Stock Taper

SIRIOS CAPITAL MANAGEMENT L P

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
DoorDash, Inc.DASH34.75K$6.41M
iRhythm Technologies, Inc.IRTC34.45K$4.1M
UniFirst CorporationUNF32.8K$8.67M
The Coca-Cola CompanyKO32.19K$2.62M
Amer Sports, Inc.AS30.71K$1.04M
Colgate-Palmolive CompanyCL29.44K$2.7M
Texas Instruments IncorporatedTXN26.99K$8.05M
Church & Dwight Co., Inc.CHD26.05K$2.52M
DocuSign, Inc.DOCU26.02K$1.16M
BankUnited, Inc.BKU25.94K$1.26M
JFrog Ltd.FROG24.73K$2.25M
Allegro MicroSystems, Inc.ALGM23.44K$1.63M
US Foods Holding Corp.USFD23.39K$2.39M
Monster Beverage CorporationMNST22.81K$2.19M
Viavi Solutions Inc.VIAV22.16K$1.06M
Tenet Healthcare CorporationTHC21.74K$4.07M
Analog Devices, Inc.ADI21.3K$8.46M
Natera, Inc.NTRA20.93K$5.68M
Eaton Corporation plcETN20.27K$8.64M
Martin Marietta Materials, Inc.MLM19.06K$10.99M