Sirios Capital Management L P Incresed Positions in Q2 2025

Sirios Capital Management L P

  • $555 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
27.2K
+ 9.9%
$141.37 - $228.57 $3.84M - $6.21M
302K $68.3M
META
Meta Platforms, Inc.

Communication Services
10.4K
+ 75.8%
$484.66 - $738.09 $5.06M - $7.71M
24.2K $17.9M
WFC
Wells Fargo & Company

Financial Services
89.3K
+ 28.65%
$60.98 - $80.12 $5.44M - $7.15M
401K $32.1M
DXCM
Dexcom Inc

Healthcare
28.5K
+ 17.17%
$59.83 - $87.57 $1.71M - $2.5M
194K $17M
TXN
Texas Instruments Inc

Technology
28.2K
+ 52.98%
N/A
81.4K $15.8M
ROP
Roper Technologies Inc

Industrials
10.4K
+ 26.44%
$519.19 - $590.78 $5.38M - $6.13M
49.6K $28.1M
CLH
Clean Harbors Inc

Industrials
8.78K
+ 14.53%
$182.1 - $233.5 $1.6M - $2.05M
69.2K $16M
ABT
Abbott Laboratories

Healthcare
28.4K
+ 94.62%
$123.95 - $138.08 $3.52M - $3.92M
58.4K $7.95M
VIAV
Viavi Solutions Inc.

Technology
207K
+ 164.54%
$8.99 - $11.41 $1.86M - $2.36M
333K $3.36M
ODFL
Old Dominion Freight Line, Inc.

Industrials
12K
+ 19.88%
$146.74 - $176.07 $1.76M - $2.11M
72.3K $11.7M
FROG
J Frog LTD

Technology
6.32K
+ 9.62%
$27.99 - $44.55 $177K - $282K
72K $3.16M
ANNX
Annexon, Inc.

Healthcare
221K
+ 28.74%
$1.38 - $2.73 $305K - $603K
990K $2.37M
DOCU
Docusign, Inc.

Technology
9.42K
+ 57.95%
$70.35 - $93.84 $662K - $884K
25.7K $2M
UBER
Uber Technologies, Inc

Technology
5.69K
+ 114.25%
$64.62 - $93.3 $368K - $531K
10.7K $996K
AAPL
Apple Inc.

Technology
1.32K
+ 12.42%
$172.42 - $223.89 $227K - $295K
11.9K $2.45M
WMT
Walmart Inc.

Consumer Defensive
2
+ 0.03%
$81.79 - $99.98 $164 - $200
6.4K $625K
Kenvue Inc
4
+ 0.02%
N/A
18.2K $0
BURL
Burlington Stores, Inc.

Consumer Cyclical
1
+ 0.08%
$215.78 - $270.12 $216 - $270
1.23K $287K
PD
Pager Duty, Inc.

Technology
10.9K
+ 6.99%
$13.92 - $18.38 $152K - $201K
167K $2.56M
GPN
Global Payments Inc

Industrials
7.29K
+ 4.2%
$67.47 - $99.6 $492K - $726K
181K $14.5M
GMED
Globus Medical Inc

Healthcare
61K
+ 13.43%
$55.82 - $75.5 $3.41M - $4.61M
516K $30.4M
Activity Summary
Buys All Purchases 26 New Holdings 4 Increased Positions 22 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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