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SIRIOS CAPITAL MANAGEMENT L P 13F holdings

Filed 2026-08-14 · SIRIOS CAPITAL MANAGEMENT L P · 86 positions · $822.3M

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TickerCompanySharesValue% of portfolio
GEVGE VERNOVA INC83.3K$97.8M11.9%
TSMTAIWAN SEMICONDUCTOR MANUFAC105.2K$50.3M6.1%
AMZNAMAZON COM INC173.4K$41.3M5.0%
GOOGLALPHABET INC104.0K$37.2M4.5%
DXCMDEXCOM INC420.4K$28.3M3.4%
GMEDGLOBUS MED INC355.0K$28.1M3.4%
WFCWELLS FARGO & CO321.3K$26.5M3.2%
AMDADVANCED MICRO DEVICES INC44.9K$26.1M3.2%
HEI-AHEICO CORP NEW80.5K$20.8M2.5%
ONTOONTO INNOVATION INC52.6K$19.9M2.4%
UNPUNION PAC CORP64.5K$17.6M2.1%
CLHCLEAN HARBORS INC58.5K$17.5M2.1%
NVDANVIDIA CORPORATION86.3K$17.3M2.1%
CARRCARRIER GLOBAL CORPORATION217.1K$15.9M1.9%
SAROSTANDARDAERO INC512.4K$15.3M1.9%
VSTVISTRA CORP95.6K$15.2M1.8%
—ALCON AG (NYS)220.6K$14.8M1.8%
GPNGLOBAL PMTS INC198.7K$14.4M1.8%
PHPARKER-HANNIFIN CORP14.7K$14.4M1.7%
ODFLOLD DOMINION FREIGHT LINE IN63.9K$13.8M1.7%
WCNWASTE CONNECTIONS INC80.9K$13.5M1.6%
PNCPNC FINL SVCS GROUP INC52.5K$12.9M1.6%
NYTNEW YORK TIMES CO MTN BE180.2K$12.6M1.5%
BSXBOSTON SCIENTIFIC CORP272.5K$11.6M1.4%
MLMMARTIN MARIETTA MATLS INC19.1K$11.0M1.3%
NKENIKE INC228.1K$9.4M1.1%
LLYELI LILLY & CO7.6K$9.2M1.1%
RYNRAYONIER INC426.6K$9.1M1.1%
UNFUNIFIRST CORP MASS32.8K$8.7M1.1%
NFLXNETFLIX INC.121.1K$8.6M1.1%
ETNEATON CORP PLC20.3K$8.6M1.1%
ADIANALOG DEVICES INC21.3K$8.5M1.0%
TXNTEXAS INSTRS INC27.0K$8.0M1.0%
EPAMEPAM SYS INC92.2K$7.3M0.9%
CONCONCENTRA GROUP HOLDINGS PAR243.5K$7.2M0.9%
—ACCENTURE PLC IRELAND55.9K$7.0M0.8%
MSFTMICROSOFT CORP17.9K$6.7M0.8%
DASHDOORDASH INC34.7K$6.4M0.8%
TPRTAPESTRY INC43.2K$6.3M0.8%
—MEDTRONIC PLC73.1K$5.7M0.7%
NTRANATERA INC20.9K$5.7M0.7%
AVGOBROADCOM INC14.8K$5.6M0.7%
RRCRANGE RES CORP143.6K$5.3M0.6%
HCAHCA HEALTHCARE INC11.9K$4.6M0.6%
MKSIMKS INC.9.4K$4.2M0.5%
IRTCIRHYTHM HOLDINGS INC34.5K$4.1M0.5%
THCTENET HEALTHCARE CORP21.7K$4.1M0.5%
BACBANK OF AMER CORP67.6K$3.9M0.5%
NMRKNEWMARK GROUP INC253.7K$3.8M0.5%
RNGRINGCENTRAL INC93.3K$3.6M0.4%
SPGIS&P GLOBAL INC8.6K$3.5M0.4%
ANNXANNEXON INC569.3K$3.3M0.4%
AXPAMERICAN EXPRESS CO9.0K$3.0M0.4%
MSIMOTOROLA SOLUTIONS INC7.3K$3.0M0.4%
AAPLAPPLE INC10.0K$2.9M0.4%
SGRYSURGERY PARTNERS INC173.0K$2.9M0.4%
CLCOLGATE PALMOLIVE CO29.4K$2.7M0.3%
KOCOCA COLA CO32.2K$2.6M0.3%
DDOGDATADOG INC9.8K$2.5M0.3%
CHDCHURCH & DWIGHT CO INC26.1K$2.5M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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