0001443689-24-000003.txt : 20240214 0001443689-24-000003.hdr.sgml : 20240214 20240214091833 ACCESSION NUMBER: 0001443689-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Senator Investment Group LP CENTRAL INDEX KEY: 0001443689 ORGANIZATION NAME: 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: 24633007 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 12-31-2023 12-31-2023 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 02-05-2024 0 70 2334156094 true INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALCOA CORP COM 013872106 26153038 769207 SH SOLE 769207 0 0 ALPHABET INC CAP STK CL C 02079K107 73988250 525000 SH SOLE 525000 0 0 AMAZON COM INC COM 023135106 117753500 775000 SH SOLE 775000 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 72927320 1076418 SH SOLE 1076418 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 103906850 1115000 SH SOLE 1115000 0 0 APTIV PLC SHS G6095L109 85924844 957700 SH SOLE 957700 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 18531542 1103068 SH SOLE 1103068 0 0 ASTRONICS CORP COM 046433108 8862843 508774 SH SOLE 508774 0 0 AZUL S A SPONSR ADR PFD 05501U106 13474478 1390555 SH SOLE 1390555 0 0 BANC OF CALIFORNIA INC COM 05990K106 28855537 2148588 SH SOLE 2148588 0 0 BLOCK INC CL A 852234103 34807500 450000 SH SOLE 450000 0 0 BOEING CO COM 097023105 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EXP 02/10/202 62459N113 90750 150000 SH SOLE 150000 0 0 NCR ATLEOS CORPORATION COM SHS 63001N106 26073226 1073414 SH SOLE 1073414 0 0 NCR VOYIX CORPORATION COM 62886E108 42854320 2534259 SH SOLE 2534259 0 0 NEXTERA ENERGY INC COM 65339F101 409570 6743 SH SOLE 6743 0 0 NOVO-NORDISK A S ADR 670100205 1034500 10000 SH SOLE 10000 0 0 NUVEI CORPORATION SUB VTG SHS 67079A102 14443000 550000 SH SOLE 550000 0 0 NVIDIA CORPORATION COM 67066G104 59426400 120000 SH SOLE 120000 0 0 PACIFIC BIOSCIENCES CALIF IN COM 69404D108 12262500 1250000 SH SOLE 1250000 0 0 PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 9200000 2000000 SH SOLE 2000000 0 0 PINTEREST INC CL A 72352L106 73363091 1980645 SH SOLE 1980645 0 0 PRIVIA HEALTH GROUP INC COM 74276R102 23030000 1000000 SH SOLE 1000000 0 0 PROGRESSIVE CORP COM 743315103 74042742 464859 SH SOLE 464859 0 0 RH COM 74967X103 14574000 50000 SH SOLE 50000 0 0 RIOT PLATFORMS INC COM 767292105 3661084 236657 SH SOLE 236657 0 0 SANOFI SPONSORED ADR 80105N105 28176670 566593 SH SOLE 566593 0 0 SHIFT4 PMTS INC CL A 82452J109 43709021 587961 SH SOLE 587961 0 0 SHOCKWAVE MED INC COM 82489T104 12862800 67500 SH SOLE 67500 0 0 SNAP INC CL A 83304A106 26664750 1575000 SH SOLE 1575000 0 0 SONDER HOLDINGS INC *W EXP 01/18/202 83542D110 508500 150000 SH SOLE 150000 0 0 SPDR GOLD TR GOLD SHS 78463V107 382340 2000 SH SOLE 2000 0 0 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 18956325 596486 SH SOLE 596486 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 565968 5442 SH SOLE 5442 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 45770800 284379 SH SOLE 284379 0 0 TECK RESOURCES LTD CL B 878742204 43735712 1034675 SH SOLE 1034675 0 0 TIDEWATER INC NEW COM 88642R109 17896332 248181 SH SOLE 248181 0 0 TRANSOCEAN LTD REG SHS H8817H100 48954074 7709303 SH SOLE 7709303 0 0 UBER TECHNOLOGIES INC COM 90353T100 80810502 1312498 SH SOLE 1312498 0 0 UBS GROUP AG SHS H42097107 26265000 850000 SH SOLE 850000 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 476779 15375 SH SOLE 15375 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 61973253 1290303 SH SOLE 1290303 0 0 VULCAN MATLS CO COM 929160109 26106150 115000 SH SOLE 115000 0 0