Featured 13F manager
Senator Investment Group LP
New York, NY 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $2.7B
- 56 Positions
- 2026 Q2
- +25.8% QoQ
- Top 5 25.5%
Portfolio
top 5 25.5% · top 10 39.5%
- DPC 9.0%
- UAL - United Airls 5.3%
- V - VISA · CL A 3.9%
- TSM - Taiwan Semiconductor 3.7%
- AMZN - Amazon 3.6%
- WWD - Woodward 3.5%
- UNH - Unitedhealth Group 2.8%
- AKAM - Akamai Technologies 2.8%
- NVDA - Nvidia 2.5%
- FLEX - Flextronics 2.4%
- CVNA - Carvana · CL A 2.4%
- DHR - Danaher Del 2.4%
- Other 55.7%
AUM over time
Book
| Ginkgo Bioworks · CL A | 15.61% | Hold | 78,703,273 | $11.59 | $912M |
| AMZN - Amazon | 4.50% | Hold | 80,000 | $3,285 | $263M |
| APO - Apollo Global Mgmt · CL A | 2.74% | Hold | 2,600,000 | $61.59 | $160M |
| DHR - Danaher | 2.60% | Hold | 500,000 | $304.44 | $152M |
| META - Meta Platforms · CL A | 2.32% | Hold | 400,000 | $339.39 | $136M |
| UNH - Unitedhealth Group | 2.01% | Hold | 300,000 | $390.74 | $117M |
| PYPL - Paypal | 2.00% | Hold | 450,000 | $260.21 | $117M |
| TMUS - T-Mobile US | 1.97% | Hold | 900,000 | $127.76 | $115M |
| VRT - Vertiv · CL A | 1.87% | Hold | 4,545,000 | $24.09 | $109M |
| MMC - Marsh & Mclennan Cos | 1.79% | Hold | 690,000 | $151.43 | $104M |
| ELAN - Elanco Animal Health | 1.75% | Hold | 3,200,000 | $31.89 | $102M |
| AJG - Gallagher Arthur J & | 1.68% | Hold | 660,000 | $148.65 | $98M |
| PH - Parker-Hannifin | 1.67% | Hold | 350,000 | $279.62 | $98M |
| RSG - Republic Svcs | 1.64% | Hold | 800,000 | $120.06 | $96M |
| HGV - Hilton Grand Vacations | 1.63% | Hold | 2,000,000 | $47.57 | $95M |
| FOUR - Shift4 Pmts · CL A | 1.59% | Hold | 1,200,000 | $77.52 | $93M |
| JLL - Jones Lang Lasalle | 1.57% | Hold | 370,000 | $248.09 | $92M |
| AZNN | 1.54% | Hold | 1,500,000 | $60.06 | $90M |
| V - VISA · CL A | 1.52% | Hold | 400,000 | $222.75 | $89M |
| CRM - Salesforce | 1.52% | Hold | 327,000 | $271.22 | $89M |
| MA - Mastercard · CL A | 1.49% | Hold | 250,000 | $347.68 | $87M |
| LLY - Lilly Eli & | 1.48% | Hold | 375,000 | $231.05 | $87M |
| WAB - Wabtec | 1.48% | Hold | 1,000,000 | $86.21 | $86M |
| OPTU - Altice USA · CL A | 1.42% | Hold | 4,000,000 | $20.72 | $83M |
| TJX - Tjx Cos | 1.35% | Hold | 1,200,000 | $65.98 | $79M |
| DG - Dollar Gen | 1.27% | Hold | 350,000 | $212.14 | $74M |
| TMO - Thermo Fisher Scientific | 1.22% | Hold | 125,000 | $571.33 | $71M |
| APG - API Group | 1.15% | Hold | 3,300,000 | $20.35 | $67M |
| Iheartmedia · CL A | 1.14% | Hold | 2,666,000 | $25.02 | $67M |
| Matterport · CL A | 1.13% | Hold | 3,500,000 | $18.91 | $66M |
| CNC - Centene Del | 1.07% | Hold | 1,000,000 | $62.31 | $62M |
| NRG - NRG Energy | 1.03% | Hold | 51,043,000 | $1.18 | $60M |
| FISV - Fiserv | 1.02% | Hold | 550,000 | $108.50 | $60M |
| APTV - Aptiv | 1.02% | Hold | 400,000 | $148.97 | $60M |
| Capri | 0.99% | Hold | 1,200,000 | $48.41 | $58M |
| KO - The Coca Cola | 0.99% | Hold | 1,050,000 | $55.29 | $58M |
| EFX - Equifax | 0.98% | Hold | 225,000 | $253.42 | $57M |
| GH - Guardant Health | 0.96% | Hold | 450,000 | $125.01 | $56M |
| Farfetch · CL A | 0.93% | Hold | 1,450,000 | $37.48 | $54M |
| EXPE - Expedia Group | 0.91% | Hold | 325,000 | $163.90 | $53M |
