Sirios Capital Management L P has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $493 Million distributed in 64 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 $40.1M, Alcon Inc with a value of $31.3M, Amazon Com Inc with a value of $29.3M, Globus Medical Inc with a value of $27.1M, and Roper Technologies Inc with a value of $22.3M.
Examining the 13F form we can see an decrease of $29.5M in the current position value, from $523M to 493M.
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
$493 Million
Healthcare: $135 Million
Technology: $130 Million
Industrials: $110 Million
Consumer Cyclical: $48.5 Million
Financial Services: $37.4 Million
Utilities: $14.2 Million
Communication Services: $9.14 Million
Consumer Defensive: $6.05 Million
Other: $2.84 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
