Stock Taper 
SIRIOS CAPITAL MANAGEMENT L P
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Waste Connections, Inc. | WCN | 80.94K | $13.49M |
 GE Vernova Inc. | GEV | 83.28K | $97.84M |
 NVIDIA Corporation | NVDA | 86.28K | $17.26M |
 EPAM Systems, Inc. | EPAM | 92.23K | $7.32M |
 RingCentral, Inc. | RNG | 93.26K | $3.64M |
 Vistra Corp. | VST | 95.62K | $15.17M |
 Alphabet Inc. | GOOGL | 103.97K | $37.16M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 105.24K | $50.26M |
 Netflix, Inc. | NFLX | 121.12K | $8.65M |
 Range Resources Corporation | RRC | 143.58K | $5.34M |
 Surgery Partners, Inc. | SGRY | 172.98K | $2.91M |
 Amazon.com, Inc. | AMZN | 173.36K | $41.32M |
 The New York Times Company | NYT | 180.21K | $12.61M |
 Global Payments Inc. | GPN | 198.73K | $14.42M |
 Carrier Global Corporation | CARR | 217.11K | $15.92M |
 Alcon Inc. | ALC | 220.62K | $14.8M |
 NIKE, Inc. | NKE | 228.08K | $9.36M |
 Concentra Group Holdings Parent, Inc. | CON | 243.53K | $7.25M |
 Newmark Group, Inc. | NMRK | 253.7K | $3.83M |
 Boston Scientific Corporation | BSX | 272.49K | $11.63M |