Sih-Partners-Lllp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NVMI",
  "AKRO",
  "NUVL",
  "AXSM",
  "ASND",
  "SE",
  "ALKS",
  "INSM",
  "KRYS",
  "ABSI",
  "RVMD",
  "TEM",
  "GRAB",
  "ARGX",
  "GLOB",
  "JAZZ",
  "ACAD",
  "GLBE",
  null,
  "HUM",
  "NXE",
  "BPT",
  "MU",
  "MDGL",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "BABA",
  "GOOGL",
  "PTCT",
  "ALNY",
  "VCYT",
  "ABCL",
  "FOLD",
  "AU",
  "ADMA",
  "MT",
  "BILI",
  "ATHM",
  "YMM",
  "SAN",
  "BIDU",
  "GME",
  "BSX",
  "JOYY",
  "LU",
  "PSNL",
  "QSI",
  "RXRX",
  "RL",
  "DAVA",
  "SWTX",
  "QFIN",
  "SNRE",
  "UEC",
  "LOGI",
  "FERG",
  "FCX",
  "ADPT",
  "PGEN",
  "ALLO",
  "SVRA",
  "TSHA",
  "SMMT",
  "ALVO",
  "GILD",
  null,
  "AMRX",
  "AZN",
  "FNV",
  "GERN",
  "FER.MC",
  "FRO",
  "SANA",
  "ISRG",
  "GH",
  "HAFN",
  "HSBC",
  "ABUS",
  null,
  "ING",
  "NBIX",
  "MNKD",
  "IQV",
  "IONS",
  "IOVA",
  null,
  "UROY",
  "IQ",
  null,
  null,
  "EXEL",
  "TXG",
  "MDT",
  "MSFT",
  null,
  "ESPR",
  "TAL",
  "FL",
  "INCY",
  "NVS",
  "IBRX",
  "ILMN",
  "ZTO",
  "AER",
  null,
  "EEM",
  "UNH",
  "AAPL",
  "NVDA",
  "GEHC",
  "PFE",
  "MRK",
  "VZ",
  "AMGN",
  "MSTR",
  "REGN",
  null,
  null,
  null,
  null,
  "BP",
  "SYK",
  "CI",
  "TD",
  "TMO",
  "UBS",
  "UTHR",
  "TVGN",
  "RNA",
  "MRNA",
  "LXRX",
  "RYTM",
  "NTLA",
  "ALC",
  null,
  "BTG",
  "ACLX",
  null,
  "INDV.L",
  "ARDX",
  "TTE",
  "SU",
  "MTD",
  "SNY",
  null,
  "TSM",
  null,
  "RMD",
  null,
  "VRTX",
  null,
  "EW",
  "MEDP",
  "SRPT",
  "PVH",
  "LNW",
  "ADSK",
  "AMCR",
  "UAA",
  "VFC",
  "EPAM",
  "ROIV",
  "CAH",
  "ERAS",
  "BZ",
  "IDXX",
  null,
  "RACE",
  "NIO",
  null,
  "HCA",
  "LI",
  null,
  "TME",
  "NTES",
  "BEKE",
  "PDD",
  "DKNG",
  "USB",
  "VRNA",
  "VEEV",
  "VTRS",
  "VIPS",
  "WAT",
  "WB",
  "WDS",
  "XPEV",
  "UMC",
  "DNN",
  "AEM",
  "BIIB",
  "JHX",
  "JD",
  null,
  "NOK",
  null,
  "SW",
  "RARE",
  "TWST",
  "TCOM",
  "RPRX",
  "PACB",
  "IMVT",
  "HALO",
  "MCK",
  "PCVX",
  "EXR",
  "NGD",
  "STLA",
  "STM",
  "BNS",
  "BMO",
  "BDX",
  null,
  "BHP",
  "BCRX",
  "BNTX",
  "BMRN",
  "BPMC",
  null,
  "BMY",
  "BBIO",
  "BFLY",
  null,
  "CCJ",
  "CM",
  "CNC",
  "CERS",
  "CVX",
  "CCEP",
  "CRH",
  "CRSP",
  "CVS",
  "CVAC",
  "DHR",
  "CYTK",
  "DB",
  "DXCM",
  "NKE",
  "ELV",
  "JNJ",
  "LLY",
  "TSLA",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 274
Total Value: 1290739645
Accession Number: 0001996244-25-000006
Form Type: 13F-HR
CIK: sih-partners-lllp
Manager Name: Sih-Partners-Lllp

Data Enrichment

89% identified

243 identified31 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

274 positions • $1.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 6 of 13

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MCKESSON CORP

MCK|58155Q103

Shares:1.4K

Value:$944.9K

% of Portfolio:0.1% ($944.9K/$1.3B)

Cigna Group

CI|125523100

Shares:2.8K

Value:$927.8K

% of Portfolio:0.1% ($927.8K/$1.3B)

PVH CORP. /DE/

PVH|693656100

Shares:14.0K

Value:$905.7K

% of Portfolio:0.1% ($905.7K/$1.3B)

Summit Therapeutics Inc.

