Glenview Capital (Larry Robbins)

Concentrated bets, much in healthcare.

What Larry Robbins held at Q2 2026: 42 positions, the largest GPN +12.9 %, CVS +10.0 %, THC +8.4 %, TMO +6.3 %, AMZN +6.1 %. Changes against the quarter before.

• GPN – +12.9 %
• CVS – +10.0 %
• THC – +8.4 %
• TMO – +6.3 %
• AMZN – +6.1 %
• A – +5.2 %
• DHR – +4.4 %
• META – +4.0 %
• AMD – +3.5 %
• TEVA – +3.4 %
• VTRS – +3.1 %
• UBER – +2.6 %
• CNC – +2.4 %
• BFLY – +2.4 %
• CI – +2.3 %
• HUM – +2.0 %
• XYZ – +1.8 %
• DKS – +1.8 %
• GENI – +1.6 %
• ONTO – +1.6 %
• LLY – +1.4 %
• UAL – +1.3 %
• EYE – +1.2 %
• CSCO – +1.0 %
• ESI – +0.9 %
• AMAT – +0.9 %
• MKSI – +0.9 %
• FUN – +0.9 %
• STM – +0.8 %
• ABBV – +0.7 %
• AZN – +0.7 %
• BLCO – +0.6 %
• BKR – +0.5 %
• ELV – +0.5 %
• MCHP – +0.5 %
• BRKR – +0.3 %
• NVS – +0.3 %
• DOCN – +0.3 %
• PRMB – +0.2 %
• BSX – +0.1 %