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 51–74 of 74
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| USFD | US FOODS HLDG CORP | 33K | $1M+ | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 30K | $1M+ | SH |
| MPWR | MONOLITHIC PWR SYS INC | 2K | $1M+ | SH |
| H | HYATT HOTELS CORP | 14K | $1M+ | SH |
| PD | PAGERDUTY INC | 162K | $1M+ | SH |
| WMT | WALMART INC | 16K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 5K | $1M+ | SH |
| NTRA | NATERA INC | 6K | $1M+ | SH |
| ULTA | ULTA BEAUTY INC | 2K | $1M+ | SH |
| HSY | HERSHEY CO | 8K | $1M+ | SH |
| AAPL | APPLE INC | 5K | $1M+ | SH |
| EPAM | EPAM SYS INC | 6K | $1M+ | SH |
| BURL | BURLINGTON STORES INC | 4K | $1M+ | SH |
| WYNN | WYNN RESORTS LTD | 10K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 13K | $1M+ | SH |
| LEVI | LEVI STRAUSS & CO NEW | 47K | $500K+ | SH |
| RCL | ROYAL CARIBBEAN GROUP | 3K | $500K+ | SH |
| CLS | CELESTICA INC | 3K | $500K+ | SH |
| NKE | NIKE INC | 13K | $500K+ | SH |
| SGRY | SURGERY PARTNERS INC | 51K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 5K | $500K+ | SH |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | 7K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 1K | $100K–$500K | SH |
| PATH | UIPATH INC | 17K | $100K–$500K | SH |