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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 Q3 2025 · Filed November 14, 2025 · Accession 0001996244-25-000011

Total Value
$3.51B
Positions
254
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (254)

#IssuerTicker / CUSIPSharesValue% of Filing
1ALCON AGALC4,334,000$322.9M9.19%
2UBS GROUP AGUBS7,259,300$297.6M8.47%
3DEUTSCHE BANK A GD181908988,147,300$288.5M8.21%
4STELLANTIS N.VSTLA27,304,000$255.0M7.26%
5STELLANTIS N.VSTLA21,201,511$198.0M5.63%
6UBS GROUP AGUBS4,622,300$189.5M5.39%
7FERRARI N VRACE305,100$148.0M4.21%
8DEUTSCHE BANK A GD181908983,567,100$126.3M3.59%
9FERRARI N VRACE228,500$110.9M3.15%
10LOGITECH INTL S AH50430232941,400$103.3M2.94%
11BHP GROUP LTDBHPLF1,838,721$102.5M2.92%
12JD.COM INCJDCMF2,808,393$98.2M2.79%
13STELLANTIS N.VSTLA9,721,230$90.8M2.58%
14STELLANTIS N.VSTLA9,675,000$90.4M2.57%
15LOGITECH INTL S AH50430232710,200$77.9M2.22%
16ALCON AGALC1,033,007$77.0M2.19%
17STELLANTIS N.VSTLA7,217,498$67.4M1.92%
18FERROVIAL SEFER877,000$51.4M1.46%
19NETEASE INCNETTF231,803$35.2M1.00%
20ALIBABA GROUP HLDG LTDBBAAY192,317$34.4M0.98%
21ALCON AGALC461,300$34.4M0.98%
22DBX ETF TR233051879977,756$32.2M0.92%
23APPLE INCAAPL121,115$30.8M0.88%
24BITMINE IMMERSION TECNOLOGIE09175A206495,363$25.7M0.73%
25ISHARES BITCOIN TRUST ETFIBIT379,385$24.7M0.70%
26TRIP COM GROUP LTDTRPCF326,300$24.5M0.70%
27UBS GROUP AGUBS551,075$22.6M0.64%
28TAIWAN SEMICONDUCTOR MFG LTD87403910071,828$20.1M0.57%
29LI AUTO INCLAAOF772,318$19.6M0.56%
30NVIDIA CORPORATIONNVDA104,482$19.5M0.55%
31ISHARES TR464287176149,682$16.6M0.47%
32AMRIZE LTDAMRZ327,991$15.9M0.45%
33ISHARES TR464287184380,075$15.6M0.44%
34SELECT SECTOR SPDR TR81369Y20992,285$12.8M0.37%
35FERGUSON ENTERPRISES INCFERG57,005$12.8M0.36%
36AMRIZE LTDAMRZ258,670$12.6M0.36%
37AMAZON COM INCAMZN51,276$11.3M0.32%
38SELECT SECTOR SPDR TR81369Y308143,482$11.2M0.32%
39VODAFONE GROUP PLC NEW92857W308957,908$11.1M0.32%
40FLUTTER ENTMT PLCG3643J10841,000$10.4M0.30%
41LIGHT & WONDER INCLAWIL121,223$10.2M0.29%
42FERROVIAL SEFER168,700$9.9M0.28%
43ARGENX SEARGX13,100$9.7M0.27%
44BAIDU INCBAIDF72,881$9.6M0.27%
45GDS HLDGS LTDGDHLF228,100$8.8M0.25%
46FRONTLINE PLCFRO380,500$8.7M0.25%
47ZTO EXPRESS CAYMAN INCZTOEF438,050$8.4M0.24%
48NETFLIX INCNFLX6,675$8.0M0.23%
49DEUTSCHE BANK A GD18190898209,141$7.4M0.21%
50CRH PLCCRH58,000$7.0M0.20%
51BILIBILI INCBLBLF239,260$6.7M0.19%
52ARGENX SEARGX8,600$6.3M0.18%
53COREWEAVE INCCRWV41,943$5.7M0.16%
54SMURFIT WESTROCK PLCSW129,885$5.5M0.16%
55MICROSOFT CORPMSFT10,598$5.5M0.16%
56ISHARES TR46429B598105,000$5.5M0.16%
57CRH PLCCRH45,489$5.5M0.16%
58QIAGEN NVQGEN121,699$5.4M0.15%
59ISHARES INC464286400174,221$5.4M0.15%
