Sih Partners, Lllp has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.69 Trillion distributed in 184 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Stellantis N.V. with a value of $220B, Alibaba Group Holding LTD with a value of $129B, Jd.Com, Inc. with a value of $63.6B, Net Ease, Inc. with a value of $54.5B, and Amrize LTD with a value of $49.7B.

Examining the 13F form we can see an decrease of $263B in the current position value, from $2.95T to 2.69T.

Sih Partners, Lllp is based out at Wilmington, DE

Below you can find more details about Sih Partners, Lllp portfolio as well as his latest detailed transactions.

Portfolio value $2.69 Trillion
Consumer Cyclical: $948 Billion
Financial Services: $876 Billion
Healthcare: $202 Billion
Technology: $175 Billion
ETFs: $149 Billion
Communication Services: $86.8 Billion
Basic Materials: $68.8 Billion
Industrials: $14.5 Billion
Other: $7.91 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 184
  • Current Value $2.69 Trillion
  • Prior Value $2.95 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 48 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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