0001104883-24-000007.txt : 20240515 0001104883-24-000007.hdr.sgml : 20240515 20240515093415 ACCESSION NUMBER: 0001104883-24-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 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: 24947655 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 03-31-2024 03-31-2024 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 05-15-2024 0 61 530662553 false INFORMATION TABLE 2 sirios_20240331.xml ABBOTT LABS COM 002824100 13714557 120663 SH OTR 1 0 120663 0 ADOBE INC COM 00724F101 6843385 13562 SH OTR 1 0 13562 0 ADVANCED MICRO DEVICES INC COM 007903107 12749994 70641 SH OTR 1 0 70641 0 ALCON AG (NYS) COM H01301128 31844182 382329 SH OTR 1 0 382329 0 ALPHABET INC CAP STK CL A 02079K305 1223740 8108 SH OTR 1 0 8108 0 AMAZON COM INC COM 023135106 16863005 93486 SH OTR 1 0 93486 0 AMERICAN EXPRESS CO COM 025816109 1784179 7836 SH OTR 1 0 7836 0 ANALOG DEVICES INC COM 032654105 306179 1548 SH OTR 1 0 1548 0 BECTON DICKINSON & CO COM 075887109 11273080 45557 SH OTR 1 0 45557 0 BOSTON SCIENTIFIC CORP COM 101137107 17820071 260185 SH OTR 1 0 260185 0 CARLYLE GROUP INC COM 14316J108 21428347 456797 SH OTR 1 0 456797 0 CLEAN HARBORS INC COM 184496107 7818075 38836 SH OTR 1 0 38836 0 CLEAR SECURE INC COM CL A 18467V109 9108154 428216 SH OTR 1 0 428216 0 CONMED CORP COM 207410101 4041477 50468 SH OTR 1 0 50468 0 CONSTELLATION BRANDS INC CL A 21036P108 8367762 30791 SH OTR 1 0 30791 0 CYBERARK SOFTWARE LTD SHS M2682V108 1599889 6023 SH OTR 1 0 6023 0 DELTA AIR LINES INC DEL COM NEW 247361702 10218043 213454 SH OTR 1 0 213454 0 DOCUSIGN INC COM 256163106 944880 15867 SH OTR 1 0 15867 0 ELI LILLY & CO COM 532457108 15149993 19474 SH OTR 1 0 19474 0 GENERAL ELECTRIC CO COM NEW 369604301 26452371 150700 SH OTR 1 0 150700 0 GLOBAL PMTS INC COM 37940X102 17177582 128517 SH OTR 1 0 128517 0 GLOBUS MED INC CL A 379577208 20566756 383422 SH OTR 1 0 383422 0 HCA HEALTHCARE INC COM 40412C101 4302537 12900 SH OTR 1 0 12900 0 HEICO CORP NEW CL A 422806208 24526798 159327 SH OTR 1 0 159327 0 INARI MED INC COM 45332Y109 1075136 22408 SH OTR 1 0 22408 0 INGERSOLL RAND INC COM 45687V106 9737028 102549 SH OTR 1 0 102549 0 INTEL CORP COM 458140100 8758425 198289 SH OTR 1 0 198289 0 INTUIT COM 461202103 2436850 3749 SH OTR 1 0 3749 0 KLA CORP COM NEW 482480100 961232 1376 SH OTR 1 0 1376 0 LANTHEUS HLDGS INC COM 516544103 2147840 34509 SH OTR 1 0 34509 0 MARRIOTT INTL INC NEW CL A 571903202 1148011 4550 SH OTR 1 0 4550 0 MEDTRONIC PLC SHS G5960L103 9246615 106100 SH OTR 1 0 106100 0 META PLATFORMS INC CL A 30303M102 19812635 40802 SH OTR 1 0 40802 0 MICROSOFT CORP COM 594918104 18125459 43082 SH OTR 1 0 43082 0 NATERA INC COM 632307104 1395222 15255 SH OTR 1 0 15255 0 NVIDIA CORPORATION COM 67066G104 14671104 16237 SH OTR 1 0 16237 0 OLD DOMINION FREIGHT LINE IN COM 679580100 10287832 46910 SH OTR 1 0 46910 0 PACCAR INC COM 693718108 14402956 116256 SH OTR 1 0 116256 0 PALO ALTO NETWORKS INC COM 697435105 1069749 3765 SH OTR 1 0 3765 0 PROCTER AND GAMBLE CO COM 742718109 920444 5673 SH OTR 1 0 5673 0 PVH CORPORATION COM 693656100 337183 2398 SH OTR 1 0 2398 0 RISKIFIED LTD SHS CL A M8216R109 1587803 293494 SH OTR 1 0 293494 0 ROPER TECHNOLOGIES INC COM 776696106 23269812 41491 SH OTR 1 0 41491 0 ROSS STORES INC COM 778296103 837853 5709 SH OTR 1 0 5709 0 ROYAL CARIBBEAN GROUP COM V7780T103 11054492 79523 SH OTR 1 0 79523 0 SHERWIN WILLIAMS CO COM 824348106 983639 2832 SH OTR 1 0 2832 0 SIMPLY GOOD FOODS CO COM 82900L102 113490 3335 SH OTR 1 0 3335 0 SKECHERS U S A INC CL A 830566105 315183 5145 SH OTR 1 0 5145 0 SMARTSHEET INC COM CL A 83200N103 9690181 251693 SH OTR 1 0 251693 0 S&P GLOBAL INC COM 78409V104 4736109 11132 SH OTR 1 0 11132 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 23189042 170445 SH OTR 1 0 170445 0 TENABLE HLDGS INC COM 88025T102 2311545 46764 SH OTR 1 0 46764 0 TENET HEALTHCARE CORP COM NEW 88033G407 1848044 17582 SH OTR 1 0 17582 0 T-MOBILE US INC COM 872590104 7511384 46020 SH OTR 1 0 46020 0 UBER TECHNOLOGIES INC COM 90353T100 7005320 90990 SH OTR 1 0 90990 0 UNION PAC CORP COM 907818108 14596191 59351 SH OTR 1 0 59351 0 US FOODS HLDG CORP COM 912008109 981714 18190 SH OTR 1 0 18190 0 WALMART INC COM 931142103 733653 12193 SH OTR 1 0 12193 0 WASTE CONNECTIONS INC COM 94106B101 7407955 43067 SH OTR 1 0 43067 0 WELLS FARGO CO NEW COM 949746101 7390364 127508 SH OTR 1 0 127508 0 WORKDAY INC CL A 98138H101 2440022 8946 SH OTR 1 0 8946 0