MondegarAI
SIH Partners, LLLP

Q4 2025 · 13F-HR

SIH Partners, LLLPholdings as filed

Filed 2026-02-17 · accession 0001996244-26-000001

$5.28B
Reported value
207
Positions
2025-12-31
Period end
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The Brief · SIH Partners, LLLP · Q4 2025

AI · grounded in 13F

SIH Partners, LLLP established a new position in TTE valued at $914.06M. The fund also increased its holdings in FXI by 541.4% and BABA by 505.4%. On the sell side, the fund trimmed its positions in BHP by 83.5% and AAPL by 79.8%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
F92124100TTETOTALENERGIES SE$681.2M12.9%10,412,304PUTSOLE
N82405106STLASTELLANTIS N.V$446.8M8.47%41,030,500PUTSOLE
H42097107UBSUBS GROUP AG$413.7M7.84%8,933,500PUTSOLE
D18190898DBDEUTSCHE BANK A G$358.1M6.79%9,286,200PUTSOLE
H01301128ALCALCON AG$305.9M5.80%3,881,100PUTSOLE
H42097107UBSUBS GROUP AG$304.8M5.78%6,581,700CALLSOLE
N3167Y103RACEFERRARI N V$224.1M4.25%606,400PUTSOLE
F92124100TTETOTALENERGIES SE$186.3M3.53%2,848,042CALLSOLE
N82405106STLASTELLANTIS N.V$176.9M3.35%16,244,700CALLSOLE
01609W102BABAALIBABA GROUP HLDG LTD$170.8M3.24%1,165,325CommonSOLE
47215P106JDJD.COM INC$143.3M2.72%4,991,448CommonSOLE
H42097107UBSUBS GROUP AG$121.0M2.29%2,613,846CommonSOLE
D18190898DBDEUTSCHE BANK A G$103.8M1.97%2,690,800CALLSOLE
H50430232LOGILOGITECH INTL S A$98.4M1.86%981,400PUTSOLE
N3167Y103RACEFERRARI N V$95.4M1.81%258,277CommonSOLE
N82405106STLASTELLANTIS N.V$91.5M1.73%8,397,793CommonSOLE
H2927K103AMRZAMRIZE LTD$87.5M1.66%1,618,341CommonSOLE
67066G104NVDANVIDIA CORPORATION$72.1M1.37%386,799CommonSOLE
464287184FXIISHARES TR$55.1M1.04%1,437,795CommonSOLE
F92124100TTETOTALENERGIES SE$46.6M0.88%711,810CommonSOLE
11135F101AVGOBROADCOM INC$45.6M0.86%131,645CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$45.2M0.86%210,000PUTSOLE
98422D105XPEVXPENG INC$45.2M0.86%2,226,625CommonSOLE
056752108BIDUBAIDU INC$42.6M0.81%326,399CommonSOLE
594972408MSTRSTRATEGY INC$39.5M0.75%260,230CommonSOLE
N3167Y103RACEFERRARI N V$38.9M0.74%105,300CALLSOLE
464287184FXIISHARES TR$38.3M0.73%1,000,000CALLSOLE
50202M102LILI AUTO INC$37.2M0.71%2,199,063CommonSOLE
64110W102NTESNETEASE INC$36.2M0.69%263,263CommonSOLE
500767306KWEBKRANESHARES TRUST$34.2M0.65%1,004,400CommonSOLE
N3168P101FERFERROVIAL SE$30.0M0.57%463,600CALLSOLE
233051879ASHRDBX ETF TR$27.3M0.52%830,695CommonSOLE
090040106BILIBILIBILI INC$25.1M0.48%1,021,800CommonSOLE
H50430232LOGILOGITECH INTL S A$24.8M0.47%247,000CALLSOLE
H01301128ALCALCON AG$23.0M0.44%292,100CALLSOLE
89677Q107TCOMTRIP COM GROUP LTD$22.9M0.43%317,850CommonSOLE
931142103WMTWALMART INC$21.5M0.41%192,910CommonSOLE
088606108BHPBHP GROUP LTD$18.5M0.35%306,158CommonSOLE
N07059210ASMLASML HOLDING N V$17.9M0.34%16,723CommonSOLE
M87915274TSEMTOWER SEMICONDUCTOR LTD$16.4M0.31%139,623CommonSOLE
88160R101TSLATESLA INC$15.3M0.29%34,090CommonSOLE
929160109VMCVULCAN MATLS CO$15.2M0.29%53,352CommonSOLE
64110L106NFLXNETFLIX INC$14.1M0.27%150,477CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$13.4M0.25%60,136CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$13.3M0.25%62,000CALLSOLE
