Sih Partners, Lllp Portfolio Holdings by Sector

Sih Partners, Lllp

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Other Industrial Metals & Mining \| Basic Materials BHP 1 stocks	$27.5 Million 26.63% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology SQ 1 stocks	$21.7 Million 21.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical LI XPEV NIO 3 stocks	$19.8 Million 19.2% of portfolio	1	2	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services BILI 1 stocks	$18.5 Million 17.86% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services BIDU TME 2 stocks	$8.25 Million 7.98% of portfolio	2	-	2	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical AMCR 1 stocks	$4.06 Million 3.93% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical JD VIPS 2 stocks	$1.41 Million 1.37% of portfolio	2	-	2	-	0 Calls 0 Puts
ETFs \| ETFs IBUY QQQM 2 stocks	$712,784 0.69% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology YMM 1 stocks	$337,680 0.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive TAL 1 stocks	$312,631 0.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services QFIN 1 stocks	$303,842 0.29% of portfolio	1	-	1	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials BZ 1 stocks	$282,150 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services IQ 1 stocks	$116,706 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts

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