Stock Taper 
SIRIOS CAPITAL MANAGEMENT L P
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Applied Materials, Inc. | AMAT | 2.63K | $1.9M |
 Constellation Brands, Inc. | STZ | 2.28K | $316.85K |
 The Hershey Company | HSY | 1.75K | $307.04K |
 Meta Platforms, Inc. | META | 986 | $555.4K |
 Monolithic Power Systems, Inc. | MPWR | 845 | $1.17M |