0001104883-23-000007.txt : 20230814 0001104883-23-000007.hdr.sgml : 20230814 20230814105116 ACCESSION NUMBER: 0001104883-23-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 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: 231167266 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 06-30-2023 06-30-2023 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 08-14-2023 0 55 578961485 false INFORMATION TABLE 2 sirios_20230630.xml ABBOTT LABS COM 002824100 9408535 86301 SH OTR 1 0 86301 0 ACTIVISION BLIZZARD INC COM 00507V109 1117228 13253 SH OTR 1 0 13253 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 17576746 35945 SH OTR 1 0 35945 0 AGILON HEALTH INC COM 00857U107 1113020 64188 SH OTR 1 0 64188 0 ALCON AG (NYS) COM H01301128 39659130 483000 SH OTR 1 0 483000 0 ALPHABET INC CAP STK CL A 02079K305 11039692 92228 SH OTR 1 0 92228 0 AMERICAN EXPRESS CO COM 025816109 16434725 94344 SH OTR 1 0 94344 0 ANALOG DEVICES INC COM 032654105 23933383 122855 SH OTR 1 0 122855 0 BECTON DICKINSON & CO COM 075887109 12601461 47731 SH OTR 1 0 47731 0 BOSTON SCIENTIFIC CORP COM 101137107 23375210 432154 SH OTR 1 0 432154 0 CLEAN HARBORS INC COM 184496107 1305574 7940 SH OTR 1 0 7940 0 CONSTELLATION BRANDS INC CL A 21036P108 12110581 49204 SH OTR 1 0 49204 0 CYBERARK SOFTWARE LTD SHS M2682V108 1875647 11998 SH OTR 1 0 11998 0 DANAHER CORPORATION COM 235851102 3496320 14568 SH OTR 1 0 14568 0 DELTA AIR LINES INC DEL COM NEW 247361702 17124669 360216 SH OTR 1 0 360216 0 EATON CORP PLC SHS G29183103 3901139 19399 SH OTR 1 0 19399 0 GLOBAL PMTS INC COM 37940X102 10730700 108919 SH OTR 1 0 108919 0 HCA HEALTHCARE INC COM 40412C101 8238875 27148 SH OTR 1 0 27148 0 HEICO CORP NEW CL A 422806208 17970930 127816 SH OTR 1 0 127816 0 HESS CORP COM 42809H107 4404100 32395 SH OTR 1 0 32395 0 INARI MED INC COM 45332Y109 2062284 35471 SH OTR 1 0 35471 0 INTUIT COM 461202103 3072164 6705 SH OTR 1 0 6705 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 12287481 73380 SH OTR 1 0 73380 0 KLA CORP COM NEW 482480100 691154 1425 SH OTR 1 0 1425 0 LANTHEUS HLDGS INC COM 516544103 3188960 38000 SH OTR 1 0 38000 0 LILLY ELI & CO COM 532457108 17053989 36364 SH OTR 1 0 36364 0 LPL FINL HLDGS INC COM 50212V100 1891858 8701 SH OTR 1 0 8701 0 MARVELL TECHNOLOGY INC COM 573874104 614658 10282 SH OTR 1 0 10282 0 MEDTRONIC PLC SHS G5960L103 14226917 161486 SH OTR 1 0 161486 0 MICROSOFT CORP COM 594918104 19928741 58521 SH OTR 1 0 58521 0 NABORS INDUSTRIES LTD SHS G6359F137 9008653 96836 SH OTR 1 0 96836 0 NATERA INC COM 632307104 605233 12438 SH OTR 1 0 12438 0 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 34852943 1600962 SH OTR 1 0 1600962 0 OCCIDENTAL PETE CORP COM 674599105 2934355 49904 SH OTR 1 0 49904 0 OPTION CARE HEALTH INC COM NEW 68404L201 1529044 47062 SH OTR 1 0 47062 0 PACCAR INC COM 693718108 11273929 134775 SH OTR 1 0 134775 0 PACWEST BANCORP DEL COM 695263103 714005 87608 SH OTR 1 0 87608 0 PALO ALTO NETWORKS INC COM 697435105 1945198 7613 SH OTR 1 0 7613 0 PFIZER INC COM 717081103 5794120 157964 SH OTR 1 0 157964 0 PORTILLOS INC COM CL A 73642K106 8414617 373485 SH OTR 1 0 373485 0 REGIONS FINANCIAL CORP NEW COM 7591EP100 897344 50356 SH OTR 1 0 50356 0 ROPER TECHNOLOGIES INC COM 776696106 40104490 83412 SH OTR 1 0 83412 0 SCHLUMBERGER LTD COM STK 806857108 9281470 188955 SH OTR 1 0 188955 0 SHERWIN WILLIAMS CO COM 824348106 12954721 48790 SH OTR 1 0 48790 0 S&P GLOBAL INC COM 78409V104 51182829 127673 SH OTR 1 0 127673 0 SPLUNK INC COM 848637104 2495343 23521 SH OTR 1 0 23521 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1862882 18459 SH OTR 1 0 18459 0 TENABLE HLDGS INC COM 88025T102 2757107 63309 SH OTR 1 0 63309 0 TENET HEALTHCARE CORP COM NEW 88033G407 1198809 14731 SH OTR 1 0 14731 0 TEXAS INSTRS INC COM 882508104 19929114 110705 SH OTR 1 0 110705 0 T-MOBILE US INC COM 872590104 1252739 9019 SH OTR 1 0 9019 0 UNION PAC CORP COM 907818108 13903724 67949 SH OTR 1 0 67949 0 WASTE CONNECTIONS INC COM 94106B101 8871093 62066 SH OTR 1 0 62066 0 WELLS FARGO CO NEW COM 949746101 14454521 338672 SH OTR 1 0 338672 0 WORKDAY INC CL A 98138H101 8307331 36776 SH OTR 1 0 36776 0