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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

SIH Partners, LLLP

Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001996244-25-000006

Total Value
$2.95B
Positions
297
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (297)

#IssuerTicker / CUSIPSharesValue% of Filing
1UBS GROUP AGUBS14,067,000$430.9M14.60%
2DEUTSCHE BANK A GD1819089812,517,000$298.3M10.11%
3STELLANTIS N.VSTLA22,772,490$255.3M8.65%
4STELLANTIS N.VSTLA14,615,000$163.8M5.55%
5ISHARES TR4642872342,828,497$123.6M4.19%
6STELLANTIS N.VSTLA10,375,500$116.3M3.94%
7FERRARI N VRACE234,800$100.5M3.40%
8UBS GROUP AGUBS3,220,337$98.6M3.34%
9DEUTSCHE BANK A GD181908984,126,700$98.3M3.33%
10UBS GROUP AGUBS3,126,200$95.8M3.24%
11LOGITECH INTL S AH504302321,080,100$91.2M3.09%
12ALCON AGALC935,000$88.8M3.01%
13STELLANTIS N.VSTLA6,532,500$73.2M2.48%
14STELLANTIS N.VSTLA4,769,965$53.5M1.81%
15LOGITECH INTL S AH50430232608,100$51.3M1.74%
16ALCON AGALC373,100$35.4M1.20%
17ARCELORMITTAL SA LUXEMBOURGARCXF1,180,400$34.1M1.15%
18ARCELORMITTAL SA LUXEMBOURGARCXF1,047,800$30.2M1.02%
19FERRARI N VRACE66,800$28.6M0.97%
20ISHARES TR464288281310,311$28.1M0.95%
21UBS GROUP AGUBS825,206$25.3M0.86%
22KRANESHARES TRUST500767306648,136$22.6M0.77%
23NETEASE INCNETTF197,432$20.3M0.69%
24FERRARI N VRACE44,389$19.0M0.64%
25CRH PLCCRH199,162$17.5M0.59%
26DEUTSCHE BANK A GD18190898732,261$17.4M0.59%
27BHP GROUP LTDBHPLF331,187$16.1M0.54%
28FLUTTER ENTMT PLCG3643J10870,000$15.5M0.53%
29ISHARES TR464287184418,129$15.0M0.51%
30ING GROEP N.V.INGVF758,800$14.9M0.50%
31QIAGEN NVQGEN340,300$13.7M0.46%
32AMGEN INCAMGN42,844$13.3M0.45%
33ELI LILLY & COLLY15,297$12.6M0.43%
34GILEAD SCIENCES INCGILD112,052$12.6M0.43%
35VERTEX PHARMACEUTICALS INCVRTX25,388$12.3M0.42%
36ISHARES TR464287184338,401$12.1M0.41%
37FERROVIAL SEFER267,800$12.0M0.41%
38KRANESHARES TRUST500767306306,486$10.7M0.36%
39FERGUSON ENTERPRISES INCFERG61,358$9.8M0.33%
40BLOCK INCBSQKZ177,217$9.6M0.33%
41FERRARI N VRACE20,112$8.6M0.29%
42CRH PLCCRH97,000$8.5M0.29%
43ISHARES TR46429B598164,490$8.5M0.29%
44NETEASE INCNETTF80,937$8.3M0.28%
45TAIWAN SEMICONDUCTOR MFG LTD87403910049,616$8.2M0.28%
46ING GROEP N.V.INGVF404,600$7.9M0.27%
47JOHNSON & JOHNSONJNJ47,378$7.9M0.27%
48LI AUTO INCLAAOF300,229$7.6M0.26%
49ISHARES TR46428722674,780$7.4M0.25%
50BILIBILI INCBLBLF378,823$7.2M0.25%
51GAMESTOP CORP NEWGME-WT311,420$7.0M0.24%
52COCA-COLA EUROPACIFIC PARTNECCEP73,916$6.4M0.22%
53XPENG INCXPNGF268,539$5.6M0.19%
54TRIP COM GROUP LTDTRPCF86,165$5.5M0.19%
55NVIDIA CORPORATIONNVDA49,792$5.4M0.18%
56AMCOR PLCAMCCF511,357$5.0M0.17%
57UNITEDHEALTH GROUP INCUNH9,466$5.0M0.17%
58REGENERON PHARMACEUTICALSREGN7,750$4.9M0.17%
59ALIBABA GROUP HLDG LTDBBAAY33,592$4.4M0.15%
60FLUTTER ENTMT PLCG3643J10820,000$4.4M0.15%
61PDD HOLDINGS INCPDD36,713$4.3M0.15%
62ISHARES INC46428682281,513$4.2M0.14%
63HSBC HLDGS PLCHBCYF69,098$4.0M0.13%
64MICROSTRATEGY INCSTRK13,560$3.9M0.13%
65JD.COM INCJDCMF90,331$3.7M0.13%
66TESLA INCTSLA14,187$3.7M0.12%
67SEA LTDSE27,500$3.6M0.12%
68ASTRAZENECA PLCAZN48,670$3.6M0.12%
69ALIBABA GROUP HLDG LTDBBAAY26,781$3.5M0.12%
70ANGLOGOLD ASHANTI PLCAU92,933$3.4M0.12%
71ABBVIE INCABBV16,449$3.4M0.12%
72CRH PLCCRH38,012$3.3M0.11%
73FLUTTER ENTMT PLCG3643J10815,000$3.3M0.11%
74KANZHUN LIMITEDBZ165,200$3.2M0.11%
75BAIDU INCBAIDF31,793$2.9M0.10%
76ISHARES S&P GSCI COMMODITY-ISMCF125,000$2.8M0.10%
77NOVARTIS AGNVSEF25,400$2.8M0.10%
78PFIZER INCPFE108,165$2.7M0.09%
79DBX ETF TR233051879100,994$2.7M0.09%
80GLOBAL E ONLINE LTDGLBE74,860$2.7M0.09%
81MICRON TECHNOLOGY INCMU30,320$2.6M0.09%
82FRONTLINE PLCFRO177,331$2.6M0.09%
83TENCENT MUSIC ENTMT GROUPXHLD180,300$2.6M0.09%
84FREEPORT-MCMORAN INCFCX66,570$2.5M0.09%
85DRAFTKINGS INC NEWDKNG75,192$2.5M0.08%
86QIFU TECHNOLOGY INCQFNHF53,800$2.4M0.08%
87LIGHT & WONDER INCLAWIL27,205$2.4M0.08%
88STRYKER CORPORATIONSYK6,238$2.3M0.08%
89BEIGENE LTDBEIGF8,371$2.3M0.08%
90QIAGEN NVQGEN56,213$2.3M0.08%
91FULL TRUCK ALLIANCE CO LTDYMM175,700$2.2M0.08%
92APPLE INCAAPL10,000$2.2M0.08%
93BILIBILI INCBLBLF113,142$2.2M0.07%
94ALNYLAM PHARMACEUTICALS INCALNY7,959$2.1M0.07%
95MERCK & CO INCMRK23,887$2.1M0.07%
96TAL EDUCATION GROUPTAL162,100$2.1M0.07%
97ABBOTT LABSABLZF16,049$2.1M0.07%
98NOVA LTDNVMI11,542$2.1M0.07%
99RALPH LAUREN CORPRL9,634$2.1M0.07%
100JAMES HARDIE INDS PLC47030M10690,061$2.1M0.07%
101BRISTOL-MYERS SQUIBB COCELG-RI32,215$2.0M0.07%
102SELECT SECTOR SPDR TR81369Y70414,806$1.9M0.07%
103THERMO FISHER SCIENTIFIC INCTMO3,819$1.9M0.06%
104VIPSHOP HLDGS LTDVIPS120,100$1.9M0.06%
105CRH PLCCRH21,000$1.8M0.06%
106KE HLDGS INCBEKE89,280$1.8M0.06%
107INTUITIVE SURGICAL INCISRG3,583$1.8M0.06%
108ALCON AGALC17,289$1.6M0.06%
109CVS HEALTH CORPCVS22,630$1.5M0.05%
110QIAGEN NVQGEN37,808$1.5M0.05%
111BOSTON SCIENTIFIC CORPBSX14,873$1.5M0.05%
112BIONTECH SEBNTX16,041$1.5M0.05%
113TRIP COM GROUP LTDTRPCF22,750$1.4M0.05%
114BIOGEN INCBIIB10,414$1.4M0.05%
115CHEVRON CORP NEWCVX8,228$1.4M0.05%
116SELECT SECTOR SPDR TR81369Y50614,500$1.4M0.05%
117WOODSIDE ENERGY GROUP LTDWOPEF93,167$1.3M0.05%
118NIKE INCNKE20,000$1.3M0.04%
119FERROVIAL SEFER27,866$1.3M0.04%
120DANAHER CORPORATION2358511025,930$1.2M0.04%
121BANCO SANTANDER S.A.BCDRF181,100$1.2M0.04%
122SELECT SECTOR SPDR TR81369Y85212,363$1.2M0.04%
123ARGENX SEARGX2,006$1.2M0.04%
124NIO INCNIOIF294,480$1.1M0.04%
125GLOBAL X FDS37954Y85528,561$1.1M0.04%
126MEDTRONIC PLCMDT11,955$1.1M0.04%
127AUTODESK INCADSK4,000$1.0M0.04%
128MODERNA INCMRNA36,846$1.0M0.04%
129SANOFISNYNF18,146$1.0M0.03%
130ELEVANCE HEALTH INCELV2,294$997,7980.03%
131ZTO EXPRESS CAYMAN INCZTOEF49,650$985,0560.03%
132MCKESSON CORPMCK1,404$944,8780.03%
133COCA-COLA EUROPACIFIC PARTNECCEP10,848$944,1010.03%
134THE CIGNA GROUP1255231002,820$927,7800.03%
135PVH CORPORATIONPVH14,012$905,7360.03%
136SUMMIT THERAPEUTICS INCSMMT46,492$896,8310.03%
137VERIZON COMMUNICATIONS INCVZ19,766$896,5860.03%
138ZTO EXPRESS CAYMAN INCZTOEF45,100$894,7840.03%
139LOGITECH INTL S AH5043023210,559$891,2850.03%
140UNITED THERAPEUTICS CORP DELUTHR2,875$886,2760.03%
141INTRA-CELLULAR THERAPIES INC46116X1016,685$881,8850.03%
142BHP GROUP LTDBHPLF17,983$872,8950.03%
143B2GOLD CORPBTG306,000$872,1000.03%
144INSMED INCINSM11,415$870,8500.03%
145BIOMARIN PHARMACEUTICAL INCBMRN12,209$863,0540.03%
146INCYTE CORPINCY14,135$855,8740.03%
147ISHARES INC46428677215,615$843,8350.03%
148ROYALTY PHARMA PLCRPRX26,881$836,8060.03%
149SELECT SECTOR SPDR TR81369Y88610,235$807,0300.03%
150ILLUMINA INCILMN10,070$798,9540.03%
151AERCAP HOLDINGS NVAER7,777$794,5760.03%
152BP PLCBPPFF23,500$794,0650.03%
153GRAB HOLDINGS LIMITEDGRABW175,000$792,7500.03%
154VIATRIS INCVTRS88,918$774,4760.03%
155VEEVA SYS INCVEEV3,180$736,5830.02%
156NOKIA CORPNOKBF139,072$732,9090.02%
157STMICROELECTRONICS N VSTMEF32,254$708,2980.02%
158AUTOHOME INCATHM24,600$681,9120.02%
159TEMPUS AI INCTEM14,135$681,8720.02%
160EXELIXIS INCEXEL17,489$645,6940.02%
161JD.COM INCJDCMF15,400$633,2480.02%
162UNDER ARMOUR INCUA100,000$625,0000.02%
163BECTON DICKINSON & COBDX2,705$619,6070.02%
164UNITED MICROELECTRONICS CORPUMC85,200$609,1800.02%
165V F CORPVFC38,647$599,8010.02%
166ASCENDIS PHARMA A/SASND3,807$593,3590.02%
167HCA HEALTHCARE INCHCA1,716$592,9640.02%
168QIAGEN NVQGEN14,700$590,2050.02%
169MEDPACE HLDGS INCMEDP1,907$581,0440.02%
170SUNRISE COMMUNICATIONS AGSNNRF12,017$580,3010.02%
171SELECT SECTOR SPDR TR81369Y60511,443$569,9760.02%
172TOTALENERGIES SETTE8,599$556,2690.02%
173ZOETIS INCZTS3,372$555,2000.02%
174LI AUTO INCLAAOF21,910$552,1320.02%
175TORONTO DOMINION BK ONTTORO8,554$512,7270.02%
176ALPHABET INCGOOG3,291$508,9200.02%
177JAMES HARDIE INDS PLC47030M10621,375$503,5950.02%
178CENCORA INCCOR1,785$496,3910.02%
179JOYY INCJOYY11,700$491,1660.02%
180SELECT SECTOR SPDR TR81369Y4072,475$488,7140.02%
181HALOZYME THERAPEUTICS INCHALO7,626$486,6150.02%
