Análisis de declaraciones
Glenview Capital
13F-HR · período Q4 2025 · presentado Feb 17, 2026
$4.91BValor 13F declarado
57Posiciones
+15Nuevo
24Incrementada
9Reducida
−13Posición cerrada
Mayores nuevas posiciones
| Valor | Valor | Ponderación |
|---|---|---|
| DOCN DigitalOcean Holdings, Inc. | $96.45M | 2.1% |
| AMD Advanced Micro Devices, Inc. | $84.42M | 1.8% |
| ACN Accenture plc | $51.33M | 1.1% |
| BIIB Biogen Inc. | $51.14M | 1.1% |
| Q Qnity Electronics, Inc. | $42.33M | 0.9% |
| AMAT Applied Materials, Inc. | $33.32M | 0.7% |
| GENI Genius Sports Limited | $22.37M | 0.5% |
| FUN Six Flags Entertainment… | $17.22M | 0.4% |
| TLN Talen Energy Corporation | $16.40M | 0.3% |
| SOLS Solstice Advanced Materials… | $16.38M | 0.3% |
Mayores redimensionamientos
| Valor | Δ acciones | Valor actual | |
|---|---|---|---|
| TEVA Teva Pharmaceutical… | ▲ Add | +0.2% | $521.84M |
| THC Tenet Healthcare Corporation | ▼ Trim | -14.6% | $394.21M |
| AMZN Amazon.com, Inc. | ▲ Add | +39.4% | $209.88M |
| CNC Centene Corp. | ▲ Add | +398.9% | $76.37M |
| VTRS Viatris Inc. | ▲ Add | +34.4% | $138.04M |
| KNX Knight-Swift Transportation… | ▲ Add | +69.7% | $76.27M |
| BFLY Butterfly Network, Inc. | ▲ Add | +37.5% | $54.50M |
| LION Lionsgate Studios Corp. | ▲ Add | +50.1% | $68.54M |
| XYZ Block, Inc. | ▲ Add | +164.2% | $55.42M |
| GPN Global Payments Inc. | ▲ Add | +15.2% | $458.29M |
Procedencia: Metadatos del índice de formularios de EDGAR; análisis de la tabla de información analizada (última versión aceptada de este trimestre). No es comentario editorial: solo campos calculados.