PICTON MAHONEY ASSET MANAGEMENT
Position in ST — Sensata Technologies Holding plc
CIK 1539041
Toronto, A6
Position in ST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,103,806
+$391,903 QoQ
Shares Held
44,068
-9.3% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#181
of 464 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ST Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026PICTON MAHONEY ASSET MANAGEMENT holds $54,145,612 across 7 Scientific & Technical Instruments names. ST ranks #4 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CGNX |
Cognex Corp
|
382,162 | $27,676,172 | |
| 2 | COHR |
Coherent Corp.
|
34,924 | $13,776,470 | |
| 3 | MKSI |
Mks Inc
|
22,511 | $10,012,892 | |
| 4 | ST |
Sensata Technologies Holding plc
This page
|
44,068 | $2,103,806 | |
| 5 | ESE |
Esco Technologies Inc
|
850 | $297,534 | |
| 6 | NOVT |
Novanta Inc
|
1,690 | $274,185 | |
| 7 | VNT |
Vontier Corp
|
157 | $4,553 |
All Filings in ST
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,103,806 | 44,068 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,711,903 | 48,606 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $813,374 | 24,433 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $956,917 | 31,323 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||