Senator Investment Group as of June 30, 2024
Portfolio Holdings for Senator Investment Group
Senator Investment Group holds 70 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 6.1 | $126M | 650k | 193.25 | |
| Intercontinental Exchange (ICE) | 5.1 | $105M | 766k | 136.89 | |
| American Intl Group Com New (AIG) | 4.6 | $94M | 1.3M | 74.24 | |
| Apollo Global Mgmt (APO) | 4.3 | $89M | 750k | 118.07 | |
| Meta Platforms Cl A (META) | 4.0 | $82M | 163k | 504.22 | |
| Nextera Energy (NEE) | 3.5 | $72M | 1.0M | 70.81 | |
| Fidelity National Information Services (FIS) | 3.3 | $68M | 900k | 75.36 | |
| Carvana Cl A (CVNA) | 3.1 | $64M | 495k | 128.72 | |
| Progressive Corporation (PGR) | 3.1 | $64M | 306k | 207.71 | |
| Verizon Communications (VZ) | 3.1 | $63M | 1.5M | 41.24 | |
| Aptiv SHS | 3.0 | $61M | 860k | 70.42 | |
| At&t (T) | 2.8 | $57M | 3.0M | 19.11 | |
| Microsoft Corporation (MSFT) | 2.7 | $56M | 125k | 446.95 | |
| Hldgs (UAL) | 2.5 | $51M | 1.0M | 48.66 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $50M | 275k | 183.42 | |
| Allegheny Technologies Incorporated (ATI) | 2.4 | $49M | 891k | 55.45 | |
| Pinterest Cl A (PINS) | 2.2 | $45M | 1.0M | 44.07 | |
| Thermo Fisher Scientific (TMO) | 2.2 | $44M | 80k | 553.00 | |
| Boston Scientific Corporation (BSX) | 2.1 | $42M | 550k | 77.01 | |
| Shift4 Pmts Cl A (FOUR) | 2.0 | $41M | 562k | 73.35 | |
| Ncino (NCNO) | 2.0 | $41M | 1.3M | 31.45 | |
| Cogent Communications Hldgs Com New (CCOI) | 2.0 | $41M | 717k | 56.44 | |
| Take-Two Interactive Software (TTWO) | 1.9 | $40M | 254k | 155.49 | |
| Shell Spon Ads (SHEL) | 1.8 | $37M | 516k | 72.18 | |
| Ge Aerospace Com New (GE) | 1.7 | $35M | 220k | 158.97 | |
| Corebridge Finl (CRBG) | 1.6 | $34M | 1.2M | 29.12 | |
| First Solar (FSLR) | 1.4 | $29M | 127k | 225.46 | |
| Freeport-mcmoran CL B (FCX) | 1.4 | $28M | 580k | 48.60 | |
| Digitalbridge Group Cl A New (DBRG) | 1.3 | $26M | 1.9M | 13.70 | |
| Invesco Qqq Tr Put (QQQ) | 1.3 | $26M | 59k | 445.37 | |
| Vertiv Holdings Com Cl A (VRT) | 1.2 | $26M | 295k | 86.57 | |
| NCR Corporation (VYX) | 1.2 | $25M | 2.1M | 12.35 | |
| Vistra Energy (VST) | 1.2 | $24M | 275k | 85.98 | |
| Teck Resources CL B (TECK) | 1.1 | $23M | 481k | 47.90 | |
| Delta Air Lines Inc Del Com New (DAL) | 1.1 | $23M | 475k | 47.44 | |
| Tidewater (TDW) | 1.1 | $23M | 236k | 95.21 | |
| Tempur-Pedic International (SGI) | 1.1 | $22M | 460k | 47.34 | |
| Six Flags Entertainment (SIX) | 1.0 | $21M | 630k | 33.14 | |
| Novo-nordisk A S Adr (NVO) | 1.0 | $21M | 145k | 142.74 | |
| NVIDIA Corporation (NVDA) | 0.9 | $19M | 150k | 123.54 | |
| Perimeter Solutions Sa Common Stock | 0.8 | $17M | 2.1M | 7.83 | |
| Banc Of California (BANC) | 0.8 | $16M | 1.3M | 12.78 | |
| Coinbase Global Com Cl A (COIN) | 0.6 | $13M | 58k | 222.23 | |
| Masimo Corporation (MASI) | 0.6 | $13M | 100k | 125.94 | |
| Howmet Aerospace (HWM) | 0.6 | $12M | 156k | 77.63 | |
| Sunrun (RUN) | 0.6 | $12M | 1.0M | 11.86 | |
| Astronics Corporation (ATRO) | 0.5 | $11M | 546k | 20.03 | |
| Alcoa (AA) | 0.4 | $8.6M | 217k | 39.78 | |
| Spirit Aerosystems Hldgs Com Cl A (SPR) | 0.4 | $7.5M | 229k | 32.87 | |
| Privia Health Group (PRVA) | 0.3 | $7.0M | 400k | 17.38 | |
| Legend Biotech Corp Sponsored Ads (LEGN) | 0.3 | $6.9M | 155k | 44.29 | |
| Immunovant (IMVT) | 0.3 | $6.6M | 250k | 26.40 | |
| Crinetics Pharmaceuticals In (CRNX) | 0.3 | $6.0M | 135k | 44.79 | |
| Nutanix Cl A (NTNX) | 0.2 | $4.9M | 85k | 56.85 | |
| Valero Energy Corporation (VLO) | 0.2 | $4.7M | 30k | 156.76 | |
| Azul S A Sponsr Adr Pfd (AZULQ) | 0.2 | $4.0M | 1.0M | 4.00 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $2.2M | 10k | 215.01 | |
| Gogoro *w Exp 99/99/999 (GGR) | 0.1 | $2.1M | 1.4M | 1.54 | |
| Transocean Registered Shs (RIG) | 0.1 | $1.7M | 309k | 5.35 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.6M | 9.0k | 173.81 | |
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $1.5M | 28k | 52.46 | |
| Microstrategy Cl A New (MSTR) | 0.1 | $1.3M | 930.00 | 1377.48 | |
| Riot Blockchain (RIOT) | 0.1 | $1.2M | 131k | 9.14 | |
| Cipher Mining (CIFR) | 0.1 | $1.2M | 287k | 4.15 | |
| Cleanspark Com New (CLSK) | 0.1 | $1.1M | 72k | 15.95 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $967k | 2.2k | 444.85 | |
| Uber Technologies (UBER) | 0.0 | $908k | 13k | 72.68 | |
| Barclays Adr (BCS) | 0.0 | $738k | 69k | 10.71 | |
| Sonder Holdings *w Exp 01/18/202 | 0.0 | $695k | 150k | 4.63 | |
| Ubs Group SHS (UBS) | 0.0 | $213k | 7.2k | 29.54 |