Stock Taper 
SIRIOS CAPITAL MANAGEMENT L P
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 RingCentral, Inc. | RNG | 93.26K | $3.64M |
 EPAM Systems, Inc. | EPAM | 92.23K | $7.32M |
 NVIDIA Corporation | NVDA | 86.28K | $17.26M |
 GE Vernova Inc. | GEV | 83.28K | $97.84M |
 Waste Connections, Inc. | WCN | 80.94K | $13.49M |
 HEICO Corporation | HEI-A | 80.5K | $20.76M |
 Medtronic plc | MDT | 73.12K | $5.72M |
 Bank of America Corporation | BAC | 67.63K | $3.85M |
 Extreme Networks, Inc. | EXTR | 65.16K | $2.11M |
 Union Pacific Corporation | UNP | 64.53K | $17.55M |
 Old Dominion Freight Line, Inc. | ODFL | 63.92K | $13.85M |
 Clean Harbors, Inc. | CLH | 58.55K | $17.49M |
 Accenture plc | ACN | 55.86K | $6.95M |
 Seacoast Banking Corporation of Florida | SBCF | 52.78K | $1.76M |
 Onto Innovation Inc. | ONTO | 52.59K | $19.9M |
 The PNC Financial Services Group, Inc. | PNC | 52.49K | $12.92M |
 Advanced Micro Devices, Inc. | AMD | 44.86K | $26.06M |
 Tapestry, Inc. | TPR | 43.24K | $6.33M |
 Levi Strauss & Co. | LEVI | 40.45K | $1M |
 The Carlyle Group Inc. | CG | 37.12K | $1.56M |