SMMT|86627T108

Shares:46.5K

Value:$896.8K

% of Portfolio:0.1% ($896.8K/$1.3B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:19.8K

Value:$896.6K

% of Portfolio:0.1% ($896.6K/$1.3B)

UNITED THERAPEUTICS Corp

UTHR|91307C102

Shares:2.9K

Value:$886.3K

% of Portfolio:0.1% ($886.3K/$1.3B)

46116X101

Shares:6.7K

Value:$881.9K

% of Portfolio:0.1% ($881.9K/$1.3B)

INSMED Inc

INSM|457669307

Shares:11.4K

Value:$870.9K

% of Portfolio:0.1% ($870.9K/$1.3B)

BIOMARIN PHARMACEUTICAL INC

BMRN|09061G101

Shares:12.2K

Value:$863.1K

% of Portfolio:0.1% ($863.1K/$1.3B)

INCYTE CORP

INCY|45337C102

Shares:14.1K

Value:$855.9K

% of Portfolio:0.1% ($855.9K/$1.3B)

464286772

Shares:15.6K

Value:$843.8K

% of Portfolio:0.1% ($843.8K/$1.3B)

Royalty Pharma plc

RPRX|G7709Q104

Shares:26.9K

Value:$836.8K

% of Portfolio:0.1% ($836.8K/$1.3B)

NEUROCRINE BIOSCIENCES INC

NBIX|64125C109

Shares:7.5K

Value:$830.7K

% of Portfolio:0.1% ($830.7K/$1.3B)

81369Y886

Shares:10.2K

Value:$807.0K

% of Portfolio:0.1% ($807.0K/$1.3B)

ILLUMINA, INC.

ILMN|452327109

Shares:10.1K

Value:$799.0K

% of Portfolio:0.1% ($799.0K/$1.3B)

AerCap Holdings N.V.

AER|N00985106

Shares:7.8K

Value:$794.6K

% of Portfolio:0.1% ($794.6K/$1.3B)

BP PLC

BP|055622104

Shares:23.5K

Value:$794.1K

% of Portfolio:0.1% ($794.1K/$1.3B)

Grab Holdings Ltd

GRAB|G4124C109

Shares:175.0K

Value:$792.8K

% of Portfolio:0.1% ($792.8K/$1.3B)

INDIVIOR PLC

INDV.L|G4766E116

Shares:81.8K

Value:$779.2K

% of Portfolio:0.1% ($779.2K/$1.3B)