19247G107COHRCOHERENT CORP$11.9M0.23%64,324CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$11.4M0.22%64,416CommonSOLE
D18190898DBDEUTSCHE BANK A G$11.4M0.22%295,267CommonSOLE
H01301128ALCALCON AG$11.3M0.21%143,494CommonSOLE
N3168P101FERFERROVIAL SE$11.2M0.21%173,600PUTSOLE
N3168P101FERFERROVIAL SE$10.6M0.20%163,871CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$10.0M0.19%757,908CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$9.6M0.18%123,341CommonSOLE
36165L108GDSGDS HLDGS LTD$9.3M0.18%265,200CommonSOLE
464287804IJRISHARES TR$9.1M0.17%75,956CommonSOLE
911363109URIUNITED RENTALS INC$8.7M0.17%10,764CommonSOLE
98980A105ZTOZTO EXPRESS CAYMAN INC$8.4M0.16%401,550CommonSOLE
46438R105ETHAISHARES ETHEREUM TR$8.1M0.15%361,883CommonSOLE
46432F396MTUMISHARES TR$7.7M0.15%30,826CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$7.3M0.14%50,000CALLSOLE
G4253H101JHXJAMES HARDIE INDS PLC$7.3M0.14%349,656CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$7.2M0.14%84,771CommonSOLE
N5505D105MICCMAGNUM ICE CREAM CO NV$6.8M0.13%432,000CommonSOLE
037833100AAPLAPPLE INC$6.7M0.13%24,506CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$6.5M0.12%21,233CommonSOLE
761152107RMDRESMED INC$6.3M0.12%26,099CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$6.0M0.11%51,114CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$5.9M0.11%6,863CommonSOLE
46429B598INDAISHARES TR$5.7M0.11%105,000CommonSOLE
M46528101FROFRONTLINE PLC$5.2M0.10%236,800PUTSOLE
532206109LIFLIFE360 INC$5.0M0.09%77,455CommonSOLE
N72482206QGENQIAGEN NV$4.7M0.09%104,600PUTSOLE
M46528101FROFRONTLINE PLC$4.6M0.09%212,620CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$4.5M0.09%31,543CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$4.4M0.08%110,131CommonSOLE
872590104TMUST-MOBILE US INC$4.4M0.08%21,428CommonSOLE
04016X101ARGXARGENX SE$4.2M0.08%5,000CALLSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$4.2M0.08%84,509CommonSOLE
880770102TERTERADYNE INC$4.0M0.08%20,465CommonSOLE
46222L108IONQIONQ INC$3.9M0.07%85,928CommonSOLE
02156V109OKLOOKLO INC$3.8M0.07%53,454CommonSOLE
66987V109NVSNOVARTIS AG$3.7M0.07%26,579CommonSOLE
713448108PEPPEPSICO INC$3.5M0.07%24,632CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$3.4M0.07%88,972CommonSOLE
013872106AAALCOA CORP$3.4M0.06%64,051CommonSOLE
149123101CATCATERPILLAR INC$3.4M0.06%5,911CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$3.3M0.06%68,250CommonSOLE
87612E106TGTTARGET CORP$3.0M0.06%30,483CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$2.7M0.05%12,059CommonSOLE
09175A206BMNRBITMINE IMMERSION TECNOLOGIE$2.7M0.05%99,157CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$2.7M0.05%31,929CommonSOLE
M20791105CAMTCAMTEK LTD$2.6M0.05%24,363CommonSOLE
21873S108CRWVCOREWEAVE INC$2.4M0.05%34,193CommonSOLE
46434V423KSAISHARES TR$2.4M0.05%67,008CommonSOLE
770700102HOODROBINHOOD MKTS INC$2.4M0.05%21,250CommonSOLE
M3760D101ESLTELBIT SYS LTD$2.3M0.04%3,999CommonSOLE
093712107BEBLOOM ENERGY CORP$2.3M0.04%26,379CommonSOLE
G25508105CRHCRH PLC$2.2M0.04%18,000CALLSOLE
G5279N105KLARKLARNA GROUP PLC$2.2M0.04%77,222CommonSOLE
H50430232LOGILOGITECH INTL S A$2.2M0.04%22,012CommonSOLE
055622104BPBP PLC$2.2M0.04%63,400CommonSOLE
