Senator Investment Group as of Sept. 30, 2024
Portfolio Holdings for Senator Investment Group
Senator Investment Group holds 62 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Amazon (AMZN) | 4.8 | $102M | 545k | 186.33 | |
Verizon Communications (VZ) | 4.5 | $96M | 2.1M | 44.91 | |
Intercontinental Exchange (ICE) | 3.9 | $82M | 508k | 160.64 | |
Apollo Global Mgmt (APO) | 3.6 | $75M | 600k | 124.91 | |
Carvana Cl A (CVNA) | 3.5 | $74M | 427k | 174.11 | |
Progressive Corporation (PGR) | 3.4 | $71M | 280k | 253.76 | |
Fidelity National Information Services (FIS) | 3.0 | $63M | 750k | 83.75 | |
At&t (T) | 2.9 | $61M | 2.8M | 22.00 | |
Aptiv SHS (APTV) | 2.9 | $60M | 836k | 72.01 | |
Hldgs (UAL) | 2.8 | $59M | 1.0M | 57.06 | |
Microsoft Corporation (MSFT) | 2.6 | $54M | 125k | 430.30 | |
Take-Two Interactive Software (TTWO) | 2.4 | $51M | 331k | 153.71 | |
Cogent Communications Hldgs Com New (CCOI) | 2.4 | $50M | 664k | 75.92 | |
Meta Platforms Cl A (META) | 2.4 | $50M | 88k | 572.44 | |
Ncino (NCNO) | 2.4 | $50M | 1.6M | 31.59 | |
Ge Aerospace Com New (GE) | 2.3 | $49M | 260k | 188.58 | |
Ss&c Technologies Holding (SSNC) | 2.3 | $48M | 650k | 74.21 | |
Johnson & Johnson (JNJ) | 2.3 | $48M | 297k | 162.06 | |
Robinhood Mkts Com Cl A (HOOD) | 2.2 | $47M | 2.0M | 23.42 | |
Allegheny Technologies Incorporated (ATI) | 2.2 | $46M | 690k | 66.91 | |
Capital One Financial (COF) | 2.2 | $46M | 306k | 149.73 | |
Nutanix Cl A (NTNX) | 2.2 | $45M | 767k | 59.25 | |
Shift4 Pmts Cl A (FOUR) | 2.1 | $43M | 489k | 88.60 | |
Chipotle Mexican Grill (CMG) | 2.0 | $42M | 734k | 57.62 | |
Aon Shs Cl A (AON) | 2.0 | $42M | 120k | 345.99 | |
NVIDIA Corporation (NVDA) | 1.9 | $40M | 330k | 121.44 | |
Perimeter Solutions Sa Common Stock (PRM) | 1.8 | $38M | 2.9M | 13.45 | |
Boston Scientific Corporation (BSX) | 1.8 | $38M | 450k | 83.80 | |
Thermo Fisher Scientific (TMO) | 1.8 | $37M | 60k | 618.57 | |
Nextera Energy (NEE) | 1.7 | $36M | 425k | 84.53 | |
Shell Spon Ads (SHEL) | 1.6 | $33M | 500k | 65.95 | |
Freeport-mcmoran CL B (FCX) | 1.5 | $32M | 650k | 49.92 | |
Alphabet Cap Stk Cl C (GOOG) | 1.4 | $29M | 175k | 167.19 | |
Vertiv Holdings Com Cl A (VRT) | 1.3 | $27M | 270k | 99.49 | |
Delta Air Lines Inc Del Com New (DAL) | 1.2 | $25M | 500k | 50.79 | |
First Solar (FSLR) | 1.2 | $25M | 100k | 249.44 | |
Vistra Energy (VST) | 1.2 | $25M | 210k | 118.54 | |
Howmet Aerospace (HWM) | 1.1 | $23M | 225k | 100.25 | |
Tidewater (TDW) | 1.1 | $22M | 310k | 71.79 | |
Alcoa (AA) | 1.0 | $21M | 550k | 38.58 | |
Eli Lilly & Co. (LLY) | 0.9 | $20M | 22k | 885.94 | |
Tko Group Holdings Cl A (TKO) | 0.9 | $19M | 150k | 123.71 | |
Teck Resources CL B (TECK) | 0.9 | $18M | 353k | 52.24 | |
Wynn Resorts (WYNN) | 0.8 | $17M | 180k | 95.88 | |
Digitalbridge Group Cl A New (DBRG) | 0.8 | $17M | 1.2M | 14.13 | |
Flutter Entmt SHS (FLUT) | 0.7 | $15M | 65k | 237.28 | |
Six Flags Entertainment Corp (FUN) | 0.7 | $15M | 375k | 40.31 | |
Sunrun (RUN) | 0.6 | $14M | 750k | 18.06 | |
Astronics Corporation (ATRO) | 0.6 | $13M | 664k | 19.48 | |
Novo-nordisk A S Adr (NVO) | 0.6 | $12M | 100k | 119.07 | |
Coinbase Global Com Cl A (COIN) | 0.5 | $11M | 60k | 178.17 | |
Sanofi Sponsored Adr (SNY) | 0.5 | $10M | 175k | 57.63 | |
Core Scientific (CORZ) | 0.4 | $7.7M | 650k | 11.86 | |
Crinetics Pharmaceuticals In (CRNX) | 0.3 | $6.9M | 135k | 51.10 | |
Barclays Adr (BCS) | 0.1 | $1.3M | 105k | 12.15 | |
Intuitive Surgical Com New (ISRG) | 0.1 | $1.1M | 2.2k | 491.27 | |
Uber Technologies (UBER) | 0.0 | $939k | 13k | 75.16 | |
Gogoro *w Exp 99/99/999 (GGR) | 0.0 | $716k | 1.4M | 0.53 | |
Sonder Holdings *w Exp 01/18/202 | 0.0 | $702k | 150k | 4.68 | |
Pinterest Cl A (PINS) | 0.0 | $668k | 21k | 32.37 | |
Spirit Aerosystems Hldgs Com Cl A (SPR) | 0.0 | $581k | 18k | 32.51 | |
Sonder Holdings Cl A New (SOND) | 0.0 | $202k | 215k | 0.94 |