1y return+20.0%S&P 500 +20.9%
3y return+94.9%S&P 500 +68.5%
5y return+44.8%S&P 500 +74.5%
10y return+171.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $272 against $357 in the S&P 500.2
Senator Investment Group LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Dpc Holdings PLCCUSIP G2R11M108 | $246.4M | 9.0% | New |
| SPYState Str Spdr S&p 500 Etf T | $183.7M | 6.7% | +8100.0% |
| QQQInvesco Qqq Tr | $157.2M | 5.7% | New |
| UALUnited Airls Hldgs Inc | $146.2M | 5.3% | −24.8% |
| BABoeing Co | $139.9M | 5.1% | +46.6% |
| VVisa Inc | $108.3M | 4.0% | +23.8% |
| TSMTaiwan Semiconductor Manufac | $100.6M | 3.7% | −19.7% |
| AMZNAmazon Com Inc | $100.1M | 3.7% | −31.1% |
| WWDWoodward Inc | $95.1M | 3.5% | −1.3% |
| UNHUnitedhealth Group Inc | $77.6M | 2.8% | +433.4% |
| AKAMAkamai Technologies Inc | $75.7M | 2.8% | New |
| CVNACarvana Co | $74.9M | 2.7% | +23.3% |
| NVDANvidia Corporation | $67.3M | 2.5% | −59.2% |
| Flex LtdCUSIP Y2573F102 | $67.0M | 2.4% | New |
| DHRDanaher Corp Del | $64.9M | 2.4% | −21.3% |
| PRMPerimeter Solutions Inc | $64.0M | 2.3% | −24.3% |
| AVGOBroadcom Inc | $61.2M | 2.2% | −13.6% |
| COPConocophillips | $56.0M | 2.0% | +145.8% |
| METAMeta Platforms Inc | $51.6M | 1.9% | −31.4% |
| Amer Sports IncCUSIP G0260P102 | $50.8M | 1.9% | +15.3% |
| TMOThermo Fisher Scientific Inc | $50.1M | 1.8% | New |
| Sharkninja IncCUSIP G8068L108 | $47.8M | 1.7% | −43.3% |
| AMATApplied Matls Inc | $47.0M | 1.7% | |
| COFCapital One Finl Corp | $46.8M | 1.7% | New |
| BKDBrookdale Sr Living Inc | $46.0M | 1.7% | +16.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| VRTVertiv Holdings Co | March 31, 2023 | +2239.8% | $23.0M |
| NVDANvidia Corporation | June 30, 2023 | +373.0% | $67.3M |
| METAMeta Platforms Inc | December 31, 2022 | +368.1% | $51.6M |
| ATIAti Inc | March 31, 2024 | +285.2% | $15.8M |
| UALUnited Airls Hldgs Inc | March 31, 2024 | +184.0% | $146.2M |
| PRMPerimeter Solutions Inc | December 31, 2024 | +179.0% | $64.0M |
| CVNACarvana Co | June 30, 2024 | +155.7% | $74.9M |
| TSMTaiwan Semiconductor Manufac | December 31, 2024 | +141.8% | $100.6M |
| WWDWoodward Inc | March 31, 2025 | +133.1% | $95.1M |
| AMZNAmazon Com Inc | March 31, 2023 | +130.7% | $100.1M |
Sold off last quarter
- MSFTMicrosoft Corp was $99.0M
- Viking Holdings LtdCUSIP G93A5A101 was $38.4M
- APOApollo Global Mgmt Inc was $37.9M
- CCitigroup Inc was $37.4M
- PFEPfizer Inc was $35.1M
- HALHalliburton Co was $33.0M
- EEMIshares Tr was $32.4M
- AEISAdvanced Energy Inds was $32.3M
- LHXL3harris Technologies Inc was $31.1M
- APHAmphenol Corp was $25.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +18.4% | +14.8% |
| March 31, 2026 | −7.4% | −4.6% |
| December 31, 2025 | +1.0% | +2.4% |
| September 30, 2025 | +8.5% | +7.8% |
| June 30, 2025 | +22.7% | +10.5% |
| March 31, 2025 | −5.5% | −4.6% |
| December 31, 2024 | +4.1% | +2.1% |
| September 30, 2024 | +8.6% | +5.4% |
| June 30, 2024 | +0.5% | +4.0% |
| March 31, 2024 | +11.7% | +10.0% |
| December 31, 2023 | +9.5% | +11.2% |
| September 30, 2023 | +0.8% | −3.6% |
| June 30, 2023 | +10.9% | +8.3% |
| March 31, 2023 | +6.5% | +7.0% |
| December 31, 2022 | +2.0% | +7.1% |
| September 30, 2022 | −3.9% | −5.3% |
| June 30, 2022 | −17.3% | −16.5% |
| March 31, 2022 | −15.4% | −4.9% |
| December 31, 2021 | −2.4% | +10.7% |
| September 30, 2021 | −6.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Senator Investment Group LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1443689&type=13F-HR&dateb=&owner=include&count=40CIK 1443689
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1443689/000144368926000009/Filed August 12, 2026 · accession 0001443689-26-000009