60FLUTTER ENTMT PLCG3643J10821,000$5.3M0.15%
61ADVANCED MICRO DEVICES INCAMD32,121$5.2M0.15%
62META PLATFORMS INCMETA6,862$5.0M0.14%
63HSBC HLDGS PLCHBCYF69,098$4.9M0.14%
64FRONTLINE PLCFRO210,833$4.8M0.14%
65PDD HOLDINGS INCPDD36,200$4.8M0.14%
66AMCOR PLCAMCCF553,578$4.5M0.13%
67RESMED INCRSMDF15,862$4.3M0.12%
68COINBASE GLOBAL INCCOIN12,004$4.1M0.12%
69XPENG INCXPNGF169,641$4.0M0.11%
70UBS GROUP AGUBS94,738$3.9M0.11%
71VULCAN MATLS CO92916010911,735$3.6M0.10%
72NETFLIX INCNFLX3,000$3.6M0.10%
73ASML HOLDING N VASMLF3,535$3.4M0.10%
74FRONTLINE PLCFRO149,500$3.4M0.10%
75SANDISK CORPSNDK29,816$3.3M0.10%
76DISNEY WALT CO25468710628,762$3.3M0.09%
77GE VERNOVA INCGEV5,341$3.3M0.09%
78ALPHABET INCGOOG13,293$3.2M0.09%
79ARK 21SHARES BITCOIN ETFARKB84,774$3.2M0.09%
80TESLA INCTSLA7,100$3.2M0.09%
81NOVARTIS AGNVSEF23,676$3.0M0.09%
82BAIDU INCBAIDF22,960$3.0M0.09%
83FERROVIAL SEFER49,759$2.9M0.08%
84FRONTLINE PLCFRO124,187$2.8M0.08%
85ARM HOLDINGS PLC04206820520,000$2.8M0.08%
86TERADYNE INCTER20,465$2.8M0.08%
87NETEASE INCNETTF18,517$2.8M0.08%
88BROADCOM INCAVGO7,966$2.6M0.07%
89BRISTOL-MYERS SQUIBB COCELG-RI57,172$2.6M0.07%
90RALPH LAUREN CORPRL7,648$2.4M0.07%
91ALPHABET INCGOOG9,749$2.4M0.07%
92BITWISE BITCOIN ETF TRBITB37,057$2.3M0.07%
93ISHARES TR46428724220,516$2.3M0.07%
94QIAGEN NVQGEN50,398$2.3M0.06%
95IREN LIMITEDIREN47,231$2.2M0.06%
96ARISTA NETWORKS INCANET14,634$2.1M0.06%
97JD.COM INCJDCMF57,843$2.0M0.06%
98ORACLE CORPORCL-PD7,117$2.0M0.06%
99SUPER MICRO COMPUTER INCSMCI41,279$2.0M0.06%
100BANCO SANTANDER S.A.BCDRF181,100$1.9M0.05%
101QIAGEN NVQGEN41,692$1.9M0.05%
102XPENG INCXPNGF77,973$1.8M0.05%
103PVH CORPORATIONPVH21,120$1.8M0.05%
104SEA LTDSE9,783$1.7M0.05%
105GLOBAL X FDS37954Y85529,213$1.7M0.05%
106FERRARI N VRACE3,381$1.6M0.05%
107FERGUSON ENTERPRISES INCFERG7,000$1.6M0.04%
108SELECT SECTOR SPDR TR81369Y10017,218$1.5M0.04%
109ALIBABA GROUP HLDG LTDBBAAY8,420$1.5M0.04%
110ARGENX SEARGX1,853$1.4M0.04%
111UNITED RENTALS INCURI1,412$1.3M0.04%
112ISHARES INC46428682219,535$1.3M0.04%
113ASTERA LABS INCALAB6,757$1.3M0.04%
114SELECT SECTOR SPDR TR81369Y50614,500$1.3M0.04%
115ARK ETF TR00214Q10414,776$1.3M0.04%
116AERCAP HOLDINGS NVAER10,296$1.2M0.04%
117SANDISK CORPSNDK10,900$1.2M0.03%
118ALCOA CORPAA37,004$1.2M0.03%
119EXXON MOBIL CORPXOM10,640$1.2M0.03%
120NUSCALE PWR CORPNU31,734$1.1M0.03%
121MARVELL TECHNOLOGY INCMRVL13,327$1.1M0.03%
122NVIDIA CORPORATIONNVDA5,900$1.1M0.03%
123FERROVIAL SEFER18,175$1.1M0.03%
124JPMORGAN CHASE & CO.VYLD3,374$1.1M0.03%
125WALMART INCWMT10,291$1.1M0.03%
126ANGLOGOLD ASHANTI PLCAU14,703$1.0M0.03%
127DIREXION SHS ETF TR25460G13825,000$1.0M0.03%
128BHP GROUP LTDBHPLF17,983$1.0M0.03%
129YUM CHINA HLDGS INCYUMC22,305$957,3310.03%
