Diff de portefeuille
Glenview Capital
Q1 2026 ⇄ Q2 2026
+12Ajouté
−11Supprimé
29Redimensionné
1Inchangé
Ajouté (Q2 2026)
| Titre | Valeur | Actions |
|---|---|---|
| A AGILENT TECHNOLOGIES… | $261.61M | 1.97M |
| LLY ELI LILLY & CO | $69.29M | 57.77K |
| MKSI MKS INC. | $43.83M | 98.53K |
| STM STMICROELECTRONICS N V | $41.94M | 560.06K |
| ABBV ABBVIE INC | $37.47M | 148.91K |
| AZN ASTRAZENECA PLC | $34.94M | 184.28K |
| ELV ELEVANCE HEALTH INC… | $25.76M | 66.60K |
| MCHP MICROCHIP TECHNOLOGY… | $24.22M | 265.58K |
| BRKR BRUKER CORP | $15.18M | 252.17K |
| NVS NOVARTIS AG | $13.62M | 86.91K |
| BSX BOSTON SCIENTIFIC CORP | $4.83M | 113.10K |
| CAH CARDINAL HEALTH INC | $4.28M | 18.02K |
Supprimé (était détenu dans Q1 2026)
| Titre | Valeur antérieure | Actions à l'époque |
|---|---|---|
| DXC DXC TECHNOLOGY CO | $111.82M | 8.90M |
| GTM ZOOMINFO TECHNOLOGIES… | $95.11M | 15.91M |
| USFD US FOODS HLDG CORP | $35.41M | 384.01K |
| Z ZILLOW GROUP INC | $32.68M | 789.67K |
| LAD LITHIA MTRS INC | $31.87M | 127.61K |
| LION LIONSGATE STUDIOS CORP | $26.65M | 2.78M |
| MYGN MYRIAD GENETICS INC | $24.35M | 5.41M |
| SGRY SURGERY PARTNERS INC | $21.46M | 1.80M |
| AKAM AKAMAI TECHNOLOGIES… | $17.97M | 156.45K |
| INTC INTEL CORP | $17.63M | 399.51K |
| BIIB BIOGEN INC | $10.45M | 57.02K |
Positions redimensionnées
| Titre | Q1 2026 actions | Q2 2026 actions | Variation |
|---|---|---|---|
| DHR DANAHER CORP DEL | 156.28K | 1.15M | +633.3% |
| META META PLATFORMS INC | 122.66K | 356.84K | +190.9% |
| TMO THERMO FISHER… | 250.53K | 627.24K | +150.4% |
| EYE NATIONAL VISION HLDGS… | 1.57M | 3.10M | +98.0% |
| TECH BIO-TECHNE CORP | 186.31K | 58.32K | -68.7% |
| AMAT APPLIED MATLS INC | 197.21K | 65.20K | -66.9% |
| DOCN DIGITALOCEAN HLDGS INC | 250.00K | 84.81K | -66.1% |
| BKR BAKER HUGHES COMPANY | 303.68K | 493.52K | +62.5% |
| GENI GENIUS SPORTS LIMITED | 8.56M | 13.50M | +57.6% |
| AMD ADVANCED MICRO DEVICES… | 650.79K | 298.41K | -54.1% |
| THC TENET HEALTHCARE CORP | 1.52M | 2.24M | +46.6% |
| CNC CENTENE CORP DEL | 3.21M | 1.89M | -41.3% |
| CVS CVS HEALTH CORP | 8.20M | 4.82M | -41.1% |
| GPN GLOBAL PMTS INC | 6.36M | 8.91M | +40.0% |
| ESI ELEMENT SOLUTIONS INC | 1.63M | 994.58K | -38.9% |
| DKS DICKS SPORTING GOODS INC | 298.91K | 401.07K | +34.2% |
| ONTO ONTO INNOVATION INC | 299.72K | 205.79K | -31.3% |
| HUM HUMANA INC | 334.89K | 254.22K | -24.1% |
| PRMB PRIMO BRANDS CORPORATION | 531.05K | 404.97K | -23.7% |
| TEVA TEVA PHARMACEUTICAL… | 6.66M | 5.08M | -23.7% |
| UBER UBER TECHNOLOGIES INC | 1.46M | 1.79M | +23.2% |
| CSCO CISCO SYS INC | 339.82K | 413.33K | +21.6% |
| AMZN AMAZON COM INC | 1.06M | 1.27M | +20.1% |
| CI THE CIGNA GROUP | 498.84K | 412.22K | -17.4% |
| XYZ BLOCK INC | 1.36M | 1.20M | -12.3% |
| FUN SIX FLAGS ENTERTAINMENT… | 2.22M | 2.02M | -9.2% |
| VTRS VIATRIS INC | 9.09M | 9.88M | +8.7% |
| UAL UNITED AIRLS HLDGS INC | 496.86K | 494.74K | -0.4% |
| BLCO BAUSCH PLUS LOMB CORP | 1.91M | 1.92M | +0.4% |
Comparaison brute du nombre d'actions entre les deux trimestres sélectionnés (tel que déclaré ; les divisions intervenues entre trimestres éloignés ne sont pas ajustées ici — les onglets de variation trimestrielle sur la page du gestionnaire sont ajustés pour les divisions). Positions en actions ordinaires avec tickers mappés uniquement.
Provenance: Les deux instantanés proviennent des tableaux d'information 13F analysés du gérant (dernières versions acceptées).
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