Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Glenview Capital ⇄ Point72 Asset Management
32Shared positions
1.7%Name overlap (Jaccard)
10+Only Glenview…
15+Only Point72 Asset…
Shared holdings · Q2 2026
Distinctively Glenview Capital
| A Agilent Technologies… | 5.2% |
| BFLY Butterfly Network… | 2.4% |
| CI Cigna Corporation | 2.3% |
| DKS DICK'S Sporting… | 1.8% |
| EYE National Vision… | 1.2% |
| BKR Baker Hughes Company | 0.5% |
| ELV Elevance Health Inc. | 0.5% |
| BRKR Bruker Corporation | 0.3% |
| CAH Cardinal Health, Inc. | 0.1% |
| TECH Bio-Techne Corporation | 0.1% |
Distinctively Point72 Asset…
| CRDO Credo Technology… | 2.7% |
| ASML ASML Holding N.V. | 1.8% |
| ANET Arista Networks, Inc. | 1.4% |
| STX Seagate Technology… | 1.3% |
| TSM Taiwan Semiconductor… | 1.2% |
| SNOW Snowflake Inc. | 1.1% |
| PG The Procter & Gamble… | 1.0% |
| RTX RTX Corporation | 1.0% |
| COF Capital One Financial… | 0.8% |
| ORCL Oracle Corporation | 0.8% |
| MDLZ Mondelez… | 0.8% |
| KDP Keurig Dr Pepper Inc. | 0.7% |
| TXN Texas Instruments… | 0.7% |
| CPNG Coupang, Inc. | 0.6% |
| HD The Home Depot, Inc. | 0.6% |
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