182ING GROEP N.V.INGVF24,800$485,8320.02%
183JAZZ PHARMACEUTICALS PLCJAZZ3,739$464,1970.02%
184MADRIGAL PHARMACEUTICALS INCMDGL1,391$460,7410.02%
185ROIVANT SCIENCES LTDROIV44,403$448,0260.02%
186IQIYI INCIQ196,700$444,5420.02%
187GUARDANT HEALTH INCGH10,397$442,9120.02%
188NEUROCRINE BIOSCIENCES INCNBIX3,944$436,2060.01%
189INDIVIOR PLCINDV44,435$423,4660.01%
190ISHARES BITCOIN TRUST ETFIBIT8,912$417,1710.01%
191BRIDGEBIO PHARMA INCBBIO11,974$413,9410.01%
192REVOLUTION MEDICINES INCRVMDW11,702$413,7830.01%
193MICROSOFT CORPMSFT1,100$412,9290.01%
194EXTRA SPACE STORAGE INCEXR2,700$400,9230.01%
195SELECT SECTOR SPDR TR81369Y2092,718$396,8550.01%
196NEUROCRINE BIOSCIENCES INCNBIX3,567$394,5100.01%
197SAREPTA THERAPEUTICS INCSRPT5,867$374,4320.01%
198EDWARDS LIFESCIENCES CORPEW5,158$373,8520.01%
199IONIS PHARMACEUTICALS INCIONS11,999$362,0100.01%
200AXSOME THERAPEUTICS INCAXSM3,071$358,1710.01%
201BLUEPRINT MEDICINES CORP09627Y1094,027$356,4300.01%
202INDIVIOR PLCINDV37,332$355,7740.01%
203GE HEALTHCARE TECHNOLOGIES IGEHC4,277$345,1970.01%
204RESMED INCRSMDF1,542$345,1770.01%
205FOOT LOCKER INC34484910424,319$342,8980.01%
206AGNICO EAGLE MINES LTDAEM3,158$342,3590.01%
207ALKERMES PLCALKS10,234$337,9270.01%
208CRISPR THERAPEUTICS AGCRSP9,712$330,4990.01%
209KRYSTAL BIOTECH INCKRYS1,815$327,2450.01%
210CARDINAL HEALTH INCCAH2,370$326,5150.01%
211TWIST BIOSCIENCE CORPTWST8,311$326,2900.01%
212SEA LTDSE2,493$325,3120.01%
213NOVARTIS AGNVSEF2,903$323,6260.01%
214EPAM SYS INCEPAM1,878$317,0820.01%
215ADOBE INCADBE823$315,6450.01%
216HUMANA INCHUM1,187$314,0800.01%
217BANK NOVA SCOTIA HALIFAX0641491076,569$311,5680.01%
218VAXCYTE INCPCVX8,109$306,1960.01%
219CENTENE CORP DELCNC5,016$304,5210.01%
220GLOBANT S AGLOB2,574$303,0110.01%
221VERONA PHARMA PLC9250501064,755$301,8950.01%
222NUVALENT INCNUVL4,169$295,6650.01%
223ADMA BIOLOGICS INCADMA14,897$295,5560.01%
224SMURFIT WESTROCK PLCSW6,522$293,8810.01%
225CYTOKINETICS INCCYTK7,307$293,6680.01%
226BANK MONTREAL QUE0636711013,010$287,4850.01%
227AGILENT TECHNOLOGIES INCA2,375$277,8280.01%
228UNITED MICROELECTRONICS CORPUMC38,500$275,2750.01%
229SUNCOR ENERGY INC NEWSU7,099$274,8730.01%
230RECURSION PHARMACEUTICALS INRXRX51,202$270,8590.01%
231DBX ETF TR23305187910,000$265,7000.01%
232ENDAVA PLCDAVA13,505$263,4830.01%
233DEXCOM INCDXCM3,726$254,4490.01%
234PTC THERAPEUTICS INCPTCT4,962$252,8640.01%
235SANOFISNYNF4,500$249,5700.01%
236HAFNIA LTDHAFN59,838$248,9260.01%
237IQVIA HLDGS INCIQV1,385$244,1760.01%
238DEUTSCHE BANK A GD1819089810,102$240,7310.01%
239CAMECO CORPCCJ5,714$235,1880.01%
240FRANCO NEV CORPFNV1,483$233,6610.01%
