0001104883-23-000008.txt : 20231114 0001104883-23-000008.hdr.sgml : 20231114 20231114095748 ACCESSION NUMBER: 0001104883-23-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SIRIOS CAPITAL MANAGEMENT L P CENTRAL INDEX KEY: 0001104883 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05369 FILM NUMBER: 231402265 BUSINESS ADDRESS: STREET 1: ONE INTERNATIONAL PLACE CITY: BOSTON STATE: MA ZIP: 02110-2649 BUSINESS PHONE: 617-598-5100 MAIL ADDRESS: STREET 1: ONE INTERNATIONAL PLACE CITY: BOSTON STATE: MA ZIP: 02110-2649 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001104883 XXXXXXXX 09-30-2023 09-30-2023 SIRIOS CAPITAL MANAGEMENT L P

ONE INTERNATIONAL PLACE BOSTON MA 02110-2649

13F HOLDINGS REPORT 028-05369 N John F. Brennan, Jr. 617-598-5100 /s/ John F. Brennan, Jr. Boston MA 11-14-2023 0 54 528067203 false INFORMATION TABLE 2 sirios_20230930.xml ABBOTT LABS COM 002824100 15328353 158269 SH OTR 1 0 158269 0 ADOBE INC COM 00724F101 12025992 23585 SH OTR 1 0 23585 0 AGILON HEALTH INC COM 00857U107 1065156 59975 SH OTR 1 0 59975 0 ALCON AG (NYS) COM H01301128 32631982 423462 SH OTR 1 0 423462 0 ALPHABET INC CAP STK CL A 02079K305 11293741 86304 SH OTR 1 0 86304 0 AMERICAN EXPRESS CO COM 025816109 6846627 45892 SH OTR 1 0 45892 0 ANALOG DEVICES INC COM 032654105 12476213 71256 SH OTR 1 0 71256 0 BECTON DICKINSON & CO COM 075887109 13373757 51730 SH OTR 1 0 51730 0 BOSTON SCIENTIFIC CORP COM 101137107 26010653 492626 SH OTR 1 0 492626 0 CARLYLE GROUP INC COM 14316J108 12526323 415329 SH OTR 1 0 415329 0 CLEAN HARBORS INC COM 184496107 7208363 43071 SH OTR 1 0 43071 0 CONSTELLATION BRANDS INC CL A 21036P108 11577265 46064 SH OTR 1 0 46064 0 CYBERARK SOFTWARE LTD SHS M2682V108 1947062 11889 SH OTR 1 0 11889 0 DANAHER CORPORATION COM 235851102 1748361 7047 SH OTR 1 0 7047 0 DELTA AIR LINES INC DEL COM NEW 247361702 8561430 231390 SH OTR 1 0 231390 0 ELI LILLY & CO COM 532457108 18202799 33889 SH OTR 1 0 33889 0 GENERAL ELECTRIC CO COM NEW 369604301 10734073 97097 SH OTR 1 0 97097 0 GLOBAL PMTS INC COM 37940X102 13680523 118559 SH OTR 1 0 118559 0 GLOBUS MED INC CL A 379577208 10821267 217951 SH OTR 1 0 217951 0 HCA HEALTHCARE INC COM 40412C101 6249368 25406 SH OTR 1 0 25406 0 HEICO CORP NEW CL A 422806208 15470735 119724 SH OTR 1 0 119724 0 HESS CORP COM 42809H107 4643550 30350 SH OTR 1 0 30350 0 INARI MED INC COM 45332Y109 2482192 37954 SH OTR 1 0 37954 0 INSPIRE MED SYS INC COM 457730109 289722 1460 SH OTR 1 0 1460 0 INTUIT COM 461202103 2306894 4515 SH OTR 1 0 4515 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 9672655 73106 SH OTR 1 0 73106 0 KLA CORP COM NEW 482480100 610935 1332 SH OTR 1 0 1332 0 LANTHEUS HLDGS INC COM 516544103 3421612 49246 SH OTR 1 0 49246 0 MARVELL TECHNOLOGY INC COM 573874104 519973 9606 SH OTR 1 0 9606 0 MEDTRONIC PLC SHS G5960L103 11845916 151173 SH OTR 1 0 151173 0 MICROSOFT CORP COM 594918104 19339688 61250 SH OTR 1 0 61250 0 NABORS INDUSTRIES LTD SHS G6359F137 11140722 90472 SH OTR 1 0 90472 0 NATERA INC COM 632307104 512813 11589 SH OTR 1 0 11589 0 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 20375658 1236387 SH OTR 1 0 1236387 0 OLD DOMINION FREIGHT LINE IN COM 679580100 7512629 18362 SH OTR 1 0 18362 0 OPTION CARE HEALTH INC COM NEW 68404L201 501619 15506 SH OTR 1 0 15506 0 PACCAR INC COM 693718108 10720937 126099 SH OTR 1 0 126099 0 PALO ALTO NETWORKS INC COM 697435105 2106443 8985 SH OTR 1 0 8985 0 PORTILLOS INC COM CL A 73642K106 6901923 448468 SH OTR 1 0 448468 0 REGIONS FINANCIAL CORP NEW COM 7591EP100 809174 47045 SH OTR 1 0 47045 0 RISKIFIED LTD SHS CL A M8216R109 855617 190986 SH OTR 1 0 190986 0 ROPER TECHNOLOGIES INC COM 776696106 37354454 77134 SH OTR 1 0 77134 0 SCHLUMBERGER LTD COM STK 806857108 7150961 122658 SH OTR 1 0 122658 0 S&P GLOBAL INC COM 78409V104 37664270 103074 SH OTR 1 0 103074 0 SPLUNK INC COM 848637104 7866056 53785 SH OTR 1 0 53785 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1690466 19453 SH OTR 1 0 19453 0 TENABLE HLDGS INC COM 88025T102 2649069 59131 SH OTR 1 0 59131 0 TENET HEALTHCARE CORP COM NEW 88033G407 906778 13762 SH OTR 1 0 13762 0 TEXAS INSTRS INC COM 882508104 16638647 104639 SH OTR 1 0 104639 0 T-MOBILE US INC COM 872590104 7898120 56395 SH OTR 1 0 56395 0 UNION PAC CORP COM 907818108 12953108 63611 SH OTR 1 0 63611 0 WASTE CONNECTIONS INC COM 94106B101 7807799 58137 SH OTR 1 0 58137 0 WELLS FARGO CO NEW COM 949746101 12951190 316965 SH OTR 1 0 316965 0 WORKDAY INC CL A 98138H101 8185570 38099 SH OTR 1 0 38099 0