SIRIOS CAPITAL MANAGEMENT L P
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ANNX | 970K | $2.96M |
 | GMED | 515K | $29.48M |
 | CG | 416K | $26.09M |
 | ALC | 387K | $28.85M |
 | WFC | 384K | $32.19M |
 | SGRY | 375K | $8.11M |
 | DXCM | 340K | $22.89M |
 | TSM | 262K | $73.13M |
 | VIAV | 237K | $3.00M |
 | GEV | 177K | $108.56M |
 | GPN | 172K | $14.26M |
 | PATH | 167K | $2.24M |
 | CARR | 164K | $9.81M |
 | PD | 164K | $2.71M |
 | ONTO | 163K | $21.09M |
 | AMZN | 133K | $29.23M |
 | TXN | 117K | $21.47M |
 | ODFL | 115K | $16.23M |
 | HEI-A | 92K | $23.39M |
 | ABT | 92K | $12.29M |
Annexon, Inc.
ANNX
Shares Held
970K
Value
$2.96M
Globus Medical, Inc.
GMED
Shares Held
515K
Value
$29.48M
The Carlyle Group Inc.
CG
Shares Held
416K
Value
$26.09M
Alcon Inc.
ALC
Shares Held
387K
Value
$28.85M
Wells Fargo & Company
WFC
Shares Held
384K
Value
$32.19M
Surgery Partners, Inc.
SGRY
Shares Held
375K
Value
$8.11M
DexCom, Inc.
DXCM
Shares Held
340K
Value
$22.89M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
262K
Value
$73.13M
Viavi Solutions Inc.
VIAV
Shares Held
237K
Value
$3.00M
GE Vernova Inc.
GEV
Shares Held
177K
Value
$108.56M
Global Payments Inc.
GPN
Shares Held
172K
Value
$14.26M
UiPath Inc.
PATH
Shares Held
167K
Value
$2.24M
Carrier Global Corporation
CARR
Shares Held
164K
Value
$9.81M
PagerDuty, Inc.
PD
Shares Held
164K
Value
$2.71M
Onto Innovation Inc.
ONTO
Shares Held
163K
Value
$21.09M
Amazon.com, Inc.
AMZN
Shares Held
133K
Value
$29.23M
Texas Instruments Incorporated
TXN
Shares Held
117K
Value
$21.47M
Old Dominion Freight Line, Inc.
ODFL
Shares Held
115K
Value
$16.23M
HEICO Corporation
HEI-A
Shares Held
92K
Value
$23.39M
Abbott Laboratories
ABT
Shares Held
92K
Value
$12.29M