SIH PARTNERS LLLP
Q2 2026 Form 13-F
WILMINGTON, DELAWARE
CIK 0001996244
· Institutional investment manager
Consolidated report · includes
3 managers
since Q4 2023
$15.9B Reported Value Total
Reported value
$15.9B
Quarter over quarter
+10.3%
Holdings
285
Top-10 concentration
73.6%
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
Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 14, 2026 |
| Form | 13F-HR |
| Reported value | $15.9B |
| Positions | 285 |
| Change in reported value | +109.7% |
| New positions | 146 |
| Exited positions | 117 |
| Position turnover | 65.4% |
| Top-10 concentration | 73.6% |
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 · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | MU P MICRON TECHNOLOGY INC | $7.3B | 45.91% |
| 2 | TTE P TOTALENERGIES SE | $732.5M | 4.61% |
| 3 | BABA C ALIBABA GROUP HLDG LTD | $623.9M | 3.93% |
| 4 | MU C MICRON TECHNOLOGY INC | $519.4M | 3.27% |
| 5 | DB P DEUTSCHE BK AG | $473.5M | 2.98% |
| 6 | DRAM P ROUNDHILL ETF TRUST | $443.1M | 2.79% |
| 7 | TTE C TOTALENERGIES SE | $431.8M | 2.72% |
| 8 | RACE P FERRARI N V | $407.5M | 2.56% |
| 9 | ALC P ALCON AG | $401.9M | 2.53% |
| 10 | DB C DEUTSCHE BK AG | $370.9M | 2.33% |
| 11 | UBS P UBS GROUP AG | $369.3M | 2.32% |
| 12 | STLA P STELLANTIS N.V | $303.7M | 1.91% |
| 13 | UBS C UBS GROUP AG | $293.6M | 1.85% |
| 14 | LOGI P LOGITECH INTL S A | $208.3M | 1.31% |
| 15 | BABA ALIBABA GROUP HLDG LTD | $147.0M | 0.92% |
| 16 | STLA C STELLANTIS N.V | $129.6M | 0.82% |
| 17 | SNDK SANDISK CORP | $120.1M | 0.76% |
| 18 | AZN C ASTRAZENECA PLC | $104.1M | 0.66% |
| 19 | RACE FERRARI N V | $98.4M | 0.62% |
| 20 | AZN P ASTRAZENECA PLC | $97.5M | 0.61% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.