SIRIOS CAPITAL MANAGEMENT L P - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, SIRIOS CAPITAL MANAGEMENT L P held in its portfolio 74 assets valued at $803,321,558 (i.e. $803.32M).
The most valuable assets in the portfolio included: GE VERNOVA INC ($105.03M), TAIWAN SEMICONDUCTOR MFG LTD ($48.65M), and AMAZON COM INC ($31.00M).
The chart below shows the top 10 valuable assets, and the table below shows the top 74 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SIRIOS CAPITAL MANAGEMENT L P - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| GE VERNOVA INC | 160699 | 105028045 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 160075 | 48645192 | SPONSORED ADS |
| AMAZON COM INC | 134308 | 31000973 | COM |
| GLOBUS MED INC | 353373 | 30852997 | CL A |
| WELLS FARGO CO NEW | 324412 | 30235198 | COM |
| MICROSOFT CORP | 61945 | 29957841 | COM |
| DEXCOM INC | 430948 | 28602019 | COM |
| ROPER TECHNOLOGIES INC | 62746 | 27930127 | COM |
| CARLYLE GROUP INC | 433852 | 25644992 | COM |
| META PLATFORMS INC | 35234 | 23257611 | CL A |
| HEICO CORP NEW | 90760 | 22910547 | CL A |
| CLEAN HARBORS INC | 77980 | 18284750 | COM |
| OLD DOMINION FREIGHT LINE IN | 116541 | 18273629 | COM |
| ONTO INNOVATION INC | 115355 | 18209940 | COM |
| ALPHABET INC | 55361 | 17327993 | CAP STK CL A |
| UNION PAC CORP | 72297 | 16723742 | COM |
| ALCON AG (NYS) | 201433 | 15874935 | COM |
| PNC FINL SVCS GROUP INC | 74536 | 15557899 | COM |
| GLOBAL PMTS INC | 199886 | 15471176 | COM |
| ADVANCED MICRO DEVICES INC | 70578 | 15114984 | COM |
| WASTE CONNECTIONS INC | 75515 | 13242310 | COM |
| ANALOG DEVICES INC | 45775 | 12414180 | COM |
| GE AEROSPACE | 39770 | 12250353 | COM NEW |
| CARRIER GLOBAL CORPORATION | 225945 | 11938934 | COM |
| EXACT SCIENCES CORP | 114402 | 11618667 | COM |
| ABBOTT LABS | 90457 | 11333358 | COM |
| ELI LILLY & CO | 10255 | 11020843 | COM |
| TEXAS INSTRS INC | 58829 | 10206243 | COM |
| DOORDASH INC | 44153 | 9999771 | CL A |
| TENET HEALTHCARE CORP | 49051 | 9747415 | COM NEW |
| EATON CORP PLC | 28023 | 8925606 | SHS |
| POTLATCHDELTIC CORPORATION | 221645 | 8817038 | COM |
| BOSTON SCIENTIFIC CORP | 86201 | 8219265 | COM |
| VISTRA CORP | 48069 | 7754972 | COM |
| NVIDIA CORPORATION | 38319 | 7146494 | COM |
| KKR & CO INC | 53999 | 6883793 | COM |
| TAPESTRY INC | 46440 | 5933639 | COM |
| MEDTRONIC PLC | 60452 | 5807019 | SHS |
| BROADCOM INC | 16425 | 5684693 | COM |
| HCA HEALTHCARE INC | 12062 | 5631265 | COM |
| PARKER-HANNIFIN CORP | 4756 | 4180334 | COM |
| APPLIED MATLS INC | 15011 | 3857677 | COM |
| ANNEXON INC | 710256 | 3565485 | COM |
| BANK AMERICA CORP | 63392 | 3486560 | COM |
| RINGCENTRAL INC | 116739 | 3371422 | CL A |
| DOCUSIGN INC | 45089 | 3084088 | COM |
| VIAVI SOLUTIONS INC | 154161 | 2747149 | COM |
| T-MOBILE US INC | 13525 | 2746116 | COM |
| DATADOG INC | 19980 | 2717080 | CL A COM |
| JFROG LTD | 41689 | 2603895 | ORD SHS |
| US FOODS HLDG CORP | 32605 | 2455809 | COM |
| MONSTER BEVERAGE CORP NEW | 30476 | 2336595 | COM |
| MONOLITHIC PWR SYS INC | 2464 | 2233271 | COM |
| HYATT HOTELS CORP | 13679 | 2193017 | COM CL A |
| PAGERDUTY INC | 161863 | 2122024 | COM |
| WALMART INC | 16205 | 1805399 | COM |
| SHERWIN WILLIAMS CO | 5015 | 1625010 | COM |
| NATERA INC | 6425 | 1471903 | COM |
| ULTA BEAUTY INC | 2351 | 1422379 | COM |
| HERSHEY CO | 7727 | 1406159 | COM |
| APPLE INC | 4674 | 1270674 | COM |
| EPAM SYS INC | 5814 | 1191172 | COM |
| BURLINGTON STORES INC | 4079 | 1178219 | COM |
| WYNN RESORTS LTD | 9751 | 1173338 | COM |
| UBER TECHNOLOGIES INC | 13011 | 1063129 | COM |
| LEVI STRAUSS & CO NEW | 47332 | 981666 | CL A COM STK |
| ROYAL CARIBBEAN GROUP | 3397 | 947491 | COM |
| CELESTICA INC | 3169 | 936788 | COM |
| NIKE INC | 12891 | 821286 | CL B |
| SURGERY PARTNERS INC | 51186 | 790824 | COM |
| PROCTER AND GAMBLE CO | 5454 | 781613 | COM |
| COCA-COLA EUROPACIFIC PARTNE | 6681 | 605967 | SHS |
| ACCENTURE PLC IRELAND | 1421 | 381254 | SHS CLASS A |
| UIPATH INC | 17469 | 286317 | CL A |
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