SIH Partners, LLLP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 15, 2024), SIH Partners, LLLP reported 20 stock positions worth $103.5 million. Its top holding was BHP Group Ltd.-Spon ADR (BHP) at 26.6% of the portfolio, followed by Block (XYZ, 21.0%) and Bilibili Inc.-Sponsored ADR (BILI, 17.8%). Compared with Q1 2024, it opened 11 new positions, sold out of 7, added to 3 and reduced 4. The biggest buy was Bilibili Inc.-Sponsored ADR (BILI, shares +146%) and the biggest sale an exit from Trip.com Group Ltd.-ADR (TCOM).
- Most Recent 13F
- Q2 2026
- Location
- Wilmington, DE
- CIK
- 0001996244
- Portfolio Value
- $103.5M (Q2 2024)
- SEC Filing
- 0001996244-24-000008 ↗ filed Aug 15, 2024
Holdings Value
Holdings 20 stocks · $103.5M
| BHP BHP Group Ltd.-Spon ADR | 26.60% | 482,129 | $27.5M | Reduce -6.7% |
| XYZ Block Inc. | 21.01% | 337,149 | $21.7M | Add +68.6% |
| BILI Bilibili Inc.-Sponsored ADR | 17.84% | 1,195,420 | $18.5M | Add +145.9% |
| LI Li Auto Inc. - ADR | 13.56% | 784,880 | $14.0M | Reduce -11.9% |
| BIDU Baidu Inc. - Spon ADR | 7.70% | 92,164 | $8.0M | New |
| AMCR Amcor PLC | 3.93% | 415,290 | $4.1M | Reduce -21.1% |
| XPEV Xpeng Inc. - ADR | 2.95% | 416,039 | $3.0M | Reduce -7.0% |
| NIO Nio Inc. - ADR | 2.67% | 663,540 | $2.8M | Add +104.0% |
| JD Jd.com Inc.-ADR | 0.85% | 33,900 | $876K | New |
| VIPS Vipshop Holdings Ltd. - ADR | 0.52% | 41,100 | $535K | New |
| IBUY Amplify Online Retail ETF | 0.43% | 8,007 | $441K | New |
| YMM Full Truck Alliance -SPN ADR | 0.33% | 42,000 | $338K | New |
| TAL Tal Education Group- ADR | 0.30% | 29,300 | $313K | New |
| QFIN Qfin Holdings Inc.-ADR filed as QIFU TECHNOLOGY INC | 0.29% | 15,400 | $304K | New |
| TME Tencent Music Entertainm-ADR | 0.27% | 20,100 | $282K | New |
| BZ Kanzhun Ltd. - ADR | 0.27% | 15,000 | $282K | New |
| QQQM Invesco Nasdaq 100 ETF | 0.26% | 1,380 | $272K | No change |
| IQ Iqiyi Inc.-ADR | 0.11% | 31,800 | $117K | New |
| LU Lufax Holding Ltd.-ADR | 0.06% | 27,300 | $65K | New |
| ALTM Arcadium Lithium PLC | 0.04% | 11,720 | $39K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| TCOM Trip.com Group Ltd.-ADR | Sold out | 0.00% | −15.22 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −8.98 |
| NTES Netease Inc.-ADR | Sold out | 0.00% | −7.10 |
| LI Li Auto Inc. - ADR | Reduce -11.9% | 13.56% | −6.30 |
| ACWI iShares MSCI Acwi ETF | Sold out | 0.00% | −1.55 |
| FXI iShares China Large-Cap ETF | Sold out | 0.00% | −0.92 |
| BOTZ Global X Robotics & Artifici | Sold out | 0.00% | −0.23 |
| IXUS iShares Core Intl Stock ETF | Sold out | 0.00% | −0.20 |
| AMCR Amcor PLC | Reduce -21.1% | 3.93% | +0.24 |
| XPEV Xpeng Inc. - ADR | Reduce -7.0% | 2.95% | +0.42 |
| BHP BHP Group Ltd.-Spon ADR | Reduce -6.7% | 26.60% | +4.65 |
Portfolio Buys Q1 2024 → Q2 2024
| BILI Bilibili Inc.-Sponsored ADR | Add +145.9% | 17.84% | +13.83 |
| XYZ Block Inc. | Add +68.6% | 21.01% | +8.56 |
| BIDU Baidu Inc. - Spon ADR | New | 7.70% | +7.70 |
| NIO Nio Inc. - ADR | Add +104.0% | 2.67% | +1.59 |
| JD Jd.com Inc.-ADR | New | 0.85% | +0.85 |
| VIPS Vipshop Holdings Ltd. - ADR | New | 0.52% | +0.52 |
| IBUY Amplify Online Retail ETF | New | 0.43% | +0.43 |
| YMM Full Truck Alliance -SPN ADR | New | 0.33% | +0.33 |
| TAL Tal Education Group- ADR | New | 0.30% | +0.30 |
| QFIN Qfin Holdings Inc.-ADR | New | 0.29% | +0.29 |
| TME Tencent Music Entertainm-ADR | New | 0.27% | +0.27 |
| BZ Kanzhun Ltd. - ADR | New | 0.27% | +0.27 |
| IQ Iqiyi Inc.-ADR | New | 0.11% | +0.11 |
| LU Lufax Holding Ltd.-ADR | New | 0.06% | +0.06 |
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 |