What Douglas Silverman last reported owning
Senator Investment Group
Latest 13F filed Aug 12, 2026 for the quarter ending Jun 30, 2026 · $2.74B across 58 positions · view on SEC EDGAR
Recent SEC filings · past 3 months
| Filed | Form | Subject / period | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Quarter ending Jun 30, 2026 | SEC |
Top holdings
| # | Holding | Value | % of book | Shares |
|---|---|---|---|---|
| 1 | DPC HOLDINGS PLC | $246.4M | 9.0% | 5,022,738 |
| 2 | STATE STR SPDR S&P 500 ETF T | $183.7M | 6.7% | 246,000 |
| 3 | INVESCO QQQ TR | $157.2M | 5.7% | 213,500 |
| 4 | UNITED AIRLS HLDGS INC | $146.2M | 5.3% | 1,075,439 |
| 5 | BOEING CO | $139.9M | 5.1% | 646,458 |
| 6 | VISA INC | $108.3M | 4.0% | 315,788 |
| 7 | TAIWAN SEMICONDUCTOR MANUFAC | $100.6M | 3.7% | 210,658 |
| 8 | AMAZON COM INC | $100.1M | 3.7% | 420,000 |
| 9 | WOODWARD INC | $95.1M | 3.5% | 223,591 |
| 10 | UNITEDHEALTH GROUP INC | $77.6M | 2.8% | 186,677 |
| 11 | AKAMAI TECHNOLOGIES INC | $75.7M | 2.8% | 640,000 |
| 12 | CARVANA CO | $74.9M | 2.7% | 1,137,870 |
| 13 | NVIDIA CORPORATION | $67.3M | 2.5% | 336,579 |
| 14 | FLEX LTD | $67.0M | 2.4% | 413,438 |
| 15 | DANAHER CORP DEL | $64.9M | 2.4% | 340,881 |
| 16 | PERIMETER SOLUTIONS INC | $64.0M | 2.3% | 1,795,000 |
| 17 | BROADCOM INC | $61.2M | 2.2% | 162,136 |
| 18 | CONOCOPHILLIPS | $56.0M | 2.0% | 538,290 |
| 19 | META PLATFORMS INC | $51.6M | 1.9% | 91,574 |
| 20 | AMER SPORTS INC | $50.8M | 1.9% | 1,500,000 |
| 21 | THERMO FISHER SCIENTIFIC INC | $50.1M | 1.8% | 100,000 |
| 22 | SHARKNINJA INC | $47.8M | 1.7% | 314,011 |
| 23 | APPLIED MATLS INC | $47.0M | 1.7% | 65,000 |
| 24 | CAPITAL ONE FINL CORP | $46.8M | 1.7% | 233,129 |
| 25 | BROOKDALE SR LIVING INC | $46.0M | 1.7% | 2,859,263 |
Showing top 25 of 58 reported positions. Put/Call tags mark options positions.
Latest-quarter moves · from the most recent 13F vs. the prior quarter
New buys (19)
- DPC HOLDINGS PLC$246.4M
- INVESCO QQQ TR$157.2M
- AKAMAI TECHNOLOGIES INC$75.7M
- FLEX LTD$67.0M
- THERMO FISHER SCIENTIFIC INC$50.1M
- CAPITAL ONE FINL CORP$46.8M
- DICKS SPORTING GOODS INC$45.4M
- PRIMO BRANDS CORPORATION$39.3M
- ELEMENT SOLUTIONS INC$34.6M
- CONSTELLIUM SE$34.5M
- MKS INC.$28.9M
- TARGET HOSPITALITY CORP$28.5M
- CLEVELAND-CLIFFS INC NEW$25.7M
- VIASAT INC$16.2M
- BOSTON SCIENTIFIC CORP$12.8M
- SCHOLAR ROCK HLDG CORP$11.3M
- NATERA INC$8.8M
- ABIVAX SA$7.3M
- AZUL S A$4.5M
Added to (11)
- STATE STR SPDR S&P 500 ETF T$183.7M
- BOEING CO$139.9M
- VISA INC$108.3M
- UNITEDHEALTH GROUP INC$77.6M
- CARVANA CO$74.9M
- CONOCOPHILLIPS$56.0M
- AMER SPORTS INC$50.8M
- BROOKDALE SR LIVING INC$46.0M
- NU HLDGS LTD$43.1M
- ALKERMES PLC$14.4M
- OPTIMUM COMMUNICATIONS INC$11.6M
Trimmed (22)
- UNITED AIRLS HLDGS INC$146.2M
- TAIWAN SEMICONDUCTOR MANUFAC$100.6M
- AMAZON COM INC$100.1M
- WOODWARD INC$95.1M
- NVIDIA CORPORATION$67.3M
- DANAHER CORP DEL$64.9M
- PERIMETER SOLUTIONS INC$64.0M
- BROADCOM INC$61.2M
- META PLATFORMS INC$51.6M
- SHARKNINJA INC$47.8M
- TECK RESOURCES LTD$42.0M
- UL SOLUTIONS INC$25.5M
- VERTIV HOLDINGS CO$23.0M
- ATI INC$15.8M
- ALPHABET INC$3.5M
- VISTRA CORP$2.7M
- GALAXY DIGITAL INC.$2.6M
- ARCELORMITTAL SA LUXEMBOURG$2.5M
- WARBY PARKER INC$1.5M
- RIOT PLATFORMS INC$1.3M
- ASTRONICS CORP$545K
- WARNER BROS DISCOVERY INC$535K
Exited (20)
- MICROSOFT CORP$99.0M
- VIKING HOLDINGS LTD$38.4M
- APOLLO GLOBAL MGMT INC$37.9M
- CITIGROUP INC$37.4M
- PFIZER INC$35.1M
- HALLIBURTON CO$33.0M
- ISHARES TR$32.4M
- ADVANCED ENERGY INDS$32.3M
- L3HARRIS TECHNOLOGIES INC$31.1M
- AMPHENOL CORP$25.3M
- JAMES HARDIE INDS PLC$21.0M
- ROCKET COS INC$17.8M
- HASBRO INC$16.4M
- CVS HEALTH CORP$12.6M
- ECHOSTAR CORP$12.0M
- ROBINHOOD MKTS INC$9.8M
- HOWMET AEROSPACE INC$9.6M
- ISHARES ETHEREUM TR$3.8M
- HYATT HOTELS CORP$1.4M
- CELSIUS HLDGS INC$1.3M
Data from SEC EDGAR filings. 13Fs are quarterly and lag by up to 45 days, cover only US-listed long positions and certain options, and exclude shorts and non-US holdings. Not investment advice.