Sign in

You're signed outSign in or to get full access.

Senator Investment Group LP

CIK:0001443689
Hedge Fund
$3B AUM
54 holdings
New York, NY, US
Founded:2008
25 employees
Latest filing:Jun 30, 2025

Senator Investment Group LP is a New York-based hedge fund manager founded in 2008. The firm manages multi-billion dollar portfolios, primarily serving institutional investors and high-net-worth individuals. Its headquarters are located in Manhattan, and it is registered in Delaware. Senator employs approximately 25 professionals, focusing on public and private market investments.

Investment Strategy

Senator Investment Group pursues a fundamental, value-driven long/short equity and event-driven strategy with a focus on risk-adjusted returns. The firm seeks opportunities through deep research in equities and credit markets, with positions in both US and global companies. Sector allocations are tactical, and the fund has a history of actively trading positions while seeking catalyst-driven investments and market dislocations.

Latest 13F Filing Activity

Senator Investment Group LP filed their most recent 13F report on Jun 30, 2025 disclosing 52 equity positions with a total 13F market value of $3B. The fund increased holdings in JPMorgan Chase & Co., Capital One Finl Corp., SPDR S&P 500 Etf TR among other positions. Senator Investment Group LP reduced exposure to Primo Brands Corporation, Danaher Corporation, Fiserv Inc. among others.

Top Buys
J
JPMJPMORGAN CHASE & CO.
+$89.0M
C
COFCAPITAL ONE FINL CORP
+$80.9M
S
SPYSPDR S&P 500 ETF TR
+$64.3M
I
IBITISHARES BITCOIN TRUST ETF
+$51.7M
W
WWDWOODWARD INC
+$49.2M
Top Sells
P
PRMBPRIMO BRANDS CORPORATION
-$78.1M
D
DHRDANAHER CORPORATION
-$41.0M
F
FIFISERV INC
-$38.6M
W
WFCWELLS FARGO CO NEW
-$35.9M
L
LLYELI LILLY & CO
-$35.0M

Top Holdings

U
UALUNITED AIRLS HLDGS INC
+9.6%$248.8M
I
IBITISHARES BITCOIN TRUST ETF
+4.3%$110.9M
H
HOODROBINHOOD MKTS INC
+4.3%$110.5M
C
COFCAPITAL ONE FINL CORP
+4.2%$108.5M
M
MSFTMICROSOFT CORP
+4.0%$103.2M

Equity Positions (52)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
UNITED AIRLS HLDGS INC9.60%$248.8M3,124,971$81.38$79.63+$29.7M
ISHARES BITCOIN TRUST ETF4.28%$110.9M1,812,000$51.16$61.21+$51.7M
ROBINHOOD MKTS INC4.26%$110.5M1,179,819$23.42$93.63+$48.3M
CAPITAL ONE FINL CORP4.19%$108.5M510,134$197.55$212.76+$80.9M
MICROSOFT CORP3.98%$103.2M207,500$348.70$497.41+$37.5M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+13.0%
AIR TRANSPORTATION, SCHEDULED
+11.0%
COMMODITY CONTRACTS BROKERS & DEALERS
+6.7%
NATIONAL COMMERCIAL BANKS
+5.3%
SEMICONDUCTORS & RELATED DEVICES
+4.9%