§ 13F · FUND PROFILE
SIH Partners, LLLP.
AUM · $15.9B (13F)Positions · 362Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$995M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | 6.32M | $7.3B | 45.9% | +6076% |
| 2 | TTE | TOTALENERGIES SE | 9.42M | $732M | 4.6% | +7% |
| 3 | BABA | ALIBABA GROUP HLDG LTD | 6.50M | $624M | 3.9% | +63% |
| 4 | MU | MICRON TECHNOLOGY INC | 450K | $519M | 3.3% | — |
| 5 | DB | DEUTSCHE BK AG | 14.03M | $473M | 3.0% | +35% |
| 6 | DRAM | ROUNDHILL ETF TRUST | 6.00M | $443M | 2.8% | NEW |
| 7 | TTE | TOTALENERGIES SE | 5.55M | $432M | 2.7% | — |
| 8 | RACE | FERRARI N V | 1.09M | $407M | 2.6% | −19% |
| 9 | ALC | ALCON AG | 5.99M | $402M | 2.5% | +82% |
| 10 | DB | DEUTSCHE BK AG | 10.99M | $371M | 2.3% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SIH SIGNAL
AC read
SIH Partners, LLLP is a Other fund managing $15.9 billion in assets. The fund runs a broad portfolio of 362 positions.
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