| FIVE - Five Below | 0.91% | Hold | 300,000 | $176.81 | $53M |
| LIN - Linde | 0.88% | Hold | 175,000 | $293.38 | $51M |
| XOP - Spdr Ser Tr | 0.83% | Hold | 500,000 | $96.72 | $48M |
| Liberty Media Del | 0.82% | Hold | 1,015,000 | $47.17 | $48M |
| Liberty Media Del | 0.82% | Hold | 1,005,000 | $47.47 | $48M |
| ALLY - Ally Finl | 0.79% | Hold | 900,000 | $51.05 | $46M |
| LYFT · CL A | 0.78% | Hold | 850,000 | $53.59 | $46M |
| MU - Micron Technology | 0.73% | Hold | 600,000 | $70.98 | $43M |
| CRC - California Res | 0.70% | Hold | 1,000,000 | $41.00 | $41M |
| Blacksky Technology · CL A | 0.70% | Hold | 4,139,041 | $9.88 | $41M |
| GE - GE Aerospace | 0.66% | Hold | 375,000 | $103.03 | $39M |
| NCLH - Norwegian Cruise | 0.64% | Hold | 1,400,000 | $26.71 | $37M |
| CBOE - Cboe Global Mkts | 0.64% | Hold | 300,000 | $123.86 | $37M |
| CBRE - CBRE Group · CL A | 0.62% | Hold | 375,000 | $97.36 | $37M |
| STEM | 0.58% | Hold | 1,425,000 | $23.89 | $34M |
| ADPT | 0.58% | Hold | 1,000,000 | $33.99 | $34M |
| BTRS | 0.55% | Hold | 3,000,000 | $10.64 | $32M |
| YUM - Yum Brands | 0.52% | Hold | 250,000 | $122.31 | $31M |
| PAYC - Paycom Software | 0.51% | Hold | 60,000 | $495.75 | $30M |
| Poema Global · CL A | 0.46% | Hold | 2,700,000 | $9.85 | $27M |
| MSCI - MSCI Inc | 0.42% | Hold | 40,000 | $608.35 | $24M |
| PRVA - Privia Health Group | 0.36% | Hold | 900,000 | $23.56 | $21M |
| Golden Falcon Acquisition · CL A | 0.33% | Hold | 2,000,000 | $9.75 | $20M |
| CNP - Centerpoint Energy | 0.32% | Hold | 750,000 | $24.60 | $18M |
| AEE - Ameren | 0.30% | Hold | 220,000 | $81.00 | $18M |
| EVLV · CL A | 0.28% | Hold | 2,750,000 | $6.00 | $16M |
| Holding | 0.26% | Hold | 1,500,000 | $9.99 | $15M |
| Scion Tech Growth I | 0.26% | Hold | 1,500,000 | $9.97 | $15M |
| Holding | 0.26% | Hold | 1,500,000 | $9.96 | $15M |
| PACB | 0.24% | Hold | 550,000 | $25.55 | $14M |
| Advantage Solutions · CL A | 0.24% | Hold | 1,615,000 | $8.65 | $14M |
| Spire Global · CL A | 0.21% | Hold | 1,000,000 | $12.53 | $13M |
| ACHR - Archer Aviation · CL A | 0.21% | Hold | 1,500,000 | $8.35 | $13M |
| Altimeter Growth 2 · CL A | 0.21% | Hold | 1,250,000 | $9.89 | $12M |
| IOVA - Iovance Biotherapeutics | 0.21% | Hold | 500,000 | $24.66 | $12M |
| NI - Nisource | 0.21% | Hold | 500,000 | $24.23 | $12M |
| EVRG - Evergy | 0.19% | Hold | 180,000 | $62.20 | $11M |
| Cazoo Group | 0.19% | Hold | 1,500,000 | $7.42 | $11M |
| Lux Health Tech Acquisition · CL A | 0.19% | Hold | 1,130,200 | $9.81 | $11M |
| Holding · CL A | 0.17% | Hold | 1,000,000 | $10.15 | $10M |
| Gores Metropoulos Ii · CL A | 0.17% | Hold | 1,000,000 | $9.88 | $10M |
| Tpg Pace Beneficial Ii | 0.17% | Hold | 1,000,000 | $9.84 | $10M |
| Moneylion · CL A | 0.16% | Hold | 1,500,000 | $6.36 | $10M |
| Holding · CL A | 0.14% | Hold | 850,000 | $9.80 | $8M |
| Svf Investment · CL A | 0.13% | Hold | 800,000 | $9.76 | $8M |
| Altimeter Growth · CL A | 0.13% | Hold | 750,000 | $10.22 | $8M |
| Holding | 0.13% | Hold | 750,000 | $10.20 | $8M |
| Holding · CL A | 0.13% | Hold | 750,000 | $10.12 | $8M |
| Msd Acquisition | 0.13% | Hold | 750,000 | $10.01 | $8M |
| Tishman Speyer Innovation | 0.13% | Hold | 750,000 | $10.00 | $8M |
