Senator Investment Group LP

CIK

1443689

Location

New York, NY

Portfolio Value

Mid $2,094,994,342

Diversification

Diversified

Filing Date

Global Rank

#1,156 / 8,605 ▼ 78 · as of Mar 2026

Top Industry

Semiconductors 14.0%

3Y Alpha vs SPY

+2.9%

Period ended 3 months ago

Filed May 13, 2026 · 57d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+90.8%

SPY

+76.5%

Annualised alpha

+3.2%

Max drawdown

−24.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

57 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.9%

−7.9 pts

Top 5

28.2%

−5.5 pts

Top 10

47.8%

−4.5 pts

HHI

337

Diversified−122

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	23.6%	$495,071,990	10
Technology	20.9%	$437,120,101	6
Consumer Cyclical	14.4%	$301,085,826	8
Financial Services	11.4%	$239,784,796	10
Healthcare	9.2%	$191,783,180	7
Communication Services	8.5%	$178,653,607	4
Basic Materials	6.5%	$136,351,764	4
Energy	3.1%	$65,570,499	3
Utilities	1.4%	$29,579,381	1
Unclassified	0.9%	$18,706,410	3
Consumer Defensive	0.1%	$1,286,788	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
BA	Boeing Co	+413,500	441,000	$87,772,230
AS	Amer Sports, Inc.	+376,000	1,301,000	$42,828,920
NVDA	Nvidia Corp	+320,000	824,679	$143,824,017
DHR	Danaher Corp /De/	+263,900	433,316	$82,156,713
NU	Nu Holdings Ltd.	+250,000	2,450,000	$35,206,500
AMZN	Amazon Com Inc	+180,000	610,000	$127,044,700
SN	SharkNinja, Inc.	+154,011	554,011	$58,669,764
WRBY	Warby Parker Inc.	+122,852	500,000	$10,535,000
ETHA	iShares Ethereum Trust ETF	+109,000	243,000	$3,846,690
ULS	UL Solutions Inc.	+100,000	400,000	$34,284,000
VST	Vistra Corp.	+86,763	196,763	$29,579,381
MSFT	Microsoft Corp	+80,000	267,500	$99,020,475
META	Meta Platforms, Inc.	+60,000	133,574	$76,421,692
WULF	Terawulf Inc.	+54,071	139,071	$2,006,794
VIK	Viking Holdings Ltd	+48,000	523,000	$38,430,040
PRM	Perimeter Solutions, Inc.	+22,000	2,370,000	$57,875,400
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
UAL	United Airlines Holdings, Inc.	−1,699,000	1,429,629	$131,625,942
BKD	Brookdale Senior Living Inc.	−950,000	2,459,263	$33,642,717
TECK	Teck Resources Ltd	−890,769	768,673	$39,778,827
JHX	James Hardie Industries plc	−719,200	1,106,597	$20,958,947
ATRO	Astronics Corp	−437,474	21,531	$1,146,659
HOOD	Robinhood Markets, Inc.	−263,882	140,937	$9,766,934
MT	ArcelorMittal	−238,742	341,258	$17,738,590
WWD	Woodward, Inc.	−225,000	226,538	$81,082,480
APO	Apollo Global Management, Inc.	−197,070	340,000	$37,882,800
ATI	Ati Inc	−180,000	145,000	$21,091,700
CVNA	Carvana Co.	−75,358	184,574	$11,605,274
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−62,000	262,500	$88,711,875
HWM	Howmet Aerospace Inc.	−56,169	41,585	$9,583,679
UNH	Unitedhealth Group Inc	−40,000	35,000	$9,470,650
VRT	Vertiv Holdings Co	−14,055	260,000	$65,150,800
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
V	Visa Inc.	255,000	$77,071,200
AVGO	Broadcom Inc.	187,643	$58,077,384
C	Citigroup Inc	330,000	$37,425,300
PFE	Pfizer Inc	1,250,000	$35,100,000
HAL	Halliburton Co	846,693	$33,012,560
AEIS	Advanced Energy Industries Inc	100,000	$32,271,000
LHX	L3harris Technologies, Inc. /De/	90,000	$31,063,500
COP	Conocophillips	218,962	$28,902,984
AMAT	Applied Materials Inc /De	65,000	$22,216,350
RIOT	Riot Platforms, Inc.	1,500,000	$18,540,000
RKT	Rocket Companies, Inc.	1,250,000	$17,812,500
HAS	Hasbro, Inc.	175,000	$16,380,000
CVS	CVS HEALTH Corp	175,000	$12,568,500
ECHO	EchoStar CORP	102,500	$11,999,675
ALKS	Alkermes plc.	235,000	$8,309,600
KNTK	Kinetik Holdings Inc.	75,500	$3,654,955
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
COF	Capital One Financial Corp	471,805	$114,346,659
SSNC	SS&C Technologies Holdings Inc	1,035,193	$90,496,572
UNP	Union Pacific Corp	274,833	$63,574,369
GE	General Electric Co	150,000	$46,204,500
PFSI	PennyMac Financial Services, Inc.	287,093	$37,850,341
BILL	BILL Holdings, Inc.	693,379	$37,816,890
LPLA	LPL Financial Holdings Inc.	100,000	$35,717,000
LTH	Life Time Group Holdings, Inc.	1,325,000	$35,218,500
CMCSA	Comcast Corp	1,170,000	$32,775,327
MEOH	Methanex Corp	375,000	$14,895,000
IMSR	Terrestrial Energy Inc. /DE/	900,000	$5,499,000
FBTC	Fidelity Wise Origin Bitcoin Fund	33,000	$2,515,590
PLTR	Palantir Technologies Inc.	12,000	$2,133,000
COIN	Coinbase Global, Inc.	7,350	$1,662,129
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

