Sih Partners, Lllp Portfolio Holdings

Sih Partners, Lllp

  • $2.69 Trillion
  • Q2 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$30.9B
$220 Billion 8.17% of portfolio
21,884,462
Q2 2025 Reduced 20.54%
$324B
$129 Billion 4.79% of portfolio
1,136,043
Q2 2025 Added 1,781.71%
$50.2B
$63.6 Billion 2.37% of portfolio
1,948,667
Q2 2025 Added 1,743.04%
$86B
$54.5 Billion 2.03% of portfolio
404,821
Q2 2025 Added 45.43%
Amrize LTD
-
$49.7 Billion 1.85% of portfolio
-
Q2 2025 New
$0
$47.4 Billion 1.76% of portfolio
1,290,032
Q2 2025 Added 70.52%
$0
$46 Billion 1.71% of portfolio
419,386
Q2 2025 New
$23.4B
$34.4 Billion 1.28% of portfolio
1,269,080
Q2 2025 Added 293.95%
$8.75B
$18.8 Billion 0.7% of portfolio
875,633
Q2 2025 Added 77.99%
$42.2B
$17.9 Billion 0.67% of portfolio
202,683
Q2 2025 Added 1,072.32%
$81.5B
$14.4 Billion 0.54% of portfolio
29,431
Q2 2025 Reduced 54.37%
$12.8B
$14.3 Billion 0.53% of portfolio
52,007
Q2 2025 Added 439.83%
Ferguson Enterprises Inc
-
$13.9 Billion 0.52% of portfolio
-
Q2 2025 Added 1.99%
$74B
$13.1 Billion 0.49% of portfolio
448,956
Q2 2025 Reduced 39.52%
Life360 Inc
-
$13 Billion 0.48% of portfolio
-
Q2 2025 New
$38.1B
$13 Billion 0.48% of portfolio
220,844
Q2 2025 Added 102.77%
$126B
$11.8 Billion 0.44% of portfolio
348,176
Q2 2025 Reduced 91.39%
$0
$11.7 Billion 0.43% of portfolio
423,239
Q2 2025 Added 281.32%
$1.27T
$11 Billion 0.41% of portfolio
48,386
Q2 2025 Reduced 2.48%
$30.3B
$10.7 Billion 0.4% of portfolio
125,129
Q2 2025 Added 293.57%
$17.2B
$10.5 Billion 0.39% of portfolio
586,166
Q2 2025 Added 118.28%
$38.8B
$10.3 Billion 0.38% of portfolio
39,400
Q2 2025 New
$0
$10.1 Billion 0.38% of portfolio
159,783
Q2 2025 New
$38.4B
$10 Billion 0.37% of portfolio
18,282
Q2 2025 New
$26.8B
$9.18 Billion 0.34% of portfolio
104,542
Q2 2025 New
$137B
$8.61 Billion 0.32% of portfolio
178,965
Q2 2025 Reduced 48.75%
$23.9B
$8.31 Billion 0.31% of portfolio
-
Q2 2025 Reduced 61.84%
$0
$7 Billion 0.26% of portfolio
204,012
Q2 2025 Reduced 78.63%
$0
$6.39 Billion 0.24% of portfolio
43,322
Q2 2025 Added 192.6%
$60.2B
$6.32 Billion 0.24% of portfolio
145,830
Q2 2025 Added 119.06%
$35.3B
$6.33 Billion 0.24% of portfolio
11,481
Q2 2025 Added 472.33%
$4.74B
$6.36 Billion 0.24% of portfolio
540,868
Q2 2025 Added 1,299.51%
$16.2B
$6.29 Billion 0.23% of portfolio
354,600
Q2 2025 Added 274.25%
$0
$5.85 Billion 0.22% of portfolio
105,000
Q2 2025 Reduced 36.17%
$13.1B
$5.14 Billion 0.19% of portfolio
154,551
Q2 2025 New
$8.23B
$5.22 Billion 0.19% of portfolio
54,248
Q2 2025 Added 99.4%
$4.82B
$5.19 Billion 0.19% of portfolio
75,671
Q2 2025 Added 440.04%
$16B
$4.82 Billion 0.18% of portfolio
53,501
Q2 2025 Added 406.69%
$259B
$4.2 Billion 0.16% of portfolio
69,098
Q1 2025 Added 111.15%
Qiagen Nv
-
$4.09 Billion 0.15% of portfolio
-
Q2 2025 Reduced 9.43%
$7.76B
$3.97 Billion 0.15% of portfolio
14,435
Q2 2025 Added 25.06%
$6.94B
$3.7 Billion 0.14% of portfolio
121,088
Q2 2025 New
$94.4B
$3.82 Billion 0.14% of portfolio
53,812
Q2 2025 Added 169.06%
Circle Internet Group Inc
-
$3.63 Billion 0.13% of portfolio
-
Q2 2025 New
Ferrovial Se
-
$3.19 Billion 0.12% of portfolio
-
Q2 2025 Added 113.46%
$257B
$3.22 Billion 0.12% of portfolio
26,579
Q2 2025 Reduced 6.09%
Frontline PLC
-
$3.25 Billion 0.12% of portfolio
-
Q2 2025 Added 11.73%
$0
$3.09 Billion 0.11% of portfolio
106,949
Q2 2025 New
$949M
$3.02 Billion 0.11% of portfolio
442,420
Q2 2025 Added 342.42%

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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