0001443689-23-000011.txt : 20230811 0001443689-23-000011.hdr.sgml : 20230811 20230811163151 ACCESSION NUMBER: 0001443689-23-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230811 DATE AS OF CHANGE: 20230811 EFFECTIVENESS DATE: 20230811 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: 231164619 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 06-30-2023 06-30-2023 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 08-07-2023 0 54 2217617231 true INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 3355000 500000 SH SOLE 500000 0 0 ALPHABET INC CAP STK CL C 02079K107 52621950 435000 SH SOLE 435000 0 0 AMAZON COM INC COM 023135106 57358400 440000 SH SOLE 440000 0 0 APELLIS PHARMACEUTICALS INC COM 03753U106 11843000 130000 SH SOLE 130000 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 96012500 1250000 SH SOLE 1250000 0 0 APTIV PLC SHS G6095L109 43388250 425000 SH SOLE 425000 0 0 BLACK KNIGHT INC COM 09215C105 32851500 550000 SH SOLE 550000 0 0 BOSTON SCIENTIFIC CORP COM 101137107 47328750 875000 SH SOLE 875000 0 0 CATALENT INC COM 148806102 30352000 700000 SH SOLE 700000 0 0 CAZOO GROUP LTD DEBT 2.000% 2/1 14986TAA3 17680146 32500000 PRN SOLE 32500000 0 0 CF INDS HLDGS INC COM 125269100 57271500 825000 SH SOLE 825000 0 0 COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 10093500 150000 SH SOLE 150000 0 0 ENGAGESMART INC COMMON STOCK 29283F103 25771500 1350000 SH SOLE 1350000 0 0 FEDEX CORP COM 31428X106 55777500 225000 SH SOLE 225000 0 0 FERGUSON PLC NEW SHS G3421J106 39327500 250000 SH SOLE 250000 0 0 FIRST CTZNS BANCSHARES INC N CL A 31946M103 50054550 39000 SH SOLE 39000 0 0 FORTIVE CORP COM 34959J108 61685250 825000 SH SOLE 825000 0 0 GENERAL ELECTRIC CO COM NEW 369604301 41193750 375000 SH SOLE 375000 0 0 GOGORO INC *W EXP 04/04/202 G9491K113 4657500 1350000 SH SOLE 1350000 0 0 GOLDEN FALCON ACQUISITION CO *W EXP 11/04/202 38102H117 10160000 1000000 SH SOLE 1000000 0 0 IHEARTMEDIA INC COM CL A 45174J509 1729000 475000 SH SOLE 475000 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 79156000 700000 SH SOLE 700000 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 25645500 75000 SH SOLE 75000 0 0 INVESCO QQQ TR PUT 46090E103 193945500 525000 SH SOLE 525000 0 0 INVESCO QQQ TR PUT 46090E103 125602800 340000 SH SOLE 340000 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 19780000 500000 SH SOLE 500000 0 0 LEGEND BIOTECH CORP SPONSORED ADS 52490G102 6212700 90000 SH SOLE 90000 0 0 LILLY ELI & CO COM 532457108 30249210 64500 SH SOLE 64500 0 0 MERCK & CO INC COM 58933Y105 46732950 405000 SH SOLE 405000 0 0 META PLATFORMS INC CL A 30303M102 121966500 425000 SH SOLE 425000 0 0 MICROSOFT CORP COM 594918104 62999900 185000 SH SOLE 185000 0 0 MOVELLA HOLDINGS INC *W EXP 02/10/202 62459N113 319500 150000 SH SOLE 150000 0 0 NCR CORP NEW COM 62886E108 42840000 1700000 SH SOLE 1700000 0 0 NUVEI CORPORATION SUB VTG SHS 67079A102 16258000 550000 SH SOLE 550000 0 0 NVIDIA CORPORATION COM 67066G104 38071800 90000 SH SOLE 90000 0 0 PACIFIC BIOSCIENCES CALIF IN COM 69404D108 13300000 1000000 SH SOLE 1000000 0 0 PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 10147500 1650000 SH SOLE 1650000 0 0 PINTEREST INC CL A 72352L106 35405300 1295000 SH SOLE 1295000 0 0 PIONEER NAT RES CO COM 723787107 16574400 80000 SH SOLE 80000 0 0 PRIVIA HEALTH GROUP INC COM 74276R102 20235250 775000 SH SOLE 775000 0 0 PROGRESSIVE CORP COM 743315103 39711000 300000 SH SOLE 300000 0 0 S&P GLOBAL INC COM 78409V104 66146850 165000 SH SOLE 165000 0 0 SHIFT4 PMTS INC CL A 82452J109 64514500 950000 SH SOLE 950000 0 0 SONDER HOLDINGS INC *W EXP 01/18/202 83542D110 79575 150000 SH SOLE 150000 0 0 SOUTHWESTERN ENERGY CO COM 845467109 13522500 2250000 SH SOLE 2250000 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 29432000 200000 SH SOLE 200000 0 0 TRANSOCEAN LTD REG SHS H8817H100 24535000 3500000 SH SOLE 3500000 0 0 UBER TECHNOLOGIES INC COM 90353T100 70582950 1635000 SH SOLE 1635000 0 0 UBS GROUP AG SHS H42097107 17432200 860000 SH SOLE 860000 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 49540000 2000000 SH SOLE 2000000 0 0 VISA INC COM CL A 92826C839 40371600 170000 SH SOLE 170000 0 0 VMWARE INC CL A COM 928563402 43107000 300000 SH SOLE 300000 0 0 VULCAN MATLS CO COM 929160109 54105600 240000 SH SOLE 240000 0 0 WYNN RESORTS LTD COM 983134107 48580600 460000 SH SOLE 460000 0 0