SIH PARTNERS LLLP
Q1 2025 Form 13-F
WILMINGTON, DELAWARE
CIK 0001996244
· Institutional investment manager
Consolidated report · includes
3 managers
since Q4 2023
$3.0B Reported Value Total
Reported value
$3.0B
Quarter over quarter
-3.0%
Holdings
238
Top-10 concentration
65.5%
Filing Structure
Reports holdings for
- Susquehanna International Securities Ltd · File #028-19265 · since Q4 2024
- Susquehanna International Group Ltd · File #028-19267 · since Q4 2024
- Susquehanna Pacific Pty Ltd (not a 13F filer in our records) · File #028-23823 · since Q4 2023
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Melissa Jamaca
Treasurer
Filing Navigation
13F Metrics
Loading 13F Metrics
Q1 2025 13F record
Q1 2025 13F filing summary
| Period of report | March 31, 2025 |
|---|---|
| Filed | May 15, 2025 |
| Form | 13F-HR |
| Reported value | $3.0B |
| Positions | 238 |
| Change in reported value | +49.2% |
| New positions | 169 |
| Exited positions | 26 |
| Position turnover | 73.9% |
| Top-10 concentration | 65.5% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
285 | $15.9B |
|
Q1 2026 13F
Filed May 15, 2026
|
256 | $7.6B |
|
Q4 2025 13F
Filed Feb 17, 2026
|
175 | $5.3B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
197 | $3.5B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
127 | $2.7B |
|
Q1 2025 13F
Filed May 15, 2025
|
238 | $3.0B |
|
Q4 2024 13F
Filed Feb 14, 2025
|
95 | $2.0B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
29 | $166.7M |
|
Q2 2024 13F
Filed Aug 15, 2024
|
20 | $103.5M |
|
Q1 2024 13F
Filed May 7, 2024
|
16 | $135.8M |
|
Q4 2023 13F
Filed Feb 14, 2024
|
15 | $125.3M |
Top 20 holdings · Q1 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | UBS P UBS GROUP AG | $430.9M | 14.6% |
| 2 | STLA STELLANTIS N.V | $308.8M | 10.46% |
| 3 | DB P DEUTSCHE BANK A G | $298.3M | 10.11% |
| 4 | STLA P STELLANTIS N.V | $237.1M | 8.03% |
| 5 | UBS UBS GROUP AG | $123.9M | 4.2% |
| 6 | EEM ISHARES TR | $123.6M | 4.19% |
| 7 | STLA C STELLANTIS N.V | $116.3M | 3.94% |
| 8 | RACE P FERRARI N V | $100.5M | 3.4% |
| 9 | DB C DEUTSCHE BANK A G | $98.3M | 3.33% |
| 10 | UBS C UBS GROUP AG | $95.8M | 3.24% |
| 11 | LOGI P LOGITECH INTL S A | $91.2M | 3.09% |
| 12 | ALC P ALCON AG | $88.8M | 3.01% |
| 13 | LOGI C LOGITECH INTL S A | $51.3M | 1.74% |
| 14 | ALC C ALCON AG | $35.4M | 1.2% |
| 15 | MT C ARCELORMITTAL SA LUXEMBOURG | $34.1M | 1.15% |
| 16 | KWEB KRANESHARES TRUST | $33.3M | 1.13% |
| 17 | MT P ARCELORMITTAL SA LUXEMBOURG | $30.2M | 1.02% |
| 18 | NTES NETEASE INC | $28.6M | 0.97% |
| 19 | RACE C FERRARI N V | $28.6M | 0.97% |
| 20 | EMB ISHARES TR | $28.1M | 0.95% |
Values as reported on the Q1 2025 Form 13F. Every position is in the holdings table below.