SIH Partners, LLLP
Wilmington DE · SEC CIK 0001996244
$75.79亿2026Q1 申报市值
291持仓数
57.2%前十大占比 · 第一大 10.6%
137 / 60新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BABA 加仓+$4.71亿
EEM 新建仓+$1.32亿
EWY 新建仓+$1.31亿
RACE 加仓+$1.10亿
BHP 加仓+$8,832.96万
2026Q1 卖出最多 按季末市值估算
TTE 减仓-$5,475.01万
JD 减仓-$4,756.59万
TSEM 减仓-$2,418.57万
BIDU 减仓-$2,305.93万
WMT 清仓-$2,149.21万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ALGM | ALLEGRO MICROSYSTEMS INC | $21.67万 | 0.00% | 6,872 | 6,872 | — | $21.67万 | 新建仓 |
| DOW | DOW HLDGS INC | $22.32万 | 0.00% | 5,359 | 5,359 | — | $22.32万 | 新建仓 |
| NTRA | NATERA INC | $22.54万 | 0.00% | 1,127 | 1,127 | — | $22.54万 | 新建仓 |
| ENS | ENERSYS | $24.01万 | 0.00% | 1,382 | 1,382 | — | $24.01万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.43万 | 0.00% | 1,008 | -647 | -39.1% | -$15.68万 | 重新持有 |
| INTU | INTUIT | $25.12万 | 0.00% | 581 | 581 | — | $25.12万 | 新建仓 |
| VTR | VENTAS INC | $25.16万 | 0.00% | 3,077 | 3,077 | — | $25.16万 | 新建仓 |
| EPAM | EPAM SYS INC | $25.43万 | 0.00% | 1,878 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $25.44万 | 0.00% | 5,625 | 5,625 | — | $25.44万 | 新建仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC 看跌期权 | $26.04万 | 0.00% | 4,000 | 4,000 | — | $26.04万 | 新建仓 |
| EQX | EQUINOX GOLD CORP | $26.44万 | 0.00% | 18,286 | 18,286 | — | $26.44万 | 新建仓 |
| CNH | CNH INDL N V | $26.66万 | 0.00% | 24,238 | 13,452 | 124.7% | $14.80万 | 加仓 |
| BIIB | BIOGEN INC | $26.82万 | 0.00% | 1,463 | 1,463 | — | $26.82万 | 新建仓 |
| SOXX | ISHARES TR | $27.61万 | 0.00% | 840 | -1,628 | -66.0% | -$53.51万 | 减仓 |
| QUBT | QUANTUM COMPUTING INC | $27.68万 | 0.00% | 40,412 | 18,053 | 80.7% | $12.37万 | 加仓 |
| INFQ | INFLEQTION INC | $27.77万 | 0.00% | 28,312 | 28,312 | — | $27.77万 | 新建仓 |
| PMTR | PERIMETER ACQUISITION CORP I | $27.82万 | 0.00% | 27,145 | -6,933 | -20.3% | -$7.11万 | 减仓 |
| GOLD | GOLD COM INC | $28.66万 | 0.00% | 7,151 | 7,151 | — | $28.66万 | 新建仓 |
| F | FORD MTR CO | $28.72万 | 0.00% | 24,884 | 24,884 | — | $28.72万 | 新建仓 |
| TKR | TIMKEN CO | $29.25万 | 0.00% | 2,908 | 2,908 | — | $29.25万 | 新建仓 |
| — | ISHARES TR | $29.59万 | 0.00% | 2,827 | 2,827 | — | $29.59万 | 新建仓 |
| AGI | ALAMOS GOLD INC | $30.66万 | 0.00% | 6,900 | 6,900 | — | $30.66万 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED | $30.99万 | 0.00% | 84,661 | -1,706 | -2.0% | -$6,244 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $31.53万 | 0.00% | 1,797 | -137,826 | -98.7% | -$2,418.57万 | 减仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $32.05万 | 0.00% | 52,981 | 52,981 | — | $32.05万 | 新建仓 |
| CNL | COLLECTIVE MINING LTD | $32.43万 | 0.00% | 18,418 | 18,418 | — | $32.43万 | 新建仓 |
| PAAS | PAN AMERN SILVER CORP | $32.78万 | 0.00% | 6,000 | 6,000 | — | $32.78万 | 新建仓 |
| AME | AMETEK INC | $33.05万 | 0.00% | 1,542 | 1,542 | — | $33.05万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $33.28万 | 0.00% | 2,200 | -14,820 | -87.1% | -$224.20万 | 减仓 |
| LEU | CENTRUS ENERGY CORP | $33.66万 | 0.00% | 1,939 | 1,939 | — | $33.66万 | 新建仓 |
