StockDriftsStockDriftsTop 50 Sirios Capital Management L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GEV | GE VERNOVA INC | 13.01% | 122.9K | $107.3M | -23.50%(-37.77K) | $178.63(+487.37%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.6% | 112.3K | $37.9M | -29.87%(-47.81K) | $140.65(+187.49%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.26% | 168.6K | $35.1M | +25.54%(+34.30K) | $180.62(+46.24%) | 2026-03-31 | |
| ONTO | ONTO INNOVATION INC | 3.83% | 153.9K | $31.6M | +33.44%(+38.58K) | $131.71(+106.33%) | 2026-03-31 | |
| GMED | GLOBUS MED INC | 3.7% | 354.2K | $30.5M | +0.22%(+795) | $58.99(+29.92%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.7% | 106.0K | $30.5M | +91.56%(+50.69K) | $280.09(+41.66%) | 2026-03-31 | |
| DXCM | DEXCOM INC | 3.26% | 428.3K | $26.9M | -0.60%(-2.61K) | $73.46(-16.10%) | 2026-03-31 | |
| CG | CARLYLE GROUP INC | 3.18% | 542.3K | $26.2M | +24.99%(+108.40K) | $38.98(+23.18%) | 2026-03-31 | |
| WFC | WELLS FARGO & CO | 3.14% | 325.2K | $25.9M | +0.26%(+830) | $63.55(+15.53%) | 2026-03-31 | |
| UNF | UNIFIRST CORP MASS | 3.01% | 98.5K | $24.8M | new | $222.24(+17.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +30.32% | +121.31% |
| Top 20 Holdings Unweighted | +23.96% | +90.50% |
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