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John F. Brennan, Jr.

Sirios Capital Management L P

Assets Managed
$824.769M
Holdings
81
Last Quarter
2026 - Q1
Filed Date
30d ago
Growth Rate
2.67%(2Q avg: 3.62%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Sirios Capital Management L P's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 81 positions.

Assets under management

The assets under management (AUM) of Sirios Capital Management L P over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 824.769M in assets, with a quarterly growth rate of 2.67% and a 2-quarter average growth rate of 3.62%. The portfolio is managed by John F. Brennan, Jr., and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GEV
Ge Vernova Inc
Recent Activity
Decreased -23.5%
13.02%
$107.305M
122,929 shares@ $872.9 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -29.86%
4.61%
$37.94M
112,264 shares@ $337.96 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 25.54%
4.26%
$35.116M
168,608 shares@ $208.27 avg price
ONTO
Onto Innovation Inc
Recent Activity
Increased 33.45%
3.83%
$31.567M
153,935 shares@ $205.07 avg price
GMED
Globus Medical Inc - A
Recent Activity
Increased 0.23%
3.7%
$30.515M
354,168 shares@ $86.17 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 91.57%
3.7%
$30.496M
106,050 shares@ $287.56 avg price
DXCM
Dexcom Inc
Recent Activity
Decreased -0.6%
3.27%
$26.9M
428,342 shares@ $62.81 avg price
CG
Carlyle Group Inc The
Recent Activity
Increased 24.99%
3.19%
$26.24M
542,251 shares@ $48.4 avg price
WFC
Wells Fargo & Co
Recent Activity
Increased 0.26%
3.14%
$25.893M
325,242 shares@ $79.62 avg price
UNF
Unifirst Corp Ma
Recent Activity
New Position
3.01%
$24.793M
98,544 shares@ $251.6 avg price

1-10 of 81