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Glenview Capital Management, Llc
institutioneller Anleger · Portfolio $5.49 Mrd. · 45 Positionen · Bericht zum 30.06.2026
Aktienpositionen Bericht für 30.06.2026, eingereicht am 14.08.2026; Veränderung – ggü. 31.03.2026 · 53
| Unternehmen | Aktien | Wert | % des Portfolios | Veränderung im Quartal |
|---|---|---|---|---|
| Global Payments Inc US:GPN | 8 906 709 | $646 Mio. | 12.91% | +2 546 317 |
| CVS Health Corp US:CVS | 4 824 799 | $499 Mio. | 9.97% | −3 372 000 |
| Tenet Healthcare Corporation US:THC | 2 235 666 | $418 Mio. | 8.35% | +710 812 |
| Thermo Fisher Scientific Inc US:TMO | 627 240 | $314 Mio. | 6.28% | +376 715 |
| Amazon.com, Inc. US:AMZN | 1 271 687 | $303 Mio. | 6.05% | +212 417 |
| Agilent Technologies Inc US:A | 1 969 541 | $262 Mio. | 5.23% | neu |
| Danaher Corporation US:DHR | 1 145 979 | $218 Mio. | 4.36% | +989 704 |
| Meta Platforms, Inc. US:META | 356 841 | $201 Mio. | 4.02% | +234 179 |
| Advanced Micro Devices Inc US:AMD | 298 410 | $173 Mio. | 3.46% | −352 382 |
| TEVA PHARMACEUTICAL INDS LTD CUSIP 881624209 | 5 081 091 | $172 Mio. | 3.44% | −1 579 129 |
| Viatris Inc US:VTRS | 9 877 409 | $157 Mio. | 3.13% | +790 165 |
| Uber Technologies Inc US:UBER | 1 793 598 | $129 Mio. | 2.59% | +337 726 |
| Centene Corp US:CNC | 1 886 055 | $121 Mio. | 2.42% | −1 327 591 |
| Butterfly Network, Inc. US:BFLY | 14 335 055 | $121 Mio. | 2.41% | — |
| Cigna Corp US:CI | 412 223 | $114 Mio. | 2.27% | −86 618 |
| Humana Inc US:HUM | 254 216 | $101 Mio. | 2.02% | −80 676 |
| Block Inc US:XYZ | 1 197 046 | $91.0 Mio. | 1.82% | −167 425 |
| DICK'S SPORTING GOODS, INC. US:DKS | 401 067 | $91.0 Mio. | 1.82% | +102 156 |
| GENIUS SPORTS LIMITED CUSIP G3934V109 | 13 495 287 | $81.8 Mio. | 1.63% | +4 934 399 |
| Onto Innovation Inc US:ONTO | 205 791 | $77.9 Mio. | 1.56% | −93 930 |
| Eli Lilly and Company US:LLY | 57 771 | $69.3 Mio. | 1.38% | neu |
| United Airlines Holdings Inc US:UAL | 494 736 | $67.3 Mio. | 1.34% | −2 124 |
| National Vision Holdings Inc US:EYE | 3 101 083 | $59.0 Mio. | 1.18% | +1 535 166 |
| Cisco Systems Inc US:CSCO | 413 332 | $48.5 Mio. | 0.97% | +73 513 |
| Element Solutions Inc US:ESI | 994 579 | $47.5 Mio. | 0.95% | −634 104 |
| Applied Materials Inc US:AMAT | 65 201 | $47.1 Mio. | 0.94% | −132 008 |
| MKS Instruments Inc US:MKSI | 98 532 | $43.8 Mio. | 0.88% | neu |
| Six Flags Entertainment Corp… US:FUN | 2 017 821 | $43.0 Mio. | 0.86% | −205 328 |
| STMicroelectronics NV ADR US:STM · Hinterlegungsschein | 560 060 | $41.9 Mio. | 0.84% | neu |
| AbbVie Inc US:ABBV | 148 913 | $37.5 Mio. | 0.75% | neu |
| ASTRAZENECA PLC CUSIP G0593M107 | 184 279 | $34.9 Mio. | 0.70% | neu |
| Bausch + Lomb Corp US:BLCO | 1 918 148 | $31.8 Mio. | 0.63% | +7 652 |
| Baker Hughes Co US:BKR | 493 519 | $27.4 Mio. | 0.55% | +189 844 |
| Elevance Health Inc US:ELV | 66 599 | $25.8 Mio. | 0.51% | neu |
| Microchip Technology Inc US:MCHP | 265 577 | $24.2 Mio. | 0.48% | neu |
| Bruker Corporation US:BRKR | 252 169 | $15.2 Mio. | 0.30% | neu |
| Novartis AG ADR US:NVS · Hinterlegungsschein | 86 909 | $13.6 Mio. | 0.27% | neu |
| DigitalOcean Holdings Inc US:DOCN | 84 812 | $13.3 Mio. | 0.27% | −165 188 |
| Primo Brands Corporation US:PRMB | 404 971 | $9.90 Mio. | 0.20% | −126 080 |
| Boston Scientific Corp US:BSX | 113 096 | $4.83 Mio. | 0.10% | neu |
| Cardinal Health Inc US:CAH | 18 018 | $4.28 Mio. | 0.09% | neu |
| BIO-TECHNE Corp US:TECH | 58 324 | $4.12 Mio. | 0.08% | −127 988 |
| AKAMAI TECHNOLOGIES INC US:AKAM | 0 (war 156 453) | — | — | verkauft |
| Biogen Inc US:BIIB | 0 (war 57 019) | — | — | verkauft |
| DXC Technology Co US:DXC | 0 (war 8 895 875) | — | — | verkauft |
| Intel Corporation US:INTC | 0 (war 399 506) | — | — | verkauft |
| Lionsgate Studios Holding Co… US:LION | 0 (war 2 778 781) | — | — | verkauft |
| LITHIA MOTORS INC US:LAD | 0 (war 127 605) | — | — | verkauft |
| Myriad Genetics Inc US:MYGN | 0 (war 5 411 978) | — | — | verkauft |
| Surgery Partners Inc US:SGRY | 0 (war 1 800 000) | — | — | verkauft |
| US Foods Holding Corp US:USFD | 0 (war 384 007) | — | — | verkauft |
| Zillow Group Inc Class C US:Z | 0 (war 789 670) | — | — | verkauft |
| ZoomInfo Technologies Inc. US:GTM | 0 (war 15 905 242) | — | — | verkauft |
In Unternehmen Unserer Datenbank 2
| Unternehmen | Anteil | Aktien | Berichtsdatum |
|---|---|---|---|
| Global Payments Inc | 3.37% | 8 906 709 | 2026-06-30 |
| Bausch + Lomb Corp | 0.54% | 1 918 148 | 2026-06-30 |
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