Sih Partners, Lllp Portfolio Holdings

Sih Partners, Lllp

  • $3.51 Trillion
  • Q3 2025

Sih Partners, Lllp has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.51 Trillion distributed in 254 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Stellantis N.V. with a value of $158B, Bhp Group LTD with a value of $104B, Jd.Com, Inc. with a value of $100B, Alcon Inc with a value of $77B, and Net Ease, Inc. with a value of $38B.

Examining the 13F form we can see an increase of $827B in the current position value, from $2.69T to 3.51T.

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 $3.51 Trillion
Consumer Cyclical: $1.19 Trillion
Financial Services: $952 Billion
Healthcare: $467 Billion
Technology: $301 Billion
Basic Materials: $123 Billion
ETFs: $113 Billion
Communication Services: $96.9 Billion
Industrials: $16.1 Billion
Other: $10.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.29T
$3.16 Billion 0.09% of portfolio
7,100
Q3 2025 Added 671.74%
$1.74T
$3.24 Billion 0.09% of portfolio
13,293
Q3 2025 New
Ge Vernova Inc
-
$3.28 Billion 0.09% of portfolio
-
Q3 2025 New
Ark 21 Shares Bitcoin ETF
-
$3.22 Billion 0.09% of portfolio
-
Q3 2025 New
$193B
$3.29 Billion 0.09% of portfolio
28,762
Q3 2025 New
$26.6B
$2.82 Billion 0.08% of portfolio
20,465
Q3 2025 New
Arm Holdings PLC
-
$2.83 Billion 0.08% of portfolio
-
Q3 2025 New
$1.65T
$2.62 Billion 0.07% of portfolio
10,760
Q3 2025 New
$14.2B
$2.4 Billion 0.07% of portfolio
7,648
Q3 2025 Reduced 85.29%
$0
$2.29 Billion 0.07% of portfolio
20,516
Q3 2025 Reduced 95.11%
Bitwise Bitcoin ETF Tr
-
$2.31 Billion 0.07% of portfolio
-
Q3 2025 New
$99.5B
$2.58 Billion 0.07% of portfolio
57,172
Q3 2025 New
Super Micro Computer Inc
-
$2.37 Billion 0.07% of portfolio
-
Q3 2025 New
$139B
$2.63 Billion 0.07% of portfolio
7,966
Q3 2025 New
$593B
$2 Billion 0.06% of portfolio
7,117
Q3 2025 New
Arista Networks Inc
-
$2.13 Billion 0.06% of portfolio
-
Q3 2025 New
$76.2B
$2.14 Billion 0.06% of portfolio
4,410
Q3 2025 Reduced 85.02%
$0
$1.66 Billion 0.05% of portfolio
29,213
Q3 2025 Added 196.19%
$79.1B
$1.75 Billion 0.05% of portfolio
9,783
Q3 2025 Added 2.86%
$181B
$1.9 Billion 0.05% of portfolio
181,100
Q4 2024 New
$5.07B
$1.77 Billion 0.05% of portfolio
21,120
Q3 2025 Reduced 72.09%
Qiagen Nv
-
$1.86 Billion 0.05% of portfolio
-
Q3 2025 Reduced 51.04%
Astera Labs Inc
-
$1.32 Billion 0.04% of portfolio
-
Q3 2025 New
$73.7B
$1.56 Billion 0.04% of portfolio
18,594
Q3 2025 New
$50.2B
$1.37 Billion 0.04% of portfolio
1,853
Q3 2025 Reduced 83.86%
$0
$1.28 Billion 0.04% of portfolio
14,776
Q3 2025 New
$0
$1.33 Billion 0.04% of portfolio
19,535
Q3 2025 Added 205.19%
$33.6B
$1.25 Billion 0.04% of portfolio
10,296
Q2 2025 Added 32.39%
$55.9B
$1.35 Billion 0.04% of portfolio
1,412
Q3 2025 New
$0
$1.3 Billion 0.04% of portfolio
14,500
Q4 2024 New
$0
$1.54 Billion 0.04% of portfolio
17,218
Q3 2025 New
Anglogold Ashanti PLC
-
$1.03 Billion 0.03% of portfolio
-
Q3 2025 Reduced 38.67%
$954M
$1.14 Billion 0.03% of portfolio
31,734
Q3 2025 New
$21.3B
$911 Million 0.03% of portfolio
32,254
Q1 2025 Added 232.1%
$0
$927 Million 0.03% of portfolio
2,000
Q3 2025 New
$881B
$1.06 Billion 0.03% of portfolio
3,374
Q3 2025 New
$279B
$1.06 Billion 0.03% of portfolio
10,291
Q3 2025 New
Direxion Shs ETF Tr
-
$1 Billion 0.03% of portfolio
-
Q3 2025 New
$6.76B
$1.22 Billion 0.03% of portfolio
37,004
Q3 2025 New
$490B
$1.2 Billion 0.03% of portfolio
10,640
Q3 2025 New
$0
$941 Million 0.03% of portfolio
15,572
Q3 2025 Added 134.73%
$19.3B
$957 Million 0.03% of portfolio
22,305
Q3 2025 New
$277B
$936 Million 0.03% of portfolio
12,195
Q3 2025 Reduced 0.54%
Titan Amer Sa
-
$551 Million 0.02% of portfolio
-
Q3 2025 Added 174.5%
$512B
$871 Million 0.02% of portfolio
1,531
Q3 2025 New
$268B
$666 Million 0.02% of portfolio
3,980
Q3 2025 New
$2.33B
$647 Million 0.02% of portfolio
34,000
Q3 2025 New
$74.3B
$748 Million 0.02% of portfolio
11,804
Q3 2025 New
$37.7B
$669 Million 0.02% of portfolio
139,072
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 254
  • Current Value $3.51 Trillion
  • Prior Value $2.69 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 116 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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