Investments: SIRIOS CAPITAL MANAGEMENT L P

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
803.321.558 $+37.999.424 $768.217.439 $+79.914.783 $689.849.547 $+130.165.630 $560.171.935 $+560.171.935 $
BANK OF AMERICA CORP /DE/BAC472.181.009 $-8.382.673 $480.563.682 $+65.815.809 $414.747.873 $+110.341.864 $304.406.009 $+304.406.009 $
ALCON INCALC15.874.935 $-12.976.082 $28.851.017 $-3.890.446 $32.741.463 $-2.980.791 $35.722.254 $+35.722.254 $
AMAZON COM INCAMZN31.000.973 $+1.775.108 $29.225.865 $+4.445.326 $24.780.539 $+2.986.256 $21.794.283 $+21.794.283 $
MICROSOFT CORPMSFT29.957.841 $+15.322.646 $14.635.195 $+4.765.088 $9.870.107 $+2.391.587 $7.478.520 $+7.478.520 $
DEXCOM INCDXCM28.602.019 $+5.711.980 $22.890.039 $+5.913.181 $16.976.858 $+5.641.742 $11.335.116 $+11.335.116 $
ROPER TECHNOLOGIES INCROP27.930.127 $-671.241 $28.601.368 $+490.072 $28.111.296 $+4.986.789 $23.124.507 $+23.124.507 $
HEICO CORPHEI22.910.547 $-475.897 $23.386.444 $-1.121.321 $24.507.765 $+4.245.995 $20.261.770 $+20.261.770 $
CLEAN HARBORS INCCLH18.284.750 $+420.065 $17.864.685 $+1.869.803 $15.994.882 $+4.088.268 $11.906.614 $+11.906.614 $
NVIDIA CORPNVDA7.146.494 $-5.063.674 $12.210.168 $-6.072.593 $18.282.761 $+3.623.607 $14.659.154 $+14.659.154 $
ALPHA PRO TECH LTDAPT17.327.993 $+15.431.570 $1.896.423 $-495.547 $2.391.970 $-610.984 $3.002.954 $+3.002.954 $
GLOBAL PAYMENTS INCGPN15.471.176 $+1.208.832 $14.262.344 $-215.691 $14.478.035 $-2.520.877 $16.998.912 $+16.998.912 $
ADVANCED MICRO DEVICES INCAMD15.114.984 $+15.114.984 $
GENERAL ELECTRIC COGE12.250.353 $+102.339 $12.148.014 $-2.916.765 $15.064.779 $+3.247.523 $11.817.256 $+11.817.256 $
TENET HEALTHCARE CORPTHC9.747.415 $-4.783.346 $14.530.761 $+8.261.817 $6.268.944 $-7.002.440 $13.271.384 $+13.271.384 $
CELESTICA INCCLS936.788 $-2.146.165 $3.082.953 $-10.293.332 $13.376.285 $+13.376.285 $
ANALOG DEVICES INCADI12.414.180 $+2.194.288 $10.219.892 $+10.219.892 $
ELI LILLY & CoLLY11.020.843 $+395.305 $10.625.538 $+1.039.658 $9.585.880 $-2.534.349 $12.120.229 $+12.120.229 $
BECTON DICKINSON & COBDX1.105.673 $-11.006.791 $12.112.464 $+12.112.464 $
EXACT SCIENCES CORPEXAS11.618.667 $+11.618.667 $
BOSTON SCIENTIFIC CORPBSX8.219.265 $-315.647 $8.534.912 $-1.122.751 $9.657.663 $-1.808.358 $11.466.021 $+11.466.021 $
Eaton Corp plcETN8.925.606 $-1.712.825 $10.638.431 $+215.394 $10.423.037 $+2.379.044 $8.043.993 $+8.043.993 $
Medtronic plcMDT5.807.019 $-487.678 $6.294.697 $+57.858 $6.236.839 $-289.423 $6.526.262 $+6.526.262 $
Parker-Hannifin CorpPH4.180.334 $+4.180.334 $
JFrog LtdFROG2.603.895 $-408.896 $3.012.791 $-148.500 $3.161.291 $+1.058.187 $2.103.104 $+2.103.104 $
EXTREME NETWORKS INCEXTR697.908 $-2.294.698 $2.992.606 $+169.364 $2.823.242 $+2.823.242 $
Monster Beverage CorpMNST2.336.595 $-257.532 $2.594.127 $+2.594.127 $
Walmart Inc.WMT1.805.399 $-770.792 $2.576.191 $+1.950.692 $625.499 $+64.082 $561.417 $+561.417 $
APPFOLIO INCAPPF1.270.674 $-375.254 $1.645.928 $-802.160 $2.448.088 $+90.400 $2.357.688 $+2.357.688 $
KROGER COKR888.464 $-1.388.390 $2.276.854 $+108.202 $2.168.652 $+2.168.652 $
Hyatt Hotels CorpH2.193.017 $+677.488 $1.515.529 $+1.515.529 $
AMERICAN EXPRESS COAXP1.750.151 $+38.185 $1.711.966 $+254.522 $1.457.444 $+1.457.444 $
PROCTER & GAMBLE CoPG781.613 $-391.966 $1.173.579 $-415.797 $1.589.376 $-126.583 $1.715.959 $+1.715.959 $
SHERWIN WILLIAMS COSHW1.625.010 $+1.183.792 $441.218 $-7.491 $448.709 $+448.709 $
HERSHEY COHSY1.406.159 $+1.406.159 $
WYNN RESORTS LTDWYNN1.173.338 $-67.289 $1.240.627 $+1.240.627 $
NICOLET BANKSHARES INCNIC821.286 $+161.570 $659.716 $+659.716 $
PACCAR INCPCAR488.018 $+488.018 $
Accenture plcACN381.254 $+381.254 $
803.321.558 $+37.999.424 $768.217.439 $+79.914.783 $689.849.547 $+130.165.630 $560.171.935 $+560.171.935 $
Erweiterte Einstellungen ×