Featured 13F manager
Glenview Capital Management, LLC
New York, NY 21 processed 13Fs on this site · 2021 Q3–2026 Q2
- $5.5B
- 42 Positions
- 2026 Q2
- +37.9% QoQ
- Top 5 39.7%
Portfolio
top 5 39.7% · top 10 58.4%
- GPN - Global Pmts 11.8%
- CVS - Cvs Health 9.1%
- THC - Tenet Healthcare 7.6%
- TMO - Thermo Fisher Scientific 5.7%
- AMZN - Amazon 5.5%
- A - Agilent Technologies 4.8%
- DHR - Danaher Del 4.0%
- META - Meta Platforms · CL A 3.7%
- AMD - Advanced Micro Devices 3.1%
- TEVA - Teva Pharmaceutical Inds 3.1%
- VTRS - Viatris 2.8%
- UBER - UBER Technologies 2.4%
- Other 36.4%
AUM over time
Book
| CVS - Cvs Health | 13.24% | Hold | 8,196,799 | $79.36 | $650M | — | — |
| TEVA - Teva Pharmaceutical Inds | 10.62% | Add +0.2% | 16,720,209 | $31.21 | $522M | +27,529 | +$185M |
| GPN - Global Pmts | 9.33% | Add +15.2% | 5,921,119 | $77.40 | $458M | +779,227 | +$31M |
| THC - Tenet Healthcare | 8.02% | Reduce −14.6% | 1,983,753 | $198.72 | $394M | −339,926 | −$78M |
| AMZN - Amazon | 4.27% | Add +39.4% | 909,270 | $230.82 | $210M | +257,132 | +$67M |
| GTM - Zoominfo Technologies | 4.14% | Add +8.1% | 20,005,242 | $10.17 | $203M | +1,500,000 | +$2M |
| VTRS - Viatris | 2.81% | Add +34.4% | 11,087,244 | $12.45 | $138M | +2,839,660 | +$56M |
| TMO - Thermo Fisher Scientific | 2.64% | Reduce −20.9% | 223,947 | $579.45 | $130M | −58,994 | −$7M |
| DXC - Dxc Technology | 2.48% | Reduce −0.3% | 8,316,347 | $14.65 | $122M | −23,550 | +$8M |
| DOCN - Digitalocean | 1.96% | New | 2,004,299 | $48.12 | $96M | +2,004,299 | +$96M |
| EXPE - Expedia Group | 1.85% | Reduce −10.6% | 321,625 | $283.31 | $91M | −38,168 | +$14M |
| USFD - US Foods | 1.74% | Add +6.8% | 1,137,763 | $75.32 | $86M | +72,434 | +$4M |
| AMD - Advanced Micro Devices | 1.72% | New | 394,188 | $214.16 | $84M | +394,188 | +$84M |
| Z - Zillow Group · CL C | 1.62% | Add +30.8% | 1,163,555 | $68.22 | $79M | +273,889 | +$11M |
| CI - The Cigna Group | 1.56% | Add +48.8% | 279,367 | $275.23 | $77M | +91,610 | +$23M |
| CNC - Centene Del | 1.55% | Add +398.9% | 1,855,894 | $41.15 | $76M | +1,483,922 | +$63M |
| KNX - Knight Swift · CL A | 1.55% | Add +69.7% | 1,458,891 | $52.28 | $76M | +599,071 | +$42M |
| ESI - Element Solutions | 1.44% | Add +28.4% | 2,833,887 | $24.99 | $71M | +626,720 | +$15M |
| LION - Lionsgate Studios | 1.39% | Add +50.1% | 7,506,800 | $9.13 | $69M | +2,506,800 | +$34M |
| ONTO - Onto Innovation | 1.33% | Add +53.3% | 414,812 | $157.86 | $65M | +144,207 | +$31M |
| SGRY - Surgery Partners | 1.21% | Add +51.5% | 3,858,088 | $15.45 | $60M | +1,311,353 | +$4M |
| UBER - UBER Technologies | 1.18% | Add +50.0% | 707,701 | $81.71 | $58M | +235,900 | +$12M |
| UAL - United Airls | 1.16% | Reduce −12.2% | 511,281 | $111.82 | $57M | −70,728 | +$1M |
