SIH PARTNERS LLLP
Q1 2026 Form 13-F
WILMINGTON, DELAWARE
CIK 0001996244
· Institutional investment manager
Consolidated report · includes
3 managers
since Q4 2023
$7.6B Reported Value Total
Reported value
$7.6B
Quarter over quarter
-5.6%
Holdings
256
Top-10 concentration
57.2%
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
Q1 2026 13F record
Q1 2026 13F filing summary
| Period of report | March 31, 2026 |
|---|---|
| Filed | May 15, 2026 |
| Form | 13F-HR |
| Reported value | $7.6B |
| Positions | 256 |
| Change in reported value | +43.7% |
| New positions | 152 |
| Exited positions | 71 |
| Position turnover | 68.2% |
| Top-10 concentration | 57.2% |
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 · Q1 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | TTE P TOTALENERGIES SE | $802.3M | 10.59% |
| 2 | BABA ALIBABA GROUP HLDG LTD | $617.4M | 8.15% |
| 3 | TTE C TOTALENERGIES SE | $466.6M | 6.16% |
| 4 | UBS P UBS GROUP AG | $463.7M | 6.12% |
| 5 | DB P DEUTSCHE BK AG | $448.1M | 5.91% |
| 6 | STLA P STELLANTIS N.V | $417.8M | 5.51% |
| 7 | RACE P FERRARI N V | $409.4M | 5.4% |
| 8 | ALC P ALCON AG | $262.7M | 3.47% |
| 9 | UBS C UBS GROUP AG | $249.0M | 3.29% |
| 10 | RACE FERRARI N V | $197.0M | 2.6% |
| 11 | LOGI P LOGITECH INTL S A | $173.2M | 2.29% |
| 12 | STLA C STELLANTIS N.V | $138.2M | 1.82% |
| 13 | EEM ISHARES TR | $131.8M | 1.74% |
| 14 | EWY ISHARES INC | $131.3M | 1.73% |
| 15 | STLA STELLANTIS N.V | $128.3M | 1.69% |
| 16 | UBS UBS GROUP AG | $121.4M | 1.6% |
| 17 | BHP BHP BILLITON LIMITED | $110.6M | 1.46% |
| 18 | FXI ISHARES TR | $107.8M | 1.42% |
| 19 | JD JD.COM INC | $100.0M | 1.32% |
| 20 | KWEB KRANESHARES TRUST | $92.6M | 1.22% |
Values as reported on the Q1 2026 Form 13F. Every position is in the holdings table below.