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Senator Investment Group LP

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13F filer, CIK 1443689, New York, NY

Senator Investment Group LP reported $1,884,517,885 across 51 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14. Its ten largest share positions make up 44.42% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001443689-25-000009

Changes against Q4 2024 are not shown: its report omitted holdings under a confidential treatment request (68 positions on file), so every position would read as new.

The filing omits holdings under a confidential treatment request (H8). A later amendment may add them.

Period
2025-03-31
Reported value
$1.88B
Holdings
51
Top 10 weight
44.42%
New
Sold out

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001443689-25-000009, largest first. % of portfolio is the value over $1,884,517,885, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,036,051 shares; 2024Q4: 3,261,051 shares; 2025Q1: 3,173,471 shares 3,173,471$219M11.63%The filing omitted confidential holdings, a later amendment may add them.Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,524 shares; 2024Q4: 434,024 shares; 2025Q1: 410,930 shares 410,930$85.9M4.56%The filing omitted confidential holdings, a later amendment may add them.Timeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650,000 shares; 2024Q4: 1,519,175 shares; 2025Q1: 1,022,032 shares 1,022,032$85.4M4.53%The filing omitted confidential holdings, a later amendment may add them.Timeline
PRMBPRIMO BRANDS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,433,505 shares; 2025Q1: 2,201,798 shares 2,201,798$78.1M4.15%The filing omitted confidential holdings, a later amendment may add them.Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,000 shares; 2024Q4: 155,000 shares; 2025Q1: 175,000 shares 175,000$65.7M3.49%The filing omitted confidential holdings, a later amendment may add them.Timeline
ATIATI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690,000 shares; 2024Q4: 718,556 shares; 2025Q1: 1,212,500 shares 1,212,500$63.1M3.35%The filing omitted confidential holdings, a later amendment may add them.Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000,000 shares; 2024Q4: 1,782,005 shares; 2025Q1: 1,494,819 shares 1,494,819$62.2M3.3%The filing omitted confidential holdings, a later amendment may add them.Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650,000 shares; 2024Q4: 33,403 shares; 2025Q1: 1,565,569 shares 1,565,569$59.3M3.15%The filing omitted confidential holdings, a later amendment may add them.Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,265,000 shares 1,265,000$59.2M3.14%The filing omitted confidential holdings, a later amendment may add them.Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,521 shares; 2024Q4: 95,216 shares; 2025Q1: 102,480 shares 102,480$59.1M3.13%The filing omitted confidential holdings, a later amendment may add them.Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,000 shares; 2024Q4: 214,604 shares; 2025Q1: 256,290 shares 256,290$56.8M3.01%The filing omitted confidential holdings, a later amendment may add them.Timeline
FOURSHIFT4 PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 488,561 shares; 2024Q4: 512,361 shares; 2025Q1: 678,334 shares 678,334$55.4M2.94%The filing omitted confidential holdings, a later amendment may add them.Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500,000 shares 1,500,000$55.4M2.94%The filing omitted confidential holdings, a later amendment may add them.Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 980,283 shares; 2025Q1: 1,030,000 shares 1,030,000$55M2.92%The filing omitted confidential holdings, a later amendment may add them.Timeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 767,021 shares; 2024Q4: 857,113 shares; 2025Q1: 771,875 shares 771,875$53.9M2.86%The filing omitted confidential holdings, a later amendment may add them.Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 460,458 shares; 2025Q1: 182,669 shares 182,669$53.9M2.86%The filing omitted confidential holdings, a later amendment may add them.Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545,000 shares; 2024Q4: 520,000 shares; 2025Q1: 282,500 shares 282,500$53.7M2.85%The filing omitted confidential holdings, a later amendment may add them.Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,000 shares; 2024Q4: 156,984 shares; 2025Q1: 411,825 shares 411,825$48.4M2.57%The filing omitted confidential holdings, a later amendment may add them.Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600,000 shares; 2024Q4: 375,000 shares; 2025Q1: 305,243 shares 305,243$41.8M2.22%The filing omitted confidential holdings, a later amendment may add them.Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200,000 shares 200,000$41M2.18%The filing omitted confidential holdings, a later amendment may add them.Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,000 shares; 2024Q4: 330,000 shares; 2025Q1: 357,500 shares 357,500$38.7M2.06%The filing omitted confidential holdings, a later amendment may add them.Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250,000 shares; 2025Q1: 175,000 shares 175,000$38.6M2.05%The filing omitted confidential holdings, a later amendment may add them.Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 142,792 shares; 2025Q1: 103,555 shares 103,555$38.2M2.03%The filing omitted confidential holdings, a later amendment may add them.Timeline
