LR
Larry Robbins
Glenview Capital Management
- Portfolio value
- $5,491,647,047
- Stocks
- 44
- Period
- Q2 2026
- Filed
- 14 Aug 2026
Healthcare and consumer-focused long/short with event catalysts.
✦
Cut Bio-Techne Corp 68.7%, added 191% to Meta Platforms Inc and opened 13 new positions, the largest A at 5.0%. Healthcare is still the biggest weight in the book at 43.1%. The top five names are 40% of it.
Added to
12
New positions
13
Reduced
14
| Action | Ticker | Shares Δ | Position Value | % Portfolio |
|---|---|---|---|---|
| ADD | GPN | +2,446,317 | $646,270,805 | 11.77% |
| REDUCE | CVS | -3,372,000 | $499,125,457 | 9.09% |
| ADD | THC | +710,812 | $418,248,395 | 7.62% |
| ADD | TMO | +376,715 | $314,473,046 | 5.73% |
| ADD | AMZN | +212,417 | $303,093,880 | 5.52% |
| NEW | A | +2,086,141 | $277,102,109 | 5.05% |
| ADD | META | +234,179 | $201,004,967 | 3.66% |
| NEW | SPY | +260,000 | $194,160,200 | 3.54% |
| REDUCE | AMD | -352,382 | $173,349,353 | 3.16% |
| REDUCE | TEVA | -1,579,129 | $172,147,363 | 3.13% |
| ADD | VTRS | +790,165 | $156,853,255 | 2.86% |
| ADD | UBER | +337,726 | $129,426,032 | 2.36% |
| REDUCE | CNC | -1,327,591 | $121,065,870 | 2.21% |
| REDUCE | CI | -86,618 | $113,641,637 | 2.07% |
| REDUCE | HUM | -80,676 | $100,979,680 | 1.84% |
| REDUCE | XYZ | -167,425 | $90,975,496 | 1.66% |
| ADD | DKS | +102,156 | $90,966,006 | 1.66% |
| ADD | GENI | +4,934,399 | $81,781,439 | 1.49% |
| REDUCE | ONTO | -93,930 | $77,881,604 | 1.42% |
| NEW | LLY | +57,771 | $69,292,271 | 1.26% |
| ADD | EYE | +1,535,166 | $58,951,588 | 1.07% |
| ADD | CSCO | +73,513 | $48,549,977 | 0.88% |
| REDUCE | ESI | -634,104 | $47,491,147 | 0.86% |
| REDUCE | AMAT | -132,008 | $47,140,323 | 0.86% |
| NEW | MKSI | +98,532 | $43,827,034 | 0.80% |
| REDUCE | FUN | -205,328 | $42,979,587 | 0.78% |
| NEW | STM | +560,060 | $41,942,893 | 0.76% |
| NEW | ABBV | +148,913 | $37,472,467 | 0.68% |
| NEW | AZN | +184,279 | $34,942,984 | 0.64% |
| ADD | BKR | +189,844 | $27,390,305 | 0.50% |
| NEW | ELV | +66,599 | $25,755,831 | 0.47% |
| NEW | MCHP | +265,577 | $24,220,622 | 0.44% |
| NEW | BRKR | +252,169 | $15,175,530 | 0.28% |
| NEW | NVS | +86,909 | $13,620,378 | 0.25% |
| REDUCE | DOCN | -165,188 | $13,318,028 | 0.24% |
| REDUCE | PRMB | -126,080 | $9,897,491 | 0.18% |
| NEW | BSX | +113,096 | $4,826,937 | 0.09% |
| NEW | CAH | +18,018 | $4,280,356 | 0.08% |
| REDUCE | TECH | -127,988 | $4,120,591 | 0.07% |