Senator Investment Group LP Q1 2024 Filing

Filed May 14, 2024

Portfolio Value

$2.2B

Holdings

68

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (68 positions)

#StockSharesValue% PortfolioType
1
AMZNAMAZON COM INC
775,000$139.8T6361327.61%
2
METAMETA PLATFORMS INC
252,521$122.6T5579765.77%
3
AIGAMERICAN INTL GROUP INC
1,517,466$118.6T5397799.61%
4
VRTVERTIV HOLDINGS CO
1,169,795$95.5T4347403.95%
5
ICEINTERCONTINENTAL EXCHANGE IN
683,425$93.9T4273956.39%
6
PGRPROGRESSIVE CORP
413,500$85.5T3891577.87%
7
APTVAPTIV PLC
1,009,692$80.4T3659589.51%
8
APOAPOLLO GLOBAL MGMT INC
650,000$73.1T3326063.18%
9
BACVERIZON COMMUNICATIONS INC
1,680,729$70.5T3209156.17%
10
TAT&T INC
4,000,000$70.4T3203541.37%
11
GOOGALPHABET INC
425,000$64.7T2944641.53%
12
MSFTMICROSOFT CORP
150,000$63.1T2871720.01%
13
FISFIDELITY NATL INFORMATION SV
850,000$63.1T2869217.24%
14
TMOTHERMO FISHER SCIENTIFIC INC
85,000$49.4T2248069.23%
15
RIGTRANSOCEAN LTD
7,500,000$47.1T2143278.39%
16
OGM1COGENT COMMUNICATIONS HLDGS
666,768$43.6T1982189.08%
17
BABOEING CO
222,639$43.0T1955211.44%
18
SHELSHELL PLC
638,047$42.8T1946454.94%
19
TECK/BTECK RESOURCES LTD
930,639$42.6T1938718.30%
20
TTWOTAKE-TWO INTERACTIVE SOFTWAR
279,360$41.5T1887639.70%
21
XYZBLOCK INC
457,730$38.7T1761711.26%
22
VYXNCR VOYIX CORPORATION
3,000,000$37.9T1724178.73%
23
BSXBOSTON SCIENTIFIC CORP
550,000$37.7T1714144.91%
24
BANCBANC OF CALIFORNIA INC
2,445,685$37.2T1692728.92%
25
UALUNITED AIRLS HLDGS INC
750,000$35.9T1634079.13%
26
PINSPINTEREST INC
1,020,645$35.4T1610223.76%
27
DBRGDIGITALBRIDGE GROUP INC
1,752,003$33.8T1536293.67%
28
TDWTIDEWATER INC NEW
363,414$33.4T1521413.13%
29
S9QSPIRIT AEROSYSTEMS HLDGS INC
867,855$31.3T1424462.41%
30
FCXFREEPORT-MCMORAN INC
635,839$29.9T1360465.30%
31
3M4MASIMO CORP
174,000$25.6T1162735.35%
32
SNYSANOFI
514,608$25.0T1138073.95%
33
NATLNCR ATLEOS CORPORATION
1,180,218$23.3T1060686.45%
34
RHRH
61,000$21.2T966698.64%
35
NVEINUVEI CORPORATION
650,000$20.6T935261.16%
36
COINCOINBASE GLOBAL INC
72,668$19.3T876684.59%
37
NVONOVO-NORDISK A S
150,000$19.3T876423.39%
38
NVDANVIDIA CORPORATION
20,000$18.1T822327.23%
39
FSLRFIRST SOLAR INC
106,963$18.1T821606.16%
40
SYKSTRYKER CORPORATION
50,000$17.9T814241.02%
41
ATDATI INC
333,000$17.0T775384.88%
42
UBSUBS GROUP AG
512,224$15.7T716042.51%
43
PRMPERIMETER SOLUTIONS SA
2,114,300$15.7T713884.89%
44
PRVAPRIVIA HEALTH GROUP INC
800,000$15.7T713151.99%
45
CRBGCOREBRIDGE FINL INC
460,000$13.2T601382.98%
46
DALDELTA AIR LINES INC DEL
250,000$12.0T544579.28%
47
ATROASTRONICS CORP
545,754$10.4T472847.98%
48
AZULQAZUL S A
1,250,000$9.7T441965.85%
49
LEGNLEGEND BIOTECH CORP
165,000$9.3T421140.55%
50
SIXEURSIX FLAGS ENTMT CORP NEW
344,270$9.1T412327.90%
51
HWMHOWMET AEROSPACE INC
125,000$8.6T389237.10%
52
AWNADVANCE AUTO PARTS INC
100,000$8.5T387200.76%
53
APLSAPELLIS PHARMACEUTICALS INC
140,000$8.2T374468.50%
54
IMVTIMMUNOVANT INC
250,000$8.1T367565.42%
55
VMCVULCAN MATLS CO
25,000$6.8T310479.58%
56
ISIIONIS PHARMACEUTICALS INC
135,000$5.9T266305.75%
57
GGRGOGORO INC
1,350,000$2.5T113034.04%
58
FBTCFIDELITY WISE ORIGIN BITCOIN
28,419$1.8T80256.13%
59
MIGAMICROSTRATEGY INC
930$1.6T72136.15%
60
NEENEXTERA ENERGY INC
19,629$1.3T57085.33%
61
GQ9SPDR GOLD TR
5,730$1.2T53640.02%
62
TSMTAIWAN SEMICONDUCTOR MFG LTD
8,171$1.1T50586.15%
63
HDSNHUDSON TECHNOLOGIES INC
100,000$1.1T50100.84%
64
UBERUBER TECHNOLOGIES INC
12,498$962.2B43785.72%
65
ISRGINTUITIVE SURGICAL INC
2,174$867.6B39481.01%
66
SONWQSONDER HOLDINGS INC
150,000$444.0B20204.15%
67
FOURSHIFT4 PMTS INC
6,499$429.4B19539.28%
68
MVLAWMOVELLA HOLDINGS INC
150,000$9.4B425.93%