Senator Investment Group LP

CIK 0001443689 · Q1 2026

13F Equity AUM

$2.2B

-12.7% QoQ

Positions

0 QoQ

AUM Rank

#1,709

Top 14%

Skill Alpha (FF)

—

Building track record (5q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 27.1%Top 10: 46.0%Top 20: 70.5%

NVDA6.6%

UAL6.0%

AMZN5.8%

MSFT4.5%

TSM4.1%

BA4.0%

WBD3.8%

DHR3.8%

WWD3.7%

V3.5%

Others (49)54.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Industrials21.8%

Technology20.6%

Consumer Cyclical16.0%

Financial Services11.6%

Healthcare8.8%

Communication Services7.8%

Basic Materials6.3%

Energy3.0%

Other4.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 59Median: 1.36%Avg: 1.69%

0–0.5%

17(3.8%)

0.5–1%

9(6.9%)

1–3%

22(39.8%)

3–5%

8(31.0%)

5%+

3(18.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 59Unique: 0vs 20 funds

0.8%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.1%

BlackRock, Inc.

1.5%

JPMORGAN CHASE & CO

1.2%

BANK OF AMERICA CORP /DE/

1.2%

STATE STREET CORP

1.6%

FMR LLC

1.9%

GEODE CAPITAL MANAGEMENT, LLC

1.5%

VANGUARD CAPITAL MANAGEMENT LLC

1.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.8%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New17Increased17Decreased15Exited17

New Positions

V3.5%

+255K

AVGO2.7%

+188K

TRVC1.7%

+330K

PFE1.6%

+1.3M

HAL1.5%

+847K

EEM1.5%

+570K

AEIS1.5%

+100K

LHX1.4%

+90K

COP1.3%

+219K

AMAT1.0%

+65K

Increased

BA4.0%

+414K(+1504%)

AS2.0%

+376K(+41%)

NVDA6.6%

+320K(+63%)

DHR3.8%

+264K(+156%)

NU1.6%

+250K(+11%)

AMZN5.8%

+180K(+42%)

SN2.7%

+154K(+39%)

WRBY0.5%

+123K(+33%)

ETHA0.2%

+109K(+81%)

ULS1.6%

+100K(+33%)

Decreased

UAL6.0%

-1,699,000(-54%)

B7S1.5%

-950,000(-28%)

TECK/B1.8%

-890,769(-54%)

JAMES HARDIE INDS PL…1.0%

-719,200(-39%)

ATRO0.1%

-437,474(-95%)

HOOD0.5%

-263,882(-65%)

MT0.8%

-238,742(-41%)

WWD3.7%

-225,000(-50%)

APO1.7%

-197,070(-37%)

ATD1.0%

-180,000(-55%)

Exited

COF

-471,805

SSNC

-1,035,193

UNP

-274,833

-150,000

-693,379

-287,093

-100,000

-1,325,000

-1,170,000

-375,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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