SIRIOS CAPITAL MANAGEMENT L P 13F Holdings

CIK 0001104883 · BOSTON, MA

As of Sep 30, 2025, SIRIOS CAPITAL MANAGEMENT L P reported 68 positions worth $768.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
GE VERNOVA INCGEVUtilities176,544 08.6M14.13%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology261,838$73.1M9.52%
WELLS FARGO & COMPANYWFCFinancial Services384,031$32.2M4.19%
GLOBUS MEDICAL INCGMEDHealthcare514,778$29.5M3.84%
AMAZON.COM INCAMZNEquity133,105$29.2M3.80%
ALCON INCALCHealthcare387,210$28.9M3.76%
ROPER TECHNOLOGIES INCROPTechnology57,353$28.6M3.72%
CARLYLE GROUP INCCGFinancial Services416,140$26.1M3.40%
HEICO CORPHEI.AIndustrials92,040$23.4M3.04%
DEXCOM INCDXCMHealthcare340,170$22.9M2.98%
TEXAS INSTRUMENTS INCTXNTechnology116,871$21.5M2.80%
ONTO INNOVATION INCONTOTechnology163,227$21.1M2.75%
CLEAN HARBORS INCCLHIndustrials76,930 7.9M2.33%
APPLIED MATERIALS INCAMATTechnology83,064 7.0M2.21%
META PLATFORMS INCMETACommunication Services22,947 6.9M2.19%
OLD DOMINION FREIGHT LINE INCODFLIndustrials115,315 6.2M2.11%
MICROSOFT CORPMSFTTechnology28,256 4.6M1.91%
TENET HEALTHCARE CORPTHCHealthcare71,566 4.5M1.89%
GLOBAL PAYMENTS INCGPNIndustrials171,670 4.3M1.86%
WASTE CONNECTIONS INCWCNIndustrials76,713 3.5M1.76%
ABBOTT LABORATORIESABTHealthcare91,728 2.3M1.60%
NVIDIA CORPNVDATechnology65,442 2.2M1.59%
GE AEROSPACEGEIndustrials40,383 2.1M1.58%
VISTRA CORPVSTUtilities59,314 1.6M1.51%
BROADCOM INCAVGOTechnology34,123 1.3M1.47%