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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 2025-12-31, filed 2026-02-13, with 74 holding rows worth $803,321,558.

Accession
0001104883-26-000003
Filer
CIK 1104883
Filed
2026-02-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 74 entries on the cover page, a total value of $803,321,558 stated on the cover page (in dollars after the unit check, H1), rows summing to $803,321,558 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.36828A101COM160,699$105,028,045dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS160,075$48,645,192dollars as filed
Amazon.com, Inc023135106COM134,308$31,000,973dollars as filed
GLOBUS MED INC CL A379577208Stock353,373$30,852,997dollars as filed
Wells Fargo & Company949746101COM324,412$30,235,198dollars as filed
Microsoft Corp594918104COM61,945$29,957,841dollars as filed
DEXCOM INC COM252131107Stock430,948$28,602,019dollars as filed
ROPER TECHNOLOGIES INC COM776696106Stock62,746$27,930,127dollars as filed
CARLYLE GROUP INC COM14316J108Stock433,852$25,644,992dollars as filed
META PLATFORMS INC CL A30303M102COM35,234$23,257,611dollars as filed
HEICO CORP NEW422806208CL A90,760$22,910,547dollars as filed
CLEAN HARBORS INC COM184496107Stock77,980$18,284,750dollars as filed
OLD DOMINION FREIGHT LINE INC COM679580100Stock116,541$18,273,629dollars as filed
ONTO INNOVATION INC COM683344105Stock115,355$18,209,940dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM55,361$17,327,993dollars as filed
Union Pacific Corporation907818108COM72,297$16,723,742dollars as filed
ALCON AG ORD SHSH01301128Stock201,433$15,874,935dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock74,536$15,557,899dollars as filed
GLOBAL PMTS INC37940X102COM199,886$15,471,176dollars as filed
Advanced Micro Devices,Inc.007903107COM70,578$15,114,984dollars as filed
WASTE CONNECTIONS INC COM94106B101Stock75,515$13,242,310dollars as filed
Analog Devices,Inc.032654105COM45,775$12,414,180dollars as filed
General Electric Company369604301COM39,770$12,250,353dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock225,945$11,938,934dollars as filed
EXACT SCIENCES CORP COM30063P105Stock114,402$11,618,667dollars as filed
Abbott Laboratories002824100COM90,457$11,333,358dollars as filed
Eli Lilly and Company532457108COM10,255$11,020,843dollars as filed
Texas Instruments Incorporated882508104COM58,829$10,206,243dollars as filed
DOORDASH INC CL A25809K105Stock44,153$9,999,771dollars as filed
TENET HEALTHCARE CORP COM NEW88033G407Stock49,051$9,747,415dollars as filed
Eaton Corp. PlcG29183103COM28,023$8,925,606dollars as filed
POTLATCHDELTIC CORPORATION737630103COM221,645$8,817,038dollars as filed
Boston Scientific Corporation101137107COM86,201$8,219,265dollars as filed
VISTRA CORP COM92840M102Stock48,069$7,754,972dollars as filed
NVIDIA Corp67066G104COM38,319$7,146,494dollars as filed
KKR & CO INC48251W104COM53,999$6,883,793dollars as filed
TAPESTRY INC COM876030107Stock46,440$5,933,639dollars as filed
Medtronic PlcG5960L103COM60,452$5,807,019dollars as filed
Broadcom Inc.11135F101COM16,425$5,684,693dollars as filed
HCA Healthcare Inc40412C101COM12,062$5,631,265dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock4,756$4,180,334dollars as filed
Applied Materials,Inc.038222105COM15,011$3,857,677dollars as filed
ANNEXON INC03589W102COM710,256$3,565,485dollars as filed
Bank of America Corp060505104COM63,392$3,486,560dollars as filed
RINGCENTRAL INC76680R206CL A116,739$3,371,422dollars as filed
DOCUSIGN INC COM256163106Stock45,089$3,084,088dollars as filed
VIAVI SOLUTIONS INC925550105COM154,161$2,747,149dollars as filed
T-Mobile US,Inc.872590104COM13,525$2,746,116dollars as filed
DATADOGINCCLASSA23804L103STOK19,980$2,717,080dollars as filed
JFROG LTD ORD SHSM6191J100Stock41,689$2,603,895dollars as filed
US FOODS HLDG CORP COM912008109Stock32,605$2,455,809dollars as filed
MONSTER BEVERAGE CORP NEW COM61174X109Stock30,476$2,336,595dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock2,464$2,233,271dollars as filed
HYATT HOTELS CORP COM CL A448579102Stock13,679$2,193,017dollars as filed
PAGERDUTY INC COM69553P100Stock161,863$2,122,024dollars as filed
Walmart Inc.931142103COM16,205$1,805,399dollars as filed
SHERWIN WILLIAMS CO824348106COM5,015$1,625,010dollars as filed
NATERA INC COM632307104Stock6,425$1,471,903dollars as filed
ULTA BEAUTY INC COM90384S303Stock2,351$1,422,379dollars as filed
HERSHEY CO COM427866108Stock7,727$1,406,159dollars as filed
Apple Inc037833100COM4,674$1,270,674dollars as filed
EPAM SYS INC COM29414B104Stock5,814$1,191,172dollars as filed
BURLINGTON STORES INC COM122017106Stock4,079$1,178,219dollars as filed
WYNN RESORTS LTD983134107COM9,751$1,173,338dollars as filed
Uber Technologies90353T100COM13,011$1,063,129dollars as filed
LEVI STRAUSS & CO NEW CL A COM STK52736R102Stock47,332$981,666dollars as filed
ROYAL CARIBBEAN GROUP COMV7780T103Stock3,397$947,491dollars as filed
CELESTICA INC COM15101Q207Stock3,169$936,788dollars as filed
NIKE,Inc. Class B654106103COM12,891$821,286dollars as filed
SURGERY PARTNERS INC86881A100COM51,186$790,824dollars as filed
Procter & Gamble Co742718109COM5,454$781,613dollars as filed
COCA-COLA EUROPACIFIC PARTNERS SHSG25839104Stock6,681$605,967dollars as filed
Accenture Plc Class AG1151C101COM1,421$381,254dollars as filed
UIPATH INC90364P105CL A17,469$286,317dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001104883-26-000003this filing2026-02-13acceptance time not in the bulk data set