M98068105WIXWIX COM LTD$2.2M0.04%21,110CommonSOLE
Q4982L109IRENIREN LIMITED$2.2M0.04%57,884CommonSOLE
76655K103RGTIRIGETTI COMPUTING INC$2.2M0.04%98,420CommonSOLE
05964H105SANBANCO SANTANDER SA$2.1M0.04%180,676CommonSOLE
04016X101ARGXARGENX SE$2.1M0.04%2,500PUTSOLE
37954Y855LITGLOBAL X FDS$2.1M0.04%31,705CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.0M0.04%10,900CALLSOLE
31428X106FDXFEDEX CORP$1.9M0.04%6,633CommonSOLE
042068205ARMARM HOLDINGS PLC$1.9M0.04%17,020CommonSOLE
097023105BABOEING CO$1.7M0.03%7,803CommonSOLE
68389X105ORCLORACLE CORP$1.6M0.03%8,333CommonSOLE
M46528101FROFRONTLINE PLC$1.6M0.03%74,200CALLSOLE
46434G103IEMGISHARES INC$1.5M0.03%23,000CommonSOLE
751212101RLRALPH LAUREN CORP$1.5M0.03%4,333CommonSOLE
75734B100RDDTREDDIT INC$1.5M0.03%6,644CommonSOLE
26740W109QBTSD-WAVE QUANTUM INC$1.5M0.03%57,128CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.4M0.03%6,542CommonSOLE
88636J287TIDAL TRUST II$1.4M0.03%196,833CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$1.3M0.03%2,288CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$1.3M0.02%29,000CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$1.3M0.02%14,703CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$1.2M0.02%8,679CommonSOLE
N00985106AERAERCAP HOLDINGS NV$1.2M0.02%8,519CommonSOLE
N72482206QGENQIAGEN NV$1.2M0.02%26,900CALLSOLE
00214Q104ARKKARK ETF TR$1.2M0.02%15,396CommonSOLE
30303M102METAMETA PLATFORMS INC$1.2M0.02%1,761CommonSOLE
046353108AZNNASTRAZENECA PLC$1.1M0.02%12,145CommonSOLE
13321L108CCJCAMECO CORP$1.1M0.02%11,580CommonSOLE
693656100PVHPVH CORPORATION$1.1M0.02%15,739CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.0M0.02%5,500PUTSOLE
55024U109LITELUMENTUM HLDGS INC$978,9750.02%2,656CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$961,1400.02%2,000CommonSOLE
654902204NOKNOKIA CORP$899,7960.02%139,072CommonSOLE
74347G184BITIPROSHARES TR$895,0800.02%38,631CommonSOLE
G1827K107CEPOCANTOR EQUITY PARTNERS I INC$852,8560.02%81,848CommonSOLE
N72482206QGENQIAGEN NV$851,4170.02%18,933CommonSOLE
861012102STMSTMICROELECTRONICS N V$836,6690.02%32,254CommonSOLE
631103108NDAQNASDAQ INC$813,2690.02%8,373CommonSOLE
N5505D105MICCMAGNUM ICE CREAM CO NV$786,1600.01%49,600PUTSOLE
48138M105JMIAJUMIA TECHNOLOGIES AG$774,7800.01%62,032CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$761,9710.01%8,401CommonSOLE
464287523SOXXISHARES TR$743,2380.01%2,468CommonSOLE
549498202LCIDLUCID GROUP INC$739,8580.01%69,996CommonSOLE
456837103INGING GROEP N.V.$694,4000.01%24,800CommonSOLE
92189H805REMXVANECK ETF TRUST$645,4690.01%8,732CommonSOLE
553368101MPMP MATERIALS CORP$638,6230.01%12,641CommonSOLE
B9151N105TTAMTITAN AMER SA$607,6670.01%36,873CommonSOLE
916896103UECURANIUM ENERGY CORP$596,7780.01%51,094CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$557,1710.01%71,708CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$542,8710.01%18,547CommonSOLE
G2949D104DYNCDYNAMIX CORP$530,4800.01%51,553CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$523,8150.01%1,083CommonSOLE
316841105FIGFIGMA INC$522,5820.01%13,984CommonSOLE
L6388F110TIGOMILLICOM INTL CELLULAR S A$516,4790.01%9,316CommonSOLE
