Larry Robbins portfolio: what Glenview Capital holds
The founder of Glenview Capital, which has long focused on healthcare.
Stock portfolio value
$5.0B
Stock positions
42
Report date
30 June 2026
Filed
14 August 2026
Largest positions
| # | Company | Weight | Value | Last quarter |
|---|---|---|---|---|
| 1 | Global Pmts IncGPN | 11.8% | $646.3M | Added +40% |
| 2 | Cvs Health CorpCVS | 9.1% | $499.1M | Trimmed -41% |
| 3 | Tenet Healthcare CorpTHC | 7.6% | $418.2M | Added +47% |
| 4 | Thermo Fisher Scientific IncTMO | 5.7% | $314.5M | Added +150% |
| 5 | Amazon Com IncAMZN | 5.5% | $303.1M | Added +20% |
| 6 | Agilent Technologies IncA | 4.8% | $261.6M | New |
| 7 | Danaher Corp DelDHR | 4% | $218.3M | Added +633% |
| 8 | Meta Platforms IncMETA | 3.7% | $201.0M | Added +191% |
| 9 | Advanced Micro Devices IncAMD | 3.2% | $173.3M | Trimmed -54% |
| 10 | Teva Pharmaceutical Inds Ltd | 3.1% | $172.1M | Trimmed -24% |
| 11 | Viatris IncVTRS | 2.9% | $156.9M | Added +9% |
| 12 | Uber Technologies IncUBER | 2.4% | $129.4M | Added +23% |
| 13 | Centene Corp DelCNC | 2.2% | $121.1M | Trimmed -41% |
| 14 | Butterfly Network IncBFLY | 2.2% | $120.7M | — |
| 15 | The Cigna GroupCI | 2.1% | $113.6M | Trimmed -17% |
| 16 | Humana IncHUM | 1.8% | $101.0M | Trimmed -24% |
| 17 | Block IncSQ | 1.7% | $91.0M | Trimmed -12% |
| 18 | Dicks Sporting Goods IncDKS | 1.7% | $91.0M | Added +34% |
| 19 | Genius Sports Limited | 1.5% | $81.8M | Added +58% |
| 20 | Onto Innovation IncONTO | 1.4% | $77.9M | Trimmed -31% |
New positions last quarter
- Agilent Technologies Inc$261.6M
- Eli Lilly & Co$69.3M
- Mks Inc$43.8M
- Stmicroelectronics N V$41.9M
- Abbvie Inc$37.5M
- Astrazeneca Plc$34.9M
- Elevance Health Inc Formerly$25.8M
- Microchip Technology Inc$24.2M
- Bruker Corp$15.2M
- Novartis Ag$13.6M
Positions sold
- Invesco Qqq Tr (Call)$189.4M
- Dxc Technology Co$111.8M
- Zoominfo Technologies Inc$95.1M
- Us Foods Hldg Corp$35.4M
- Zillow Group Inc$32.7M
- Lithia Mtrs Inc$31.9M
- Lionsgate Studios Corp$26.6M
- Myriad Genetics Inc$24.4M
- Surgery Partners Inc$21.5M
- Akamai Technologies Inc$18.0M
Source: SEC filing. Values count stock positions only; options are left out of the totals and tables.
How to use this page
A 13F filing shows what a manager held on the last day of a quarter, published up to 45 days later. It is a snapshot, not a trading signal: the manager may already have bought or sold since. Learn more in How to read 13F filings.
For information only, not investment advice. 13F filings are delayed by up to 45 days and do not show cash, bonds, short positions or non-US stocks.