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

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VEEVA SYSTEMS INC

VEEV|922475108

Shares:3.2K

Value:$736.6K

% of Portfolio:0.1% ($736.6K/$1.3B)

NOKIA CORP

NOK|654902204

Shares:139.1K

Value:$732.9K

% of Portfolio:0.1% ($732.9K/$1.3B)

STMicroelectronics N.V.

STM|861012102

Shares:32.3K

Value:$708.3K

% of Portfolio:0.1% ($708.3K/$1.3B)

Autohome Inc.

ATHM|05278C107

Shares:24.6K

Value:$681.9K

% of Portfolio:0.1% ($681.9K/$1.3B)

Tempus AI, Inc.

TEM|88023B103

Shares:14.1K

Value:$681.9K

% of Portfolio:0.1% ($681.9K/$1.3B)

EXELIXIS, INC.

EXEL|30161Q104

Shares:17.5K

Value:$645.7K

% of Portfolio:0.1% ($645.7K/$1.3B)

Under Armour, Inc.

UAA|904311107

Shares:100.0K

Value:$625.0K

% of Portfolio:0.0% ($625.0K/$1.3B)

BECTON DICKINSON & CO

BDX|075887109

Shares:2.7K

Value:$619.6K

% of Portfolio:0.0% ($619.6K/$1.3B)

V F CORP

VFC|918204108

Shares:38.6K

Value:$599.8K

% of Portfolio:0.0% ($599.8K/$1.3B)

Ascendis Pharma A/S

ASND|04351P101

Shares:3.8K

Value:$593.4K

% of Portfolio:0.0% ($593.4K/$1.3B)

HCA Healthcare, Inc.

HCA|40412C101

Shares:1.7K

Value:$593.0K

% of Portfolio:0.0% ($593.0K/$1.3B)

Medpace Holdings, Inc.

MEDP|58506Q109

Shares:1.9K

Value:$581.0K

% of Portfolio:0.0% ($581.0K/$1.3B)

Sunrise Communications AG

SNRE|867975104

Shares:12.0K

Value:$580.3K

% of Portfolio:0.0% ($580.3K/$1.3B)

81369Y605

Shares:11.4K

Value:$570.0K

% of Portfolio:0.0% ($570.0K/$1.3B)

TotalEnergies SE

TTE|89151E109

Shares:8.6K

Value:$556.3K

% of Portfolio:0.0% ($556.3K/$1.3B)

Zoetis Inc.

ZTS|98978V103

Shares:3.4K

Value:$555.2K

% of Portfolio:0.0% ($555.2K/$1.3B)

TORONTO DOMINION BANK

TD|891160509

Shares:8.6K

Value:$512.7K

% of Portfolio:0.0% ($512.7K/$1.3B)

Alphabet Inc.

GOOGL|02079K305

Shares:3.3K

Value:$508.9K

% of Portfolio:0.0% ($508.9K/$1.3B)

03073E105

Shares:1.8K

Value:$496.4K

% of Portfolio:0.0% ($496.4K/$1.3B)

JOYY Inc.

