Senator Investment Group LP — 13F holdings

Senator Investment Group LP reported 61 holdings worth $2.74B in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. DPC DPC HOLDINGS PLC — $246M (9.0%)
2. SPY SPDR S&P 500 ETF TR — $184M (6.7%)
3. QQQ Invesco Qqq Tr — $157M (5.7%)
4. UAL UNITED AIRLS HLDGS INC — $146M (5.3%)
5. BA BOEING CO — $140M (5.1%)
6. V Visa Inc — $108M (4.0%)
7. TSM TAIWAN SEMICONDUCTOR MFG LTD — $101M (3.7%)
8. AMZN AMAZON COM INC — $100M (3.7%)
9. WWD WOODWARD INC — $95.1M (3.5%)
10. UNH UNITEDHEALTH GROUP INC — $77.6M (2.8%)