Investments: SIH Partners, LLLP

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
5.241.661.927 $+1.828.810.675 $3.450.161.503 $+766.619.295 $2.674.954.305 $-124.412.938 $2.947.946.340 $+2.947.946.340 $
BANK OF AMERICA CORP /DE/BAC2.704.189.759 $+600.273.846 $2.103.915.913 $+289.409.326 $1.814.506.587 $-99.695.439 $1.914.202.026 $+1.914.202.026 $
TotalEnergies SETTE914.058.446 $+913.545.172 $513.274 $-14.619 $527.893 $-28.376 $556.269 $+556.269 $
UBS Group AGUBS839.556.120 $+325.932.187 $513.623.933 $-1.345.632 $514.969.565 $-135.573.133 $650.542.698 $+650.542.698 $
ALCON INCALC340.198.654 $-94.068.501 $434.267.155 $+248.704.096 $185.563.059 $+59.743.881 $125.819.178 $+125.819.178 $
BHP Group LtdBHP18.482.759 $-85.028.489 $103.511.248 $+94.904.822 $8.606.426 $-8.342.286 $16.948.712 $+16.948.712 $
Amrize LtdAMRZ87.519.881 $+59.049.223 $28.470.658 $-21.235.870 $49.706.528 $+49.706.528 $
NVIDIA CORPNVDA75.196.614 $+54.027.806 $21.168.808 $+20.036.652 $1.132.156 $-4.264.301 $5.396.457 $+5.396.457 $
Ferrovial SEFER51.757.197 $-13.501.755 $65.258.952 $+51.379.929 $13.879.023 $+597.706 $13.281.317 $+13.281.317 $
ArcelorMittalMT64.283.570 $+64.283.570 $
Strategy IncMSTR39.541.949 $+35.633.008 $3.908.941 $+3.908.941 $
BlackRock, Inc.BLK1.546.060 $-5.187.273 $6.733.333 $+3.260.209 $3.473.124 $-29.635.686 $33.108.810 $+33.108.810 $
APPFOLIO INCAPPF6.662.201 $-24.177.311 $30.839.512 $+30.450.099 $389.413 $-1.831.887 $2.221.300 $+2.221.300 $
Walmart Inc.WMT21.492.103 $+20.431.513 $1.060.590 $+1.060.590 $
Frontline plcFRO11.425.389 $-8.288.417 $19.713.806 $+8.493.796 $11.220.010 $+8.586.645 $2.633.365 $+2.633.365 $
ASML HOLDING NVASML17.891.269 $+14.469.071 $3.422.198 $+3.422.198 $
ARGENX SEARGX6.307.125 $-11.064.626 $17.371.751 $+11.043.194 $6.328.557 $+5.141.276 $1.187.281 $+1.187.281 $
TOWER SEMICONDUCTOR LTDTSEM16.394.533 $+16.394.533 $
RALPH LAUREN CORPRL1.532.192 $-865.915 $2.398.107 $-11.866.373 $14.264.480 $+12.137.871 $2.126.609 $+2.126.609 $
NETFLIX INCNFLX14.108.724 $+1.669.929 $12.438.795 $+12.438.795 $
AMGEN INCAMGN13.348.048 $+13.348.048 $
ELI LILLY & CoLLY434.171 $-265.500 $699.671 $-11.934.274 $12.633.945 $+12.633.945 $
AMAZON COM INCAMZN12.207.433 $+11.802.000 $405.433 $+405.433 $
Amcor plcAMCR350.046 $-4.178.222 $4.528.268 $-7.318.414 $11.846.682 $+6.886.519 $4.960.163 $+4.960.163 $
PALATIN TECHNOLOGIES INCPTNT11.449.944 $+10.934.972 $514.972 $+514.972 $
