SIRIOS CAPITAL MANAGEMENT L P: 13F holdings
CIK 11048832026Q2
| Positions | 86 |
|---|---|
| Reported value | $822.3m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GEV GE VERNOVA INC | 83,279 | $97.8m | 11.9% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 105,244 | $50.3m | 6.1% |
| AMZN AMAZON COM INC | 173,360 | $41.3m | 5.0% |
| GOOGL ALPHABET INC | 103,975 | $37.2m | 4.5% |
| DXCM DEXCOM INC | 420,418 | $28.3m | 3.4% |
| GMED GLOBUS MED INC | 355,019 | $28.1m | 3.4% |
| WFC WELLS FARGO & CO | 321,253 | $26.5m | 3.2% |
| AMD ADVANCED MICRO DEVICES INC | 44,860 | $26.1m | 3.2% |
| HEI.A HEICO CORP NEW | 80,503 | $20.8m | 2.5% |
| ONTO ONTO INNOVATION INC | 52,585 | $19.9m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1104883")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.