SI

Senator Investment Group LP

Diversified strategyMomentum followerHigh-turnover trader

Total reported value

$2.2B

Reporting period: 2026-03-31 · Number of holdings: 65

Senator Investment Group LP disclosed 65 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.2B and a quarterly turnover rate of 81.4%.

Personality snowflake

Concentration
12.83
Portfolio Stability
81.37
Momentum/Contrarian
100
Sector conviction
51.62
Diversification
100
Sizing Uniformity
90.47

Recent moves

  • Trim UAL

    -54.3%　-$218.2M

  • Add BA

    +1503.6%　$81.8M

  • Add NVDA

    +63.4%　$49.7M

  • Add DHR

    +155.8%　$43.4M

  • Add AMZN

    +41.9%　$27.8M

  • Trim WWD

    -49.8%　-$55.4M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 59 holdings (of 65 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1NVDANvidia CORPStock-Tech6.61%+2.84%+63.41%
2UALUnited Airlines Holdings INCStock-Industrials6.04%-7.99%-54.30%
3AMZNAmazon.com INCStock-Consumer Disc5.83%+1.85%+41.86%
4MSFTMicrosoft CORPStock-Tech4.55%+0.91%+42.67%
5TSMTaiwan Semiconductor-sp AdrStock-Tech4.07%+0.12%-19.11%
6BABoeing Co/theStock-Industrials4.03%+3.79%+1503.64%
7WBDWarner Bros Discovery INCStock-Comm Services3.84%——
8DHRDanaher CORPStock-Healthcare3.77%+2.22%+155.77%
9WWDWoodward INCStock-Industrials3.72%-1.75%-49.83%
10VVisa Inc-class A SharesStock-Financials3.54%+3.54%NEW
11METAMeta Platforms Inc-class AStock-Comm Services3.51%+1.56%+81.55%
12VRTVertiv Holdings Co-aStock-Industrials2.99%+1.21%-5.13%
13SNSharkNinja, Inc.Stock-Consumer Disc2.69%+0.90%+38.50%
14AVGOBroadcom INCStock-Tech2.67%+2.67%NEW
15CVNACarvana CoStock-Consumer Disc2.67%-1.73%-28.99%
16PRMPerimeter Solutions INCStock-Other2.66%—+0.94%
17ASAmer Sports, Inc.Stock-Consumer Disc1.97%—+40.65%
18TECKTeck Resources Ltd-cls BStock-Materials1.83%-1.36%-53.68%
19VIKViking Holdings LtdStock-Consumer Disc1.76%—+10.11%
20APOApollo Global Management INCStock-Financials1.74%-1.38%-36.69%
21CCitigroup INCStock-Financials1.72%+1.72%NEW
22NUNu Holdings Ltd.Stock-Financials1.62%—+11.36%
23PFEPfizer INCStock-Healthcare1.61%+1.61%NEW
24ULSUl Solutions INC - Class AStock-Industrials1.57%+0.62%+33.33%
25BKDBrookdale Senior Living INCStock-Other1.54%—-27.87%
26HALHalliburton CoStock-Energy1.52%+1.52%NEW
27EEMIshares Msci Emerging MarketETF-Emerging Markets1.49%+1.49%NEW
28AEISAdvanced Energy IndustriesStock-Industrials1.48%+1.48%NEW
29LHXL3harris Technologies INCStock-Industrials1.43%+1.43%NEW
30VSTVistra CORPStock-Utilities1.36%+0.65%+78.88%
31COPConocophillipsStock-Energy1.33%+1.33%NEW
32APHAmphenol Corp-cl AStock-Tech1.16%——
33AMATApplied Materials INCStock-Tech1.02%+1.02%NEW
34ATIAti INCStock-Industrials0.97%-0.53%-55.38%
35JHXJames Hardie Industries plcStock-Other0.96%-0.56%-39.39%
36RIOTRiot Platforms INCStock-Financials0.85%+0.85%NEW
37RKTRocket Cos Inc-class AStock-Financials0.82%+0.82%NEW
38MTArcelormittal-ny RegisteredStock-Other0.81%-0.25%-41.16%
39HASHasbro INCStock-Consumer Disc0.75%+0.75%NEW
40GLDSpdr Gold SharesETF-Commodities0.59%——
41CVSCvs Health CORPStock-Healthcare0.58%+0.58%NEW
42ECHOEchostar Corp-aStock-Comm Services0.55%+0.55%NEW
43WRBYWarby Parker Inc-class AStock-Other0.48%—+32.57%
44HOODRobinhood Markets INC - AStock-Financials0.45%-1.39%-65.19%
45HWMHowmet Aerospace INCStock-Industrials0.44%-0.36%-57.46%
46UNHUnitedhealth Group INCStock-Healthcare0.43%-0.56%-53.33%
47ALKSAlkermes plcStock-Healthcare0.38%——
48OPTUOptimum Communications Inc-aStock-Comm Services0.30%——
49✓ Stock-Other0.22%——
50ETHAIshares Ethereum Trust ETFETF-Other0.18%—+81.34%
1–50 of 59

Holding changes this quarter

Senator Investment Group LP's most significant position changes for 2026-03-31: Sold out: Capital One Financial CORP (COF); Sold out: Ss&c Technologies Holdings (SSNC); New buy: Visa Inc-class A Shares (V); Sold out: Union Pacific CORP (UNP); New buy: Broadcom INC (AVGO).

