SIH PARTNERS LLLP
Q3 2025 Form 13-F
WILMINGTON, DELAWARE
CIK 0001996244
· Institutional investment manager
Consolidated report · includes
3 managers
since Q4 2023
$3.5B Reported Value Total
Reported value
$3.5B
Quarter over quarter
+12.3%
Holdings
197
Top-10 concentration
62.2%
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
Q3 2025 13F record
Q3 2025 13F filing summary
| Period of report | September 30, 2025 |
|---|---|
| Filed | November 14, 2025 |
| Form | 13F-HR |
| Reported value | $3.5B |
| Positions | 197 |
| Change in reported value | +30.8% |
| New positions | 116 |
| Exited positions | 46 |
| Position turnover | 66.7% |
| Top-10 concentration | 62.2% |
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 · Q3 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | STLA P STELLANTIS N.V | $345.4M | 9.83% |
| 2 | ALC P ALCON AG | $322.9M | 9.19% |
| 3 | UBS P UBS GROUP AG | $297.6M | 8.47% |
| 4 | DB P DEUTSCHE BANK A G | $288.5M | 8.21% |
| 5 | STLA C STELLANTIS N.V | $198.0M | 5.63% |
| 6 | UBS C UBS GROUP AG | $189.5M | 5.39% |
| 7 | STLA STELLANTIS N.V | $158.2M | 4.5% |
| 8 | RACE P FERRARI N V | $148.0M | 4.21% |
| 9 | DB C DEUTSCHE BANK A G | $126.3M | 3.59% |
| 10 | RACE C FERRARI N V | $110.9M | 3.15% |
| 11 | BHP BHP GROUP LTD | $103.5M | 2.94% |
| 12 | LOGI C LOGITECH INTL S A | $103.3M | 2.94% |
| 13 | JD JD.COM INC | $100.3M | 2.85% |
| 14 | LOGI P LOGITECH INTL S A | $77.9M | 2.22% |
| 15 | ALC ALCON AG | $77.0M | 2.19% |
| 16 | FER C FERROVIAL SE | $51.4M | 1.46% |
| 17 | NTES NETEASE INC | $38.0M | 1.08% |
| 18 | BABA ALIBABA GROUP HLDG LTD | $35.9M | 1.02% |
| 19 | ALC C ALCON AG | $34.4M | 0.98% |
| 20 | ASHR DBX ETF TR | $32.2M | 0.92% |
Values as reported on the Q3 2025 Form 13F. Every position is in the holdings table below.