Stock Taper 
SIH PARTNERS, LLLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Centerra Gold Inc. | CGAU | 36.67K | $581.65K |
 Titan America S.A. | TTAM | 36.87K | $688.05K |
 Micron Technology, Inc. | MU | 37.83K | $43.67M |
 Apollo Global Management, Inc. | APO | 37.97K | $4.49M |
 Oracle Corporation | ORCL | 38.58K | $5.65M |
 Applied Materials, Inc. | AMAT | 39K | $28.2M |
 Rumble Inc. | RUM | 42.04K | $266.53K |
 Ferguson plc | FERG | 49.1K | $11.65M |
 KKR & Co. Inc. | KKR | 49.74K | $4.57M |
 Semtech Corporation | SMTC | 50K | $8.09M |
 Ondas Holdings Inc. | ONDS | 50.11K | $412.9K |
 Super Micro Computer, Inc. | SMCI | 50.25K | $1.47M |
 Logitech International S.A. | LOGI | 50.93K | $4.79M |
 Intel Corp. | INTC | 51.15K | $7.14M |
 Texas Instruments Incorporated | TXN | 52.5K | $15.65M |
 Sandisk Corporation | SNDK | 52.8K | $120.06M |
 Amer Sports, Inc. | AS | 55.33K | $1.87M |
 Qiagen N.V. | QGEN | 57.24K | $2.24M |
 Lam Research Corporation | LRCX | 58.34K | $25.28M |
 NXP Semiconductors N.V. | NXPI | 58.56K | $16.46M |