The Analysis of SIRIOS CAPITAL MANAGEMENT L P's Holdings
Currently, SIRIOS CAPITAL MANAGEMENT L P holds 68 types of securities in its portfolio with a total value $768.2M. In the most recent quarter, they have increased their positions in ONTO (+163.2K shares, valued at $21.1M), AMAT (+83.1K shares, valued at $17.0M), WCN (+58.4K shares, valued at $10.3M); decreased their positions in CLS (-73.2K shares, valued at $18.0M), VST (-60.2K shares, valued at $11.8M), TSM (-39.7K shares, valued at $11.1M); initiated new positions in ONTO (+163.2K shares, valued at $21.1M), AMAT (+83.1K shares, valued at $17.0M), ADI (+41.6K shares, valued at $10.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GEV GE VERNOVA INC176.5K shares-2.02%2025-09-302025-11-14
TSM TAIWAN SEMICONDUCTOR MFG LTD261.8K shares-13.15%2025-09-302025-11-14 WFC WELLS FARGO CO NEW384.0K shares-4.19%2025-09-302025-11-14 GMED GLOBUS MED INC514.8K shares-0.17%2025-09-302025-11-14 AMZN AMAZON COM INC133.1K shares17.84%2025-09-302025-11-14 ALC ALCON AG (NYS)387.2K shares4.40%2025-09-302025-11-14 ROP ROPER TECHNOLOGIES INC57.4K shares15.65%2025-09-302025-11-14 CG CARLYLE GROUP INC416.1K shares-9.67%2025-09-302025-11-14 HEI.A HEICO CORP NEW92.0K shares-2.83%2025-09-302025-11-14 DXCM DEXCOM INC340.2K shares74.91%2025-09-302025-11-14 TXN TEXAS INSTRS INC116.9K shares43.56%2025-09-302025-11-14 ONTO ONTO INNOVATION INC163.2K sharesnew addition2025-09-302025-11-14 CLH CLEAN HARBORS INC76.9K shares11.19%2025-09-302025-11-14 AMAT APPLIED MATLS INC83.1K sharesnew addition2025-09-302025-11-14 META META PLATFORMS INC22.9K shares-5.27%2025-09-302025-11-14 ODFL OLD DOMINION FREIGHT LINE IN115.3K shares59.48%2025-09-302025-11-14 MSFT MICROSOFT CORP28.3K shares42.40%2025-09-302025-11-14 THC TENET HEALTHCARE CORP71.6K shares100.92%2025-09-302025-11-14 GPN GLOBAL PMTS INC171.7K shares-5.09%2025-09-302025-11-14 WCN WASTE CONNECTIONS INC76.7K shares319.08%2025-09-302025-11-14 ABT ABBOTT LABS91.7K shares57.00%2025-09-302025-11-14 NVDA NVIDIA CORPORATION65.4K shares-43.45%2025-09-302025-11-14 GE GE AEROSPACE40.4K shares-31.00%2025-09-302025-11-14 VST VISTRA CORP59.3K shares-50.38%2025-09-302025-11-14 AVGO BROADCOM INC34.1K shares-45.13%2025-09-302025-11-14 ETN EATON CORP PLC28.4K shares-2.64%2025-09-302025-11-14 LLY ELI LILLY & CO13.9K shares13.25%2025-09-302025-11-14 ADI ANALOG DEVICES INC41.6K sharesnew addition2025-09-302025-11-14 CARR CARRIER GLOBAL CORPORATION164.4K shares-28.24%2025-09-302025-11-14 BSX BOSTON SCIENTIFIC CORP87.4K shares-2.77%2025-09-302025-11-14 SGRY SURGERY PARTNERS INC374.9K sharesnew addition2025-09-302025-11-14 HCA HCA HEALTHCARE INC16.3K shares-2.78%2025-09-302025-11-14 MDT MEDTRONIC PLC66.1K shares-7.62%2025-09-302025-11-14 PNC PNC FINL SVCS GROUP INC23.9K shares5.72%2025-09-302025-11-14 DDOG DATADOG INC27.2K shares375.14%2025-09-302025-11-14 BAC BANK AMERICA CORP69.4K shares-9.11%2025-09-302025-11-14 CLS CELESTICA INC12.5K shares-85.40%2025-09-302025-11-14 FROG JFROG LTD63.7K shares-11.64%2025-09-302025-11-14 VIAV VIAVI SOLUTIONS INC236.6K shares-28.99%2025-09-302025-11-14 ANNX ANNEXON INC970.2K shares-1.96%2025-09-302025-11-14 PD PAGERDUTY INC164.3K shares-1.84%2025-09-302025-11-14 MNST MONSTER BEVERAGE CORP NEW38.5K sharesnew addition2025-09-302025-11-14 WMT WALMART INC25.0K shares290.76%2025-09-302025-11-14 USFD US FOODS HLDG CORP33.1K shares-1.84%2025-09-302025-11-14 DOCU DOCUSIGN INC34.3K shares33.62%2025-09-302025-11-14 UBER UBER TECHNOLOGIES INC25.0K shares133.79%2025-09-302025-11-14 MPWR MONOLITHIC PWR SYS INC2.6K shares-20.28%2025-09-302025-11-14 PATH UIPATH INC167.3K shares-5.46%2025-09-302025-11-14 NTRA NATERA INC12.3K shares-1.84%2025-09-302025-11-14 GOOGL ALPHABET INC7.8K shares-42.53%2025-09-302025-11-14 AXP AMERICAN EXPRESS CO5.3K shares-1.83%2025-09-302025-11-14 AAPL APPLE INC6.5K shares-45.83%2025-09-302025-11-14 H HYATT HOTELS CORP10.7K sharesnew addition2025-09-302025-11-14 BURL BURLINGTON STORES INC6.0K shares382.17%2025-09-302025-11-14 PCH POTLATCHDELTIC CORPORATION37.0K sharesnew addition2025-09-302025-11-14 CCEP COCA-COLA EUROPACIFIC PARTNE14.8K shares-52.50%2025-09-302025-11-14 WYNN WYNN RESORTS LTD9.7K sharesnew addition2025-09-302025-11-14 PG PROCTER AND GAMBLE CO7.6K shares-23.44%2025-09-302025-11-14 TMUS T-MOBILE US INC4.7K sharesnew addition2025-09-302025-11-14 DASH DOORDASH INC3.3K sharesnew addition2025-09-302025-11-14 KR KROGER CO13.2K shares-58.48%2025-09-302025-11-14 LEVI LEVI STRAUSS & CO NEW34.7K sharesnew addition2025-09-302025-11-14 TPR TAPESTRY INC6.8K sharesnew addition2025-09-302025-11-14 ULTA ULTA BEAUTY INC1.4K sharesnew addition2025-09-302025-11-14 RCL ROYAL CARIBBEAN GROUP2.2K shares-81.61%2025-09-302025-11-14 EXTR EXTREME NETWORKS33.8K shares-79.73%2025-09-302025-11-14 NKE NIKE INC9.5K sharesnew addition2025-09-302025-11-14 LNTH LANTHEUS HLDGS INC9.1K shares-46.48%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available