13F-HR filed by Senator Investment Group LP
Senator Investment Group LP filed this 13F-HR for the quarter ended 2019-09-30, filed 2019-11-13, with 40 holding rows worth $3,986,423,000.
- Accession
- 0001443689-19-000011
- Filer
- CIK 1443689
- Filed
- 2019-11-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2019
A holdings report, 40 entries on the cover page, a total value of $3,986,423,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,986,423,000 with VALUE read as thousands by filing date, 13F file number 028-13389. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VICI PPTYS INC COM | 925652109 | REIT | 11,500,000 | $260,475,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| PALO ALTO NETWORKS INC | 697435105 | COM | 1,000,000 | $203,830,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,125,000 | $200,340,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| FISERV INC | 337738108 | COM | 1,650,000 | $170,924,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Visa Inc | 92826C839 | COM | 989,698 | $170,238,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 1,250,000 | $165,950,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Boston Scientific Corporation | 101137107 | COM | 3,800,000 | $154,622,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Waste Management, Inc. | 94106L109 | COM | 1,300,000 | $149,500,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| ADAPTIVE BIOTECHNOLOGIES CORP COM | 00650F109 | Stock | 5,113,085 | $146,145,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| OPTIMUM COMMUNICATIONS INC | 02156K103 | CL A | 5,000,000 | $143,400,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 335,000 | $138,060,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| WAYFAIR INC | 94419L101 | CL A | 1,150,000 | $128,938,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 100,000 | $121,900,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| INVITATION HOMES INC COM | 46187W107 | REIT | 4,000,000 | $118,440,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 550,000 | $113,976,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Johnson & Johnson | 478160104 | COM | 880,000 | $113,854,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| SPY | 78462F103 | SHS | 363,000 | $107,728,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| SEA LTD | 81141R100 | SPONSORD ADS | 3,225,000 | $99,814,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Boeing Company | 097023105 | COM | 250,000 | $95,118,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Danaher Corporation | 235851102 | COM | 600,000 | $86,658,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 500,000 | $84,710,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| EQUIFAX INC COM | 294429105 | Stock | 600,000 | $84,402,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| APTIV PLC | G6095L109 | SHS | 900,000 | $78,678,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| EMERSON ELEC CO COM | 291011104 | Stock | 1,175,000 | $78,560,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| LYFT INC | 55087P104 | CL A COM | 1,900,000 | $77,596,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| EXTENDED STAY AMER INC | 30224P200 | UNIT 99/99/9999B | 5,175,000 | $75,762,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 415,000 | $74,559,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| UNITED TECHNOLOGIES CORP | 913017109 | COM | 532,014 | $72,631,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| LIBERTY BROADBAND CORP | 530307305 | COM SER C | 590,000 | $61,755,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| DOMINOS PIZZA INC COM | 25754A201 | Stock | 250,000 | $61,148,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| DAVE & BUSTERS ENTMT INC | 238337109 | COM | 1,500,000 | $58,425,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| LIBERTY MEDIA CORP DEL | 531229607 | COM C SIRIUSXM | 1,283,000 | $53,835,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| AVANTOR INC COM | 05352A100 | Stock | 3,450,000 | $50,715,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| LIBERTY MEDIA CORP DEL | 531229409 | COM A SIRIUSXM | 1,027,000 | $42,692,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| TRADEWEB MKTS INC CL A | 892672106 | Stock | 1,000,000 | $36,980,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| ConocoPhillips | 20825C104 | COM | 500,000 | $28,490,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| BECTON DICKINSON & CO | 075887109 | COM | 100,000 | $25,296,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| WRIGHT MED GROUP N V | N96617118 | ORD SHS | 1,065,000 | $21,971,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| GCI LIBERTY INC COM CLASS A | 36164V305 | Stock | 350,000 | $21,724,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
| GENMAB A/S | 372303206 | Ordinary Shares, nominal value DKK 1 per share | 325,000 | $6,584,000 | thousands by filing date | The filing omitted confidential holdings, a later amendment may add them. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001443689-19-000011 | this filing | 2019-11-13 | acceptance time not in the bulk data set |