JOHNSON & JOHNSONJNJ439.816 $-7.417.352 $7.857.168 $+7.857.168 $
MICROSOFT CORPMSFT6.709.524 $+5.492.362 $1.217.162 $+804.233 $412.929 $+412.929 $
V F CORPVFC6.355.199 $+5.755.398 $599.801 $+599.801 $
FREEPORT-MCMORAN INCFCX6.321.731 $+3.801.391 $2.520.340 $+2.520.340 $
RESMED INCRMD6.286.466 $+1.944.561 $4.341.905 $+3.132.659 $1.209.246 $+864.069 $345.177 $+345.177 $
ALPHA PRO TECH LTDAPT250.400 $-5.602.866 $5.853.266 $+5.344.346 $508.920 $+508.920 $
ADVANCED MICRO DEVICES INCAMD1.401.035 $-4.400.431 $5.801.466 $+5.801.466 $
Smurfit Westrock plcSW3.440.547 $-2.088.657 $5.529.204 $+5.235.323 $293.881 $+293.881 $
UNITEDHEALTH GROUP INCUNH4.957.818 $+4.957.818 $
Sandisk CorpSNDK4.568.335 $+4.568.335 $
Sea LtdSE1.748.516 $+227.327 $1.521.189 $-2.392.598 $3.913.787 $+3.913.787 $
NICOLET BANKSHARES INCNIC3.822.804 $+2.553.204 $1.269.600 $+1.269.600 $
NOVARTIS AGNVS3.664.447 $+255.956 $3.408.491 $+192.166 $3.216.325 $+61.107 $3.155.218 $+3.155.218 $
ASTRAZENECA PLCAZN1.116.490 $+180.890 $935.600 $+78.801 $856.799 $-2.720.446 $3.577.245 $+3.577.245 $
PEPSICO INCPEP3.535.185 $+3.535.185 $
AngloGold Ashanti PLCAU1.253.872 $+219.810 $1.034.062 $-58.433 $1.092.495 $-2.357.178 $3.449.673 $+3.449.673 $
AbbVie Inc.ABBV423.950 $-3.022.444 $3.446.394 $+3.446.394 $
Alcoa CorpAA3.403.670 $+2.186.608 $1.217.062 $+1.217.062 $
CATERPILLAR INCCAT3.386.235 $+3.047.458 $338.777 $+338.777 $
Walt Disney CoDIS3.293.249 $+3.293.249 $
TARGET CORPTGT2.979.713 $+2.979.713 $
PFIZER INCPFE2.740.901 $+2.740.901 $
Nebius Group N.V.NBIS2.672.617 $+2.317.956 $354.661 $+354.661 $
MICRON TECHNOLOGY INCMU665.934 $-1.968.571 $2.634.505 $+2.634.505 $
CAMTEK LTDCAMT2.590.883 $+2.590.883 $
STRYKER CORPSYK2.322.096 $+2.322.096 $
Bloom Energy CorpBE2.292.071 $+1.821.862 $470.209 $+470.209 $
MORGAN STANLEYMS2.282.753 $+1.878.041 $404.712 $-905.712 $1.310.424 $+1.310.424 $
Klarna Group plcKLAR2.232.488 $+2.232.488 $
IREN LtdIREN2.186.279 $-30.272 $2.216.551 $+2.216.551 $
BP PLCBP2.201.882 $+1.392.072 $809.810 $-978.388 $1.788.198 $+994.133 $794.065 $+794.065 $
TAL Education GroupTAL2.141.341 $+2.141.341 $
ORACLE CORPORCL1.624.185 $-377.400 $2.001.585 $+2.001.585 $
FEDEX CORPFDX1.916.008 $+1.916.008 $
Vipshop Holdings LtdVIPS1.883.168 $+1.883.168 $
INTUITIVE SURGICAL INCISRG277.283 $-1.497.269 $1.774.552 $+1.774.552 $
BOEING COBA1.694.187 $+1.694.187 $
CVS HEALTH CorpCVS1.533.183 $+1.533.183 $
