SIH PARTNERS, LLLP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | STLA | 8.40M | $91.45M |
 | JD | 4.99M | $143.25M |
 | UBS | 2.61M | $121.05M |
 | XPEV | 2.23M | $45.16M |
 | LI | 2.20M | $37.23M |
 | AMRZ | 1.62M | $87.52M |
 | BABA | 1.17M | $170.81M |
 | BILI | 1.02M | $25.13M |
 | VOD | 758K | $10.01M |
The Magnum Ice Cream Company N.V. | MICC | 432K | $6.85M |
 | ZTO | 402K | $8.39M |
 | NVDA | 387K | $72.14M |
 | JHX | 350K | $7.26M |
 | BIDU | 326K | $42.65M |
 | TCOM | 318K | $22.86M |
 | BHP | 306K | $18.48M |
 | DB | 295K | $11.39M |
 | GDS | 265K | $9.26M |
 | NTES | 263K | $36.23M |
 | MSTR | 260K | $39.54M |
Stellantis N.V.
STLA
Shares Held
8.40M
Value
$91.45M
JD.com, Inc.
JD
Shares Held
4.99M
Value
$143.25M
UBS Group AG
UBS
Shares Held
2.61M
Value
$121.05M
XPeng Inc.
XPEV
Shares Held
2.23M
Value
$45.16M
Li Auto Inc.
LI
Shares Held
2.20M
Value
$37.23M
Amrize Ltd
AMRZ
Shares Held
1.62M
Value
$87.52M
Alibaba Group Holding Limited
BABA
Shares Held
1.17M
Value
$170.81M
Bilibili Inc.
BILI
Shares Held
1.02M
Value
$25.13M
Vodafone Group Public Limited Company
VOD
Shares Held
758K
Value
$10.01M
The Magnum Ice Cream Company N.V.
MICC
Shares Held
432K
Value
$6.85M
ZTO Express (Cayman) Inc.
ZTO
Shares Held
402K
Value
$8.39M
NVIDIA Corporation
NVDA
Shares Held
387K
Value
$72.14M
James Hardie Industries plc
JHX
Shares Held
350K
Value
$7.26M
Baidu, Inc.
BIDU
Shares Held
326K
Value
$42.65M
Trip.com Group Limited
TCOM
Shares Held
318K
Value
$22.86M
BHP Group Limited
BHP
Shares Held
306K
Value
$18.48M
Deutsche Bank AG
DB
Shares Held
295K
Value
$11.39M
GDS Holdings Limited
GDS
Shares Held
265K
Value
$9.26M
NetEase, Inc.
NTES
Shares Held
263K
Value
$36.23M
Strategy Inc
MSTR
Shares Held
260K
Value
$39.54M