Sih Partners, Lllp Portfolio Holdings by Sector

Sih Partners, Lllp

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

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