Sih Partners, Lllp Portfolio Holdings by Sector
Sih Partners, Lllp
- $136 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Auto Manufacturers | Consumer Cyclical
LI XPEV NIO 3 stocks |
$31.9 Million
23.48% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Other Industrial Metals & Mining | Basic Materials
BHP 1 stocks |
$29.8 Million
21.96% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
TCOM 1 stocks |
$20.7 Million
15.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
SQ 1 stocks |
$16.9 Million
12.46% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Electronic Gaming & Multimedia | Communication Services
NTES BILI 2 stocks |
$15.1 Million
11.11% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
BABA 1 stocks |
$12.2 Million
8.99% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Packaging & Containers | Consumer Cyclical
AMCR 1 stocks |
$5.01 Million
3.69% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
ACWI FXI BOTZ IXUS QQQM 5 stocks |
$4.19 Million
3.09% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|