130AMAZON COM INCAMZN4,321$948,7620.03%
131SPROTT FDS TRSII15,572$941,0160.03%
132ASTRAZENECA PLCAZN12,195$935,6000.03%
133SPDR DOW JONES INDL AVERAGE78467X1092,000$927,4800.03%
134STMICROELECTRONICS N VSTMEF32,254$911,4980.03%
135SPOTIFY TECHNOLOGY S ASPOT1,250$872,5000.02%
136MASTERCARD INCORPORATEDMA1,531$870,8480.02%
137VISA INCV2,466$841,8430.02%
138NETFLIX INCNFLX700$839,2440.02%
139APPLIED MATLS INC0382221054,048$828,7880.02%
140BP PLCBPPFF23,500$809,8100.02%
141COCA-COLA EUROPACIFIC PARTNECCEP8,520$770,2930.02%
142WILLIAMS COS INC96945710011,804$747,7830.02%
143CIRCLE INTERNET GROUP INCCRCL5,500$729,1900.02%
144SELECT SECTOR SPDR TR81369Y60513,407$722,2350.02%
145CHEVRON CORP NEWCVX4,631$719,1480.02%
146SHARPLINK GAMING INCSBET41,869$712,1920.02%
147MICROSOFT CORPMSFT1,356$702,3400.02%
148ELI LILLY & COLLY917$699,6710.02%
149SPDR SERIES TRUST78464A7557,423$691,7490.02%
150FERGUSON ENTERPRISES INCFERG3,000$673,7400.02%
151NOKIA CORPNOKBF139,072$668,9360.02%
152RIOT PLATFORMS INCRIOT34,000$647,0200.02%
153ING GROEP N.V.INGVF24,800$646,7840.02%
154OKLO INCOKLO5,584$623,3420.02%
155RELX PLCRLXXF12,955$618,7310.02%
156CANTOR EQUITY PARTNERS I INCCEPO58,947$616,5860.02%
157ADVANCED MICRO DEVICES INCAMD3,737$604,6090.02%
158CRH PLCCRH5,000$599,5000.02%
159GOLDMAN SACHS GROUP INCGSCE736$586,1140.02%
160VISTRA CORPVST2,967$581,2950.02%
161BAKER HUGHES COMPANYBKR11,924$580,9370.02%
162ANALOG DEVICES INCADI2,338$574,4470.02%
163VERONA PHARMA PLC9250501065,366$572,6060.02%
164BANCO BILBAO VIZCAYA ARGENTABBVXF28,903$556,3830.02%
165VERTIV HOLDINGS COVRT3,687$556,2210.02%
166TITAN AMER SAB9151N10536,873$550,8830.02%
167UNION PAC CORPUNP2,261$534,4330.02%
168MICROSOFT CORPMSFT1,000$517,9500.01%
169PALANTIR TECHNOLOGIES INCPLTR2,823$514,9720.01%
170LOGITECH INTL S AH504302324,686$513,9600.01%
171TOTALENERGIES SETTE8,599$513,2740.01%
172LOCKHEED MARTIN CORPLMT1,016$507,1970.01%
173FERRARI N VRACE1,029$499,2910.01%
174GRAB HOLDINGS LIMITEDGRABW82,376$495,9040.01%
175VALE S AVALE45,528$494,4340.01%
176QUALCOMM INCQCOM2,949$490,5960.01%
177BLOOM ENERGY CORPBE5,560$470,2090.01%
178INTERNATIONAL BUSINESS MACHSINTR1,655$466,9750.01%
179ALNYLAM PHARMACEUTICALS INCALNY1,020$465,1200.01%
180SIBANYE STILLWATER LTDSBYSF40,953$460,3120.01%
181ENBRIDGE INCENNPF9,083$458,3280.01%
182LINDE PLCLIN961$456,4750.01%
183SALESFORCE INCCRM1,912$453,1440.01%
184ONEOK INC NEWOKE6,198$452,2680.01%
185MARVELL TECHNOLOGY INCMRVL5,267$442,7970.01%
186JOHNSON & JOHNSONJNJ2,372$439,8160.01%
187NEUROCRINE BIOSCIENCES INCNBIX3,083$432,7920.01%
188ABBVIE INCABBV1,831$423,9500.01%
189FLUTTER ENTMT PLCG3643J1081,613$409,7020.01%
190TOYOTA MOTOR CORPTOYOF2,141$409,1240.01%