| DKS - Dicks Sporting Goods | 1.14% | Reduce −19.3% | 283,911 | $197.97 | $56M | −67,690 | −$22M |
| XYZ - Block · CL A | 1.13% | Add +164.2% | 851,493 | $65.09 | $55M | +529,174 | +$32M |
| BFLY - Butterfly Network · CL A | 1.11% | Add +44.0% | 14,335,055 | $3.80 | $54M | +4,379,911 | +$35M |
| ACN - Accenture Ireland · CLASS A | 1.04% | New | 191,326 | $268.30 | $51M | +191,326 | +$51M |
| BIIB - Biogen | 1.04% | New | 290,605 | $175.99 | $51M | +290,605 | +$51M |
| DHR - Danaher | 0.93% | Reduce −24.3% | 200,191 | $228.92 | $46M | −64,227 | −$7M |
| IQV - IQVIA | 0.92% | Add +14.3% | 199,726 | $225.41 | $45M | +24,999 | +$12M |
| LAD - Lithia Mtrs | 0.86% | Add +72.2% | 127,605 | $332.33 | $42M | +53,497 | +$19M |
| Q - Qnity | 0.86% | New | 518,486 | $81.65 | $42M | +518,486 | +$42M |
| EYE - National Vision | 0.75% | Add +3.7% | 1,429,333 | $25.82 | $37M | +51,107 | −$3M |
| TECH - Bio-Techne | 0.74% | Add +65.7% | 619,944 | $58.81 | $36M | +245,893 | +$16M |
| MCK - Mckesson | 0.72% | Reduce −23.9% | 42,994 | $820.29 | $35M | −13,475 | −$8M |
| AMAT - Applied Matls | 0.68% | New | 129,656 | $256.99 | $33M | +129,656 | +$33M |
| BLCO - Bausch Plus Lomb | 0.57% | Add +6.4% | 1,653,855 | $17.08 | $28M | +100,000 | +$5M |
| MYGN - Myriad Genetics | 0.57% | Hold | 4,587,407 | $6.15 | $28M | — | — |
| SNPS - Synopsys | 0.46% | Add +123.8% | 47,671 | $469.72 | $22M | +26,371 | +$12M |
| GENI - Genius Sports · CL A | 0.46% | New | 2,030,209 | $11.02 | $22M | +2,030,209 | +$22M |
| RH | 0.41% | Add +38.6% | 111,338 | $179.15 | $20M | +30,997 | +$4M |
| FUN - Six Flags Entertainment | 0.35% | New | 1,122,374 | $15.34 | $17M | +1,122,374 | +$17M |
| TLN - Talen Energy | 0.33% | New | 43,761 | $374.84 | $16M | +43,761 | +$16M |
| SOLS - Solstice Advanced Matls | 0.33% | New | 337,266 | $48.58 | $16M | +337,266 | +$16M |
| MKSI - MKS | 0.24% | Reduce −56.8% | 74,200 | $159.80 | $12M | −97,722 | −$9M |
| CEG - Constellation Energy | 0.22% | New | 30,412 | $353.27 | $11M | +30,412 | +$11M |
| VST - Vistra | 0.22% | New | 66,074 | $161.33 | $11M | +66,074 | +$11M |
| META - Meta Platforms · CL A | 0.16% | Hold | 11,572 | $660.09 | $8M | — | — |
| AMBA - Ambarella | 0.14% | New | 100,000 | $70.84 | $7M | +100,000 | +$7M |
| Rentokil Initial | 0.12% | Hold | 205,175 | $29.46 | $6M | — | — |
| Sensient Technologies | 0.10% | New | 50,000 | $93.95 | $5M | +50,000 | +$5M |
| METC - Ramaco Res · CL A | 0.07% | New | 200,000 | $18.00 | $4M | +200,000 | +$4M |
| DNA - Ginkgo Bioworks · CL A | 0.03% | Hold | 149,379 | $8.31 | $1M | — | — |
Showing top 50 of 53 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| UHS - Universal Hlth Svcs · CL B | 2.19% | Exit | 0 | $204.44 | $99M | −482,169 | −$99M |
