SIRIOS CAPITAL MANAGEMENT L P
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ANNX | 575K | $3.19M |
 | CG | 542K | $26.24M |
 | RYN | 432K | $8.91M |
 | DXCM | 428K | $26.90M |
 | GMED | 354K | $30.52M |
 | WFC | 325K | $25.89M |
 | ALGM | 298K | $9.41M |
 | CON | 272K | $5.84M |
 | BSX | 258K | $16.18M |
 | CARR | 231K | $13.01M |
 | ALC | 219K | $16.49M |
 | NMRK | 218K | $3.27M |
 | GPN | 201K | $13.54M |
 | SGRY | 199K | $2.37M |
 | NKE | 186K | $9.81M |
 | EXTR | 182K | $2.75M |
 | AMZN | 169K | $35.12M |
 | ONTO | 154K | $31.57M |
 | RRC | 144K | $6.53M |
 | GEV | 123K | $107.30M |
Annexon, Inc.
ANNX
Shares Held
575K
Value
$3.19M
The Carlyle Group Inc.
CG
Shares Held
542K
Value
$26.24M
Rayonier Inc.
RYN
Shares Held
432K
Value
$8.91M
DexCom, Inc.
DXCM
Shares Held
428K
Value
$26.90M
Globus Medical, Inc.
GMED
Shares Held
354K
Value
$30.52M
Wells Fargo & Company
WFC
Shares Held
325K
Value
$25.89M
Allegro MicroSystems, Inc.
ALGM
Shares Held
298K
Value
$9.41M
Concentra Group Holdings Parent, Inc.
CON
Shares Held
272K
Value
$5.84M
Boston Scientific Corporation
BSX
Shares Held
258K
Value
$16.18M
Carrier Global Corporation
CARR
Shares Held
231K
Value
$13.01M
Alcon Inc.
ALC
Shares Held
219K
Value
$16.49M
Newmark Group, Inc.
NMRK
Shares Held
218K
Value
$3.27M
Global Payments Inc.
GPN
Shares Held
201K
Value
$13.54M
Surgery Partners, Inc.
SGRY
Shares Held
199K
Value
$2.37M
NIKE, Inc.
NKE
Shares Held
186K
Value
$9.81M
Extreme Networks, Inc.
EXTR
Shares Held
182K
Value
$2.75M
Amazon.com, Inc.
AMZN
Shares Held
169K
Value
$35.12M
Onto Innovation Inc.
ONTO
Shares Held
154K
Value
$31.57M
Range Resources Corporation
RRC
Shares Held
144K
Value
$6.53M
GE Vernova Inc.
GEV
Shares Held
123K
Value
$107.30M