0001443689-24-000012.txt : 20240820
0001443689-24-000012.hdr.sgml : 20240820
20240819185039
ACCESSION NUMBER: 0001443689-24-000012
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240630
FILED AS OF DATE: 20240820
DATE AS OF CHANGE: 20240819
EFFECTIVENESS DATE: 20240820
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Senator Investment Group LP
CENTRAL INDEX KEY: 0001443689
ORGANIZATION NAME:
IRS NUMBER: 262124641
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-13389
FILM NUMBER: 241222191
BUSINESS ADDRESS:
STREET 1: 510 MADISON AVENUE
STREET 2: 28TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10022
BUSINESS PHONE: (212) 376-4305
MAIL ADDRESS:
STREET 1: 510 MADISON AVENUE
STREET 2: 28TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10022
13F-HR
1
primary_doc.xml
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0001443689
XXXXXXXX
06-30-2024
06-30-2024
Senator Investment Group LP
510 Madison Avenue
28th Floor
New York
NY
10022
13F HOLDINGS REPORT
028-13389
N
Edward Larmann
Chief Operating Officer
(212) 376-4305
Edward Larmann, Chief Operating Officer
New York
NY
08-02-2024
0
71
2050286626
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INFORMATION TABLE
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form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
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216452
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SOLE
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ALPHABET INC
CAP STK CL C
02079K107
50440500
275000
SH
SOLE
275000
0
0
AMAZON COM INC
COM
023135106
125612500
650000
SH
SOLE
650000
0
0
AMERICAN INTL GROUP INC
COM NEW
026874784
94096676
1267466
SH
SOLE
1267466
0
0
APOLLO GLOBAL MGMT INC
COM
03769M106
88552500
750000
SH
SOLE
750000
0
0
APTIV PLC
SHS
G6095L109
60539511
859692
SH
SOLE
859692
0
0
ASTRONICS CORP
COM
046433108
10931453
545754
SH
SOLE
545754
0
0
AT&T INC
COM
00206R102
57330000
3000000
SH
SOLE
3000000
0
0
ATI INC
COM
01741R102
49413602
891138
SH
SOLE
891138
0
0
AZUL S A
SPONSR ADR PFD
05501U106
4000000
1000000
SH
SOLE
1000000
0
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BANC OF CALIFORNIA INC
COM
05990K106
16422300
1285000
SH
SOLE
1285000
0
0
BARCLAYS PLC
ADR
06738E204
737501
68861
SH
SOLE
68861
0
0
BOSTON SCIENTIFIC CORP
COM
101137107
42355500
550000
SH
SOLE
550000
0
0
CARVANA CO
CL A
146869102
63767116
495394
SH
SOLE
495394
0
0
CIPHER MINING INC
COM
17253J106
1189614
286654
SH
SOLE
286654
0
0
CLEANSPARK INC
COM NEW
18452B209
1148033
71977
SH
SOLE
71977
0
0
COGENT COMMUNICATIONS HLDGS
COM NEW
19239V302
40454386
716768
SH
SOLE
716768
0
0
COINBASE GLOBAL INC
COM CL A
19260Q107
12815560
57668
SH
SOLE
57668
0
0
COREBRIDGE FINL INC
COM
21871X109
33779200
1160000
SH
SOLE
1160000
0
0
CRINETICS PHARMACEUTICALS IN
COM
22663K107
6046650
135000
SH
SOLE
135000
0
0
DELTA AIR LINES INC DEL
COM NEW
247361702
22534000
475000
SH
SOLE
475000
0
0
DIGITALBRIDGE GROUP INC
CL A NEW
25401T603
26194441
1912003
SH
SOLE
1912003
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
67824000
900000
SH
SOLE
900000
0
0
FIDELITY WISE ORIGIN BITCOIN
SHS
315948109
1490861
28419
SH
SOLE
28419
0
0
FIRST SOLAR INC
COM
336433107
28625078
126963
SH
SOLE
126963
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
28174392
579720
SH
SOLE
579720
0
0
GE AEROSPACE
COM NEW
369604301
34973400
220000
SH
SOLE
220000
0
0
GOGORO INC
*W EXP 99/99/999
