SIH Partners, LLLP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 7, 2024), SIH Partners, LLLP reported 16 stock positions worth $135.8 million. Its top holding was BHP Group Ltd.-Spon ADR (BHP) at 22.0% of the portfolio, followed by Li Auto Inc. - ADR (LI, 19.9%) and Trip.com Group Ltd.-ADR (TCOM, 15.2%). Compared with Q4 2023, it opened 3 new positions, sold out of 2, added to 9 and reduced 2. The biggest buy was Li Auto Inc. - ADR (LI, shares +508%) and the biggest sale BHP Group Ltd.-Spon ADR (BHP, shares −60%).
- Most Recent 13F
- Q2 2026
- Location
- Wilmington, DE
- CIK
- 0001996244
- Portfolio Value
- $135.8M (Q1 2024)
- SEC Filing
- 0001996244-24-000007 ↗ filed May 7, 2024
Holdings Value
Holdings 16 stocks · $135.8M
| BHP BHP Group Ltd.-Spon ADR | 21.95% | 516,835 | $29.8M | Reduce -60.1% |
| LI Li Auto Inc. - ADR | 19.86% | 890,900 | $27.0M | Add +508.2% |
| TCOM Trip.com Group Ltd.-ADR | 15.22% | 471,100 | $20.7M | Add +782.2% |
| XYZ Block Inc. | 12.46% | 200,020 | $16.9M | New |
| BABA Alibaba Group Holding-SP ADR | 8.98% | 168,650 | $12.2M | Add +436.3% |
| NTES Netease Inc.-ADR | 7.10% | 93,197 | $9.6M | Add +492.6% |
| BILI Bilibili Inc.-Sponsored ADR | 4.01% | 486,220 | $5.4M | Add +761.2% |
| AMCR Amcor PLC | 3.69% | 526,381 | $5.0M | Add +19.6% |
| XPEV Xpeng Inc. - ADR | 2.53% | 447,200 | $3.4M | Add +132.9% |
| ACWI iShares MSCI Acwi ETF | 1.55% | 19,116 | $2.1M | Add +94.7% |
| NIO Nio Inc. - ADR | 1.08% | 325,220 | $1.5M | Add +207.2% |
| FXI iShares China Large-Cap ETF | 0.92% | 51,664 | $1.2M | Reduce -65.6% |
| BOTZ Global X Robotics & Artifici | 0.23% | 10,000 | $318K | New |
| IXUS iShares Core Intl Stock ETF | 0.20% | 4,033 | $274K | No change |
| QQQM Invesco Nasdaq 100 ETF | 0.19% | 1,380 | $252K | No change |
| ALTM Arcadium Lithium PLC | 0.04% | 11,720 | $51K | New |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| LI Li Auto Inc. - ADR | Add +508.2% | 19.86% | +15.48 |
| TCOM Trip.com Group Ltd.-ADR | Add +782.2% | 15.22% | +13.69 |
| XYZ Block Inc. | New | 12.46% | +12.46 |
| BABA Alibaba Group Holding-SP ADR | Add +436.3% | 8.98% | +7.04 |
| NTES Netease Inc.-ADR | Add +492.6% | 7.10% | +5.93 |
| BILI Bilibili Inc.-Sponsored ADR | Add +761.2% | 4.01% | +3.46 |
| ACWI iShares MSCI Acwi ETF | Add +94.7% | 1.55% | +0.75 |
| NIO Nio Inc. - ADR | Add +207.2% | 1.08% | +0.31 |
| AMCR Amcor PLC | Add +19.6% | 3.69% | +0.30 |
| XPEV Xpeng Inc. - ADR | Add +132.9% | 2.53% | +0.29 |
| BOTZ Global X Robotics & Artifici | New | 0.23% | +0.23 |
| ALTM Arcadium Lithium PLC | New | 0.04% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 285 | $2.4B | BABA, SNDK, RACE, DRAM, GOOG |
| Q1 2026 | 256 | $3.2B | BABA, RACE, EEM, EWY, STLA |
| Q4 2025 | 175 | $1.7B | BABA, JD, UBS, RACE, STLA |
| Q3 2025 | 197 | $1.1B | STLA, BHP, JD, ALC, NTES |
| Q2 2025 | 127 | $1.1B | STLA, BABA, JD, NTES, AMRZ |
| Q1 2025 | 238 | $1.1B | STLA, UBS, EEM, KWEB, NTES |
| Q4 2024 | 95 | $1.4B | STLA, SPY, UBS, EMB, HYG |
| Q3 2024 | 29 | $166.7M | BHP, BILI, XYZ, LI, AMCR |
| Q2 2024 | 20 | $103.5M | BHP, XYZ, BILI, LI, BIDU |
| Q1 2024 | 16 | $135.8M | BHP, LI, TCOM, XYZ, BABA |