Indieningsanalyse
Glenview Capital
13F-HR · periode Q2 2026 · ingediend Aug 14, 2026
$5.49BGerapporteerde 13F-waarde
45Posities
+12Nieuw
14Verhoogd
15Verminderd
−11Verlaten
Grootste nieuwe posities
| Effect | Waarde | Gewicht |
|---|---|---|
| A Agilent Technologies, Inc. | $261.61M | 5.2% |
| LLY Eli Lilly and Company | $69.29M | 1.4% |
| MKSI MKS Inc. | $43.83M | 0.9% |
| STM STMicroelectronics N.V. | $41.94M | 0.8% |
| ABBV AbbVie Inc. | $37.47M | 0.7% |
| AZN AstraZeneca PLC | $34.94M | 0.7% |
| ELV Elevance Health Inc. | $25.76M | 0.5% |
| MCHP Microchip Technology… | $24.22M | 0.5% |
| BRKR Bruker Corporation | $15.18M | 0.3% |
| NVS Novartis AG | $13.62M | 0.3% |
Grootste herschikkingen
| Effect | Δ aandelen | Huidige waarde | |
|---|---|---|---|
| GPN Global Payments Inc. | ▲ Add | +40.0% | $646.27M |
| TMO Thermo Fisher Scientific Inc. | ▲ Add | +150.4% | $314.47M |
| DHR Danaher Corporation | ▲ Add | +633.3% | $218.29M |
| META Meta Platforms, Inc. | ▲ Add | +190.9% | $201.00M |
| THC Tenet Healthcare Corporation | ▲ Add | +46.6% | $418.25M |
| CVS CVS Health Corp. | ▼ Trim | -41.1% | $499.13M |
| AMZN Amazon.com, Inc. | ▲ Add | +20.1% | $303.09M |
| GENI Genius Sports Limited | ▲ Add | +57.6% | $81.78M |
| HUM Humana Inc. | ▼ Trim | -24.1% | $100.98M |
| AMD Advanced Micro Devices, Inc. | ▼ Trim | -54.1% | $173.35M |
Herkomst: Metadata afkomstig uit de EDGAR-formularienindex; analyse op basis van de geparseerde informatietabel (meest recent geaccepteerde versie van dit kwartaal). Geen redactioneel commentaar — uitsluitend berekende velden.