Viatris Inc

VTRS|92556V106

Shares:88.9K

Value:$774.5K

% of Portfolio:0.1% ($774.5K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
MCKESSON CORP(MCKcusip58155Q103)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$944.9K	0.1% ($944.9K/$1.3B)	QoQ NEW(+$944.9K) YoY NEW(+$944.9K)
Cigna Group(CIcusip125523100)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$927.8K	0.1% ($927.8K/$1.3B)	QoQ NEW(+$927.8K) YoY NEW(+$927.8K)
PVH CORP. /DE/(PVHcusip693656100)	14.0K	QoQ NEW(+14.0K) YoY NEW(+14.0K)	All Managers (Combined)	$905.7K	0.1% ($905.7K/$1.3B)	QoQ NEW(+$905.7K) YoY NEW(+$905.7K)
Summit Therapeutics Inc.(SMMTcusip86627T108)	46.5K	QoQ NEW(+46.5K) YoY NEW(+46.5K)	All Managers (Combined)	$896.8K	0.1% ($896.8K/$1.3B)	QoQ NEW(+$896.8K) YoY NEW(+$896.8K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	19.8K	QoQ NEW(+19.8K) YoY NEW(+19.8K)	All Managers (Combined)	$896.6K	0.1% ($896.6K/$1.3B)	QoQ NEW(+$896.6K) YoY NEW(+$896.6K)
UNITED THERAPEUTICS Corp(UTHRcusip91307C102)	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$886.3K	0.1% ($886.3K/$1.3B)	QoQ NEW(+$886.3K) YoY NEW(+$886.3K)
(cusip46116X101)✕	6.7K	QoQ NEW(+6.7K) YoY NEW(+6.7K)	All Managers (Combined)	$881.9K	0.1% ($881.9K/$1.3B)	QoQ NEW(+$881.9K) YoY NEW(+$881.9K)
INSMED Inc(INSMcusip457669307)	11.4K	QoQ NEW(+11.4K) YoY NEW(+11.4K)	All Managers (Combined)	$870.9K	0.1% ($870.9K/$1.3B)	QoQ NEW(+$870.9K) YoY NEW(+$870.9K)
BIOMARIN PHARMACEUTICAL INC(BMRNcusip09061G101)	12.2K	QoQ NEW(+12.2K) YoY NEW(+12.2K)	All Managers (Combined)	$863.1K	0.1% ($863.1K/$1.3B)	QoQ NEW(+$863.1K) YoY NEW(+$863.1K)
INCYTE CORP(INCYcusip45337C102)	14.1K	QoQ NEW(+14.1K) YoY NEW(+14.1K)	All Managers (Combined)	$855.9K	0.1% ($855.9K/$1.3B)	QoQ NEW(+$855.9K) YoY NEW(+$855.9K)
(cusip464286772)✕	15.6K	QoQ NEW(+15.6K) YoY NEW(+15.6K)	All Managers (Combined)	$843.8K	0.1% ($843.8K/$1.3B)	QoQ NEW(+$843.8K) YoY NEW(+$843.8K)
Royalty Pharma plc(RPRXcusipG7709Q104)	26.9K	QoQ NEW(+26.9K) YoY NEW(+26.9K)	All Managers (Combined)	$836.8K	0.1% ($836.8K/$1.3B)	QoQ NEW(+$836.8K) YoY NEW(+$836.8K)
NEUROCRINE BIOSCIENCES INC(NBIXcusip64125C109)	7.5K	QoQ NEW(+7.5K) YoY NEW(+7.5K)	All Managers (Combined)	$830.7K	0.1% ($830.7K/$1.3B)	QoQ NEW(+$830.7K) YoY NEW(+$830.7K)
(cusip81369Y886)✕	10.2K	QoQ NEW(+10.2K) YoY NEW(+10.2K)	All Managers (Combined)	$807.0K	0.1% ($807.0K/$1.3B)	QoQ NEW(+$807.0K) YoY NEW(+$807.0K)
ILLUMINA, INC.(ILMNcusip452327109)	10.1K	QoQ NEW(+10.1K) YoY NEW(+10.1K)	All Managers (Combined)	$799.0K	0.1% ($799.0K/$1.3B)	QoQ NEW(+$799.0K) YoY NEW(+$799.0K)
AerCap Holdings N.V.(AERcusipN00985106)	7.8K	QoQ NEW(+7.8K) YoY NEW(+7.8K)	All Managers (Combined)	$794.6K	0.1% ($794.6K/$1.3B)	QoQ NEW(+$794.6K) YoY NEW(+$794.6K)
BP PLC(BPcusip055622104)	23.5K	QoQ 0.00% (+0) YoY NEW(+23.5K)	All Managers (Combined)	$794.1K	0.1% ($794.1K/$1.3B)	QoQ +14.30% (+$99.4K) YoY NEW(+$794.1K)
Grab Holdings Ltd(GRABcusipG4124C109)	175.0K	QoQ NEW(+175.0K) YoY NEW(+175.0K)	All Managers (Combined)	$792.8K	0.1% ($792.8K/$1.3B)	QoQ NEW(+$792.8K) YoY NEW(+$792.8K)
INDIVIOR PLC(INDV.LcusipG4766E116)	81.8K	QoQ -62.32% (-135.3K) YoY NEW(+81.8K)	All Managers (Combined)	$779.2K	0.1% ($779.2K/$1.3B)	QoQ -71.11% (-$1.9M) YoY NEW(+$779.2K)
Viatris Inc(VTRScusip92556V106)	88.9K	QoQ NEW(+88.9K) YoY NEW(+88.9K)	All Managers (Combined)	$774.5K	0.1% ($774.5K/$1.3B)	QoQ NEW(+$774.5K) YoY NEW(+$774.5K)