191PLUG POWER INCPLUG174,058$405,5550.01%
192MORGAN STANLEYMS-PQ2,546$404,7120.01%
193PALO ALTO NETWORKS INCPANW1,973$401,7420.01%
194CELESTICA INCCLS1,591$391,9910.01%
195BANK AMERICA CORP0605051047,537$388,8340.01%
196SUPER MICRO COMPUTER INCSMCI8,061$386,4440.01%
197NVIDIA CORPORATIONNVDA2,000$373,1600.01%
198NOVARTIS AGNVSEF2,903$372,2810.01%
199ISHARES TR4642874653,975$371,1460.01%
200IONQ INCIONQ-WT5,925$364,3880.01%
201ISHARES TR4642872263,620$362,9050.01%
202MOTOROLA SOLUTIONS INCMSI787$359,8870.01%
203SCHLUMBERGER LTDSLB10,462$359,5790.01%
204NEBIUS GROUP N.V.NBIS3,159$354,6610.01%
205MICRON TECHNOLOGY INCMU2,093$350,2010.01%
206CONOCOPHILLIPSCOP3,587$339,2940.01%
207CATERPILLAR INCCAT710$338,7770.01%
208JOBY AVIATION INCJOBY-WT20,989$338,7620.01%
209GENERAL MLS INC3703341046,296$317,4440.01%
210MICRON TECHNOLOGY INCMU1,887$315,7330.01%
211TIDAL TRUST II88634T49322,538$314,6300.01%
212INGERSOLL RAND INCIR3,803$314,2040.01%
213BERKSHIRE HATHAWAY INC DELBRK-A620$311,6990.01%
214CHENIERE ENERGY INCLNG1,297$304,7690.01%
215CONSTELLATION ENERGY CORPCEG888$292,2140.01%
216CELESTICA INCCLS1,178$290,2360.01%
217DANAHER CORPORATION2358511021,458$289,0630.01%
218EPAM SYS INCEPAM1,878$283,1840.01%
219INTUITIVE SURGICAL INCISRG620$277,2830.01%
220CISCO SYS INCCSCO3,983$272,5170.01%
221LAM RESEARCH CORPLRCX1,952$261,3730.01%
222HALLIBURTON COHAL10,256$252,2980.01%
223UBER TECHNOLOGIES INCUBER2,541$248,9420.01%
224ALPHABET INCGOOG1,011$245,7740.01%
225DYNAMIX CORPETHMW23,517$244,8120.01%
226TORM PLCTRMD11,814$243,6050.01%
227CSX CORPCSX6,771$240,4380.01%
228BAIDU INCBAIDF1,802$237,4500.01%
229OPKO HEALTH INCOPK150,125$232,6940.01%
230HAFNIA LTDHAFN38,482$230,5070.01%
231METLIFE INCMET-PF2,694$221,9050.01%
232CRH PLCCRH1,837$220,2560.01%
233MARA HOLDINGS INCMARA12,000$219,1200.01%
234WESTERN DIGITAL CORPWDC1,808$217,0680.01%
235SANOFI SASNYNF4,500$212,4000.01%
236APPLOVIN CORPAPP295$211,9690.01%
237CANADIAN NATL RY CO1363751022,208$208,2140.01%
238NVIDIA CORPORATIONNVDA1,075$200,5740.01%
239AUDIOCODES LTDAUDC17,864$170,0650.00%
240NEW FORTRESS ENERGY INCNFE72,464$160,1450.00%
241ONDAS HLDGS INCONDS20,003$154,4230.00%
242LITHIUM AMERS CORP NEWLTUM26,057$148,7850.00%
243PERION NETWORK LTDPERI14,095$135,3120.00%
244ENDAVA PLCDAVA13,505$122,8960.00%
245CMB.TECH NVCMBT12,497$117,3470.00%
246LUFAX HOLDING LTDLU27,400$111,2440.00%
247NIO INCNIOIF10,600$80,7720.00%
248TASEKO MINES LTDTGB14,734$62,3250.00%
249LITHIUM ARGENTINA AGLAR16,994$56,7600.00%
250ALT5 SIGMA CORPALTS20,000$53,8000.00%
251IQIYI INCIQ11,900$30,4640.00%
252AUTOLUS THERAPEUTICS PLCAUTL10,860$17,7020.00%
253I-80 GOLD CORPIAUX-WT11,981$11,4470.00%
254SENSEONICS HLDGS INCSENS10,195$4,4430.00%