Read this manager's filing book
Disclosed positions
SIRIOS CAPITAL MANAGEMENT L P: source evidence dated 2026-08-15T03:59:59.999Z.
- Issuer
- GE VERNOVA INC
- Ticker
- GEV
- Class
- COM
- Reported value
- $97,841,166
- Reported amount
- 83,279
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001104883-26-000008Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filings
Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| GE VERNOVA INC | GEV | COM | $97,841,166 | 83,279 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $50,261,377 | 105,244 | SH | None |
| AMAZON COM INC | AMZN | COM | $41,318,622 | 173,360 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $37,157,546 | 103,975 | SH | None |
| DEXCOM INC | DXCM | COM | $28,315,152 | 420,418 | SH | None |
| GLOBUS MED INC | GMED | CL A | $28,050,051 | 355,019 | SH | None |
| WELLS FARGO & CO | WFC | COM | $26,548,348 | 321,253 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $26,059,623 | 44,860 | SH | None |
| HEICO CORP NEW | HEI.A | CL A | $20,762,529 | 80,503 | SH | None |
| ONTO INNOVATION INC | ONTO | COM | $19,900,793 | 52,585 | SH | None |
| UNION PAC CORP | UNP | COM | $17,553,520 | 64,535 | SH | None |
| CLEAN HARBORS INC | CLH | COM | $17,490,618 | 58,546 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $17,264,165 | 86,282 | SH | None |
| CARRIER GLOBAL CORPORATION | CARR | COM | $15,924,945 | 217,109 | SH | None |
| STANDARDAERO INC | SARO | COM | $15,325,585 | 512,390 | SH | None |
| VISTRA CORP | VST | COM | $15,168,676 | 95,623 | SH | None |
| ALCON AG (NYS) | ALC | COM | $14,803,267 | 220,615 | SH | None |
| GLOBAL PMTS INC | GPN | COM | $14,419,631 | 198,727 | SH | None |
| PARKER-HANNIFIN CORP | PH | COM | $14,370,539 | 14,692 | SH | None |
| OLD DOMINION FREIGHT LINE IN | ODFL | COM | $13,845,505 | 63,922 | SH | None |
| WASTE CONNECTIONS INC | WCN | COM | $13,491,555 | 80,938 | SH | None |
| PNC FINL SVCS GROUP INC | PNC | COM | $12,923,842 | 52,489 | SH | None |
| NEW YORK TIMES CO MTN BE | NYT | CL A | $12,610,956 | 180,208 | SH | None |
| BOSTON SCIENTIFIC CORP | BSX | COM | $11,630,001 | 272,493 | SH | None |
| MARTIN MARIETTA MATLS INC | MLM | COM | $10,989,595 | 19,056 | SH | None |
| NIKE INC | NKE | CL B | $9,362,602 | 228,078 | SH | None |
| ELI LILLY & CO | LLY | COM | $9,167,243 | 7,643 | SH | None |
| RAYONIER INC | RYN | COM | $9,078,686 | 426,630 | SH | None |
| UNIFIRST CORP MASS | UNF | COM | $8,674,817 | 32,802 | SH | None |
| NETFLIX INC. | NFLX | COM | $8,647,682 | 121,116 | SH | None |
| EATON CORP PLC | ETN | SHS | $8,637,452 | 20,270 | SH | None |
| ANALOG DEVICES INC | ADI | COM | $8,460,118 | 21,301 | SH | None |
| TEXAS INSTRS INC | TXN | COM | $8,045,505 | 26,992 | SH | None |
| EPAM SYS INC | EPAM | COM | $7,318,451 | 92,230 | SH | None |
| CONCENTRA GROUP HOLDINGS PAR | CON | COMMON STOCK | $7,245,047 | 243,531 | SH | None |
| ACCENTURE PLC IRELAND | ACN | SHS CLASS A | $6,951,094 | 55,859 | SH | None |
| MICROSOFT CORP | MSFT | COM | $6,671,463 | 17,885 | SH | None |
| DOORDASH INC | DASH | CL A | $6,411,864 | 34,747 | SH | None |
| TAPESTRY INC | TPR | COM | $6,329,910 | 43,243 | SH | None |
| MEDTRONIC PLC | MDT | SHS | $5,720,099 | 73,119 | SH | None |
| NATERA INC | NTRA | COM | $5,682,263 | 20,933 | SH | None |
| BROADCOM INC | AVGO | COM | $5,597,500 | 14,818 | SH | None |
| RANGE RES CORP | RRC | COM | $5,339,591 | 143,576 | SH | None |
| HCA HEALTHCARE INC | HCA | COM | $4,630,724 | 11,877 | SH | None |
| MKS INC. | MKSI | COM | $4,198,467 | 9,439 | SH | None |
| IRHYTHM HOLDINGS INC | IRTC | COM | $4,098,422 | 34,455 | SH | None |
| TENET HEALTHCARE CORP | THC | COM NEW | $4,066,932 | 21,739 | SH | None |
| BANK OF AMER CORP | BAC | COM | $3,853,386 | 67,627 | SH | None |
| NEWMARK GROUP INC | NMRK | CL A | $3,833,392 | 253,699 | SH | None |
| RINGCENTRAL INC | RNG | CL A | $3,635,353 | 93,262 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.