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SIRIOS CAPITAL MANAGEMENT L P
SIRIOS CAPITAL MANAGEMENT L P
Latest filing: 2026-06-30
SIRIOS CAPITAL MANAGEMENT L P runs SIRIOS CAPITAL MANAGEMENT L P and currently holds 86 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $822.25M. Their top holdings are GEV, TSM, AMZN, GOOGL, DXCM. The top five represent 31.0% of reported portfolio weight. SIRIOS CAPITAL MANAGEMENT L P ranks #175 out of 1000 investors tracked by Alpha Score. In the most recent quarter, SIRIOS CAPITAL MANAGEMENT L P initiated 14 new positions. They added to 17 existing positions. They trimmed 54 positions. Their current best-performing preview position is AMD with returns of +185.56%.
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86 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 GEV GE VERNOVA INC | 11.90% | $195.81 | $956.64 | +388.56% | Trimmed -32.25% |
 TSM TAIWAN SEMICONDUCTOR MANUFAC | 6.11% | $151.53 | $418.87 | +176.43% | Trimmed -6.25% |
 AMZN AMAZON COM INC | 5.03% | $184.07 | $258.63 | +40.51% | Added +2.82% |
 GOOGL ALPHABET INC | 4.52% | $289.36 | $344.82 | +19.17% | Trimmed -1.96% |
 DXCM DEXCOM INC | 3.44% | $68.80 | $92.34 | +34.22% | Trimmed -1.85% |
 GMED GLOBUS MED INC | 3.41% | $57.42 | $86.92 | +51.38% | Added +0.24% |
 WFC WELLS FARGO & CO | 3.23% | $67.34 | $83.85 | +24.52% | Trimmed -1.23% |
 AMD ADVANCED MICRO DEVICES INC | 3.17% | $212.58 | $473.25 | +122.62% | Trimmed -45.78% |
 HEI-A HEICO CORP NEW | 2.53% | $150.08 | $261.00 | +73.91% | Trimmed -3.03% |
 ONTO ONTO INNOVATION INC | 2.42% | $148.23 | $293.18 | +97.79% | Trimmed -65.84% |
Showing 1-10 of 86