Stock Taper 
SIH PARTNERS, LLLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 AerCap Holdings N.V. | AER | 8.52K | $1.24M |
 HubSpot, Inc. | HUBS | 8.27K | $1.51M |
 Circle Internet Group | CRCL | 8.14K | $509.68K |
 Sanofi | SNY | 8.09K | $345.2K |
 AXT, Inc. | AXTI | 8K | $576.28K |
 Rockwell Automation, Inc. | ROK | 7.93K | $3.93M |
 RBC Bearings Incorporated | RBC | 7.93K | $5.11M |
 Globant S.A. | GLOB | 7.89K | $228.28K |
 Western Digital Corporation | WDC | 7.81K | $4.99M |
 Vishay Intertechnology, Inc. | VSH | 7.43K | $399.8K |
 Lemonade, Inc. | LMND | 7.01K | $456.33K |
 OR Royalties Inc. | OR | 6.93K | $219.2K |
 AeroVironment, Inc. | AVAV | 6.81K | $1.12M |
 Lumentum Holdings Inc. | LITE | 6.72K | $5.77M |
 Synopsys, Inc. | SNPS | 6.7K | $2.99M |
 O'Reilly Automotive, Inc. | ORLY | 6.59K | $606.69K |
 Entergy Corporation | ETR | 6.45K | $740.73K |
 SolarEdge Technologies, Inc. | SEDG | 6.3K | $367.94K |
 Wolfspeed Inc. | WOLF | 6K | $289.5K |
 The Timken Company | TKR | 5.51K | $800.42K |