13F Portfolios

Senator Investment Group LP 13F: Quarter-over-Quarter Portfolio Changes

Senator Investment Group LP reported a disclosed portfolio value of approximately $2.7 billion in its latest SEC Form 13F-HR filing for Q2 2026, up 25.8% quarter on quarter. Over the quarter, the fund initiated 19 new positions, bought more shares in 11 holdings, trimmed 22 holdings, and exited 20 positions.

Senator Investment Group LP's top buy was a new stake in Dpc Holdings PLC (DPC) , equal to 9.0% of the disclosed portfolio. Its top sell was Microsoft CORP (MSFT) . The fund exited the position completely after it had accounted for 4.5% of the previous portfolio.

New PositionsQ2 2026

Securities disclosed for the first time in Q2 2026 that were not present in the prior 13F-HR filing.

Top BuysQ2 2026

Showing the top 10 buys among 11 existing positions where the fund bought more shares in Q2 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.

Senator Investment Group LP top buys in existing positions in Q2 2026
CompanyTickerPortfolio Weight ChangeMore SharesHistory
STATE STR SPDR S&P 500 ETF TSPY+6.6%+8100.0%History →
CARVANA COCVNA+0.1%+516.5%Holders →
UNITEDHEALTH GROUP INCUNH+2.4%+433.4%History →
CONOCOPHILLIPSCOP+0.7%+145.8%Holders →
OPTIMUM COMMUNICATIONS INCOPTU+0.1%+60.0%Holders →
BOEING COBA+1.1%+46.6%History →
NU HLDGS LTDNU+-0.0%+31.6%Holders →
VISA INC-CLASS A SHRSV+0.4%+23.8%History →
ALKERMES PLCALKS+0.1%+17.0%Holders →
BROOKDALE SENIOR LIVING INCBKD+0.1%+16.3%Holders →

Top SellsQ2 2026

Showing the top 10 sells among 22 existing positions where the fund sold shares in Q2 2026. Ranked by portfolio-weight impact. Full exits are listed separately.

Senator Investment Group LP top sells in existing positions in Q2 2026
CompanyTickerPortfolio Weight ChangeShares SoldHistory
WARNER BROS DISCOVERY INCWBD-3.8%99.3%Holders →
RIOT PLATFORMS INCRIOT-0.8%96.8%Holders →
VISTRA CORPVST-1.3%91.5%Holders →
WARBY PARKER INCWRBY-0.4%90.0%Holders →
ARCELORMITTAL SAMT-0.7%87.9%Holders →
VERTIV HOLDINGS COVRT-2.2%73.6%Holders →
ASTRONICS CORPATRO-0.0%68.9%Holders →
NVIDIA CORPORATIONNVDA-4.1%59.2%Holders →
ATI INCATI-0.4%44.8%Holders →
SHARKNINJA INCSN-0.9%43.3%Holders →

Full ExitsQ2 2026

Positions present in the prior 13F-HR filing that no longer appear in Q2 2026.

Senator Investment Group LP full exits in Q2 2026
CompanyTickerLast-Reported Portfolio Weight
MICROSOFT CORPMSFT4.5%
VIKING HOLDINGS LTDVIK1.8%
APOLLO GLOBAL MGMT INCAPO1.7%
CITIGROUP INCC1.7%
PFIZER INCPFE1.6%
HALLIBURTON COHAL1.5%
ISHARES TREEM1.5%
ADVANCED ENERGY INDSAEIS1.5%
L3HARRIS TECHNOLOGIES INCLHX1.4%
AMPHENOL CORPAPH1.2%
JAMES HARDIE INDS PLCJHX1.0%
ROCKET COS INCRKT0.8%
HASBRO INCHAS0.8%
CVS HEALTH CORPCVS0.6%
ECHOSTAR CORPSATS0.6%
ROBINHOOD MKTS INCHOOD0.4%
HOWMET AEROSPACEHWM0.4%
ISHARES ETHEREUM TRETHA0.2%
HYATT HOTELS CORPH0.1%
CELSIUS HLDGS INCCELH0.1%
Latest

Net Portfolio Value ChangeQ2 2026

  • $2.2B
    Prior quarter
  • $2.7B
    Current quarter
  • +$0.6B
    Net delta
  • +25.8%
    % change

Methodology & FAQ

How Senator Investment Group LP Quarterly Changes Are Computed

All deltas are sourced from sequential SEC Form 13F-HR filings for Senator Investment Group LP: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description, including how confidential treatment filings are handled, is documented in the Methodology.