CCOICOGENT COMM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 664,178 shares; 2024Q4: 583,640 shares; 2025Q1: 586,474 shares 586,474$36M1.91%The filing omitted confidential holdings, a later amendment may add them.Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500,000 shares 500,000$35.9M1.9%The filing omitted confidential holdings, a later amendment may add them.Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 85,101 shares; 2025Q1: 42,373 shares 42,373$35M1.86%The filing omitted confidential holdings, a later amendment may add them.Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,038 shares; 2025Q1: 209,038 shares 209,038$34.7M1.84%The filing omitted confidential holdings, a later amendment may add them.Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,000 shares; 2024Q4: 200,000 shares; 2025Q1: 262,500 shares 262,500$34.1M1.81%The filing omitted confidential holdings, a later amendment may add them.Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,000 shares; 2024Q4: 444,629 shares; 2025Q1: 425,000 shares 425,000$30.1M1.6%The filing omitted confidential holdings, a later amendment may add them.Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 177,737 shares 177,737$29.8M1.58%The filing omitted confidential holdings, a later amendment may add them.Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,483 shares; 2024Q4: 549,867 shares; 2025Q1: 154,144 shares 154,144$27.6M1.47%The filing omitted confidential holdings, a later amendment may add them.Timeline
NCNONCINO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,571,680 shares; 2024Q4: 1,276,686 shares; 2025Q1: 932,236 shares 932,236$25.6M1.36%The filing omitted confidential holdings, a later amendment may add them.Timeline
HHYATT HOTELS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200,000 shares 200,000$24.5M1.3%The filing omitted confidential holdings, a later amendment may add them.Timeline
PRMPERIMETER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,049,118 shares; 2025Q1: 2,350,000 shares 2,350,000$23.7M1.26%The filing omitted confidential holdings, a later amendment may add them.Timeline
WWDWOODWARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 122,500 shares 122,500$22.4M1.19%The filing omitted confidential holdings, a later amendment may add them.Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,000 shares; 2024Q4: 281,963 shares; 2025Q1: 90,000 shares 90,000$18M0.96%The filing omitted confidential holdings, a later amendment may add them.Timeline
ATROASTRONICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663,542 shares; 2024Q4: 658,883 shares; 2025Q1: 708,883 shares 708,883$17.1M0.91%The filing omitted confidential holdings, a later amendment may add them.Timeline
FBTCFIDELITY WISE ORIGIN BITCOINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,502 shares; 2025Q1: 97,041 shares 97,041$6.98M0.37%The filing omitted confidential holdings, a later amendment may add them.Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,310 shares; 2025Q1: 20,659 shares 20,659$5.95M0.32%The filing omitted confidential holdings, a later amendment may add them.Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,795 shares; 2024Q4: 251,258 shares; 2025Q1: 22,809 shares 22,809$1.65M0.09%The filing omitted confidential holdings, a later amendment may add them.Timeline
CENXCENTURY ALUM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,991 shares 68,991$1.28M0.07%The filing omitted confidential holdings, a later amendment may add them.Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508,425 shares; 2024Q4: 414,574 shares; 2025Q1: 7,000 shares 7,000$1.21M0.06%The filing omitted confidential holdings, a later amendment may add them.Timeline
TECKTECK RESOURCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,611 shares; 2024Q4: 870,988 shares; 2025Q1: 30,113 shares 30,113$1.1M0.06%The filing omitted confidential holdings, a later amendment may add them.Timeline
BCSBARCLAYS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,861 shares; 2024Q4: 114,041 shares; 2025Q1: 71,218 shares 71,218$1.09M0.06%The filing omitted confidential holdings, a later amendment may add them.Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,206 shares 11,206$946K0.05%The filing omitted confidential holdings, a later amendment may add them.Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,675 shares 7,675$460K0.02%The filing omitted confidential holdings, a later amendment may add them.Timeline
GOGORO INCGOGORO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350,000 shares; 2024Q4: 1,350,000 shares; 2025Q1: 1,350,000 shares 1,350,000$365K0.02%The filing omitted confidential holdings, a later amendment may add them.
WULFTERAWULF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,305,785 shares; 2025Q1: 133,294 shares 133,294$364K0.02%The filing omitted confidential holdings, a later amendment may add them.Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,055 shares; 2024Q4: 167,055 shares; 2025Q1: 1,695 shares 1,695$351K0.02%The filing omitted confidential holdings, a later amendment may add them.Timeline
SONDER HOLDINGS INCSONDER HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,000 shares; 2024Q4: 150,000 shares; 2025Q1: 150,000 shares 150,000$300K0.02%The filing omitted confidential holdings, a later amendment may add them.
SONDQSONDER HLDGS INC CL A NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,210 shares; 2024Q4: 215,210 shares; 2025Q1: 215,210 shares 215,210$148K0.01%The filing omitted confidential holdings, a later amendment may add them.Timeline

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001443689-25-000009 base2025-05-14acceptance time not in the bulk data set