| PYPL - Paypal | 1.99% | Exit | 0 | $67.06 | $89M | −1,333,370 | −$89M |
| ALITEUR - Alight · CL A | 1.48% | Exit | 0 | $3.26 | $66M | −20,377,772 | −$66M |
| ICLR - ICON | 1.45% | Exit | 0 | $175.00 | $65M | −371,418 | −$65M |
| MRVL - Marvell Technology | 1.27% | Exit | 0 | $84.07 | $57M | −676,980 | −$57M |
| PINS - Pinterest · CL A | 0.58% | Exit | 0 | $32.17 | $26M | −807,700 | −$26M |
| EHC - Encompass Health | 0.47% | Exit | 0 | $127.02 | $21M | −167,637 | −$21M |
| BC - Brunswick | 0.44% | Exit | 0 | $63.24 | $20M | −312,921 | −$20M |
| CLVT - Clarivate | 0.42% | Exit | 0 | $3.83 | $19M | −4,960,255 | −$19M |
| BAX - Baxter Intl | 0.38% | Exit | 0 | $22.77 | $17M | −742,542 | −$17M |
| BRKR - Bruker | 0.23% | Exit | 0 | $32.49 | $10M | −319,674 | −$10M |
| DWDPEUR | 0.22% | Exit | 0 | $77.90 | $10M | −128,480 | −$10M |
| ILMN - Illumina | 0.22% | Exit | 0 | $94.97 | $10M | −101,720 | −$10M |
| OSCR - Oscar Health · CL A | 0.17% | Exit | 0 | $18.93 | $8M | −408,221 | −$8M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 45 | $5.5B | +37.9% | 13F-HR | 8/14/2026 | 000090514826003712 |
| 2026 Q1 | 44 | $4B | −18.9% | 13F-HR | 5/15/2026 | 000090514826002354 |
| 2025 Q4 | 57 | $4.9B | +9.4% | 13F-HR | 2/17/2026 | 000090514826000846 |
| 2025 Q3 | 54 | $4.5B | +25.8% | 13F-HR | 11/14/2025 | 000090514825004016 |
| 2025 Q2 | 43 | $3.6B | −12.2% | 13F-HR | 8/14/2025 | 000090514825002959 |
| 2025 Q1 | 45 | $4.1B | +2.8% | 13F-HR | 5/15/2025 | 000090514825001735 |
| 2024 Q4 | 36 | $4B | −23.5% | 13F-HR | 2/14/2025 | 000090514825000645 |
| 2024 Q3 | 46 | $5.2B | +1.7% | 13F-HR | 11/14/2024 | 000090514824003140 |
| 2024 Q2 | 48 | $5.1B | −11.2% | 13F-HR | 8/14/2024 | 000090514824002216 |
| 2024 Q1 | 45 | $5.7B | +22.3% | 13F-HR | 5/15/2024 | 000090514824001435 |
| 2023 Q4 | 44 | $4.7B | +5.9% | 13F-HR | 2/14/2024 | 000090514824000708 |
| 2023 Q3 | 52 | $4.4B | −0.5% | 13F-HR | 11/14/2023 | 000090514823001439 |
| 2023 Q2 | 49 | $4.4B | −2.7% | 13F-HR | 8/14/2023 | 000090514823000724 |
| 2023 Q1 | 54 | $4.6B | +1.0% | 13F-HR | 5/15/2023 | 000090514823000429 |
| 2022 Q4 | 53 | $4.5B | +12.9% | 13F-HR | 2/14/2023 | 000090514823000237 |
| 2022 Q3 | 54 | $4B | +0.1% | 13F-HR | 11/14/2022 | 000156761922020011 |
| 2022 Q2 | 55 | $4B | −19.1% | 13F-HR | 8/11/2022 | 000156761922015586 |
| 2022 Q1 | 60 | $4.9B | +5.3% | 13F-HR | 5/16/2022 | 000156761922011005 |
| 2021 Q4 | 57 | $4.7B | −14.1% | 13F-HR | 2/14/2022 | 000156761922004451 |
| 2021 Q3 | 2 | $55M | — | NEW HOLDINGS | 2/18/2022 | 000156761922005142 |
| 2021 Q3 | 59 | $5.5B | — | 13F-HR | 11/15/2021 | 000156761921020478 |
About
GLENVIEW CAPITAL MANAGEMENT, LLC
21 processed 13Fs on this site · 2021 Q3–2026 Q2