What stocks did Senator Investment Group LP buy in Q2 2026?

In Q2 2026, Senator Investment Group LP initiated 19 new positions (DPC HOLDINGS PLC (DPC), INVESCO QQQ TR (QQQ), AKAMAI TECHNOLOGIES INC (AKAM), FLEX LTD (FLEX), THERMO FISHER SCIENTIFIC INC (TMO), CAPITAL ONE FINL CORP (COF), DICKS SPORTING GOODS INC (DKS), PRIMO BRANDS CORPORATION (PRMB), ELEMENT SOLUTIONS INC (ESI), CONSTELLIUM SE (CSTM), MKS INC. (MKSI), TARGET HOSPITALITY CORP (TH), CLEVELAND-CLIFFS INC NEW (CLF), VIASAT INC (VSAT), BOSTON SCIENTIFIC CORP (BSX), SCHOLAR ROCK HLDG CORP (SRRK), NATERA INC (NTRA), ABIVAX SA (ABVX), AZUL S A (AZUL)); bought more shares of STATE STR SPDR S&P 500 ETF T (SPY), CARVANA CO (CVNA), UNITEDHEALTH GROUP INC (UNH), CONOCOPHILLIPS (COP), OPTIMUM COMMUNICATIONS INC (OPTU) (the largest 5 of 11 adds).

What stocks did Senator Investment Group LP sell in Q2 2026?

In Q2 2026, Senator Investment Group LP fully sold 20 positions (MICROSOFT CORP (MSFT), VIKING HOLDINGS LTD (VIK), APOLLO GLOBAL MGMT INC (APO), CITIGROUP INC (C), PFIZER INC (PFE), HALLIBURTON CO (HAL), ISHARES TR (EEM), ADVANCED ENERGY INDS (AEIS), L3HARRIS TECHNOLOGIES INC (LHX), AMPHENOL CORP (APH), JAMES HARDIE INDS PLC (JHX), ROCKET COS INC (RKT), HASBRO INC (HAS), CVS HEALTH CORP (CVS), ECHOSTAR CORP (SATS), ROBINHOOD MKTS INC (HOOD), HOWMET AEROSPACE (HWM), ISHARES ETHEREUM TR (ETHA), HYATT HOTELS CORP (H), CELSIUS HLDGS INC (CELH)); reduced holdings in WARNER BROS DISCOVERY INC (WBD), RIOT PLATFORMS INC (RIOT), VISTRA CORP (VST), WARBY PARKER INC (WRBY), ARCELORMITTAL SA (MT) (the largest 5 of 22 reductions).

Which positions did Senator Investment Group LP initiate in Q2 2026?

Senator Investment Group LP established 19 new positions in Q2 2026: DPC HOLDINGS PLC (DPC, 9.0%), INVESCO QQQ TR (QQQ, 5.7%), AKAMAI TECHNOLOGIES INC (AKAM, 2.8%), FLEX LTD (FLEX, 2.4%), THERMO FISHER SCIENTIFIC INC (TMO, 1.8%), CAPITAL ONE FINL CORP (COF, 1.7%), DICKS SPORTING GOODS INC (DKS, 1.7%), PRIMO BRANDS CORPORATION (PRMB, 1.4%), ELEMENT SOLUTIONS INC (ESI, 1.3%), CONSTELLIUM SE (CSTM, 1.3%), MKS INC. (MKSI, 1.1%), TARGET HOSPITALITY CORP (TH, 1.0%), CLEVELAND-CLIFFS INC NEW (CLF, 0.9%), VIASAT INC (VSAT, 0.6%), BOSTON SCIENTIFIC CORP (BSX, 0.5%), SCHOLAR ROCK HLDG CORP (SRRK, 0.4%), NATERA INC (NTRA, 0.3%), ABIVAX SA (ABVX, 0.3%), AZUL S A (AZUL, 0.2%).