57 positions · $2,094,994,342 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 57 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	824,679	+320,000	$143,824,017	+52.8%	6.87%
UAL	United Airlines Holdings, Inc. Industrials	Reduced	1,429,629	-1,699,000	$131,625,942	−62.4%	6.28%
AMZN	Amazon Com Inc Consumer Cyclical	Added	610,000	+180,000	$127,044,700	+28.0%	6.06%
MSFT	Microsoft Corp Technology	Added	267,500	+80,000	$99,020,475	+9.2%	4.73%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	262,500	-62,000	$88,711,875	−10.0%	4.23%
BA	Boeing Co Industrials	Added	441,000	+413,500	$87,772,230	+1370.0%	4.19%
WBD	Warner Bros. Discovery, Inc. Communication Services	Held	3,049,244	0	$83,732,240	−4.7%	4.00%
DHR	Danaher Corp /De/ Healthcare	Added	433,316	+263,900	$82,156,713	+111.8%	3.92%
WWD	Woodward, Inc. Industrials	Reduced	226,538	-225,000	$81,082,480	−40.6%	3.87%
V	Visa Inc. Financial Services	NEW	255,000	NEW	$77,071,200	NEW	3.68%
META	Meta Platforms, Inc. Communication Services	Added	133,574	+60,000	$76,421,692	+57.4%	3.65%
VRT	Vertiv Holdings Co Industrials	Reduced	260,000	-14,055	$65,150,800	+46.7%	3.11%
SN	SharkNinja, Inc. Consumer Cyclical	Added	554,011	+154,011	$58,669,764	+31.1%	2.80%
AVGO	Broadcom Inc. Technology	NEW	187,643	NEW	$58,077,384	NEW	2.77%
PRM	Perimeter Solutions, Inc. Basic Materials	Added	2,370,000	+22,000	$57,875,400	−10.5%	2.76%
AS	Amer Sports, Inc. Consumer Cyclical	Added	1,301,000	+376,000	$42,828,920	+24.0%	2.04%
TECK	Teck Resources Ltd Basic Materials	Reduced	768,673	-890,769	$39,778,827	−49.9%	1.90%
VIK	Viking Holdings Ltd Consumer Cyclical	Added	523,000	+48,000	$38,430,040	+13.3%	1.83%
APO	Apollo Global Management, Inc. Financial Services	Reduced	340,000	-197,070	$37,882,800	−51.3%	1.81%
C	Citigroup Inc Financial Services	NEW	330,000	NEW	$37,425,300	NEW	1.79%
NU	Nu Holdings Ltd. Financial Services	Added	2,450,000	+250,000	$35,206,500	−4.4%	1.68%
PFE	Pfizer Inc Healthcare	NEW	1,250,000	NEW	$35,100,000	NEW	1.68%
ULS	UL Solutions Inc. Industrials	Added	400,000	+100,000	$34,284,000	+44.9%	1.64%
