Stock Taper 
SIRIOS CAPITAL MANAGEMENT L P
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ON Semiconductor Corporation | ON | 18.24K | $1.72M |
 Walmart Inc. | WMT | 17.99K | $2.04M |
 Viking Holdings Ltd | VIK | 17.91K | $1.87M |
 Microsoft Corporation | MSFT | 17.89K | $6.67M |
 Broadcom Inc. | AVGO | 14.82K | $5.6M |
 Parker-Hannifin Corporation | PH | 14.69K | $14.37M |
 HCA Healthcare, Inc. | HCA | 11.88K | $4.63M |
 Apple Inc. | AAPL | 10.05K | $2.91M |
 Datadog, Inc. | DDOG | 9.76K | $2.54M |
 Sanmina Corporation | SANM | 9.75K | $2.47M |
 MKS Inc. | MKSI | 9.44K | $4.2M |
 Yum! Brands, Inc. | YUM | 9.42K | $1.51M |
 American Express Company | AXP | 8.98K | $3.04M |
 S&P Global Inc. | SPGI | 8.57K | $3.49M |
 Hyatt Hotels Corporation | H | 8.19K | $1.59M |
 Eli Lilly and Company | LLY | 7.64K | $9.17M |
 Motorola Solutions, Inc. | MSI | 7.27K | $3.02M |
 Zscaler, Inc. | ZS | 5.79K | $816.98K |
 DICK'S Sporting Goods, Inc. | DKS | 4.02K | $912K |
 Burlington Stores, Inc. | BURL | 3.13K | $992.22K |