| EWJ | ISHARES INC | $33.78万 | 0.00% | 4,000 | 4,000 | — | $33.78万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $33.80万 | 0.00% | 697 | -1,591 | -69.5% | -$77.15万 | 减仓 |
| INSM | INSMED INC | $34.96万 | 0.00% | 2,138 | 2,138 | — | $34.96万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $35.22万 | 0.00% | 5,327 | 5,327 | — | $35.22万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $35.50万 | 0.00% | 1,073 | 53 | 5.2% | $1.75万 | 重新持有 |
| AGG | ISHARES TR | $35.94万 | 0.00% | 3,620 | 0 | 0.0% | — | 不变 |
| — | GSI TECHNOLOGY INC | $39.85万 | 0.01% | 77,539 | 77,539 | — | $39.85万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $40.62万 | 0.01% | 3,083 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC 看涨期权 | $40.78万 | 0.01% | 4,000 | -58,000 | -93.5% | -$591.31万 | 减仓 |
| LII | LENNOX INTL INC | $41.08万 | 0.01% | 885 | 885 | — | $41.08万 | 新建仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $42.80万 | 0.01% | 62,032 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC 看跌期权 | $42.91万 | 0.01% | 750 | 750 | — | $42.91万 | 新建仓 |
| SNY | SANOFI SA | $43.42万 | 0.01% | 9,012 | 4,512 | 100.3% | $21.74万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $43.60万 | 0.01% | 2,500 | -8,400 | -77.1% | -$146.50万 | 减仓 |
| NVS | NOVARTIS AG | $44.34万 | 0.01% | 2,903 | -23,676 | -89.1% | -$361.65万 | 减仓 |
| TER | TERADYNE INC | $45.89万 | 0.01% | 1,548 | -18,917 | -92.4% | -$560.81万 | 减仓 |
| DTE | DTE ENERGY CO | $46.19万 | 0.01% | 3,159 | 3,159 | — | $46.19万 | 新建仓 |
| AA | ALCOA CORP | $46.39万 | 0.01% | 6,994 | -57,057 | -89.1% | -$378.46万 | 减仓 |
| PPL | PPL CORP | $46.45万 | 0.01% | 12,159 | 12,159 | — | $46.45万 | 新建仓 |
| BNTX | BIONTECH SE | $47.11万 | 0.01% | 5,300 | 5,300 | — | $47.11万 | 新建仓 |
| COPX | GLOBAL X FDS | $47.12万 | 0.01% | 6,172 | 6,172 | — | $47.12万 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $48.15万 | 0.01% | 5,692 | 5,692 | — | $48.15万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $48.80万 | 0.01% | 4,343 | 4,343 | — | $48.80万 | 新建仓 |
| SO | SOUTHERN CO | $49.78万 | 0.01% | 5,158 | 5,158 | — | $49.78万 | 新建仓 |
| CVSA | COVISTA INC | $52.91万 | 0.01% | 4,591 | -7 | -0.2% | -$807 | 减仓 |
| ESLT | ELBIT SYS LTD | $53.24万 | 0.01% | 627 | -3,372 | -84.3% | -$286.31万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $53.69万 | 0.01% | 6,665 | 6,665 | — | $53.69万 | 新建仓 |
| RGLD | ROYAL GOLD INC | $53.90万 | 0.01% | 2,118 | 2,118 | — | $53.90万 | 新建仓 |
| MOH | MOLINA HEALTHCARE INC | $54.29万 | 0.01% | 4,073 | 4,073 | — | $54.29万 | 新建仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $54.60万 | 0.01% | 18,655 | 18,655 | — | $54.60万 | 新建仓 |
| TTAM | TITAN AMER SA | $55.24万 | 0.01% | 36,873 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC | $56.05万 | 0.01% | 14,745 | 14,745 | — | $56.05万 | 新建仓 |
| EWW | ISHARES INC | $56.08万 | 0.01% | 7,454 | -12,081 | -61.8% | -$90.89万 | 重新持有 |
| QQQ | INVESCO QQQ TR | $56.22万 | 0.01% | 974 | 200 | 25.8% | $11.54万 | 加仓 |
| CAMT | CAMTEK LTD | $56.99万 | 0.01% | 3,759 | -20,604 | -84.6% | -$312.38万 | 减仓 |