BOSTON SCIENTIFIC CORPBSX1.500.388 $+1.500.388 $
BioNTech SEBNTX1.460.693 $+1.460.693 $
WOODSIDE ENERGY GROUP LTDWDS1.437.567 $+87.577 $1.349.990 $+1.349.990 $
LINDE PLCLIN456.475 $-939.804 $1.396.279 $+1.396.279 $
CHEVRON CORPCVX719.148 $-657.314 $1.376.462 $+1.376.462 $
SanofiSNY218.070 $+5.670 $212.400 $-4.995 $217.395 $-1.038.552 $1.255.947 $+1.255.947 $
EXXON MOBIL CORPXOM1.199.660 $+1.199.660 $
B2GOLD CORPBTG1.074.450 $+1.074.450 $
Medtronic plcMDT706.774 $-367.502 $1.074.276 $+1.074.276 $
JPMORGAN CHASE & COJPM1.064.261 $+1.064.261 $
CAMECO CORPCCJ1.059.454 $+824.266 $235.188 $+235.188 $
EMBRAER S.A.EMBJ1.011.063 $+1.011.063 $
MCKESSON CORPMCK944.878 $+944.878 $
NOKIA CORPNOK899.796 $+230.860 $668.936 $-51.457 $720.393 $-12.516 $732.909 $+732.909 $
VERIZON COMMUNICATIONS INCVZ896.586 $+896.586 $
UNITED THERAPEUTICS CorpUTHR886.276 $+886.276 $
UNITED MICROELECTRONICS CORPUMC884.455 $+884.455 $
INSMED IncINSM870.850 $+870.850 $
Mastercard IncMA870.848 $+870.848 $
BIOMARIN PHARMACEUTICAL INCBMRN863.054 $+863.054 $
INCYTE CORPINCY855.874 $+855.874 $
Royalty Pharma plcRPRX836.806 $+836.806 $
NEUROCRINE BIOSCIENCES INCNBIX437.262 $+4.470 $432.792 $+45.290 $387.502 $-443.214 $830.716 $+830.716 $
Sony Group CorpSONY820.882 $+820.882 $
NASDAQ, INC.NDAQ813.269 $+813.269 $
INTEL CORPINTC798.954 $+798.954 $
Jumia Technologies AGJMIA774.780 $+774.780 $
Viatris IncVTRS774.476 $+774.476 $
VanEck Bitcoin ETFHODL771.897 $+771.897 $
CELESTICA INCCLS212.248 $-469.979 $682.227 $+423.084 $259.143 $+259.143 $
BECTON DICKINSON & COBDX619.607 $+619.607 $
RELX PLCRELX618.731 $+618.731 $
URANIUM ENERGY CORPUEC596.778 $+521.063 $75.715 $+75.715 $
Ascendis Pharma A/SASND593.359 $+593.359 $
GOLDMAN SACHS GROUP INCGS586.114 $+586.114 $
Sunrise Communications AGSNNRF454.492 $-125.809 $580.301 $+580.301 $
ANALOG DEVICES INCADI574.447 $+574.447 $
Vertiv Holdings CoVRT556.221 $+556.221 $
Zoetis Inc.ZTS555.200 $+555.200 $
Dynamix CorpETHM530.480 $+285.668 $244.812 $+244.812 $
LOCKHEED MARTIN CORPLMT523.815 $+16.618 $507.197 $+507.197 $
TORONTO DOMINION BANKTD512.727 $+512.727 $
Diversified Energy CoDEC511.318 $+511.318 $
SAP SESAP487.763 $+487.763 $
BERKSHIRE HATHAWAY INCBRK-B311.699 $-155.126 $466.825 $+466.825 $
Jazz Pharmaceuticals plcJAZZ464.197 $+464.197 $
Sibanye Stillwater LtdSBSW460.312 $+460.312 $
ENBRIDGE INCENB458.328 $+458.328 $
PLUG POWER INCPLUG405.555 $+405.555 $