G9491K105
2079000
1350000
SH
SOLE
1350000
0
0
HOWMET AEROSPACE INC
COM
443201108
12110280
156000
SH
SOLE
156000
0
0
IMMUNOVANT INC
COM
45258J102
6600000
250000
SH
SOLE
250000
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
104872113
766105
SH
SOLE
766105
0
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
967104
2174
SH
SOLE
2174
0
0
INVESCO QQQ TR
PUT
46090E103
26054145
58500
SH
SOLE
58500
0
0
LEGEND BIOTECH CORP
SPONSORED ADS
52490G102
6864950
155000
SH
SOLE
155000
0
0
MASIMO CORP
COM
574795100
12594000
100000
SH
SOLE
100000
0
0
META PLATFORMS INC
CL A
30303M102
81946339
162521
SH
SOLE
162521
0
0
MICROSOFT CORP
COM
594918104
55868750
125000
SH
SOLE
125000
0
0
MICROSTRATEGY INC
CL A NEW
594972408
1281056
930
SH
SOLE
930
0
0
NCINO INC
COM
63947X101
40885000
1300000
SH
SOLE
1300000
0
0
NCR VOYIX CORPORATION
COM
62886E108
25445940
2060400
SH
SOLE
2060400
0
0
NEXTERA ENERGY INC
COM
65339F101
72199929
1019629
SH
SOLE
1019629
0
0
NOVO-NORDISK A S
ADR
670100205
20697300
145000
SH
SOLE
145000
0
0
NUTANIX INC
CL A
67059N108
4857548
85445
SH
SOLE
85445
0
0
NVIDIA CORPORATION
COM
67066G104
18531000
150000
SH
SOLE
150000
0
0
PERIMETER SOLUTIONS SA
COMMON STOCK
L7579L106
16638750
2125000
SH
SOLE
2125000
0
0
PINTEREST INC
CL A
72352L106
44979825
1020645
SH
SOLE
1020645
0
0
PRIVIA HEALTH GROUP INC
COM
74276R102
6952000
400000
SH
SOLE
400000
0
0
PROGRESSIVE CORP
COM
743315103
63559260
306000
SH
SOLE
306000
0
0
RIOT PLATFORMS INC
COM
767292105
1200704
131368
SH
SOLE
131368
0
0
SHELL PLC
SPON ADS
780259305
37273752
516400
SH
SOLE
516400
0
0
SHIFT4 PMTS INC
CL A
82452J109
41240011
562236
SH
SOLE
562236
0
0
SIX FLAGS ENTMT CORP NEW
COM
83001A102
20878200
630000
SH
SOLE
630000
0
0
SONDER HOLDINGS INC
*W EXP 01/18/202
83542D102
694500
150000
SH
SOLE
150000
0
0
SPDR GOLD TR
GOLD SHS
78463V107
2231374
10378
SH
SOLE
10378
0
0
SPIRIT AEROSYSTEMS HLDGS INC
COM CL A
848574109
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SH
SOLE
228855
0
0
SUNRUN INC
COM
86771W105
11860000
1000000
SH
SOLE
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0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
1570895
9038
SH
SOLE
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0
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
39550436
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SH
SOLE
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0
0
TECK RESOURCES LTD
CL B
878742204
23022608
480639
SH
SOLE
480639
0
0
TEMPUR SEALY INTL INC
COM
88023U101
21796614
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SH
SOLE
460427
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
44240000
80000
SH
SOLE
80000
0
0
TIDEWATER INC NEW
COM
88642R109
22490601
236221
SH
SOLE
236221
0
0
TRANSOCEAN LTD
REGISTERED SHS
H8817H100
1653380
309043
SH
SOLE
309043
0
0
UBER TECHNOLOGIES INC
COM
90353T100
908355
12498
SH
SOLE
12498
0
0
UBS GROUP AG
SHS
H42097107
213397
7224
SH
SOLE
7224
0
0
UNITED AIRLS HLDGS INC
COM
910047109
50170942
1031051
SH
SOLE
1031051
0
0
UNITED AIRLS HLDGS INC
CALL
910047109
729900
15000
SH
SOLE
15000
0
0
VALERO ENERGY CORP
COM
91913Y100
4702800
30000
SH
SOLE
30000
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
63127264
1530729
SH
SOLE
1530729
0
0
VERTIV HOLDINGS CO
COM CL A
92537N108
25520405
294795
SH
SOLE
294795
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VISTRA CORP
COM
92840M102
23644500
275000
SH
SOLE
275000
0
0