Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SIRIOS CAPITAL MANAGEMENT L P (CIK 1104883) reported $824.8M across 81 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GEV ($107.3M, 13.01%), TSM ($37.9M, 4.60%), AMZN ($35.1M, 4.26%), ONTO ($31.6M, 3.83%), GMED ($30.5M, 3.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GEV | GE VERNOVA INC | $107.3M | 13.01% | 122,929 | Trimmed |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $37.9M | 4.60% | 112,264 | Trimmed |
| 3 | AMZN | AMAZON COM INC | $35.1M | 4.26% | 168,608 | Added |
| 4 | ONTO | ONTO INNOVATION INC | $31.6M | 3.83% | 153,935 | Added |
| 5 | GMED | GLOBUS MED INC | $30.5M | 3.70% | 354,168 | Added |
| 6 | GOOGL | ALPHABET INC | $30.5M | 3.70% | 106,050 | Added |
| 7 | DXCM | DEXCOM INC | $26.9M | 3.26% | 428,342 | Trimmed |
| 8 | CG | CARLYLE GROUP INC | $26.2M | 3.18% | 542,251 | Added |
| 9 | WFC | WELLS FARGO & CO | $25.9M | 3.14% | 325,242 | Added |
| 10 | UNF | UNIFIRST CORP MASS | $24.8M | 3.01% | 98,544 | New |
| 11 | HEI.A | HEICO CORP NEW | $17.5M | 2.12% | 83,016 | Trimmed |
| 12 | AMD | ADVANCED MICRO DEVICES INC | $16.8M | 2.04% | 82,735 | Added |
| 13 | ALC | ALCON AG (NYS) | $16.5M | 2.00% | 218,867 | Added |
| 14 | CLH | CLEAN HARBORS INC | $16.4M | 1.99% | 57,213 | Trimmed |
| 15 | UNP | UNION PAC CORP | $16.3M | 1.98% | 67,214 | Trimmed |
| 16 | BSX | BOSTON SCIENTIFIC CORP | $16.2M | 1.96% | 257,907 | Added |
| 17 | ODFL | OLD DOMINION FREIGHT LINE IN | $15.9M | 1.93% | 81,609 | Trimmed |
| 18 | VST | VISTRA CORP | $14.6M | 1.77% | 96,890 | Added |
| 19 | META | META PLATFORMS INC | $13.8M | 1.68% | 24,172 | Trimmed |
| 20 | GPN | GLOBAL PMTS INC | $13.5M | 1.64% | 201,130 | Added |
| 21 | WCN | WASTE CONNECTIONS ORD (NYS) | $13.4M | 1.62% | 82,346 | Added |
| 22 | CARR | CARRIER GLOBAL CORPORATION | $13.0M | 1.58% | 231,043 | Added |
| 23 | ADI | ANALOG DEVICES INC | $12.9M | 1.57% | 40,592 | Trimmed |
| 24 | PNC | PNC FINL SVCS GROUP INC | $11.0M | 1.34% | 53,070 | Trimmed |
| 25 | ETN | EATON CORP PLC | $11.1M | 1.34% | 30,998 | Added |
Source: SEC Form 13F filings · as of 2026-03-31