Beheerders vergelijken
Twee portefeuilles, één kaart — de overlap, de gedeelde overtuiging en wat elke partij bezit dat de andere niet heeft.
Glenview Capital ⇄ Boston Partners
26Gedeelde posities
3.2%Naamoverlap (Jaccard)
15+Alleen Glenview…
15+Alleen Boston…
Gedeelde posities · Q2 2026
| Effect | Glenview Capital gewicht | Boston Partners gewicht |
|---|---|---|
| GPN Global Payments Inc. | 12.9% | 0.1% |
| CVS CVS Health Corp. | 10.0% | 0.2% |
| THC Tenet Healthcare… | 8.4% | 0.7% |
| AMZN Amazon.com, Inc. | 6.1% | 2.7% |
| TMO Thermo Fisher Scientific… | 6.3% | 0.0% |
| A Agilent Technologies, Inc. | 5.2% | 0.0% |
| META Meta Platforms, Inc. | 4.0% | 0.9% |
| UBER Uber Technologies, Inc. | 2.6% | 0.7% |
| CI Cigna Corporation | 2.3% | 0.5% |
| AMAT Applied Materials, Inc. | 0.9% | 1.7% |
| CNC Centene Corp. | 2.4% | 0.0% |
| HUM Humana Inc. | 2.0% | 0.0% |
| UAL United Airlines Holdings… | 1.3% | 0.5% |
| ABBV AbbVie Inc. | 0.7% | 1.1% |
| MCHP Microchip Technology… | 0.5% | 1.2% |
| ONTO Onto Innovation Inc. | 1.6% | 0.1% |
| LLY Eli Lilly and Company | 1.4% | 0.0% |
| AZN AstraZeneca PLC | 0.7% | 0.5% |
| EYE National Vision Holdings… | 1.2% | 0.0% |
| CSCO Cisco Systems, Inc. | 1.0% | 0.1% |
| ESI Element Solutions Inc | 0.9% | 0.0% |
| MKSI MKS Inc. | 0.9% | 0.0% |
| STM STMicroelectronics N.V. | 0.8% | 0.0% |
| ELV Elevance Health Inc. | 0.5% | 0.0% |
| NVS Novartis AG | 0.3% | 0.0% |
| CAH Cardinal Health, Inc. | 0.1% | 0.0% |
Opvallend Glenview Capital
| DHR Danaher Corporation | 4.4% |
| AMD Advanced Micro… | 3.5% |
| TEVA Teva Pharmaceutical… | 3.4% |
| VTRS Viatris Inc. | 3.1% |
| BFLY Butterfly Network… | 2.4% |
| XYZ Block, Inc. | 1.8% |
| DKS DICK'S Sporting… | 1.8% |
| GENI Genius Sports Limited | 1.6% |
| FUN Six Flags… | 0.9% |
| BLCO Bausch + Lomb… | 0.6% |
| BKR Baker Hughes Company | 0.5% |
| BRKR Bruker Corporation | 0.3% |
| DOCN DigitalOcean… | 0.3% |
| PRMB Primo Brands… | 0.2% |
| BSX Boston Scientific… | 0.1% |
Opvallend Boston Partners
| JPM JPMorgan Chase & Co. | 2.1% |
| USFD US Foods Holding Corp. | 1.7% |
| FLEX Flex Ltd. | 1.2% |
| COR Cencora, Inc. | 1.2% |
| RH Rh | 1.2% |
| MU Micron Technology… | 1.2% |
| DELL Dell Technologies Inc. | 1.2% |
| LPLA LPL Financial… | 1.1% |
| NXPI NXP Semiconductors… | 1.0% |
| PM Philip Morris… | 1.0% |
| FANG Diamondback Energy… | 0.9% |
| DIS The Walt Disney… | 0.9% |
| URI United Rentals, Inc. | 0.9% |
| DGX Quest Diagnostics… | 0.9% |
| COP ConocoPhillips | 0.9% |
Herkomst: Overlap live berekend op basis van de geparseerde common-stockposities van beide managers voor Q2 2026. Uitsluitend gerapporteerde longposities — hedges en niet-13F-activa zijn niet zichtbaar. Methodologie