Glenview Capital portfolio: Q2 2026 13F holdings
Larry Robbins. Larry Robbins's fund, known for its healthcare bets.
The Q3 2026 13F is due by 2026-11-16. This page switches to it as soon as it lands on SEC EDGAR (checked hourly).
Glenview Capital reported 42 US stock positions worth $5.0B at the end of Q2 2026, against $3.7B in 41 positions at the end of Q1 2026. The ten largest are 64% of the portfolio, led by Global Payments (13%), CVS Health and Tenet Healthcare Corp. Over the quarter it opened 12 new positions (Agilent Technologies, Eli Lilly and Mks Inc. and others), sold out of 11 (Dxc Technology CO, Zoominfo Technologies Inc and US Foods Hldg Corp and others), added to 12 and trimmed 13.
Biggest buys in Q2 2026
Biggest sells in Q2 2026
Everything Glenview Capital owns
| Company | % of portfolio | Value | Shares | vs Q1 2026 | Upside | The rule |
|---|---|---|---|---|---|---|
| GPNGlobal Payments | 13% | $646.3M | 8,906,709 | +40% | -80% | Members only |
| CVSCVS Health | 10.0% | $499.1M | 4,824,799 | -41% | +42% | Members only |
| Tenet Healthcare Corp | 8.4% | $418.2M | 2,235,666 | +47% | — | — |
| TMOThermo Fisher Scientific | 6.3% | $314.5M | 627,240 | +150% | -71% | Members only |
| AMZNAmazon | 6.1% | $303.1M | 1,271,687 | +20% | +46% | Members only |
| AAgilent Technologies | 5.2% | $261.6M | 1,969,541 | NEW | -59% | Members only |
| DHRDanaher | 4.4% | $218.3M | 1,145,979 | +633% | -68% | Members only |
| METAMeta Platforms | 4.0% | $201.0M | 356,841 | +191% | +14% | Members only |
| AMDAdvanced Micro Devices | 3.5% | $173.3M | 298,410 | -54% | -76% | Members only |
| Teva Pharmaceutical Inds Ltd | 3.4% | $172.1M | 5,081,091 | -24% | — | — |
| VTRSViatris | 3.1% | $156.9M | 9,877,409 | +9% | -105% | Members only |
| UBERUber | 2.6% | $129.4M | 1,793,598 | +23% | +93% | Members only |
| CNCCentene | 2.4% | $121.1M | 1,886,055 | -41% | +165% | Members only |
| Butterfly Network Inc | 2.4% | $120.7M | 14,335,055 | same | — | — |
| CICigna | 2.3% | $113.6M | 412,223 | -17% | +208% | Members only |
| HUMHumana | 2.0% | $101.0M | 254,216 | -24% | +13% | Members only |
| XYZBlock | 1.8% | $91.0M | 1,197,046 | -12% | +23% | Members only |
| Dicks Sporting Goods Inc | 1.8% | $91.0M | 401,067 | +34% | — | — |
| Genius Sports Limited | 1.6% | $81.8M | 13,495,287 | +58% | — | — |
| Onto Innovation Inc | 1.6% | $77.9M | 205,791 | -31% | — | — |
| LLYEli Lilly | 1.4% | $69.3M | 57,771 | NEW | -26% | Members only |
| UALUnited Airlines Holdings | 1.3% | $67.3M | 494,736 | same | +166% | Members only |
| National Vision Hldgs Inc | 1.2% | $59.0M | 3,101,083 | +98% | — | — |
| CSCOCisco | 1.0% | $48.5M | 413,332 | +22% | -22% | Members only |
| Element Solutions Inc | 0.9% | $47.5M | 994,579 | -39% | — | — |
| AMATApplied Materials | 0.9% | $47.1M | 65,201 | -67% | -56% | Members only |
| Mks Inc. | 0.9% | $43.8M | 98,532 | NEW | — | — |
| Six Flags Entertainment Corp | 0.9% | $43.0M | 2,017,821 | -9% | — | — |
| Stmicroelectronics N V | 0.8% | $41.9M | 560,060 | NEW | — | — |
| ABBVAbbVie | 0.7% | $37.5M | 148,913 | NEW | -51% | Members only |
| Astrazeneca Plc | 0.7% | $34.9M | 184,279 | NEW | — | — |
| Bausch Plus Lomb Corp | 0.6% | $31.8M | 1,918,148 | same | — | — |
| BKRBaker Hughes | 0.5% | $27.4M | 493,519 | +63% | +10% | Members only |
| ELVElevance Health | 0.5% | $25.8M | 66,599 | NEW | +36% | Members only |
| MCHPMicrochip Technology | 0.5% | $24.2M | 265,577 | NEW | -85% | Members only |
| Bruker Corp | 0.3% | $15.2M | 252,169 | NEW | — | — |
| Novartis AG | 0.3% | $13.6M | 86,909 | NEW | — | — |
| Digitalocean Hldgs Inc | 0.3% | $13.3M | 84,812 | -66% | — | — |
| Primo Brands Corporation | 0.2% | $9.9M | 404,971 | -24% | — | — |
| BSXBoston Scientific | <0.1% | $4.8M | 113,096 | NEW | +74% | Members only |
| CAHCardinal Health | <0.1% | $4.3M | 18,018 | NEW | +49% | Members only |
| TECHBio-Techne | <0.1% | $4.1M | 58,324 | -69% | -68% | Members only |
| Dxc Technology CO | — | — | — | SOLD OUT | — | — |
| Zoominfo Technologies Inc | — | — | — | SOLD OUT | — | — |
| US Foods Hldg Corp | — | — | — | SOLD OUT | — | — |
| Zillow Group Inc | — | — | — | SOLD OUT | — | — |
| Lithia Mtrs Inc | — | — | — | SOLD OUT | — | — |
| Lionsgate Studios Corp | — | — | — | SOLD OUT | — | — |
| Myriad Genetics Inc | — | — | — | SOLD OUT | — | — |
| Surgery Partners Inc | — | — | — | SOLD OUT | — | — |
| AKAMAkamai Technologies | — | — | — | SOLD OUT | -20% | Members only |
| INTCIntel | — | — | — | SOLD OUT | -103% | Members only |
| BIIBBiogen | — | — | — | SOLD OUT | -29% | Members only |
Upside is to our model’s value from each company’s own SEC filings, for the S&P 500 companies we value (how). Positions sold out during the quarter are listed last.
Other 13F portfolios
- Berkshire HathawayWarren Buffett · Q2 2026
- Dodge & Cox220 positions · Q2 2026
- Harris Associates (Oakmark)Bill Nygren · Q2 2026
- First Eagle Investments422 positions · Q2 2026
- Coatue ManagementPhilippe Laffont · Q2 2026
- Viking GlobalAndreas Halvorsen · Q2 2026
- D1 Capital PartnersDan Sundheim · Q2 2026
- Tiger GlobalChase Coleman · Q2 2026
- Davis AdvisorsChris Davis · Q2 2026
- Pershing SquareBill Ackman · Q2 2026
- Lone Pine CapitalStephen Mandel · Q2 2026
- Elliott Investment ManagementPaul Singer · Q2 2026
What a 13F shows, and what it hides: 13F filings explained.
Generated automatically from Glenview Capital’s Form 13F (CIK 1138995, accession 0000905148-26-003712) on SEC EDGAR, compared with its filing for Q1 2026. Long US stock positions only: 13Fs leave out shorts, cash, bonds, most non-US holdings and options (excluded here), and are up to 45 days old when filed. Research only, not investment advice. boring&rich is not affiliated with or endorsed by Glenview Capital or Larry Robbins.