SIRIOS CAPITAL MANAGEMENT L P BSX D BOSTON SCIENTIFIC CORP COMMON STOCK

Ownership history in SIRIOS CAPITAL MANAGEMENT L P  ·  56 quarters on record

AI Ownership Summary

SIRIOS CAPITAL MANAGEMENT L P reported D BOSTON SCIENTIFIC CORP COMMON STOCK (BSX) in 56 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 5.03% in 2023 Q4. The latest visible filing shows BSX at 1.96% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BSX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIRIOS CAPITAL MANAGEMENT L P's position in D BOSTON SCIENTIFIC CORP COMMON STOCK, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BSX was reported at 1.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.03% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SIRIOS CAPITAL MANAGEMENT L P held BSX — position size vs. price
% of Fund (quarterly)    BSX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 257,907 +171,706 +199.2% 1.96% $16.2M 2026-05-15 $52.68
2025 Q4 REDUCED 86,201 -1,220 -1.4% 1.02% $8.2M 2026-02-13 $74.73
2025 Q3 REDUCED 87,421 -2,493 -2.8% 1.11% $8.5M 2025-11-14 $102.69
2025 Q2 REDUCED 20.9% -9.7% 89,914 -23,746 -20.9% 1.40% $9.7M 2025-08-14 $104.15
2025 Q1 REDUCED 38.2% +6.5% 113,660 -70,156 -38.2% 2.05% $11.5M 2025-05-15 $104.86
2024 Q4 REDUCED 183,816 -5,543 -2.9% 2.95% $16.4M 2025-02-14 $106.11
2024 Q3 REDUCED 25.8% +7.0% 189,359 -65,939 -25.8% 2.81% $15.9M 2024-11-12 $88.72
2024 Q2 REDUCED 255,298 -4,887 -1.9% 3.42% $19.7M 2024-08-14 $76.42
2024 Q1 REDUCED 39.0% +11.6% 260,185 -166,081 -39.0% 3.36% $17.8M 2024-05-15 $74.45
2023 Q4 REDUCED 13.5% +17.8% 426,266 -66,360 -13.5% 5.03% $24.6M 2024-02-14 $65.95
46 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SIRIOS CAPITAL MANAGEMENT L P and BSX

These are the practical questions this page is built to answer before you even open the full history table.

How long has SIRIOS CAPITAL MANAGEMENT L P reported owning BSX?

SIRIOS CAPITAL MANAGEMENT L P reported BSX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BSX position in SIRIOS CAPITAL MANAGEMENT L P's portfolio?

The largest reported portfolio weight for BSX was 5.03% in 2023 Q4.

What is the latest reported BSX position on this page?

The most recent filing on this page is 2026 Q1, when SIRIOS CAPITAL MANAGEMENT L P reported 257,907 shares, equal to 1.96% of portfolio, with an estimated market value of $16.2M.

What does the chart on this BSX ownership page compare?

The chart compares SIRIOS CAPITAL MANAGEMENT L P's quarterly BSX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SIRIOS CAPITAL MANAGEMENT L P time their BSX position?

Based on 13F filing dates vs. subsequent BSX price moves, SIRIOS CAPITAL MANAGEMENT L P correctly timed 27 out of 55 reported position changes (49%). The annualised alpha on BSX relative to SPY over the holding period was -9.2%.

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