Which existing positions saw the largest allocation increases for Senator Investment Group LP in Q2 2026?

Of 11 existing positions with share-count increases in Q2 2026, the largest were: STATE STR SPDR S&P 500 ETF T (SPY, +6.6% weight, +8100.0% shares), CARVANA CO (CVNA, +0.1% weight, +516.5% shares), UNITEDHEALTH GROUP INC (UNH, +2.4% weight, +433.4% shares), CONOCOPHILLIPS (COP, +0.7% weight, +145.8% shares), OPTIMUM COMMUNICATIONS INC (OPTU, +0.1% weight, +60.0% shares), BOEING CO (BA, +1.1% weight, +46.6% shares), NU HLDGS LTD (NU, +-0.0% weight, +31.6% shares), VISA INC-CLASS A SHRS (V, +0.4% weight, +23.8% shares), ALKERMES PLC (ALKS, +0.1% weight, +17.0% shares), BROOKDALE SENIOR LIVING INC (BKD, +0.1% weight, +16.3% shares).

Which positions did Senator Investment Group LP fully exit in Q2 2026?

Senator Investment Group LP fully exited 20 positions in Q2 2026: MICROSOFT CORP (MSFT, last-reported weight 4.5%), VIKING HOLDINGS LTD (VIK, last-reported weight 1.8%), APOLLO GLOBAL MGMT INC (APO, last-reported weight 1.7%), CITIGROUP INC (C, last-reported weight 1.7%), PFIZER INC (PFE, last-reported weight 1.6%), HALLIBURTON CO (HAL, last-reported weight 1.5%), ISHARES TR (EEM, last-reported weight 1.5%), ADVANCED ENERGY INDS (AEIS, last-reported weight 1.5%), L3HARRIS TECHNOLOGIES INC (LHX, last-reported weight 1.4%), AMPHENOL CORP (APH, last-reported weight 1.2%), JAMES HARDIE INDS PLC (JHX, last-reported weight 1.0%), ROCKET COS INC (RKT, last-reported weight 0.8%), HASBRO INC (HAS, last-reported weight 0.8%), CVS HEALTH CORP (CVS, last-reported weight 0.6%), ECHOSTAR CORP (SATS, last-reported weight 0.6%), ROBINHOOD MKTS INC (HOOD, last-reported weight 0.4%), HOWMET AEROSPACE (HWM, last-reported weight 0.4%), ISHARES ETHEREUM TR (ETHA, last-reported weight 0.2%), HYATT HOTELS CORP (H, last-reported weight 0.1%), CELSIUS HLDGS INC (CELH, last-reported weight 0.1%).

Which existing positions saw the largest allocation reductions for Senator Investment Group LP in Q2 2026?

Of 22 existing positions with share-count reductions in Q2 2026, the largest were: WARNER BROS DISCOVERY INC (WBD, -3.8% weight, -99.3% shares), RIOT PLATFORMS INC (RIOT, -0.8% weight, -96.8% shares), VISTRA CORP (VST, -1.3% weight, -91.5% shares), WARBY PARKER INC (WRBY, -0.4% weight, -90.0% shares), ARCELORMITTAL SA (MT, -0.7% weight, -87.9% shares), VERTIV HOLDINGS CO (VRT, -2.2% weight, -73.6% shares), ASTRONICS CORP (ATRO, -0.0% weight, -68.9% shares), NVIDIA CORPORATION (NVDA, -4.1% weight, -59.2% shares), ATI INC (ATI, -0.4% weight, -44.8% shares), SHARKNINJA INC (SN, -0.9% weight, -43.3% shares).

Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?

No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.