Stock Taper 
SIRIOS CAPITAL MANAGEMENT L P
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Broadcom Inc. | AVGO | 14.82K | $5.6M |
 Microsoft Corporation | MSFT | 17.89K | $6.67M |
 Viking Holdings Ltd | VIK | 17.91K | $1.87M |
 Walmart Inc. | WMT | 17.99K | $2.04M |
 ON Semiconductor Corporation | ON | 18.24K | $1.72M |
 Martin Marietta Materials, Inc. | MLM | 19.06K | $10.99M |
 Eaton Corporation plc | ETN | 20.27K | $8.64M |
 Natera, Inc. | NTRA | 20.93K | $5.68M |
 Analog Devices, Inc. | ADI | 21.3K | $8.46M |
 Tenet Healthcare Corporation | THC | 21.74K | $4.07M |
 Viavi Solutions Inc. | VIAV | 22.16K | $1.06M |
 Monster Beverage Corporation | MNST | 22.81K | $2.19M |
 US Foods Holding Corp. | USFD | 23.39K | $2.39M |
 Allegro MicroSystems, Inc. | ALGM | 23.44K | $1.63M |
 JFrog Ltd. | FROG | 24.73K | $2.25M |
 BankUnited, Inc. | BKU | 25.94K | $1.26M |
 DocuSign, Inc. | DOCU | 26.02K | $1.16M |
 Church & Dwight Co., Inc. | CHD | 26.05K | $2.52M |
 Texas Instruments Incorporated | TXN | 26.99K | $8.05M |
 Colgate-Palmolive Company | CL | 29.44K | $2.7M |