Sirios Capital Management L P has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $555 Million distributed in 59 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 $68.3M, Alcon Inc with a value of $32.7M, Wells Fargo & Company with a value of $32.1M, Globus Medical Inc with a value of $30.4M, and Roper Technologies Inc with a value of $28.1M.
Examining the 13F form we can see an increase of $77.1M in the current position value, from $478M to 555M.
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
$555 Million
Technology: $154 Million
Healthcare: $133 Million
Industrials: $120 Million
Financial Services: $65.3 Million
Consumer Cyclical: $28.8 Million
Utilities: $23.2 Million
Communication Services: $20.3 Million
Consumer Defensive: $9.98 Million
Other: $441,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
