TP
SIFY

Theleme Partners’s Sify Technologies SIFY Stock Holding History

Theleme Partners’s Portfolio SIFY Stock Details SIFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.2M Hold
1,278,683
– – 1.26% 9
2026
Q1 		$16.4M Hold
1,278,683
– – 1.09% 9
2025
Q4 		$15.6M Buy
1,278,683
+281,100
+28% +$3.43M 1.01% 9
2025
Q3 		$13.6M Buy
+997,583
New +$8.46M 0.87% 10

Other funds holding SIFY

CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
LIP
Liontrust Investment Partners London, United Kingdom $6.8B AUM 23.31% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Theleme Partners's SIFY Position: Q2 2026 in Review

Theleme Partners held its Sify Technologies (SIFY) position steady in Q2 2026 at 1,278,683 shares worth $21.2M. The position accounts for 1.26% of the portfolio, ranked #9.

Theleme Partners first reported a position in SIFY in Q3 2025 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold SIFY as of Q2 2026.

  • Theleme Partners held 1,278,683 shares of Sify Technologies worth $21.2M as of Q2 2026.
  • Theleme Partners left its Sify Technologies share count unchanged in Q2 2026.
  • Sify Technologies made up 1.26% of Theleme Partners's portfolio in Q2 2026, its #9 holding.
  • Theleme Partners first reported a position in Sify Technologies in Q3 2025 and has held it in 4 quarters since.
  • 42 funds tracked by Wall St. Rank held Sify Technologies as of Q2 2026.

Based on Theleme Partners's 13F filing for Q2 2026, filed 13 Aug 2026.