| SKM | SK TELECOM CO LTD | $58.78万 | 0.01% | 20,069 | 20,069 | — | $58.78万 | 新建仓 |
| NU | NU HLDGS LTD | $64.57万 | 0.01% | 44,936 | 44,936 | — | $64.57万 | 新建仓 |
| ING | ING GROEP N.V. | $64.60万 | 0.01% | 24,800 | 0 | 0.0% | — | 不变 |
| ASND | ASCENDIS PHARMA A/S | $65.90万 | 0.01% | 2,881 | 2,881 | — | $65.90万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $67.68万 | 0.01% | 11,514 | 11,514 | — | $67.68万 | 新建仓 |
| CVNA | CARVANA CO | $69.64万 | 0.01% | 2,215 | 2,215 | — | $69.64万 | 新建仓 |
| MIDD | MIDDLEBY CORP | $71.61万 | 0.01% | 5,401 | 5,401 | — | $71.61万 | 新建仓 |
| ARGX | ARGENX SE 看跌期权 | $73.03万 | 0.01% | 1,000 | -1,500 | -60.0% | -$109.54万 | 减仓 |
| WFC | WELLS FARGO & CO | $74.52万 | 0.01% | 9,360 | 9,360 | — | $74.52万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $77.28万 | 0.01% | 53,556 | -3,572 | -6.3% | -$5.15万 | 减仓 |
| VALE | VALE S A | $77.86万 | 0.01% | 48,935 | 3,407 | 7.5% | $5.42万 | 重新持有 |
| EL | LAUDER ESTEE COS INC | $78.95万 | 0.01% | 11,000 | 11,000 | — | $78.95万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $79.67万 | 0.01% | 4,854 | 4,854 | — | $79.67万 | 新建仓 |
| RRX | REGAL REXNORD CORPORATION | $80.88万 | 0.01% | 4,319 | 4,319 | — | $80.88万 | 新建仓 |
| RBC | RBC BEARINGS INC | $88.37万 | 0.01% | 1,627 | 1,627 | — | $88.37万 | 新建仓 |
| IREN | IREN LIMITED | $89.37万 | 0.01% | 26,072 | -31,812 | -55.0% | -$109.05万 | 减仓 |
| CG | CARLYLE GROUP INC | $90.01万 | 0.01% | 18,600 | 18,600 | — | $90.01万 | 新建仓 |
| PFE | PFIZER INC | $90.34万 | 0.01% | 32,171 | 32,171 | — | $90.34万 | 新建仓 |
| FORM | FORMFACTOR INC | $91.86万 | 0.01% | 9,471 | 9,471 | — | $91.86万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $91.93万 | 0.01% | 40,372 | 21,825 | 117.7% | $49.70万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $94.61万 | 0.01% | 10,434 | 2,033 | 24.2% | $18.43万 | 加仓 |
| CIEN | CIENA CORP | $97.41万 | 0.01% | 2,509 | 2,509 | — | $97.41万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $98.66万 | 0.01% | 3,646 | 3,646 | — | $98.66万 | 新建仓 |
| APH | AMPHENOL CORP | $100.45万 | 0.01% | 7,950 | 7,950 | — | $100.45万 | 新建仓 |
| HSY | HERSHEY CO | $101.95万 | 0.01% | 4,904 | 4,904 | — | $101.95万 | 新建仓 |
| SE | SEA LTD | $103.39万 | 0.01% | 12,485 | 2,702 | 27.6% | $22.38万 | 重新持有 |
| ARGX | ARGENX SE | $103.55万 | 0.01% | 1,418 | -435 | -23.5% | -$31.77万 | 重新持有 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $104.64万 | 0.01% | 6,000 | 500 | 9.1% | $8.72万 | 加仓 |
| PVH | PVH CORPORATION | $109.21万 | 0.01% | 15,655 | -84 | -0.5% | -$5,860 | 减仓 |
| BP | BP PLC | $110.45万 | 0.01% | 23,500 | -39,900 | -62.9% | -$187.53万 | 减仓 |
| STM | STMICROELECTRONICS N V | $111.44万 | 0.01% | 32,254 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $111.81万 | 0.01% | 139,072 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $116.55万 | 0.02% | 10,767 | 10,767 | — | $116.55万 | 新建仓 |
| AER | AERCAP HOLDINGS NV | $116.86万 | 0.02% | 8,519 | 0 | 0.0% | — | 不变 |
| WAL | WESTERN ALLIANCE BANCORP | $124.08万 | 0.02% | 17,513 | 17,513 | — | $124.08万 | 新建仓 |