Sirios Capital Management L P has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $634 Million distributed in 68 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 $73.1M, Wells Fargo & Company with a value of $32.2M, Globus Medical Inc with a value of $29.5M, Amazon Com Inc with a value of $29.2M, and Alcon Inc with a value of $28.9M.
Examining the 13F form we can see an increase of $79.2M in the current position value, from $555M to 634M.
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
$634 Million
Technology: $207 Million
Healthcare: $154 Million
Industrials: $123 Million
Financial Services: $68.4 Million
Consumer Cyclical: $37.2 Million
Communication Services: $20.8 Million
Utilities: $11.6 Million
Consumer Defensive: $11.1 Million
Other: $1.51 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
