SIRIOS CAPITAL MANAGEMENT L P
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WFC | 324K | $30.24M |
 | CARR | 226K | $11.94M |
 | GEV | 161K | $105.03M |
 | TSM | 160K | $48.65M |
 | VIAV | 154K | $2.75M |
 | AMZN | 134K | $31.00M |
 | RNG | 117K | $3.37M |
 | BAC | 63K | $3.49M |
 | ROP | 63K | $27.93M |
 | MSFT | 62K | $29.96M |
 | TXN | 59K | $10.21M |
 | GOOGL | 55K | $17.33M |
 | KKR | 54K | $6.88M |
 | LEVI | 47K | $981.67K |
 | TPR | 46K | $5.93M |
 | ADI | 46K | $12.41M |
 | DOCU | 45K | $3.08M |
 | NVDA | 38K | $7.15M |
 | META | 35K | $23.26M |
 | ETN | 28K | $8.93M |
Wells Fargo & Company
WFC
Shares Held
324K
Value
$30.24M
Carrier Global Corporation
CARR
Shares Held
226K
Value
$11.94M
GE Vernova Inc.
GEV
Shares Held
161K
Value
$105.03M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
160K
Value
$48.65M
Viavi Solutions Inc.
VIAV
Shares Held
154K
Value
$2.75M
Amazon.com, Inc.
AMZN
Shares Held
134K
Value
$31.00M
RingCentral, Inc.
RNG
Shares Held
117K
Value
$3.37M
Bank of America Corporation
BAC
Shares Held
63K
Value
$3.49M
Roper Technologies, Inc.
ROP
Shares Held
63K
Value
$27.93M
Microsoft Corporation
MSFT
Shares Held
62K
Value
$29.96M
Texas Instruments Incorporated
TXN
Shares Held
59K
Value
$10.21M
Alphabet Inc.
GOOGL
Shares Held
55K
Value
$17.33M
KKR & Co. Inc.
KKR
Shares Held
54K
Value
$6.88M
Levi Strauss & Co.
LEVI
Shares Held
47K
Value
$981.67K
Tapestry, Inc.
TPR
Shares Held
46K
Value
$5.93M
Analog Devices, Inc.
ADI
Shares Held
46K
Value
$12.41M
DocuSign, Inc.
DOCU
Shares Held
45K
Value
$3.08M
NVIDIA Corporation
NVDA
Shares Held
38K
Value
$7.15M
Meta Platforms, Inc.
META
Shares Held
35K
Value
$23.26M
Eaton Corporation plc
ETN
Shares Held
28K
Value
$8.93M