%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.47% | 232.8K | $83.2M | new | $310.09(+11.70%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.99% | 358.2K | $71.7M | -25.48%(-122.48K) | $182.05(+23.76%) | 2026-06-30 | |
| ALC | ALCON AG | 2.52% | 900.3K | $60.4M | +106.07%(+463.43K) | $74.66(-1.52%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.39% | 198.2K | $57.3M | +348.63%(+154.01K) | $263.32(+15.93%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.26% | 227.5K | $54.2M | +384.74%(+180.56K) | $219.51(+20.79%) | 2026-06-30 | |
| DB | DEUTSCHE BK AG | 2.12% | 1.51M | $50.8M | -10.70%(-180.53K) | $32.57(+17.83%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -9.56% |
| Top 20 Holdings Unweighted | — | — | — | — | +30.05% |
Sih Partners Lllp reports $15.89B in US-listed equity holdings across 285 positions in its most recent 13F filing. Its largest disclosed positions are BABA (6.1%), SNDK (5.0%) and RACE (4.1%). The top 20 holdings account for 50.19% of reported assets. Its disclosed equity book has returned -9.56% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Sih Partners Lllp, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Sih Partners Lllp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1996244). View Sih Partners Lllp’s 13F filings on SEC