Stock Taper 
SIH PARTNERS, LLLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Analog Devices, Inc. | ADI | 81.25K | $32.27M |
 Amcor plc | AMCR | 80.8K | $3.5M |
 MaxLinear, Inc. | MXL | 73.09K | $9.36M |
 Samsara Inc. | IOT | 70.68K | $2.29M |
 Iamgold Corporation | IAG | 67.5K | $1.07M |
 CRH plc | CRH | 64.34K | $6.88M |
 Enphase Energy, Inc. | ENPH | 63.6K | $3.13M |
 PDD Holdings Inc. | PDD | 63.55K | $4.85M |
 Ciena Corporation | CIEN | 60.6K | $29.73M |
 NXP Semiconductors N.V. | NXPI | 58.56K | $16.46M |
 Lam Research Corporation | LRCX | 58.34K | $25.28M |
 Qiagen N.V. | QGEN | 57.24K | $2.24M |
 Amer Sports, Inc. | AS | 55.33K | $1.87M |
 Sandisk Corporation | SNDK | 52.8K | $120.06M |
 Texas Instruments Incorporated | TXN | 52.5K | $15.65M |
 Intel Corp. | INTC | 51.15K | $7.14M |
 Logitech International S.A. | LOGI | 50.93K | $4.79M |
 Super Micro Computer, Inc. | SMCI | 50.25K | $1.47M |
 Ondas Holdings Inc. | ONDS | 50.11K | $412.9K |
 Semtech Corporation | SMTC | 50K | $8.09M |