Universe · entity
SIRIOS CAPITAL MANAGEMENT L P
Institutional manager (13F) · CIK 1104883
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $764M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | GE VERNOVA INC | $107M | 122,929 |
| 2 | TAIWAN SEMICONDUCTOR MANUFAC | $38M | 112,264 |
| 3 | AMAZON COM INC | $35M | 168,608 |
| 4 | ONTO INNOVATION INC | $32M | 153,935 |
| 5 | GLOBUS MED INC | $31M | 354,168 |
| 6 | ALPHABET INC | $30M | 106,050 |
| 7 | DEXCOM INC | $27M | 428,342 |
| 8 | CARLYLE GROUP INC | $26M | 542,251 |
| 9 | WELLS FARGO & CO | $26M | 325,242 |
| 10 | UNIFIRST CORP MASS | $25M | 98,544 |
| 11 | HEICO CORP NEW | $18M | 83,016 |
| 12 | ADVANCED MICRO DEVICES INC | $17M | 82,735 |
| 13 | ALCON AG (NYS) | $16M | 218,867 |
| 14 | CLEAN HARBORS INC | $16M | 57,213 |
| 15 | UNION PAC CORP | $16M | 67,214 |
| 16 | BOSTON SCIENTIFIC CORP | $16M | 257,907 |
| 17 | OLD DOMINION FREIGHT LINE IN | $16M | 81,609 |
| 18 | VISTRA CORP | $15M | 96,890 |
| 19 | META PLATFORMS INC | $14M | 24,172 |
| 20 | GLOBAL PMTS INC | $14M | 201,130 |
| 21 | WASTE CONNECTIONS ORD (NYS) | $13M | 82,346 |
| 22 | CARRIER GLOBAL CORPORATION | $13M | 231,043 |
| 23 | ANALOG DEVICES INC | $13M | 40,592 |
| 24 | EATON CORP PLC | $11M | 30,998 |
| 25 | PNC FINL SVCS GROUP INC | $11M | 53,070 |
| 26 | NIKE INC | $10M | 185,803 |
| 27 | MKS INC. | $10M | 42,347 |
| 28 | ALLEGRO MICROSYSTEMS INC | $9M | 298,421 |
| 29 | RAYONIER INC | $9M | 432,239 |
| 30 | MARTIN MARIETTA MATLS INC | $9M | 14,904 |
| 31 | TEXAS INSTRS INC | $9M | 44,744 |
| 32 | PARKER-HANNIFIN CORP | $9M | 9,614 |
| 33 | ROPER TECHNOLOGIES INC | $9M | 24,022 |
| 34 | BROADCOM INC | $8M | 26,823 |
| 35 | MICROSOFT CORP | $8M | 22,397 |
| 36 | ELI LILLY & CO | $7M | 8,086 |
| 37 | NVIDIA CORPORATION | $7M | 41,336 |
| 38 | TENET HEALTHCARE CORP | $7M | 37,644 |
| 39 | RANGE RES CORP | $7M | 144,488 |
| 40 | TAPESTRY INC | $6M | 43,750 |
| 41 | MEDTRONIC PLC | $6M | 69,492 |
| 42 | CONCENTRA GROUP HOLDINGS PAR | $6M | 272,071 |
| 43 | HCA HEALTHCARE INC | $6M | 12,031 |
| 44 | DOORDASH INC | $5M | 35,185 |
| 45 | IRHYTHM HOLDINGS INC | $4M | 34,744 |
| 46 | JFROG LTD | $4M | 83,881 |
| 47 | S&P GLOBAL INC | $4M | 8,990 |
| 48 | DATADOG INC | $4M | 30,324 |
| 49 | BANK AMERICA CORP | $3M | 68,448 |
| 50 | APPLIED MATLS INC | $3M | 9,611 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.