Stock Taper 
SIRIOS CAPITAL MANAGEMENT L P
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Monolithic Power Systems, Inc. | MPWR | 845 | $1.17M |
 Meta Platforms, Inc. | META | 986 | $555.4K |
 The Hershey Company | HSY | 1.75K | $307.04K |
 Constellation Brands, Inc. | STZ | 2.28K | $316.85K |
 Applied Materials, Inc. | AMAT | 2.63K | $1.9M |
 Burlington Stores, Inc. | BURL | 3.13K | $992.22K |
 DICK'S Sporting Goods, Inc. | DKS | 4.02K | $912K |
 Zscaler, Inc. | ZS | 5.79K | $816.98K |
 Motorola Solutions, Inc. | MSI | 7.27K | $3.02M |
 Eli Lilly and Company | LLY | 7.64K | $9.17M |
 Hyatt Hotels Corporation | H | 8.19K | $1.59M |
 S&P Global Inc. | SPGI | 8.57K | $3.49M |
 American Express Company | AXP | 8.98K | $3.04M |
 Yum! Brands, Inc. | YUM | 9.42K | $1.51M |
 MKS Inc. | MKSI | 9.44K | $4.2M |
 Sanmina Corporation | SANM | 9.75K | $2.47M |
 Datadog, Inc. | DDOG | 9.76K | $2.54M |
 Apple Inc. | AAPL | 10.05K | $2.91M |
 HCA Healthcare, Inc. | HCA | 11.88K | $4.63M |
 Parker-Hannifin Corporation | PH | 14.69K | $14.37M |