SIRIOS CAPITAL MANAGEMENT L P
SIRIOS CAPITAL MANAGEMENT L P reported 86 positions worth $822.3M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: GEV (11.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GEV | SH | $97.8M | 11.90% | 83,279 | — | — | |
| ▸ 2 | TSM | SH | $50.3M | 6.11% | 105,244 | — | — | |
| ▸ 3 | AMZN | SH | $41.3M | 5.03% | 173,360 | — | — | |
| ▸ 4 | GOOGL | SH | $37.2M | 4.52% | 103,975 | — | — | |
| ▸ 5 | DXCM | SH | $28.3M | 3.44% | 420,418 | — | — | |
| ▸ 6 | GMED | SH | $28.1M | 3.41% | 355,019 | — | — | |
| ▸ 7 | WFC | SH | $26.5M | 3.23% | 321,253 | — | — | |
| ▸ 8 | AMD | SH | $26.1M | 3.17% | 44,860 | — | — | |
| ▸ 9 | HEI-A | SH | $20.8M | 2.52% | 80,503 | — | — | |
| ▸ 10 | ONTO | SH | $19.9M | 2.42% | 52,585 | — | — |
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Frequently Asked Questions
What stocks does SIRIOS CAPITAL MANAGEMENT L P hold as of Q2 2026?
SIRIOS CAPITAL MANAGEMENT L P reported 86 positions worth $822.3M in its Q2 2026 13F filing. Largest positions: GEV (11.9%), TSM (6.1%), AMZN (5.0%), GOOGL (4.5%) and DXCM (3.4%).
What did SIRIOS CAPITAL MANAGEMENT L P buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SIRIOS CAPITAL MANAGEMENT L P sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.