Palo Alto Networks IncPANW401.742 $+401.742 $
Edwards Lifesciences CorpEW373.852 $+373.852 $
IONIS PHARMACEUTICALS INCIONS362.010 $+362.010 $
CITIGROUP INCC350.322 $+350.322 $
AGNICO EAGLE MINES LTDAEM342.359 $+342.359 $
CONOCOPHILLIPSCOP339.294 $+339.294 $
CRISPR Therapeutics AGCRSP330.499 $+330.499 $
Hafnia LtdHAFN329.501 $+98.994 $230.507 $-18.419 $248.926 $+248.926 $
CARDINAL HEALTH INCCAH326.515 $+326.515 $
Twist Bioscience CorpTWST326.290 $+326.290 $
HUMANA INCHUM314.080 $+314.080 $
BANK OF NOVA SCOTIABNS311.568 $+311.568 $
CENTENE CORPCNC304.521 $+304.521 $
TASEKO MINES LTDTGB294.841 $+232.516 $62.325 $+62.325 $
CYTOKINETICS INCCYTK293.668 $+293.668 $
Constellation Energy CorpCEG292.214 $+292.214 $
BW LPG LtdBWLP283.187 $+106.964 $176.223 $+176.223 $
SUNCOR ENERGY INCSU274.873 $+274.873 $
Endava plcDAVA85.352 $-37.544 $122.896 $-84.001 $206.897 $-56.586 $263.483 $+263.483 $
LAM RESEARCH CORPLRCX261.373 $+261.373 $
DEXCOM INCDXCM254.449 $+254.449 $
HALLIBURTON COHAL252.298 $+252.298 $
TORM plcTRMD243.605 $+243.605 $
CSX CORPCSX240.438 $+240.438 $
FRANCO NEVADA CorpFNV233.661 $+233.661 $
TELEFONICA S ATEFOF233.543 $+233.543 $
METLIFE INCMET221.905 $+221.905 $
WESTERN DIGITAL CORPWDC217.068 $+217.068 $
AppLovin CorpAPP211.969 $+211.969 $
EQUINIX INCEQIX201.254 $+201.254 $
AlvotechALVO183.730 $+183.730 $
ACADIA PHARMACEUTICALS INCACAD178.657 $+178.657 $
Navitas Semiconductor CorpNVTS173.473 $+173.473 $
UNITED STATES ANTIMONY CORPUAMY171.308 $+171.308 $
AUDIOCODES LTDAUDC121.452 $-48.613 $170.065 $+170.065 $
WEIBO CorpWB146.785 $+146.785 $
KAMADA LTDKMDA134.309 $+134.309 $
CMB.TECH NVCMBT117.347 $+117.347 $
Lufax Holding LtdLU70.144 $-41.100 $111.244 $+34.798 $76.446 $-4.932 $81.378 $+81.378 $
REZOLVE AI PLCRZLV96.475 $+96.475 $
MANNKIND CORPMNKD96.234 $+96.234 $
BIOCRYST PHARMACEUTICALS INCBCRX94.793 $+94.793 $
Absci CorpABSI74.888 $+74.888 $
GERON CORPGERN63.390 $+63.390 $
Lithium Argentina AGLAR56.760 $+56.760 $
ALT5 Sigma CorpALTS53.800 $+53.800 $
Arbutus Biopharma CorpABUS42.990 $+42.990 $
Savara IncSVRA30.046 $+30.046 $
Autolus Therapeutics plcAUTL29.625 $+11.923 $17.702 $+17.702 $
CERUS CORPCERS21.687 $+21.687 $
Senseonics Holdings, Inc.SENS4.443 $-1.358 $5.801 $+5.801 $
5.241.661.927 $+1.828.810.675 $3.450.161.503 $+766.619.295 $2.674.954.305 $-124.412.938 $2.947.946.340 $+2.947.946.340 $
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