Stock Taper 
SIH PARTNERS, LLLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Coherent, Inc. | COHR | 4.66K | $1.84M |
 Atlassian Corporation | TEAM | 4.7K | $365.69K |
 Salesforce, Inc. | CRM | 4.76K | $746.49K |
 ASML Holding N.V. | ASML | 4.99K | $9.93M |
 Okeanis Eco Tankers Corp. | ECO | 5.01K | $251.25K |
 Linde plc | LIN | 5.28K | $2.74M |
 SAP SE | SAP | 5.29K | $815.24K |
 BioNTech SE | BNTX | 5.3K | $493.17K |
 Fifth Third Bancorp | FITB | 5.46K | $307.56K |
 The Timken Company | TKR | 5.51K | $800.42K |
 Wolfspeed Inc. | WOLF | 6K | $289.5K |
 SolarEdge Technologies, Inc. | SEDG | 6.3K | $367.94K |
 Entergy Corporation | ETR | 6.45K | $740.73K |
 O'Reilly Automotive, Inc. | ORLY | 6.59K | $606.69K |
 Synopsys, Inc. | SNPS | 6.7K | $2.99M |
 Lumentum Holdings Inc. | LITE | 6.72K | $5.77M |
 AeroVironment, Inc. | AVAV | 6.81K | $1.12M |
 OR Royalties Inc. | OR | 6.93K | $219.2K |
 Lemonade, Inc. | LMND | 7.01K | $456.33K |
 Vishay Intertechnology, Inc. | VSH | 7.43K | $399.8K |