13F-HR filed by Senator Investment Group LP
Senator Investment Group LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-12, with 58 holding rows worth $2,740,151,451.
- Accession
- 0001443689-26-000009
- Filer
- CIK 1443689
- Filed
- 2026-08-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 61 entries on the cover page, a total value of $2,740,151,451 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,740,151,451 with VALUE read as dollars as filed, 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 |
|---|---|---|---|---|---|---|
| DPC HOLDINGS PLC | G2R11M108 | ORDINARY SHARES | 5,022,738 | $246,415,526 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| SPY | 78462F103 | SHS | 246,000 | $183,705,420 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| INVESCO QQQ TR | 46090E103 | COM | 213,500 | $157,221,400 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| UNITED AIRLS HLDGS INC COM | 910047109 | Stock | 1,075,439 | $146,248,950 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Boeing Company | 097023105 | COM | 646,458 | $139,938,763 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Visa Inc | 92826C839 | COM | 315,788 | $108,343,705 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 210,658 | $100,603,941 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Amazon.com, Inc | 023135106 | COM | 420,000 | $100,102,800 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| WOODWARD INC COM | 980745103 | Stock | 223,591 | $95,124,555 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| UnitedHealth Group Inc | 91324P102 | COM | 186,677 | $77,588,561 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| AKAMAI TECHNOLOGIES INC COM | 00971T101 | Stock | 640,000 | $75,654,400 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| CARVANA CO CL A | 146869102 | Stock | 1,137,870 | $74,894,603 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| NVIDIA Corp | 67066G104 | COM | 336,579 | $67,346,092 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| FLEX LTD ORD | Y2573F102 | Stock | 413,438 | $67,005,897 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Danaher Corporation | 235851102 | COM | 340,881 | $64,931,013 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| PERIMETER SOLUTIONS INC | 71385M107 | COMMON STOCK | 1,795,000 | $63,991,750 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Broadcom Inc. | 11135F101 | COM | 162,136 | $61,246,874 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| ConocoPhillips | 20825C104 | COM | 538,290 | $55,960,628 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| META PLATFORMS INC CL A | 30303M102 | COM | 91,574 | $51,582,718 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| AMER SPORTS INC | G0260P102 | COMMON STOCK | 1,500,000 | $50,760,000 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 100,000 | $50,136,000 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| SHARKNINJA INC COM SHS | G8068L108 | Stock | 314,011 | $47,814,455 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Applied Materials,Inc. | 038222105 | COM | 65,000 | $46,995,000 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 233,129 | $46,770,340 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| BROOKDALE SR LIVING INC | 112463104 | COM | 2,859,263 | $46,005,542 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| DICKS SPORTING GOODS INC COM | 253393102 | Stock | 200,000 | $45,362,000 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 3,225,000 | $43,086,000 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| TECK RESOURCES LTD CL B | 878742204 | Stock | 705,673 | $41,959,317 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| PRIMO BRANDS CORPORATION CLASS A COM SHS | 741623102 | Stock | 1,607,935 | $39,297,931 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| ELEMENT SOLUTIONS INC COM | 28618M106 | Stock | 725,000 | $34,618,750 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| CONSTELLIUM SE | F21107101 | CL A SHS | 1,083,489 | $34,530,794 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| MKS INC. COM | 55306N104 | Stock | 65,000 | $28,912,000 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Target Hospitality Corp. | 87615L107 | Common Stock, par value $0.0001 per share | 1,399,345 | $28,490,664 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| CLEVELAND-CLIFFS INC NEW COM | 185899101 | Stock | 2,741,569 | $25,743,333 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| UL SOLUTIONS INC | 903731107 | CLASS A COM SHS | 250,000 | $25,465,000 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 68,746 | $23,017,529 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| VIASAT INC | 92552V100 | COM | 180,000 | $16,165,800 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| ATI INC COM | 01741R102 | Stock | 80,000 | $15,768,000 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| ALKERMES PLC | G01767105 | SHS | 275,000 | $14,408,625 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Boston Scientific Corporation | 101137107 | COM | 300,000 | $12,804,000 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| OPTIMUM COMMUNICATIONS INC | 02156K103 | CL A | 8,000,000 | $11,600,000 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| SCHOLAR ROCK HLDG CORP | 80706P103 | COM | 205,000 | $11,275,000 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 30,000 | $11,051,400 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| NATERA INC COM | 632307104 | Stock | 32,500 | $8,822,125 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| ABIVAX SA- | 00370M103 | SPONSORED ADS | 55,000 | $7,329,300 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| GOGORO INC | G9491K139 | ORDINARY SHARES | 1,350,000 | $5,379,750 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| AZUL SA-SPON ADR | 05501U601 | SPONSORED ADR | 505,584 | $4,545,200 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| KINETIK HOLDINGS INC COM NEW CL A | 02215L209 | Stock | 75,500 | $3,649,670 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 10,000 | $3,533,300 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| TERAWULF INC | 88080T104 | COM | 139,071 | $3,435,054 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| VISTRA CORP COM | 92840M102 | Stock | 16,763 | $2,659,115 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| GALAXY DIGITAL INC. CL A | 36317J209 | Stock | 96,491 | $2,638,064 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | 03938L203 | ADR | 41,258 | $2,484,557 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| BARCLAYS PLC ADR | 06738E204 | ADR | 67,232 | $1,805,852 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| WARBY PARKER INC | 93403J106 | CL A COM | 50,000 | $1,517,000 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| RIOT PLATFORMS INC | 767292105 | COM | 48,501 | $1,327,957 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| ASTRONICS CORP COM | 046433108 | Stock | 6,702 | $544,605 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 20,061 | $534,826 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001443689-26-000009 | this filing | 2026-08-12 | acceptance time not in the bulk data set |