Stock Taper 
SIH PARTNERS, LLLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 KKR & Co. Inc. | KKR | 49.74K | $4.57M |
 Ferguson plc | FERG | 49.1K | $11.65M |
 Rumble Inc. | RUM | 42.04K | $266.53K |
 Applied Materials, Inc. | AMAT | 39K | $28.2M |
 Oracle Corporation | ORCL | 38.58K | $5.65M |
 Apollo Global Management, Inc. | APO | 37.97K | $4.49M |
 Micron Technology, Inc. | MU | 37.83K | $43.67M |
 Titan America S.A. | TTAM | 36.87K | $688.05K |
 Centerra Gold Inc. | CGAU | 36.67K | $581.65K |
 Strategy Inc | MSTR | 36.6K | $3.18M |
 ServiceNow, Inc. | NOW | 36.23K | $3.6M |
 Agnico Eagle Mines Limited | AEM | 35K | $5.43M |
 Advanced Micro Devices, Inc. | AMD | 32.96K | $19.15M |
 Oscar Health, Inc. | OSCR | 31.79K | $906.59K |
 Newmont Corporation | NEM | 30.94K | $2.89M |
 Moderna, Inc. | MRNA | 30.84K | $2.16M |
 Hafnia Limited | HAFN | 30.63K | $203.36K |
 monday.com Ltd. | MNDY | 29.52K | $2.14M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 29.24K | $13.97M |
 Meta Platforms, Inc. | META | 29.18K | $16.44M |