Sirios Capital Management L P Purchases in Q3 2025

Sirios Capital Management L P

  • $634 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ONTO
Onto Innovation Inc.

Technology
163K
New
$90.0 - $136.73 $14.7M - $22.3M
163K $21.1M
AMAT
Applied Materials Inc

Technology
83.1K
New
$156.25 - $204.95 $13M - $17M
83.1K $17M
ADI
Analog Devices Inc

Technology
41.6K
New
$220.68 - $255.63 $9.18M - $10.6M
41.6K $10.2M
WCN
Waste Connections, Inc.

Industrials
58.4K
+ 319.08%
$171.32 - $191.84 $10M - $11.2M
76.7K $13.5M
THC
Tenet Healthcare Corp

Healthcare
35.9K
+ 100.92%
$148.38 - $203.04 $5.33M - $7.3M
71.6K $14.5M
SGRY
Surgery Partners, Inc.

Healthcare
375K
New
$21.01 - $23.84 $7.88M - $8.94M
375K $8.11M
TXN
Texas Instruments Inc

Technology
35.5K
+ 43.56%
N/A
117K $22.7M
DXCM
Dexcom Inc

Healthcare
146K
+ 74.91%
$66.46 - $89.53 $9.68M - $13M
340K $22.9M
MSFT
Microsoft Corp

Technology
8.41K
+ 42.4%
$491.09 - $535.64 $4.13M - $4.51M
28.3K $14.6M
ODFL
Old Dominion Freight Line, Inc.

Industrials
43K
+ 59.48%
$138.59 - $171.12 $5.96M - $7.36M
115K $16.2M
ABT
Abbott Laboratories

Healthcare
33.3K
+ 57.0%
$120.51 - $136.62 $4.01M - $4.55M
91.7K $12.3M
DDOG
Datadog, Inc.

Technology
21.5K
+ 375.14%
$124.52 - $155.15 $2.68M - $3.33M
27.2K $3.88M
MNST
Monster Beverage Corp

Consumer Defensive
38.5K
New
$58.65 - $67.31 $2.26M - $2.59M
38.5K $2.59M
WMT
Walmart Inc.

Consumer Defensive
18.6K
+ 290.76%
$94.4 - $104.27 $1.76M - $1.94M
25K $2.58M
CLH
Clean Harbors Inc

Industrials
7.74K
+ 11.19%
$225.84 - $250.43 $1.75M - $1.94M
76.9K $17.9M
H
Hyatt Hotels Corp

Consumer Cyclical
10.7K
New
$135.01 - $152.25 $1.44M - $1.63M
10.7K $1.52M
PCH
Potlatchdeltic Corp

Real Estate
37K
New
$39.34 - $44.24 $1.46M - $1.64M
37K $1.51M
UBER
Uber Technologies, Inc

Technology
14.3K
+ 133.79%
$86.91 - $99.57 $1.24M - $1.42M
25K $2.45M
WYNN
Wynn Resorts LTD

Consumer Cyclical
9.67K
New
$101.96 - $132.43 $986K - $1.28M
9.67K $1.24M
BURL
Burlington Stores, Inc.

Consumer Cyclical
4.72K
+ 382.17%
$237.02 - $301.35 $1.12M - $1.42M
5.95K $1.51M
TMUS
T Mobile Us, Inc.

Communication Services
4.67K
New
$226.02 - $259.01 $1.05M - $1.21M
4.67K $1.12M
LLY
Eli Lilly & CO

Healthcare
1.63K
+ 13.25%
$625.65 - $812.69 $1.02M - $1.32M
13.9K $10.6M
DASH
Door Dash, Inc.

Communication Services
3.29K
New
$234.5 - $272.5 $771K - $896K
3.29K $894K
LEVI
Levi Strauss & CO

Consumer Cyclical
34.7K
New
$18.87 - $23.3 $655K - $809K
34.7K $808K
TPR
Tapestry, Inc.

Consumer Cyclical
6.78K
New
$86.48 - $116.14 $587K - $788K
6.78K $768K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.4K
New
$473.44 - $553.71 $661K - $773K
1.4K $763K
NKE
Nike, Inc.

Consumer Cyclical
9.46K
New
$69.24 - $79.24 $655K - $750K
9.46K $659K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.29K
+ 5.72%
$185.88 - $207.44 $240K - $268K
23.9K $4.8M
ROP
Roper Technologies Inc

Industrials
7.76K
+ 15.65%
$495.03 - $573.0 $3.84M - $4.45M
57.4K $28.6M
DOCU
Docusign, Inc.

Technology
8.63K
+ 33.62%
$67.14 - $85.01 $579K - $734K
34.3K $2.47M
ALC
Alcon Inc

Healthcare
16.3K
+ 4.4%
$73.24 - $92.22 $1.2M - $1.51M
387K $28.9M
Activity Summary
Buys All Purchases 32 New Holdings 14 Increased Positions 18 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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