0001443689-23-000008.txt : 20230512 0001443689-23-000008.hdr.sgml : 20230512 20230512164632 ACCESSION NUMBER: 0001443689-23-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230512 DATE AS OF CHANGE: 20230512 EFFECTIVENESS DATE: 20230512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Senator Investment Group LP CENTRAL INDEX KEY: 0001443689 IRS NUMBER: 262124641 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13389 FILM NUMBER: 23916639 BUSINESS ADDRESS: STREET 1: 510 MADISON AVENUE STREET 2: 28TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: (212) 376-4305 MAIL ADDRESS: STREET 1: 510 MADISON AVENUE STREET 2: 28TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001443689 XXXXXXXX 03-31-2023 03-31-2023 Senator Investment Group LP

510 Madison Avenue 28th Floor New York NY 10022

13F HOLDINGS REPORT 028-13389 N Edward Larmann (212) 376-4305 Edward Larmann, Chief Operating Officer New York NY 05-12-2023 0 45 1830926917 true INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 4415000 500000 SH SOLE 500000 0 0 ALPHABET INC CAP STK CL C 02079K107 41600000 400000 SH SOLE 400000 0 0 AMAZON COM INC COM 023135106 33569250 325000 SH SOLE 325000 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 90003000 1425000 SH SOLE 1425000 0 0 APTIV PLC SHS G6095L109 39266500 350000 SH SOLE 350000 0 0 ARGENX SE SPONSORED ADR 04016X101 9314500 25000 SH SOLE 25000 0 0 AZUL S A SPONSR ADR PFD 05501U106 10725000 1500000 SH SOLE 1500000 0 0 BIOGEN INC COM 09062X103 11121200 40000 SH SOLE 40000 0 0 BOSTON SCIENTIFIC CORP COM 101137107 25015000 500000 SH SOLE 500000 0 0 BOWLERO CORP CL A COM 10258P102 6780000 400000 SH SOLE 400000 0 0 CALIFORNIA RES CORP COM STOCK 13057Q305 5775000 150000 SH SOLE 150000 0 0 CATALENT INC COM 148806102 98565000 1500000 SH SOLE 1500000 0 0 CAZOO GROUP LTD DEBT 2.000% 2/1 14986TAA3 16732652 32500000 PRN SOLE 32500000 0 0 ENGAGESMART INC COMMON STOCK 29283F103 25987500 1350000 SH SOLE 1350000 0 0 EXXON MOBIL CORP COM 30231G102 43864000 400000 SH SOLE 400000 0 0 FERGUSON PLC NEW SHS G3421J106 60187500 450000 SH SOLE 450000 0 0 FREEPORT-MCMORAN INC CL B 35671D857 34773500 850000 SH SOLE 850000 0 0 GENERAL ELECTRIC CO COM NEW 369604301 81260000 850000 SH SOLE 850000 0 0 GOGORO INC *W EXP 04/04/202 G9491K113 5467500 1350000 SH SOLE 1350000 0 0 GOLDEN FALCON ACQUISITION CO *W EXP 11/04/202 38102H117 10130000 1000000 SH SOLE 1000000 0 0 IHEARTMEDIA INC COM CL A 45174J509 1852500 475000 SH SOLE 475000 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 67788500 650000 SH SOLE 650000 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 63867500 250000 SH SOLE 250000 0 0 MERCK & CO INC COM 58933Y105 69153500 650000 SH SOLE 650000 0 0 META PLATFORMS INC CL A 30303M102 132462500 625000 SH SOLE 625000 0 0 MGM RESORTS INTERNATIONAL COM 552953101 46641000 1050000 SH SOLE 1050000 0 0 MICROSOFT CORP COM 594918104 57660000 200000 SH SOLE 200000 0 0 NCR CORP NEW COM 62886E108 35385000 1500000 SH SOLE 1500000 0 0 NOVO-NORDISK A S ADR 670100205 67634500 425000 SH SOLE 425000 0 0 NUVEI CORPORATION SUB VTG SHS 67079A102 45701250 1050000 SH SOLE 1050000 0 0 PACIFIC BIOSCIENCES CALIF IN COM 69404D108 11580000 1000000 SH SOLE 1000000 0 0 PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 13736000 1700000 SH SOLE 1700000 0 0 PRIVIA HEALTH GROUP INC COM 74276R102 20707500 750000 SH SOLE 750000 0 0 PROGRESSIVE CORP COM 743315103 77252400 540000 SH SOLE 540000 0 0 PROMETHEUS BIOSCIENCES INC COM 74349U108 13415000 125000 SH SOLE 125000 0 0 S&P GLOBAL INC COM 78409V104 77573250 225000 SH SOLE 225000 0 0 SALESFORCE INC COM 79466L302 39956000 200000 SH SOLE 200000 0 0 SHIFT4 PMTS INC CL A 82452J109 49270000 650000 SH SOLE 650000 0 0 SONDER HOLDINGS INC *W EXP 01/18/202 83542D110 113565 150000 SH SOLE 150000 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 11930000 100000 SH SOLE 100000 0 0 UBER TECHNOLOGIES INC COM 90353T100 55475000 1750000 SH SOLE 1750000 0 0 UBS GROUP AG SHS H42097107 18139000 850000 SH SOLE 850000 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 41499000 2900000 SH SOLE 2900000 0 0 VULCAN MATLS CO COM 929160109 120092000 700000 SH SOLE 700000 0 0 WYNN RESORTS LTD COM 983134107 37489850 335000 SH SOLE 335000 0 0