25520W107DECDIVERSIFIED ENERGY CO$511,3180.01%35,312CommonSOLE
90364P105PATHUIPATH INC$501,0910.01%30,573CommonSOLE
G25508105CRHCRH PLC$499,2000.01%4,000PUTSOLE
666807102NOCNORTHROP GRUMMAN CORP$493,2320.01%865CommonSOLE
803054204SAPSAP SE$487,7630.01%2,008CommonSOLE
00737L103CVSAADTALEM GLOBAL ED INC$475,7550.01%4,598CommonSOLE
46090E103QQQINVESCO QQQ TR$475,4760.01%774CommonSOLE
820014405SBETSHARPLINK GAMING INC$450,4150.01%50,382CommonSOLE
04626A103ALABASTERA LABS INC$445,3460.01%2,677CommonSOLE
67079K100SMRNUSCALE PWR CORP$444,2720.01%31,353CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$441,2020.01%13,588CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$437,2620.01%3,083CommonSOLE
532457108LLYELI LILLY & CO$434,1710.01%404CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$430,9710.01%86,367CommonSOLE
29414B104EPAMEPAM SYS INC$384,7650.01%1,878CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$366,5350.01%1,862CommonSOLE
464287226AGGISHARES TR$361,5660.01%3,620CommonSOLE
G7010A129PMTRPERIMETER ACQUISITION CORP I$350,3220.01%34,078CommonSOLE
G0250X107AMCRAMCOR PLC$350,0460.01%41,972CommonSOLE
09174C104BITBBITWISE BITCOIN ETF TR$331,3030.01%6,966CommonSOLE
Y2990R101HAFNHAFNIA LTD$329,5010.01%61,820CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$320,6250.01%1,491CommonSOLE
020398707ALMALMONTY INDS INC$315,6270.01%35,826CommonSOLE
M7S64L123PGYPAGAYA TECHNOLOGIES LTD$305,5790.01%14,621CommonSOLE
876511106TGBTASEKO MINES LTD$294,8410.01%52,092CommonSOLE
78137L105RUMRUMBLE INC$251,4600.00%39,788CommonSOLE
02079K305GOOGLALPHABET INC$250,4000.00%800CALLSOLE
836100107SOUNSOUNDHOUND AI INC$249,3900.00%25,014CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$244,7880.00%1,856CommonSOLE
879382208TELFYTELEFONICA S A$233,5430.00%57,665CommonSOLE
74766W108QUBTQUANTUM COMPUTING INC$229,4030.00%22,359CommonSOLE
80105N105SNYSANOFI SA$218,0700.00%4,500CommonSOLE
15101Q207CLSCELESTICA INC$212,2480.00%718CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$206,3230.00%3,644CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$203,2090.00%7,762CommonSOLE
88080T104WULFTERAWULF INC$190,4240.00%16,573CommonSOLE
91733P107USARUSA RARE EARTH INC$175,7390.00%14,768CommonSOLE
63942X106NVTSNAVITAS SEMICONDUCTOR CORP$173,4730.00%24,296CommonSOLE
911549103UAMYUNITED STATES ANTIMONY CORP$171,3080.00%34,125CommonSOLE
M6240T109KMDAKAMADA LTD$134,3090.00%19,024CommonSOLE
68375N103OPKOPKO HEALTH INC$131,4610.00%104,334CommonSOLE
M15342104AUDCAUDIOCODES LTD$121,4520.00%13,912CommonSOLE
66510M204NAKNORTHERN DYNASTY MINERALS LT$101,7820.00%51,666CommonSOLE
N20944109CNHCNH INDL N V$99,4470.00%10,786CommonSOLE
G75398100RZLVREZOLVE AI PLC$96,4750.00%37,539CommonSOLE
29260V105DAVAENDAVA PLC$85,3520.00%13,505CommonSOLE
54975P201LULUFAX HOLDING LTD$70,1440.00%27,400CommonSOLE
53681J103LACLITHIUM AMERS CORP NEW$60,2940.00%13,829CommonSOLE
62914V106NIONIO INC$54,0600.00%10,600CommonSOLE
05280R100AUTLAUTOLUS THERAPEUTICS PLC$29,6250.00%14,887CommonSOLE
46267X108IQIQIYI INC$22,8480.00%11,900CommonSOLE
44955L106IAUXI-80 GOLD CORP$17,4920.00%11,981CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.