SIRIOS CAPITAL MANAGEMENT L P
Top Portfolio Positions
80 positions ·
$807,244,680 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GEV |
GE Vernova Inc.
Industrials
|
122,929 | $107,304,724 | 13.29% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
112,264 | $37,939,618 | 4.70% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
168,608 | $35,115,988 | 4.35% | |
| ONTO |
Onto Innovation Inc.
Technology
|
153,935 | $31,567,450 | 3.91% | |
| GMED |
Globus Medical Inc
Healthcare
|
354,168 | $30,515,114 | 3.78% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
106,050 | $30,495,738 | 3.78% | |
| DXCM |
Dexcom Inc
Healthcare
|
428,342 | $26,899,877 | 3.33% | |
| CG |
Carlyle Group Inc.
Financial Services
|
542,251 | $26,239,525 | 3.25% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
325,242 | $25,892,515 | 3.21% | |
| UNF |
Unifirst Corp
Industrials
|
98,544 | $24,792,684 | 3.07% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ONTO
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,567,450 | 153,935 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $18,209,940 | 115,355 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $21,092,192 | 163,227 | Shares | Other | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||