Senator Investment Group LP
Long book
$2.18B
Q1 2026
Positions
59
Top-10 weight
46%
concentration
Last quarter
+16.6%
SPY +14.8%
Turnover
45%
of book per quarter
Strategy in plain words
auto-generated from filingsSenator Investment Group LP is a diversified fundamental manager, running a $2.18B US long book across 59 positions.
The portfolio is moderately concentrated (top 10 ≈ 46% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: NVIDIA CORP, UNITED AIRLINES HOLDINGS INC, AMAZON.COM INC, MICROSOFT CORP, TAIWAN SEMICONDUCTOR-SP ADR.
Over the last 9 quarters its long book ran on average 1.5pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.9%
Q2 2024
+8.9%
Q3 2024
+5.2%
Q4 2024
-5.1%
Q1 2025
+22.7%
Q2 2025
+9.4%
Q3 2025
+1.3%
Q4 2025
-7.1%
Q1 2026
+16.6%
Sector allocation
Technology 31%
Industrials 23%
Consumer discretionary 9%
Financials 8%
Services media 6%
Communications 5%
Healthcare 5%
Materials 5%
Long book by quarter
What does Senator Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 824.7K | $143.9M | 6.6% | +63.4% |
| UAL UNITED AIRLINES HOLDINGS INC | Industrials | 1.4M | $131.6M | 6.0% | -54.3% |
| AMZN AMAZON.COM INC | Consumer discretionary | 610.0K | $127.1M | 5.8% | +41.9% |
| MSFT MICROSOFT CORP | Technology | 267.5K | $99.0M | 4.5% | +42.7% |
| BA BOEING CO/THE | Industrials | 441.0K | $87.8M | 4.0% | +1503.6% |
| WBD WARNER BROS DISCOVERY INC | Communications | 3.0M | $83.7M | 3.8% | Held |
| DHR DANAHER CORP | Technology | 433.3K | $82.2M | 3.8% | +155.8% |
| WWD WOODWARD INC | Industrials | 226.5K | $81.1M | 3.7% | -49.8% |
| V VISA INC-CLASS A SHARES | Services media | 255.0K | $77.1M | 3.5% | New |
| META META PLATFORMS INC-CLASS A | Technology | 133.6K | $76.4M | 3.5% | +81.6% |
| VRT VERTIV HOLDINGS CO-A | Technology | 260.0K | $65.2M | 3.0% | -5.1% |
| SN SHARKNINJA INC | Industrials | 554.0K | $58.7M | 2.7% | +38.5% |
| AVGO BROADCOM INC | Technology | 187.6K | $58.1M | 2.7% | New |
| CVNA CARVANA CO | Consumer discretionary | 184.6K | $58.1M | 2.7% | -29.0% |
| PRM PERIMETER SOLUTIONS INC | Materials | 2.4M | $57.9M | 2.7% | +0.9% |
| AS AMER SPORTS INC | Other | 1.3M | $42.8M | 2.0% | +40.6% |
| TECK TECK RESOURCES LTD-CLS B | Materials | 768.7K | $39.8M | 1.8% | -53.7% |
| VIK VIKING HOLDINGS LTD | Industrials | 523.0K | $38.4M | 1.8% | +10.1% |
| APO APOLLO GLOBAL MANAGEMENT INC | Financials | 340.0K | $37.9M | 1.7% | -36.7% |
| C CITIGROUP INC | Financials | 330.0K | $37.4M | 1.7% | New |
| NU NU HOLDINGS LTD/CAYMAN ISL-A | Financials | 2.5M | $35.2M | 1.6% | +11.4% |
| PFE PFIZER INC | Healthcare | 1.3M | $35.1M | 1.6% | New |
| ULS UL SOLUTIONS INC - CLASS A | Services media | 400.0K | $34.3M | 1.6% | +33.3% |
| BKD BROOKDALE SENIOR LIVING INC | Healthcare | 2.5M | $33.6M | 1.5% | -27.9% |
| HAL HALLIBURTON CO | Energy | 846.7K | $33.0M | 1.5% | New |
| AEIS ADVANCED ENERGY INDUSTRIES | Technology | 100.0K | $32.3M | 1.5% | New |
| LHX L3HARRIS TECHNOLOGIES INC | Technology | 90.0K | $31.1M | 1.4% | New |
| VST VISTRA CORP | Utilities | 196.8K | $29.6M | 1.4% | +78.9% |
| COP CONOCOPHILLIPS | Energy | 219.0K | $28.9M | 1.3% | New |
| APH AMPHENOL CORP-CL A | Technology | 200.0K | $25.3M | 1.2% | Held |
| AMAT APPLIED MATERIALS INC | Technology | 65.0K | $22.2M | 1.0% | New |
| ATI ATI INC | Industrials | 145.0K | $21.1M | 1.0% | -55.4% |
| JHX JAMES HARDIE IND PLC | Industrials | 1.1M | $21.0M | 1.0% | -39.4% |
| RIOT RIOT PLATFORMS INC | Financials | 1.5M | $18.5M | 0.9% | New |
| RKT ROCKET COS INC-CLASS A | Financials | 1.3M | $17.8M | 0.8% | New |
| MT ARCELORMITTAL-NY REGISTERED | Industrials | 341.3K | $17.7M | 0.8% | -41.2% |
| HAS HASBRO INC | Other | 175.0K | $16.4M | 0.8% | New |
| CVS CVS HEALTH CORP | Healthcare | 175.0K | $12.6M | 0.6% | New |
| ECHO ECHOSTAR CORP-A | Communications | 102.5K | $12.0M | 0.6% | New |
| WRBY WARBY PARKER INC-CLASS A | Healthcare | 500.0K | $10.5M | 0.5% | +32.6% |
| HOOD ROBINHOOD MARKETS INC - A | Financials | 140.9K | $9.8M | 0.4% | -65.2% |
| HWM HOWMET AEROSPACE INC | Industrials | 41.6K | $9.6M | 0.4% | -57.5% |
| UNH UNITEDHEALTH GROUP INC | Financials | 35.0K | $9.5M | 0.4% | -53.3% |
| ALKS ALKERMES PLC | Healthcare | 235.0K | $8.3M | 0.4% | New |
| OPTU OPTIMUM COMMUNICATIONS INC-A | Communications | 5.0M | $6.5M | 0.3% | Held |
| GGR GOGORO INC | Industrials | 1.4M | $4.7M | 0.2% | Held |
| KNTK KINETIK HOLDINGS INC | Utilities | 75.5K | $3.7M | 0.2% | New |
| GOOG ALPHABET INC-CL C | Technology | 12.5K | $3.6M | 0.2% | +16.3% |
| GLXY GALAXY DIGITAL INC-A | Financials | 143.6K | $2.7M | 0.1% | Held |
| WULF TERAWULF INC | Financials | 139.1K | $2.0M | 0.1% | +63.6% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 13, 2026 | 65 | $2.18B | confidential canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 13, 2026 | 60 | $2.49B | confidential canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 62 | $2.71B | confidential canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 13, 2025 | 55 | $2.59B | confidential canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 51 | $1.88B | confidential canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 69 | $3.41B | confidential canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 13, 2024 | 63 | $2.11B | confidential canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 20, 2024 | 71 | $2.05B | confidential canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 14, 2024 | 69 | $2.20B | confidential canonical | SEC ↗ |
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