SIH PARTNERS LLLP
Q4 2025 Form 13-F
WILMINGTON, DELAWARE
CIK 0001996244
· Institutional investment manager
Consolidated report · includes
3 managers
since Q4 2023
$5.3B Reported Value Total
Reported value
$5.3B
Quarter over quarter
-1.2%
Holdings
175
Top-10 concentration
62.0%
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
Q4 2025 13F record
Q4 2025 13F filing summary
| Period of report | December 31, 2025 |
|---|---|
| Filed | February 17, 2026 |
| Form | 13F-HR |
| Reported value | $5.3B |
| Positions | 175 |
| Change in reported value | +50.1% |
| New positions | 71 |
| Exited positions | 93 |
| Position turnover | 61.2% |
| Top-10 concentration | 62.0% |
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 · Q4 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | TTE P TOTALENERGIES SE | $681.2M | 12.91% |
| 2 | STLA P STELLANTIS N.V | $446.8M | 8.47% |
| 3 | UBS P UBS GROUP AG | $413.7M | 7.84% |
| 4 | DB P DEUTSCHE BANK A G | $358.1M | 6.79% |
| 5 | ALC P ALCON AG | $305.9M | 5.8% |
| 6 | UBS C UBS GROUP AG | $304.8M | 5.78% |
| 7 | RACE P FERRARI N V | $224.1M | 4.25% |
| 8 | TTE C TOTALENERGIES SE | $186.3M | 3.53% |
| 9 | STLA C STELLANTIS N.V | $176.9M | 3.35% |
| 10 | BABA ALIBABA GROUP HLDG LTD | $170.8M | 3.24% |
| 11 | JD JD.COM INC | $143.3M | 2.72% |
| 12 | UBS UBS GROUP AG | $121.0M | 2.29% |
| 13 | DB C DEUTSCHE BANK A G | $103.8M | 1.97% |
| 14 | LOGI P LOGITECH INTL S A | $98.4M | 1.86% |
| 15 | RACE FERRARI N V | $95.4M | 1.81% |
| 16 | STLA STELLANTIS N.V | $91.5M | 1.73% |
| 17 | AMRZ AMRIZE LTD | $87.5M | 1.66% |
| 18 | NVDA NVIDIA CORPORATION | $72.1M | 1.37% |
| 19 | FXI ISHARES TR | $55.1M | 1.04% |
| 20 | TTE TOTALENERGIES SE | $46.6M | 0.88% |
Values as reported on the Q4 2025 Form 13F. Every position is in the holdings table below.