Position changes disclosed by Senator Investment Group LP for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1BABoeing Co/the+3.8%+1503.64%Add
2NVDANvidia CORP+2.8%+63.41%Add
3DHRDanaher CORP+2.2%+155.77%Add
4AMZNAmazon.com INC+1.9%+41.86%Add
5METAMeta Platforms Inc-class A+1.6%+81.55%Add
6VRTVertiv Holdings Co-a+1.2%-5.13%Trim
7MSFTMicrosoft CORP+0.9%+42.67%Add
8SNSharkNinja, Inc.+0.9%+38.50%Add
9VSTVistra CORP+0.7%+78.88%Add
10ULSUl Solutions INC - Class A+0.6%+33.33%Add
11TSMTaiwan Semiconductor-sp Adr+0.1%-19.11%Trim
12MTArcelormittal-ny Registered-0.3%-41.16%Trim
13HWMHowmet Aerospace INC-0.4%-57.46%Trim
14ATIAti INC-0.5%-55.38%Trim
15JHXJames Hardie Industries plc-0.6%-39.39%Trim
16UNHUnitedhealth Group INC-0.6%-53.33%Trim
17ATROAstronics CORP-0.9%-95.31%Trim
18TECKTeck Resources Ltd-cls B-1.4%-53.68%Trim
19APOApollo Global Management INC-1.4%-36.69%Trim
20HOODRobinhood Markets INC - A-1.4%-65.19%Trim
21CVNACarvana Co-1.7%-28.99%Trim
22WWDWoodward INC-1.8%-49.83%Trim
23UALUnited Airlines Holdings INC-8%-54.30%Trim
24COFCapital One Financial CORP—EXITSold out
25SSNCSs&c Technologies Holdings—EXITSold out
26VVisa Inc-class A Shares—NEWNew buy
27UNPUnion Pacific CORP—EXITSold out
28AVGOBroadcom INC—NEWNew buy
29GEGeneral Electric—EXITSold out
30PFSIPennymac Financial Services—EXITSold out
31BILLBill Holdings INC—EXITSold out
32CCitigroup INC—NEWNew buy
33LPLALpl Financial Holdings INC—EXITSold out
34LTHLife Time Group Holdings INC—EXITSold out
35PFEPfizer INC—NEWNew buy
36CMCSAComcast Corp-class A—EXITSold out
37HALHalliburton Co—NEWNew buy
38EEMIshares Msci Emerging Market—NEWNew buy
39AEISAdvanced Energy Industries—NEWNew buy
40LHXL3harris Technologies INC—NEWNew buy
41COPConocophillips—NEWNew buy
42AMATApplied Materials INC—NEWNew buy
43RIOTRiot Platforms INC—NEWNew buy
44RKTRocket Cos Inc-class A—NEWNew buy
45HASHasbro INC—NEWNew buy
46MEOHMethanex CORP—EXITSold out
47CVSCvs Health CORP—NEWNew buy
48ECHOEchostar Corp-a—NEWNew buy
49ATRO 5.5 03-15-30Astronics CORP—EXITSold out
50XLISs Industrial Select Sector—EXITSold out

FAQ

What is Senator Investment Group LP and what type of investor is it?
Senator Investment Group LP is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $2.2B, spread across 65 disclosed positions.
What are Senator Investment Group LP's largest equity positions?
Based on the latest 13F filing, Senator Investment Group LP's top holdings by market value are: 1. Nvidia CORP (NVDA) — $143.9M (6.6%) 2. United Airlines Holdings INC (UAL) — $131.6M (6.0%) 3. Amazon.com INC (AMZN) — $127.1M (5.8%) 4. Microsoft CORP (MSFT) — $99.0M (4.5%) 5. Taiwan Semiconductor-sp Adr (TSM) — $88.7M (4.1%)
What changes did Senator Investment Group LP make in its most recent portfolio filing?
In the latest reported quarter, Senator Investment Group LP made 50 notable position adjustments: 15 new positions were initiated, 9 existing holdings were added to, 14 positions were partially reduced, and 12 were completely exited. The largest of these moves: Sold out: Capital One Financial CORP (COF); Sold out: Ss&c Technologies Holdings (SSNC); New buy: Visa Inc-class A Shares (V); Sold out: Union Pacific CORP (UNP); New buy: Broadcom INC (AVGO)
What sectors does Senator Investment Group LP focus on?
Senator Investment Group LP is concentrated in the following sectors based on its current disclosed equity portfolio: • Industrials: 25.0% • Information Technology: 22.1% • Consumer Discretionary: 17.4% • Financials: 12.0% • Communication Services: 9.2% • Health Care: 7.5%