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Disclosery

13F-HR filed by SIRIOS CAPITAL MANAGEMENT L P

SIRIOS CAPITAL MANAGEMENT L P filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 68 holding rows worth $768,217,439.

Accession
0001104883-25-000015
Filer
CIK 1104883
Filed
2025-11-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 68 entries on the cover page, a total value of $768,217,439 stated on the cover page (in dollars after the unit check, H1), rows summing to $768,217,439 with VALUE read as dollars as filed, 13F file number 028-05369. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
GE Vernova Inc.36828A101COM176,544$108,556,906dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS261,838$73,128,735dollars as filed
Wells Fargo & Company949746101COM384,031$32,189,478dollars as filed
GLOBUS MED INC CL A379577208Stock514,778$29,481,336dollars as filed
Amazon.com, Inc023135106COM133,105$29,225,865dollars as filed
ALCON AG ORD SHSH01301128Stock387,210$28,851,017dollars as filed
ROPER TECHNOLOGIES INC COM776696106Stock57,353$28,601,368dollars as filed
CARLYLE GROUP INC COM14316J108Stock416,140$26,091,978dollars as filed
HEICO CORP NEW422806208CL A92,040$23,386,444dollars as filed
DEXCOM INC COM252131107Stock340,170$22,890,039dollars as filed
Texas Instruments Incorporated882508104COM116,871$21,472,709dollars as filed
ONTO INNOVATION INC COM683344105Stock163,227$21,092,193dollars as filed
CLEAN HARBORS INC COM184496107Stock76,930$17,864,685dollars as filed
Applied Materials,Inc.038222105COM83,064$17,006,523dollars as filed
META PLATFORMS INC CL A30303M102COM22,947$16,851,818dollars as filed
OLD DOMINION FREIGHT LINE INC COM679580100Stock115,315$16,234,046dollars as filed
Microsoft Corp594918104COM28,256$14,635,195dollars as filed
TENET HEALTHCARE CORP COM NEW88033G407Stock71,566$14,530,761dollars as filed
GLOBAL PMTS INC37940X102COM171,670$14,262,344dollars as filed
WASTE CONNECTIONS INC COM94106B101Stock76,713$13,486,145dollars as filed
Abbott Laboratories002824100COM91,728$12,286,048dollars as filed
NVIDIA Corp67066G104COM65,442$12,210,168dollars as filed
General Electric Company369604301COM40,383$12,148,014dollars as filed
VISTRA CORP COM92840M102Stock59,314$11,620,799dollars as filed
Broadcom Inc.11135F101COM34,123$11,257,519dollars as filed
Eaton Corp. PlcG29183103COM28,426$10,638,431dollars as filed
Eli Lilly and Company532457108COM13,926$10,625,538dollars as filed
Analog Devices,Inc.032654105COM41,595$10,219,892dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock164,400$9,814,680dollars as filed
Boston Scientific Corporation101137107COM87,421$8,534,912dollars as filed
SURGERY PARTNERS INC86881A100COM374,948$8,113,875dollars as filed
HCA Healthcare Inc40412C101COM16,323$6,956,863dollars as filed
Medtronic PlcG5960L103COM66,093$6,294,697dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock23,903$4,802,830dollars as filed
DATADOGINCCLASSA23804L103STOK27,216$3,875,558dollars as filed
Bank of America Corp060505104COM69,388$3,579,727dollars as filed
CELESTICA INC COM15101Q207Stock12,513$3,082,953dollars as filed
JFROG LTD ORD SHSM6191J100Stock63,655$3,012,791dollars as filed
VIAVI SOLUTIONS INC925550105COM236,606$3,002,530dollars as filed
ANNEXON INC03589W102COM970,200$2,959,110dollars as filed
PAGERDUTY INC COM69553P100Stock164,343$2,714,946dollars as filed
MONSTER BEVERAGE CORP NEW COM61174X109Stock38,540$2,594,127dollars as filed
Walmart Inc.931142103COM24,997$2,576,191dollars as filed
US FOODS HLDG CORP COM912008109Stock33,104$2,536,428dollars as filed
DOCUSIGN INC COM256163106Stock34,292$2,472,110dollars as filed
Uber Technologies90353T100COM24,959$2,445,233dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock2,645$2,435,093dollars as filed
UIPATH INC90364P105CL A167,269$2,238,059dollars as filed
NATERA INC COM632307104Stock12,256$1,972,848dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM7,801$1,896,423dollars as filed
American Express Company025816109COM5,269$1,750,151dollars as filed
Apple Inc037833100COM6,464$1,645,928dollars as filed
HYATT HOTELS CORP COM CL A448579102Stock10,678$1,515,529dollars as filed
BURLINGTON STORES INC COM122017106Stock5,950$1,514,275dollars as filed
POTLATCHDELTIC CORPORATION737630103COM37,046$1,509,625dollars as filed
COCA-COLA EUROPACIFIC PARTNERS SHSG25839104Stock14,802$1,338,249dollars as filed
WYNN RESORTS LTD983134107COM9,672$1,240,627dollars as filed
Procter & Gamble Co742718109COM7,638$1,173,579dollars as filed
T-Mobile US,Inc.872590104COM4,667$1,117,186dollars as filed
DOORDASH INC CL A25809K105Stock3,289$894,575dollars as filed
KROGER CO COM501044101Stock13,180$888,464dollars as filed
LEVI STRAUSS & CO NEW CL A COM STK52736R102Stock34,703$808,580dollars as filed
TAPESTRY INC COM876030107Stock6,784$768,084dollars as filed
ULTA BEAUTY INC COM90384S303Stock1,396$763,263dollars as filed
ROYAL CARIBBEAN GROUP COMV7780T103Stock2,189$708,317dollars as filed
EXTREME NETWORKS INC30226D106COM33,797$697,908dollars as filed
NIKE,Inc. Class B654106103COM9,461$659,716dollars as filed
LANTHEUS HLDGS INC516544103COM9,074$465,405dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001104883-25-000015this filing2025-11-14acceptance time not in the bulk data set