CIK 1104883
SIRIOS CAPITAL MANAGEMENT L P
Institutional 13F holdings & portfolio
Holdings
74
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 74
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GEV | GE VERNOVA INC | 161K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 160K | $1M+ | SH |
| AMZN | AMAZON COM INC | 134K | $1M+ | SH |
| GMED | GLOBUS MED INC | 353K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 324K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 62K | $1M+ | SH |
| DXCM | DEXCOM INC | 431K | $1M+ | SH |
| ROP | ROPER TECHNOLOGIES INC | 63K | $1M+ | SH |
| CG | CARLYLE GROUP INC | 434K | $1M+ | SH |
| META | META PLATFORMS INC | 35K | $1M+ | SH |
| HEI.A | HEICO CORP NEW | 91K | $1M+ | SH |
| CLH | CLEAN HARBORS INC | 78K | $1M+ | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 117K | $1M+ | SH |
| ONTO | ONTO INNOVATION INC | 115K | $1M+ | SH |
| GOOGL | ALPHABET INC | 55K | $1M+ | SH |
| UNP | UNION PAC CORP | 72K | $1M+ | SH |
| ALC | ALCON AG (NYS) | 201K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 75K | $1M+ | SH |
| GPN | GLOBAL PMTS INC | 200K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 71K | $1M+ | SH |
| WCN | WASTE CONNECTIONS INC | 76K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 46K | $1M+ | SH |
| GE | GE AEROSPACE | 40K | $1M+ | SH |
| CARR | CARRIER GLOBAL CORPORATION | 226K | $1M+ | SH |
| EXAS | EXACT SCIENCES CORP | 114K | $1M+ | SH |
| ABT | ABBOTT LABS | 90K | $1M+ | SH |
| LLY | ELI LILLY & CO | 10K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 59K | $1M+ | SH |
| DASH | DOORDASH INC | 44K | $1M+ | SH |
| THC | TENET HEALTHCARE CORP | 49K | $1M+ | SH |
| ETN | EATON CORP PLC | 28K | $1M+ | SH |
| PCH | POTLATCHDELTIC CORPORATION | 222K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 86K | $1M+ | SH |
| VST | VISTRA CORP | 48K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 38K | $1M+ | SH |
| KKR | KKR & CO INC | 54K | $1M+ | SH |
| TPR | TAPESTRY INC | 46K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 60K | $1M+ | SH |
| AVGO | BROADCOM INC | 16K | $1M+ | SH |
| HCA | HCA HEALTHCARE INC | 12K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 5K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 15K | $1M+ | SH |
| ANNX | ANNEXON INC | 710K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 63K | $1M+ | SH |
| RNG | RINGCENTRAL INC | 117K | $1M+ | SH |
| DOCU | DOCUSIGN INC | 45K | $1M+ | SH |
| VIAV | VIAVI SOLUTIONS INC | 154K | $1M+ | SH |
| TMUS | T-MOBILE US INC | 14K | $1M+ | SH |
| DDOG | DATADOG INC | 20K | $1M+ | SH |
| FROG | JFROG LTD | 42K | $1M+ | SH |