| Ushg Acquisition | 0.13% | Hold | 750,000 | $9.96 | $7M |
| Holding | 0.13% | Hold | 750,000 | $9.85 | $7M |
| Rxr Acquisition | 0.13% | Hold | 750,000 | $9.85 | $7M |
| Austerlitz Acquisition · CL A | 0.13% | Hold | 750,000 | $9.75 | $7M |
| Audacy · CL A | 0.12% | Hold | 1,900,000 | $3.68 | $7M |
| Ftac Hera Acquisition | 0.12% | Hold | 700,000 | $9.96 | $7M |
| DHC - Diversified Healthcare Tr | 0.12% | Hold | 2,000,000 | $3.39 | $7M |
| Scion Tech Growth Ii · CL A | 0.11% | Hold | 650,000 | $9.75 | $6M |
| BKD - Brookdale Sr Living | 0.11% | Hold | 1,000,000 | $6.30 | $6M |
| Chargepoint · CL A | 0.10% | Hold | 300,000 | $19.99 | $6M |
| Finserv Acquisition Ii | 0.10% | Hold | 600,000 | $9.86 | $6M |
| Holding · CLASS A | 0.10% | Hold | 600,000 | $9.78 | $6M |
| Liberty Media Acquisition | 0.09% | Hold | 500,000 | $10.33 | $5M |
| NTRS - Northern Trust | 0.08% | Hold | 500,000 | $9.86 | $5M |
| NTRS - Northern Trust | 0.08% | Hold | 500,000 | $9.86 | $5M |
| Holding · CLASS A | 0.08% | Hold | 500,000 | $9.82 | $5M |
| Aequi Acquisition · CL A | 0.08% | Hold | 500,000 | $9.75 | $5M |
| SLAM · CL A | 0.08% | Hold | 500,000 | $9.75 | $5M |
| HH&L Acquisition · CL A | 0.08% | Hold | 500,000 | $9.72 | $5M |
| Tcv Acquisition · CL A | 0.07% | Hold | 423,600 | $9.80 | $4M |
| Holding · CL A | 0.06% | Hold | 350,000 | $9.80 | $3M |
| Renew Energy Global · CL A | 0.05% | Hold | 300,000 | $10.20 | $3M |
| Climate Real Impact Slutins | 0.05% | Hold | 300,000 | $9.95 | $3M |
Showing top 50 of 113 by value
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 61 | $2.7B | +25.8% | 13F-HR | 8/12/2026 | 000144368926000009 |
| 2026 Q1 | 65 | $2.2B | −12.7% | 13F-HR | 5/13/2026 | 000144368926000006 |
| 2025 Q4 | 60 | $2.5B | −7.9% | 13F-HR | 2/13/2026 | 000144368926000003 |
| 2025 Q3 | 62 | $2.7B | +4.5% | 13F-HR | 11/14/2025 | 000144368925000020 |
| 2025 Q2 | 55 | $2.6B | +37.5% | 13F-HR | 8/13/2025 | 000144368925000014 |
| 2025 Q1 | 51 | $1.9B | −44.7% | 13F-HR | 5/14/2025 | 000144368925000009 |
| 2024 Q4 | 69 | $3.4B | +61.8% | 13F-HR | 2/13/2025 | 000144368925000003 |
| 2024 Q3 | 63 | $2.1B | +2.7% | 13F-HR | 11/13/2024 | 000144368924000016 |
| 2024 Q2 | 71 | $2.1B | −6.7% | 13F-HR | 8/20/2024 | 000144368924000012 |
| 2024 Q1 | 69 | $2.2B | −5.8% | 13F-HR | 5/14/2024 | 000144368924000005 |
| 2023 Q4 | 70 | $2.3B | +31.0% | 13F-HR | 2/14/2024 | 000144368924000003 |
| 2023 Q3 | 54 | $1.8B | −19.7% | 13F-HR | 11/14/2023 | 000144368923000013 |
| 2023 Q2 | 53 | $2.2B | +21.1% | 13F-HR | 8/11/2023 | 000144368923000011 |
| 2023 Q1 | 45 | $1.8B | +64.7% | 13F-HR | 5/12/2023 | 000144368923000008 |
| 2022 Q4 | 42 | $1.1B | +1.1% | 13F-HR | 2/14/2023 | 000144368923000005 |
| 2022 Q3 | 49 | $1.1B | −21.3% | 13F-HR | 11/10/2022 | 000144368922000012 |
| 2022 Q2 | 55 | $1.4B | −56.7% | 13F-HR | 8/15/2022 | 000144368922000010 |
| 2022 Q1 | 75 | $3.2B | −37.7% | 13F-HR | 5/13/2022 | 000144368922000007 |
| 2021 Q4 | 94 | $5.2B | −11.5% | 13F-HR | 2/11/2022 | 000144368922000004 |
| 2021 Q3 | 127 | $5.8B | — | 13F-HR | 11/12/2021 | 000144368921000013 |
About
Senator Investment Group LP
20 processed 13Fs on this site · 2021 Q3–2026 Q2