Sirios Capital Management L P has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $478 Million distributed in 62 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Taiwan Semiconductor Manufacturing CO LTD with a value of $45.5M, Alcon Inc with a value of $35.7M, Globus Medical Inc with a value of $33.3M, Roper Technologies Inc with a value of $23.1M, and Wells Fargo & Company with a value of $22.4M.
Examining the 13F form we can see an increase of $1.36M in the current position value, from $477M to 478M.
Sirios Capital Management L P is based out at Boston, MA
Below you can find more details about Sirios Capital Management L P portfolio as well as his latest detailed transactions.
Portfolio value
$478 Million
Healthcare: $157 Million
Technology: $120 Million
Industrials: $90.4 Million
Financial Services: $46.6 Million
Consumer Cyclical: $25.1 Million
Utilities: $15.7 Million
Communication Services: $10.9 Million
Consumer Defensive: $10.5 Million
Other: $2.02 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