JOYY|46591M109

Shares:11.7K

Value:$491.2K

% of Portfolio:0.0% ($491.2K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
VEEVA SYSTEMS INC(VEEVcusip922475108)	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$736.6K	0.1% ($736.6K/$1.3B)	QoQ NEW(+$736.6K) YoY NEW(+$736.6K)
NOKIA CORP(NOKcusip654902204)	139.1K	QoQ 0.00% (+0) YoY NEW(+139.1K)	All Managers (Combined)	$732.9K	0.1% ($732.9K/$1.3B)	QoQ +18.96% (+$116.8K) YoY NEW(+$732.9K)
STMicroelectronics N.V.(STMcusip861012102)	32.3K	QoQ +232.10% (+22.5K) YoY NEW(+32.3K)	All Managers (Combined)	$708.3K	0.1% ($708.3K/$1.3B)	QoQ +192.07% (+$465.8K) YoY NEW(+$708.3K)
Autohome Inc.(ATHMcusip05278C107)	24.6K	QoQ -9.22% (-2.5K) YoY NEW(+24.6K)	All Managers (Combined)	$681.9K	0.1% ($681.9K/$1.3B)	QoQ -3.03% (-$21.3K) YoY NEW(+$681.9K)
Tempus AI, Inc.(TEMcusip88023B103)	14.1K	QoQ NEW(+14.1K) YoY NEW(+14.1K)	All Managers (Combined)	$681.9K	0.1% ($681.9K/$1.3B)	QoQ NEW(+$681.9K) YoY NEW(+$681.9K)
EXELIXIS, INC.(EXELcusip30161Q104)	17.5K	QoQ NEW(+17.5K) YoY NEW(+17.5K)	All Managers (Combined)	$645.7K	0.1% ($645.7K/$1.3B)	QoQ NEW(+$645.7K) YoY NEW(+$645.7K)
Under Armour, Inc.(UAAcusip904311107)	100.0K	QoQ NEW(+100.0K) YoY NEW(+100.0K)	All Managers (Combined)	$625.0K	0.0% ($625.0K/$1.3B)	QoQ NEW(+$625.0K) YoY NEW(+$625.0K)
BECTON DICKINSON & CO(BDXcusip075887109)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$619.6K	0.0% ($619.6K/$1.3B)	QoQ NEW(+$619.6K) YoY NEW(+$619.6K)
V F CORP(VFCcusip918204108)	38.6K	QoQ +93.23% (+18.6K) YoY NEW(+38.6K)	All Managers (Combined)	$599.8K	0.0% ($599.8K/$1.3B)	QoQ +39.74% (+$170.6K) YoY NEW(+$599.8K)
Ascendis Pharma A/S(ASNDcusip04351P101)	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$593.4K	0.0% ($593.4K/$1.3B)	QoQ NEW(+$593.4K) YoY NEW(+$593.4K)
HCA Healthcare, Inc.(HCAcusip40412C101)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$593.0K	0.0% ($593.0K/$1.3B)	QoQ NEW(+$593.0K) YoY NEW(+$593.0K)
Medpace Holdings, Inc.(MEDPcusip58506Q109)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$581.0K	0.0% ($581.0K/$1.3B)	QoQ NEW(+$581.0K) YoY NEW(+$581.0K)
Sunrise Communications AG(SNREcusip867975104)	12.0K	QoQ -85.35% (-70.0K) YoY NEW(+12.0K)	All Managers (Combined)	$580.3K	0.0% ($580.3K/$1.3B)	QoQ -83.58% (-$3.0M) YoY NEW(+$580.3K)
(cusip81369Y605)✕	11.4K	QoQ NEW(+11.4K) YoY NEW(+11.4K)	All Managers (Combined)	$570.0K	0.0% ($570.0K/$1.3B)	QoQ NEW(+$570.0K) YoY NEW(+$570.0K)
TotalEnergies SE(TTEcusip89151E109)	8.6K	QoQ 0.00% (+0) YoY NEW(+8.6K)	All Managers (Combined)	$556.3K	0.0% ($556.3K/$1.3B)	QoQ +18.69% (+$87.6K) YoY NEW(+$556.3K)
Zoetis Inc.(ZTScusip98978V103)	3.4K	QoQ NEW(+3.4K) YoY NEW(+3.4K)	All Managers (Combined)	$555.2K	0.0% ($555.2K/$1.3B)	QoQ NEW(+$555.2K) YoY NEW(+$555.2K)
TORONTO DOMINION BANK(TDcusip891160509)	8.6K	QoQ NEW(+8.6K) YoY NEW(+8.6K)	All Managers (Combined)	$512.7K	0.0% ($512.7K/$1.3B)	QoQ NEW(+$512.7K) YoY NEW(+$512.7K)
Alphabet Inc.(GOOGLcusip02079K305)	3.3K	QoQ -8.86% (-320) YoY NEW(+3.3K)	All Managers (Combined)	$508.9K	0.0% ($508.9K/$1.3B)	QoQ -25.54% (-$174.6K) YoY NEW(+$508.9K)
(cusip03073E105)✕	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$496.4K	0.0% ($496.4K/$1.3B)	QoQ NEW(+$496.4K) YoY NEW(+$496.4K)
JOYY Inc.(JOYYcusip46591M109)	11.7K	QoQ 0.00% (+0) YoY NEW(+11.7K)	All Managers (Combined)	$491.2K	0.0% ($491.2K/$1.3B)	QoQ +0.31% (+$1.5K) YoY NEW(+$491.2K)