Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Glenview Capital ⇄ Parnassus Investments, Llc
13Shared positions
7.9%Name overlap (Jaccard)
15+Only Glenview…
15+Only Parnassus…
Shared holdings · Q2 2026
| Security | Glenview Capital weight | Parnassus… weight |
|---|---|---|
| AMZN Amazon.com, Inc. | 6.1% | 4.4% |
| TMO Thermo Fisher Scientific… | 6.3% | 2.2% |
| AMD Advanced Micro Devices… | 3.5% | 3.6% |
| DHR Danaher Corporation | 4.4% | 1.9% |
| AMAT Applied Materials, Inc. | 0.9% | 4.9% |
| A Agilent Technologies, Inc. | 5.2% | 0.2% |
| META Meta Platforms, Inc. | 4.0% | 0.0% |
| LLY Eli Lilly and Company | 1.4% | 1.7% |
| CI Cigna Corporation | 2.3% | 0.3% |
| DKS DICK'S Sporting Goods… | 1.8% | 0.2% |
| AZN AstraZeneca PLC | 0.7% | 0.3% |
| NVS Novartis AG | 0.3% | 0.0% |
| BSX Boston Scientific… | 0.1% | 0.1% |
Distinctively Glenview Capital
| GPN Global Payments Inc. | 12.9% |
| CVS CVS Health Corp. | 10.0% |
| THC Tenet Healthcare… | 8.4% |
| TEVA Teva Pharmaceutical… | 3.4% |
| VTRS Viatris Inc. | 3.1% |
| UBER Uber Technologies… | 2.6% |
| CNC Centene Corp. | 2.4% |
| BFLY Butterfly Network… | 2.4% |
| HUM Humana Inc. | 2.0% |
| XYZ Block, Inc. | 1.8% |
| GENI Genius Sports Limited | 1.6% |
| ONTO Onto Innovation Inc. | 1.6% |
| UAL United Airlines… | 1.3% |
| EYE National Vision… | 1.2% |
| CSCO Cisco Systems, Inc. | 1.0% |
Distinctively Parnassus…
| GOOGL Alphabet Inc. | 5.2% |
| MSFT Microsoft Corporation | 4.7% |
| NVDA NVIDIA Corporation | 4.5% |
| KLAC KLA Corporation | 3.5% |
| AAPL Apple Inc. | 3.3% |
| WM Waste Management, Inc. | 2.9% |
| DE Deere & Company | 2.8% |
| LIN Linde plc | 2.2% |
| GWW W.W. Grainger, Inc. | 2.2% |
| MA Mastercard… | 2.2% |
| AVGO Broadcom Inc. | 2.1% |
| BAC Bank of America… | 2.1% |
| O Realty Income… | 1.9% |
| DASH DoorDash, Inc. | 1.9% |
| FERG Ferguson plc | 1.8% |
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology