LR

Larry Robbins · 2025 Q4

Glenview Capital · 历史持仓快照 · 申报于 2026-02-17
← 看最新持仓
股票占比市值
1
CVS
CVS HEALTH CORP
13.86%$650M
2
TEVA
TEVA PHARMACEUTICAL INDS LTD
11.12%$522M
3
GPN
GLOBAL PMTS INC
9.76%$458M
4
THC
TENET HEALTHCARE CORP
8.40%$394M
5
AMZN
AMAZON COM INC
4.47%$210M
6
GTM
ZOOMINFO TECHNOLOGIES INC
4.33%$203M
7
VTRS
VIATRIS INC
2.94%$138M
8
TMO
THERMO FISHER SCIENTIFIC INC
2.76%$130M
9
DXC
DXC TECHNOLOGY CO
2.60%$122M
10
DOCN
DIGITALOCEAN HLDGS INC
2.05%$96M
11
EXPE
EXPEDIA GROUP INC
1.94%$91M
12
USFD
US FOODS HLDG CORP
1.83%$86M
13
AMD
ADVANCED MICRO DEVICES INC
1.80%$84M
14
Z
ZILLOW GROUP INC
1.69%$79M
15
CI
THE CIGNA GROUP
1.64%$77M
16
CNC
CENTENE CORP DEL
1.63%$76M
17
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
1.62%$76M
18
ESI
ELEMENT SOLUTIONS INC
1.51%$71M
19
LION
LIONSGATE STUDIOS CORP
1.46%$69M
20
ONTO
ONTO INNOVATION INC
1.39%$65M
21
SGRY
SURGERY PARTNERS INC
1.27%$60M
22
UBER
UBER TECHNOLOGIES INC
1.23%$58M
23
UAL
UNITED AIRLS HLDGS INC
1.22%$57M
24
DKS
DICKS SPORTING GOODS INC
1.20%$56M
25
XYZ
BLOCK INC
1.18%$55M
26
BFLY
BUTTERFLY NETWORK INC
1.16%$54M
27

ACCENTURE PLC IRELAND
1.09%$51M
28
BIIB
BIOGEN INC
1.09%$51M
29
DHR
DANAHER CORPORATION
0.98%$46M
30
IQV
IQVIA HLDGS INC
0.96%$45M
31
LAD
LITHIA MTRS INC
0.90%$42M
32
Q
QNITY ELECTRONICS INC
0.90%$42M
33
EYE
NATIONAL VISION HLDGS INC
0.79%$37M
34
TECH
BIO-TECHNE CORP
0.78%$36M
35
MCK
MCKESSON CORP
0.75%$35M
36
AMAT
APPLIED MATLS INC
0.71%$33M
37
BLCO
BAUSCH PLUS LOMB CORP
0.60%$28M
38
MYGN
MYRIAD GENETICS INC
0.60%$28M
39
SNPS
SYNOPSYS INC
0.48%$22M
40

GENIUS SPORTS LIMITED
0.48%$22M
41
RH
RH
0.42%$20M
42
FUN
SIX FLAGS ENTERTAINMENT CORP
0.37%$17M
43
TLN
TALEN ENERGY CORP
0.35%$16M
44
SOLS
SOLSTICE ADVANCED MATLS INC
0.35%$16M
45
MKSI
MKS INC.
0.25%$12M
46
CEG
CONSTELLATION ENERGY CORP
0.23%$11M
47
VST
VISTRA CORP
0.23%$11M
48
META
META PLATFORMS INC
0.16%$8M
49

AMBARELLA INC
0.15%$7M
50
RTO
RENTOKIL INITIAL PLC
0.13%$6M
51
SXT
SENSIENT TECHNOLOGIES CORP
0.10%$5M
52
METC
RAMACO RES INC
0.08%$4M
53
DNA
GINKGO BIOWORKS HOLDINGS INC
0.03%$1M
54
BFLYW
BUTTERFLY NETWORK INC
0.00%$30K