Senator Investment Group LP
SEC Form 13F institutional filer · CIK 0001443689
13F-HR · 30 reported holdings · 2026-03-31
Hedge fund manager.
Reported long-US-equity value
$1.45B
Top-10 concentration
67.2%
Senator Investment Group LP — $1.45B AUM allocation strategy
Senator Investment Group LP files SEC Form 13F and reports $1.45B of long US equity value across 30 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 22.5%, followed by Industrials 21.8% and Consumer Discretionary 12.7%.
The top 10 holdings account for 67% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Senator Investment Group LP — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.45B
total across 30 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
67% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BA +414K sh · +$81.8M+$NVDA +320K sh · +$49.7M+$DHR +264K sh · +$43.4M
Biggest trims (shares)
−$UAL −1.7M sh · −$218M−$HOOD −264K sh · −$36M−$APO −197K sh · −$39.9M
Exited to nil (held last quarter, gone now)
$COF ($114M last qtr)$UNP ($63.6M last qtr)$GE ($46.2M last qtr)$CMCSA ($35M last qtr)$XLI ($9.5M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors14.0%—
- Passenger Airlines9.1%—
- Broadline Retail8.7%—
- Aerospace & Defense8.2%—
- Systems Software6.8%—
- Broadcasting5.8%—
- Life Sciences Tools & Services5.7%—
- Transaction & Payment Processing Services5.3%—
- Other holdings36.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 825K | $144M | +320K | 9.9% |
| $UAL | United Airlines Holdings Inc | 1.43M | $132M | -1.7M | 9.1% |
| $AMZN | Amazon.com Inc | 610K | $127M | +180K | 8.8% |
| $MSFT | Microsoft Corporation | 268K | $99M | +80K | 6.8% |
| $BA | Boeing Company | 441K | $87.8M | +414K | 6.1% |
| $WBD | Warner Bros. Discovery Inc. Series A | 3.05M | $83.7M | +0 | 5.8% |
| $DHR | Danaher Corporation | 433K | $82.2M | +264K | 5.7% |
| $V | Visa Inc | 255K | $77.1M | — | 5.3% |
| $META | Meta Platforms Inc | 134K | $76.4M | +60K | 5.3% |
| $VRT | Vertiv Holdings LLC | 260K | $65.2M | -14.1K | 4.5% |
…and 20 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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