BKD	Brookdale Senior Living Inc. Healthcare	Reduced	2,459,263	-950,000	$33,642,717	−8.5%	1.61%
HAL	Halliburton Co Energy	NEW	846,693	NEW	$33,012,560	NEW	1.58%
AEIS	Advanced Energy Industries Inc Industrials	NEW	100,000	NEW	$32,271,000	NEW	1.54%
LHX	L3harris Technologies, Inc. /De/ Industrials	NEW	90,000	NEW	$31,063,500	NEW	1.48%
VST	Vistra Corp. Utilities	Added	196,763	+86,763	$29,579,381	+66.7%	1.41%
COP	Conocophillips Energy	NEW	218,962	NEW	$28,902,984	NEW	1.38%
APH	Amphenol Corp /De/ Technology	Held	200,000	0	$25,270,000	−6.5%	1.21%
AMAT	Applied Materials Inc /De Technology	NEW	65,000	NEW	$22,216,350	NEW	1.06%
ATI	Ati Inc Industrials	Reduced	145,000	-180,000	$21,091,700	−43.4%	1.01%
JHX	James Hardie Industries plc Basic Materials	Reduced	1,106,597	-719,200	$20,958,947	−44.7%	1.00%
RIOT	Riot Platforms, Inc. Financial Services	NEW	1,500,000	NEW	$18,540,000	NEW	0.88%
RKT	Rocket Companies, Inc. Financial Services	NEW	1,250,000	NEW	$17,812,500	NEW	0.85%
MT	ArcelorMittal Basic Materials	Reduced	341,258	-238,742	$17,738,590	−32.9%	0.85%
HAS	Hasbro, Inc. Consumer Cyclical	NEW	175,000	NEW	$16,380,000	NEW	0.78%
GLD	Spdr Gold Trust	Held	30,000	0	$12,908,700	+8.6%	0.62%
CVS	CVS HEALTH Corp Healthcare	NEW	175,000	NEW	$12,568,500	NEW	0.60%
ECHO	EchoStar CORP Communication Services	NEW	102,500	NEW	$11,999,675	NEW	0.57%
CVNA	Carvana Co. Consumer Cyclical	Reduced	184,574	-75,358	$11,605,274	−47.1%	0.55%
WRBY	Warby Parker Inc. Healthcare	Added	500,000	+122,852	$10,535,000	+28.2%	0.50%
HOOD	Robinhood Markets, Inc. Financial Services	Reduced	140,937	-263,882	$9,766,934	−78.7%	0.47%
HWM	Howmet Aerospace Inc. Industrials	Reduced	41,585	-56,169	$9,583,679	−52.2%	0.46%
UNH	Unitedhealth Group Inc Healthcare	Reduced	35,000	-40,000	$9,470,650	−61.7%	0.45%
ALKS	Alkermes plc. Healthcare	NEW	235,000	NEW	$8,309,600	NEW	0.40%
OPTU	Optimum Communications, Inc. Communication Services	Held	5,000,000	0	$6,500,000	−21.2%	0.31%
GGR	Gogoro Inc. Consumer Cyclical	Held	1,350,000	0	$4,698,000	+27.0%	0.22%
ETHA	iShares Ethereum Trust ETF	Added	243,000	+109,000	$3,846,690	+28.0%	0.18%
KNTK	Kinetik Holdings Inc. Energy	NEW	75,500	NEW	$3,654,955	NEW	0.17%