Holdings
Sirios Capital Management L P
As of Jun 30, 2026, Sirios Capital Management L P reported 81 positions worth US$784M. Largest: Ge Vernova Inc., Taiwan Semiconductor Manufacturing Co., Ltd. and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Ge Vernova Inc. | 83,279 | US$97.8M | −39,650 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 105K | US$50.3M | −7,020 | Jun 30, 2026 |
| Amazon.com, Inc. | 173K | US$41.3M | +4,752 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 104K | US$37.2M | −2,075 | Jun 30, 2026 |
| Dexcom, Inc. | 420K | US$28.3M | −7,924 | Jun 30, 2026 |
| Globus Medical, Inc. | 355K | US$28.1M | +851 | Jun 30, 2026 |
| Wells Fargo & Company | 321K | US$26.5M | −3,989 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 44,860 | US$26.1M | −37,875 | Jun 30, 2026 |
| Heico Corporation | 80,503 | US$20.8M | −2,513 | Jun 30, 2026 |
| Onto Innovation Inc. | 52,585 | US$19.9M | −101K | Jun 30, 2026 |