Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Glenview Capital ⇄ Tiger Global Management
7Shared positions
8.6%Name overlap (Jaccard)
15+Only Glenview…
15+Only Tiger Global…
Shared holdings · Q2 2026
| Security | Glenview Capital weight | Tiger Global… weight |
|---|---|---|
| AMZN Amazon.com, Inc. | 6.1% | 9.6% |
| META Meta Platforms, Inc. | 4.0% | 6.6% |
| AMAT Applied Materials, Inc. | 0.9% | 4.9% |
| AMD Advanced Micro Devices… | 3.5% | 1.6% |
| DHR Danaher Corporation | 4.4% | 0.4% |
| XYZ Block, Inc. | 1.8% | 1.4% |
| UBER Uber Technologies, Inc. | 2.6% | 0.0% |
Distinctively Glenview Capital
| GPN Global Payments Inc. | 12.9% |
| CVS CVS Health Corp. | 10.0% |
| THC Tenet Healthcare… | 8.4% |
| TMO Thermo Fisher… | 6.3% |
| A Agilent Technologies… | 5.2% |
| TEVA Teva Pharmaceutical… | 3.4% |
| VTRS Viatris Inc. | 3.1% |
| CNC Centene Corp. | 2.4% |
| BFLY Butterfly Network… | 2.4% |
| CI Cigna Corporation | 2.3% |
| HUM Humana Inc. | 2.0% |
| DKS DICK'S Sporting… | 1.8% |
| GENI Genius Sports Limited | 1.6% |
| ONTO Onto Innovation Inc. | 1.6% |
| LLY Eli Lilly and Company | 1.4% |
Distinctively Tiger Global…
| TSM Taiwan Semiconductor… | 9.7% |
| NVDA NVIDIA Corporation | 9.3% |
| GOOGL Alphabet Inc. | 8.7% |
| LRCX Lam Research… | 5.7% |
| SE Sea Limited | 5.0% |
| GEV GE Vernova Inc. | 3.9% |
| MSFT Microsoft Corporation | 3.5% |
| CPAY Corpay, Inc. | 3.0% |
| CBRS Cerebras Systems Inc. | 2.8% |
| AVGO Broadcom Inc. | 2.8% |
| CPNG Coupang, Inc. | 2.6% |
| INTC Intel Corp. | 2.5% |
| SPOT Spotify Technology… | 2.2% |
| TTWO Take-Two Interactive… | 1.9% |
| RDDT Reddit, Inc. | 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