241SELECT SECTOR SPDR TR81369Y3082,805$229,0840.01%
242ARCELLX INCACLX3,461$227,0420.01%
243METTLER TOLEDO INTERNATIONALMTD190$224,3730.01%
244IDEXX LABS INC45168D104533$223,8330.01%
245VERACYTE INCVCYT7,500$222,3750.01%
246AVIDITY BIOSCIENCES INC05370A1087,533$222,3740.01%
247RHYTHM PHARMACEUTICALS INCRYTM3,980$210,8210.01%
248ULTRAGENYX PHARMACEUTICAL INRARE5,738$207,7730.01%
249FERGUSON ENTERPRISES INCFERG1,294$207,3380.01%
250US BANCORP DELUSB-PS4,887$206,3290.01%
251CANADIAN IMPERIAL BK COMMCNDIF3,652$205,6080.01%
252SPRINGWORKS THERAPEUTICS INC85205L1074,628$204,2340.01%
253WATERS CORP941848103553$203,8190.01%
254AKERO THERAPEUTICS INC00973Y1085,018$203,1290.01%
255B2GOLD CORPBTG71,000$202,3500.01%
256ALVOTECHALVOW19,000$183,7300.01%
257IMMUNOVANT INCIMVT10,705$182,9480.01%
258ACADIA PHARMACEUTICALS INCACAD10,756$178,6570.01%
259BW LPG LTDBWLP16,197$176,2230.01%
260ADAPTIVE BIOTECHNOLOGIES CORADTI22,113$164,3000.01%
261AMNEAL PHARMACEUTICALS INCAMRX19,536$163,7120.01%
262AMICUS THERAPEUTICS INCFOLD19,364$158,0100.01%
263WEIBO CORPWEIBF15,500$146,7850.00%
264IMMUNITYBIO INCIBRX46,017$138,5110.00%
26510X GENOMICS INCTXG13,401$116,9910.00%
266PACIFIC BIOSCIENCES CALIF IN69404D10891,128$107,5310.00%
267MANNKIND CORPMNKD19,132$96,2340.00%
268INTELLIA THERAPEUTICS INCNTLA13,406$95,3170.00%
269BIOCRYST PHARMACEUTICALS INCBCRX12,639$94,7930.00%
270BP PRUDHOE BAY RTY TRBPPFF154,000$84,7000.00%
271LUFAX HOLDING LTDLU27,400$81,3780.00%
272NIO INCNIOIF20,350$77,5340.00%
273URANIUM ENERGY CORPUEC15,840$75,7150.00%
274ABSCI CORPORATIONABSI29,836$74,8880.00%
275PERSONALIS INCPSNL19,966$70,0810.00%
276NEXGEN ENERGY LTDNXE15,313$68,7550.00%
277IOVANCE BIOTHERAPEUTICS INCIOVA20,637$68,7210.00%
278ARDELYX INCARDX13,497$66,2700.00%
279GERON CORPGERN39,868$63,3900.00%
280NEW GOLD INC CDA64453510613,895$51,5500.00%
281DENISON MINES CORPDNN35,873$46,6350.00%
282ARBUTUS BIOPHARMA CORPABUS12,318$42,9900.00%
283CUREVAC N VN2451R10514,507$40,1840.00%
284ABCELLERA BIOLOGICS INCABCL17,163$38,2730.00%
285SAVARA INCSVRA10,847$30,0460.00%
286PRECIGEN INCPGEN19,203$28,6120.00%
287BUTTERFLY NETWORK INCBFLY10,557$24,0700.00%
288ERASCA INCERAS17,067$23,3820.00%
289SANA BIOTECHNOLOGY INCSANA13,427$22,5570.00%
290CERUS CORPCERS15,602$21,6870.00%
291URANIUM RTY CORP91702V10112,245$21,5510.00%
292ALLOGENE THERAPEUTICS INCALLO13,747$20,0710.00%
293TAYSHA GENE THERAPIES INCTSHA12,173$16,9200.00%
294ESPERION THERAPEUTICS INC NEESPR11,411$16,4320.00%
295QUANTUM SI INCQSIAW10,624$12,7490.00%
296TEVOGEN BIO HLDGS INCTVGNW10,570$11,4160.00%
297LEXICON PHARMACEUTICALS INCLXRX23,712$10,9260.00%