Closelook Records · Manager
SIH Partners
Two official windows, both partial: a sworn SEC 13F filing (US-listed longs only, as of quarter end, up to 45 days old) and holder-level European short registers (only positions above the 0.5% threshold). No return series is public, so no Closelook Rating — the record shows positioning, not performance.
The record, as shown at the source
| Metric | Value | As of | Source |
|---|---|---|---|
| 13F book (Q2 2026) | $2.4B across 284 positions | 2026-06-30, filed 14 Aug 2026 | SEC EDGAR 13F-HR ↗ |
| Top position | Alphabet — 6.9% of the 13F book | 2026-06-30, filed 14 Aug 2026 | SEC EDGAR 13F-HR ↗ |
| Disclosed short positions | 4 in the Germany registers | as published, 2026-10-24 | Bundesanzeiger ↗ |
Figures are quoted exactly as the named source showed them on the stated date; they move daily — verify at the source before relying on them.
The Closelook battery insufficient data
No verifiable daily series is publicly available for this record yet, so we compute no battery and no rating — a missing series never becomes a low score. What would unlock it is described in the grade basis above and in the methodology.
The 13F-HR book as of 2026-06-30
$2.4B across 284 issuers, reported for quarter end 2026-06-30 and filed 2026-08-14 — the figures below are already up to a quarter old by construction. 13F-HR covers long US-listed equity positions only, as of quarter end, filed up to 45 days later. Not the whole book.
| # | Issuer | Value | Weight |
|---|---|---|---|
| 1 | ALPHABET INC | $0.2B | 6.9% |
| 2 | ALIBABA GROUP HLDG LTD | $0.1B | 6.1% |
| 3 | SANDISK CORP | $0.1B | 5% |
| 4 | FERRARI N V | $0.1B | 4.1% |
| 5 | ROUNDHILL ETF TRUST — MEMORY ETF | $0.1B | 3.9% |
| 6 | NVIDIA CORPORATION | $0.1B | 3% |
| 7 | ALCON AG | $0.1B | 2.5% |
| 8 | APPLE INC | $0.1B | 2.4% |
| 9 | AMAZON COM INC | $0.1B | 2.3% |
| 10 | DEUTSCHE BK AG | $0.1B | 2.1% |
Quarter rotation vs 2026-03-31
New positions (144)
- ROUNDHILL ETF TRUST — MEMORY ETF $0.1B
- QUALCOMM INC $0.0B
- ROBINHOOD MKTS INC $0.0B
- KLA CORP $0.0B
- BLOCK INC $0.0B
- ECHOSTAR CORP $0.0B
- RESMED INC $0.0B
- TAKE-TWO INTERACTIVE SOFTWAR $0.0B
Exited (116)
- ISHARES TR — MSCI EMG MKT ETF was $0.1B
- ISHARES TR — JPMORGAN USD EMG was $0.0B
- SELECT SECTOR SPDR TR — STATE STREET REA was $0.0B
- INFOSYS LTD was $0.0B
- PALANTIR TECHNOLOGIES INC was $0.0B
- MILLICOM INTL CELLULAR S A was $0.0B
- SCHWAB CHARLES CORP was $0.0B
- STATE STR SPDR S&P 500 ETF T — TR UNIT was $0.0B
Added (shares) (54)
- ALPHABET INC +454.7%
- ALCON AG +106.1%
- APPLE INC +348.6%
- AMAZON COM INC +384.7%
- TESLA INC +49.7%
- CIENA CORP +2315.3%
- FERROVIAL NV +611%
- MICROCHIP TECHNOLOGY INC. +445%
Trimmed (shares) (68)
- ALIBABA GROUP HLDG LTD -68.9%
- SANDISK CORP -18.3%
- FERRARI N V -54.6%
- NVIDIA CORPORATION -25.5%
- DEUTSCHE BK AG -10.7%
- AMRIZE LTD -29.1%
- MICRON TECHNOLOGY INC -65.7%
- JD.COM INC -51%
Direction from aggregated share counts (CUSIP-matched across quarters); counts are complete; lists show the largest moves by value, up to eight each.
Aggregated by issuer from the information table at SEC EDGAR.
Disclosed shorts — the other side of the book
4 current net short positions published under this manager's legal entities in the official German (Bundesanzeiger) and Norwegian (Finanstilsynet) registers. Positions appear only above the 0.5% publication threshold, so these are a floor, not the full short book — and the 13F above shows only US-listed longs. As of 2026-10-31.
| Company | Register | Net short | Position date |
|---|---|---|---|
| HelloFresh SE | DE | 1.25% | 2026-10-28 |
| Aurubis AG | DE | 1.19% | 2026-10-26 |
| LPKF Laser & Electronics SE | DE | 0.68% | 2026-10-21 |
| TeamViewer SE | DE | 0.50% | 2026-10-06 |
All register positions: Short Registers board.
Fast lane — 5% stakes (Schedule 13D/G)
No Schedule 13D or 13G filed in the last 365 days, checked across every SEC filer entity of the manager. A 13D/G is only due on crossing 5% of a company's shares; books spread over hundreds of names rarely get there.
The Closelook read
$2.4B of US-listed longs across 284 positions, 144 new positions and 116 exits against the prior quarter — and 4 disclosed short positions in Germany, the largest HelloFresh SE at 1.17%.
SIH Partners is one of the managers whose record is visible from both sides at once. The quarterly 13F shows the long book in US-listed equities — $2.4B across 284 positions for Q2 2026, with 144 new positions and 116 exits against the prior quarter. The largest position is Alphabet at 6.9% of the book. The European short registers show the other side: 4 current net short positions published under its legal entities in Germany, the largest in HelloFresh SE at 1.17%. Neither window is the whole book — the 13F omits shorts, non-US positions and anything below the reporting line; the registers show only shorts above 0.5% in two countries — which is why the record grades B+ and carries no rating: it documents positioning as filed, not returns.
Entry updated 24 Oct 2026 · All records · Famous Calls Record