Senator Investment Group LP Q3 2024 Filing

Filed November 13, 2024

Portfolio Value

$2105.9T

Holdings

62

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (62 positions)

#StockSharesValue% PortfolioType
1
AMZNAMAZON COM INC
545,000$101.5T4.82%
2
BACVERIZON COMMUNICATIONS INC
2,129,789$95.6T4.54%
3
ICEINTERCONTINENTAL EXCHANGE IN
508,425$81.7T3.88%
4
APOAPOLLO GLOBAL MGMT INC
600,000$74.9T3.56%
5
CVNACARVANA CO
426,524$74.3T3.53%
6
PGRPROGRESSIVE CORP
280,330$71.1T3.38%
7
FISFIDELITY NATL INFORMATION SV
750,000$62.8T2.98%
8
TAT&T INC
2,750,000$60.5T2.87%
9
APTVAPTIV PLC
835,760$60.2T2.86%
10
UALUNITED AIRLS HLDGS INC
1,036,051$59.1T2.81%
11
MSFTMICROSOFT CORP
125,000$53.8T2.55%
12
TTWOTAKE-TWO INTERACTIVE SOFTWAR
331,055$50.9T2.42%
13
OGM1COGENT COMMUNICATIONS HLDGS
664,178$50.4T2.39%
14
METAMETA PLATFORMS INC
87,521$50.1T2.38%
15
NCNONCINO INC
1,571,680$49.6T2.36%
16
GEGE AEROSPACE
260,000$49.0T2.33%
17
SSNCSS&C TECHNOLOGIES HLDGS INC
650,000$48.2T2.29%
18
JNJJOHNSON & JOHNSON
297,000$48.1T2.29%
19
HOODROBINHOOD MKTS INC
2,000,000$46.8T2.22%
20
ATDATI INC
690,000$46.2T2.19%
21
COFCAPITAL ONE FINL CORP
305,483$45.7T2.17%
22
NTNXNUTANIX INC
767,021$45.4T2.16%
23
FOURSHIFT4 PMTS INC
488,561$43.3T2.06%
24
CMGCHIPOTLE MEXICAN GRILL INC
733,596$42.3T2.01%
25
AONAON PLC
120,000$41.5T1.97%
26
NVDANVIDIA CORPORATION
330,000$40.1T1.90%
27
PRMPERIMETER SOLUTIONS SA
2,850,000$38.3T1.82%
28
BSXBOSTON SCIENTIFIC CORP
450,000$37.7T1.79%
29
TMOTHERMO FISHER SCIENTIFIC INC
60,000$37.1T1.76%
30
NEENEXTERA ENERGY INC
425,000$35.9T1.71%
31
SHELSHELL PLC
500,000$33.0T1.57%
32
FCXFREEPORT-MCMORAN INC
650,000$32.4T1.54%
33
GOOGALPHABET INC
175,000$29.3T1.39%
34
VRTVERTIV HOLDINGS CO
269,795$26.8T1.27%
35
DALDELTA AIR LINES INC DEL
500,000$25.4T1.21%
36
FSLRFIRST SOLAR INC
100,000$24.9T1.18%
37
VSTVISTRA CORP
210,000$24.9T1.18%
38
HWMHOWMET AEROSPACE INC
225,000$22.6T1.07%
39
TDWTIDEWATER INC NEW
310,000$22.3T1.06%
40
AAALCOA CORP
550,000$21.2T1.01%
41
LLYELI LILLY & CO
22,000$19.5T0.93%
42
TKOTKO GROUP HOLDINGS INC
150,000$18.6T0.88%
43
TECK/BTECK RESOURCES LTD
352,611$18.4T0.87%
44
WYNNWYNN RESORTS LTD
180,000$17.3T0.82%
45
DBRGDIGITALBRIDGE GROUP INC
1,166,654$16.5T0.78%
46
FLUTFLUTTER ENTMT PLC
65,000$15.4T0.73%
47
FUNSIX FLAGS ENTERTAINMENT CORP
375,000$15.1T0.72%
48
RUNSUNRUN INC
750,000$13.5T0.64%
49
ATROASTRONICS CORP
663,542$12.9T0.61%
50
NVONOVO-NORDISK A S
100,000$11.9T0.57%
51
COINCOINBASE GLOBAL INC
60,000$10.7T0.51%
52
SNYSANOFI
175,000$10.1T0.48%
53
CORZCORE SCIENTIFIC INC NEW
650,000$7.7T0.37%
54
CRNXCRINETICS PHARMACEUTICALS IN
135,000$6.9T0.33%
55
BCSBARCLAYS PLC
104,861$1.3T0.06%
56
ISRGINTUITIVE SURGICAL INC
2,174$1.1T0.05%
57
UBERUBER TECHNOLOGIES INC
12,498$939.4B0.04%
58
GGRGOGORO INC
1,350,000$715.5B0.03%
59
SONDQSONDER HOLDINGS INC
150,000$702.0B0.03%
60
PINSPINTEREST INC
20,645$668.3B0.03%
61
S9QSPIRIT AEROSYSTEMS HLDGS INC
17,855$580.5B0.03%
62
SONDQSONDER HOLDINGS INC
215,210$202.2B0.01%