SEC Form 13F

SIRIOS CAPITAL MANAGEMENT L P 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$822,254,731
Positions86

Largest disclosed positions

IssuerTickerClassReported valueReported amount
GE VERNOVA INCGEVCOM$97,841,16683,279
TAIWAN SEMICONDUCTOR MANUFACTSMSPONSORED ADS$50,261,377105,244
AMAZON COM INCAMZNCOM$41,318,622173,360
ALPHABET INCGOOGLCAP STK CL A$37,157,546103,975
DEXCOM INCDXCMCOM$28,315,152420,418
GLOBUS MED INCGMEDCL A$28,050,051355,019
WELLS FARGO & COWFCCOM$26,548,348321,253
ADVANCED MICRO DEVICES INCAMDCOM$26,059,62344,860
HEICO CORP NEWHEI.ACL A$20,762,52980,503
ONTO INNOVATION INCONTOCOM$19,900,79352,585

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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