SIRIOS CAPITAL MANAGEMENT L P
81 holdingsFiling period: 2026-03-31Current AUM: $953.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GEV | GE VERNOVA INC | 122.9K | $107.3M | $121.7M | 12.77% | -37,770 | 2026-03-31 |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 112.3K | $37.9M | $45.4M | 4.76% | -47,811 | 2026-03-31 |
| 3 | AMZN | AMAZON COM INC | 168.6K | $35.1M | $45.8M | 4.80% | +34.3K | 2026-03-31 |
| 4 | ONTO | ONTO INNOVATION INC | 153.9K | $31.6M | $39.8M | 4.18% | +38.6K | 2026-03-31 |
| 5 | GMED | GLOBUS MED INC | 354.2K | $30.5M | $27.9M | 2.93% | +795 | 2026-03-31 |
| 6 | GOOGL | ALPHABET INC | 106.0K | $30.5M | $37.8M | 3.96% | +50.7K | 2026-03-31 |
| 7 | DXCM | DEXCOM INC | 428.3K | $26.9M | $35.7M | 3.75% | -2,606 | 2026-03-31 |
| 8 | CG | CARLYLE GROUP INC | 542.3K | $26.2M | $25.0M | 2.62% | +108.4K | 2026-03-31 |
| 9 | WFC | WELLS FARGO & CO | 325.2K | $25.9M | $28.1M | 2.95% | +830 | 2026-03-31 |
| 10 | UNF | UNIFIRST CORP MASS | 98.5K | $24.8M | $28.9M | 3.03% | -- | 2026-03-31 |
| 11 | HEI/A | HEICO CORP NEW | 83.0K | $17.5M | $17.5M | 1.84% | -7,744 | 2026-03-31 |
| 12 | AMD | ADVANCED MICRO DEVICES INC | 82.7K | $16.8M | $39.4M | 4.13% | +12.2K | 2026-03-31 |
| 13 | — | ALCON AG (NYS) | 218.9K | $16.5M | $16.5M | 1.73% | +17.4K | 2026-03-31 |
| 14 | CLH | CLEAN HARBORS INC | 57.2K | $16.4M | $17.9M | 1.88% | -20,767 | 2026-03-31 |
| 15 | UNP | UNION PAC CORP | 67.2K | $16.3M | $19.6M | 2.06% | -5,083 | 2026-03-31 |
| 16 | BSX | BOSTON SCIENTIFIC CORP | 257.9K | $16.2M | $12.1M | 1.26% | +171.7K | 2026-03-31 |
| 17 | ODFL | OLD DOMINION FREIGHT LINE IN | 81.6K | $15.9M | $17.3M | 1.82% | -34,932 | 2026-03-31 |
| 18 | VST | VISTRA CORP | 96.9K | $14.6M | $14.4M | 1.51% | +48.8K | 2026-03-31 |
| 19 | META | META PLATFORMS INC | 24.2K | $13.8M | $13.5M | 1.41% | -11,062 | 2026-03-31 |
| 20 | GPN | GLOBAL PMTS INC | 201.1K | $13.5M | $16.9M | 1.77% | +1.2K | 2026-03-31 |
| 21 | WCN | WASTE CONNECTIONS ORD (NYS) | 82.3K | $13.4M | $13.8M | 1.45% | +6.8K | 2026-03-31 |
| 22 | CARR | CARRIER GLOBAL CORPORATION | 231.0K | $13.0M | $14.3M | 1.50% | +5.1K | 2026-03-31 |
| 23 | ADI | ANALOG DEVICES INC | 40.6K | $12.9M | $14.9M | 1.56% | -5,183 | 2026-03-31 |
| 24 | — | EATON CORP PLC | 31.0K | $11.1M | $11.1M | 1.16% | +3.0K | 2026-03-31 |
| 25 | PNC | PNC FINL SVCS GROUP INC | 53.1K | $11.0M | $13.3M | 1.39% | -21,466 | 2026-03-31 |
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