Institutions / SIRIOS CAPITAL MANAGEMENT L P / Holdings
Back to SIRIOS CAPITAL MANAGEMENT L P

Sirios Capital Management L P

All holdings · as of Mar 31, 2026

81 positions

CompanyClassValueShares% of portfolio
GE Vernova Inc.—$107.30M122,92913.0%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$37.94M112,2644.6%
Amazon.com Inc—$35.12M168,6084.3%
ONTO INNOVATION INC.—$31.57M153,9353.8%
Globus Medical Inc—$30.52M354,1683.7%
Alphabet Inc.—$30.50M106,0503.7%
Dexcom Inc—$26.90M428,3423.3%
Carlyle Group Inc.—$26.24M542,2513.2%
WELLS FARGO & COMPANY/MN—$25.89M325,2423.1%
UNIFIRST CORP—$24.79M98,5443.0%
HEICO CORP—$17.52M83,0162.1%
ADVANCED MICRO DEVICES INC—$16.83M82,7352.0%
ALCON AG (NYS)—$16.49M218,8672.0%
CLEAN HARBORS INC—$16.40M57,2132.0%
Union Pacific Corp—$16.31M67,2142.0%
BOSTON SCIENTIFIC CORP—$16.18M257,9072.0%
OLD DOMINION FREIGHT LINE, INC.—$15.95M81,6091.9%
Vistra Corp.—$14.57M96,8901.8%
Meta Platforms Inc—$13.83M24,1721.7%
Global Payments Inc—$13.54M201,1301.6%
Waste Connections Inc—$13.38M82,3461.6%
CARRIER GLOBAL Corp—$13.01M231,0431.6%
ANALOG DEVICES INC—$12.91M40,5921.6%
Eaton Corp plc—$11.09M30,9981.3%
The PNC Financial Services Group, Inc.—$11.04M53,0701.3%
NIKE, Inc.—$9.81M185,8031.2%
MKS Inc—$9.73M42,3471.2%
ALLEGRO MICROSYSTEMS INC—$9.41M298,4211.1%
RAYONIER INC—$8.91M432,2391.1%
MARTIN MARIETTA MATERIALS INC—$8.77M14,9041.1%
TEXAS INSTRUMENTS INC—$8.69M44,7441.1%
Parker-Hannifin Corp—$8.61M9,6141.0%
ROPER TECHNOLOGIES INC—$8.50M24,0221.0%
Broadcom Inc.—$8.30M26,8231.0%
MICROSOFT CORP—$8.29M22,3971.0%
ELI LILLY & Co—$7.44M8,0860.9%
NVIDIA Corp—$7.21M41,3360.9%
TENET HEALTHCARE CORP—$7.10M37,6440.9%
RANGE RESOURCES CORP—$6.53M144,4880.8%
Tapestry Inc—$6.17M43,7500.7%
Medtronic plc—$6.02M69,4920.7%
CONCENTRA GROUP HOLDINGS PAR—$5.84M272,0710.7%
HCA Healthcare, Inc.—$5.69M12,0310.7%
DoorDash, Inc.—$5.28M35,1850.6%
iRhythm Holdings, Inc.—$4.10M34,7440.5%
JFrog Ltd—$3.94M83,8810.5%
S&P Global Inc.—$3.82M8,9900.5%
Datadog, Inc.—$3.58M30,3240.4%
BANK OF AMERICA CORP /DE—$3.34M68,4480.4%
APPLIED MATERIALS INC /DE—$3.28M9,6110.4%
← PrevPage 1 of 2Next →