0001104883-24-000004.txt : 20240214 0001104883-24-000004.hdr.sgml : 20240214 20240214120902 ACCESSION NUMBER: 0001104883-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SIRIOS CAPITAL MANAGEMENT L P CENTRAL INDEX KEY: 0001104883 ORGANIZATION NAME: 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: 24634823 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 12-31-2023 12-31-2023 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 02-14-2024 0 52 490197353 false INFORMATION TABLE 2 sirios_20231231.xml ABBOTT LABS COM 002824100 14924832 135594 SH OTR 1 0 135594 0 ADOBE INC COM 00724F101 11824015 19819 SH OTR 1 0 19819 0 AGILON HEALTH INC COM 00857U107 363260 28945 SH OTR 1 0 28945 0 ALCON AG (NYS) COM H01301128 41816464 535285 SH OTR 1 0 535285 0 ALPHABET INC CAP STK CL A 02079K305 5169927 37010 SH OTR 1 0 37010 0 AMAZON COM INC COM 023135106 12840449 84510 SH OTR 1 0 84510 0 AMERICAN EXPRESS CO COM 025816109 1451323 7747 SH OTR 1 0 7747 0 ANALOG DEVICES INC COM 032654105 3185300 16042 SH OTR 1 0 16042 0 BECTON DICKINSON & CO COM 075887109 13024667 53417 SH OTR 1 0 53417 0 BOSTON SCIENTIFIC CORP COM 101137107 24642437 426266 SH OTR 1 0 426266 0 CARLYLE GROUP INC COM 14316J108 18177688 446736 SH OTR 1 0 446736 0 CLEAN HARBORS INC COM 184496107 10236059 58656 SH OTR 1 0 58656 0 CONSTELLATION BRANDS INC CL A 21036P108 6359959 26308 SH OTR 1 0 26308 0 CYBERARK SOFTWARE LTD SHS M2682V108 2345587 10708 SH OTR 1 0 10708 0 DELTA AIR LINES INC DEL COM NEW 247361702 7954396 197723 SH OTR 1 0 197723 0 ELI LILLY & CO COM 532457108 16947233 29073 SH OTR 1 0 29073 0 GENERAL ELECTRIC CO COM NEW 369604301 18110314 141897 SH OTR 1 0 141897 0 GLOBAL PMTS INC COM 37940X102 16169894 127322 SH OTR 1 0 127322 0 GLOBUS MED INC CL A 379577208 19651807 368771 SH OTR 1 0 368771 0 HCA HEALTHCARE INC COM 40412C101 3413275 12610 SH OTR 1 0 12610 0 HEICO CORP NEW CL A 422806208 21276405 149371 SH OTR 1 0 149371 0 INARI MED INC COM 45332Y109 2224743 34269 SH OTR 1 0 34269 0 INGERSOLL RAND INC COM 45687V106 6760753 87416 SH OTR 1 0 87416 0 INSPIRE MED SYS INC COM 457730109 2669408 13122 SH OTR 1 0 13122 0 INTUIT COM 461202103 2575124 4120 SH OTR 1 0 4120 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 1615241 10153 SH OTR 1 0 10153 0 KLA CORP COM NEW 482480100 1278279 2199 SH OTR 1 0 2199 0 LANTHEUS HLDGS INC COM 516544103 2852744 46012 SH OTR 1 0 46012 0 MEDTRONIC PLC SHS G5960L103 10640366 129162 SH OTR 1 0 129162 0 META PLATFORMS INC CL A 30303M102 1459377 4123 SH OTR 1 0 4123 0 MICROSOFT CORP COM 594918104 19141564 50903 SH OTR 1 0 50903 0 NATERA INC COM 632307104 945175 15089 SH OTR 1 0 15089 0 NVIDIA CORPORATION COM 67066G104 16004520 32318 SH OTR 1 0 32318 0 OLD DOMINION FREIGHT LINE IN COM 679580100 8811469 21739 SH OTR 1 0 21739 0 OPTION CARE HEALTH INC COM NEW 68404L201 475231 14106 SH OTR 1 0 14106 0 PACCAR INC COM 693718108 10510851 107638 SH OTR 1 0 107638 0 PALO ALTO NETWORKS INC COM 697435105 2154393 7306 SH OTR 1 0 7306 0 PORTILLOS INC COM CL A 73642K106 7474818 469229 SH OTR 1 0 469229 0 RISKIFIED LTD SHS CL A M8216R109 1358351 290246 SH OTR 1 0 290246 0 ROPER TECHNOLOGIES INC COM 776696106 21187487 38864 SH OTR 1 0 38864 0 ROYAL CARIBBEAN GROUP COM V7780T103 9489416 73283 SH OTR 1 0 73283 0 SMARTSHEET INC COM CL A 83200N103 9947469 208019 SH OTR 1 0 208019 0 S&P GLOBAL INC COM 78409V104 26963348 61208 SH OTR 1 0 61208 0 SPLUNK INC COM 848637104 5049641 33145 SH OTR 1 0 33145 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 6923280 66570 SH OTR 1 0 66570 0 TENABLE HLDGS INC COM 88025T102 2562226 55628 SH OTR 1 0 55628 0 TENET HEALTHCARE CORP COM NEW 88033G407 1314011 17388 SH OTR 1 0 17388 0 T-MOBILE US INC COM 872590104 7476669 46633 SH OTR 1 0 46633 0 UNION PAC CORP COM 907818108 13345026 54332 SH OTR 1 0 54332 0 WASTE CONNECTIONS INC COM 94106B101 5147427 34484 SH OTR 1 0 34484 0 WELLS FARGO CO NEW COM 949746101 9492028 192849 SH OTR 1 0 192849 0 WORKDAY INC CL A 98138H101 2461627 8917 SH OTR 1 0 8917 0