Long-term investor

Senator Investment Group LP @senatorinvestmentgrouplp

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001443689).

Record

  • Tracked since 2025-06-30 (434 days), 214 trades recorded
  • Returns: week n/a · month n/a · 90 days +18.8% · 6 months +19.6% · 1 year +28.8% · all +28.8%
  • Max drawdown -5.7% · Sharpe 1.11 · win rate 18% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • DPC · 9.0% · long · since 2026-06-30
  • SPY · 6.7% · long · since 2025-06-30
  • 46090E103 · 5.7% · long · since 2026-06-30
  • UAL · 5.3% · long · since 2025-06-30
  • 097023105 · 5.1% · long · since 2025-09-30
  • V · 4.0% · long · since 2026-03-31
  • TSM · 3.7% · long · since 2025-06-30
  • AMZN · 3.7% · long · since 2025-06-30
  • WWD · 3.5% · long · since 2025-06-30
  • UNH · 2.8% · long · since 2025-12-31
  • AKAM · 2.8% · long · since 2026-06-30
  • CVNA · 2.7% · long · since 2025-06-30

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