GLENVIEW CAPITAL MANAGEMENT, LLC
NEW YORK NY · SEC CIK 0001138995
$39.83亿2026Q1 申报市值
44持仓数
60.9%前十大占比 · 第一大 14.8%
9 / 21新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
META 加仓+$6,355.79万
CI 加仓+$5,854.47万
HUM 新建仓+$5,806.69万
UBER 加仓+$5,381.59万
AMD 加仓+$5,220.10万
2026Q1 卖出最多 按季末市值估算
TEVA PHARMACEUTI 减仓-$3.03亿
DOCN 减仓-$1.50亿
EXPE 清仓-$9,111.96万
THC 减仓-$8,659.88万
KNX 清仓-$7,627.08万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| HYG | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -1,772,900 | -100.0% | -$1.43亿 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -321,625 | -100.0% | -$9,111.96万 | 清仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $0 | 0.00% | 0 | -1,458,891 | -100.0% | -$7,627.08万 | 清仓 |
| TLT | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -625,000 | -100.0% | -$5,447.50万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -191,326 | -100.0% | -$5,133.28万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -199,726 | -100.0% | -$4,502.02万 | 清仓 |
| Q | QNITY ELECTRONICS INC | $0 | 0.00% | 0 | -518,486 | -100.0% | -$4,233.44万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -42,994 | -100.0% | -$3,526.75万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -47,671 | -100.0% | -$2,239.20万 | 清仓 |
| CRM | SALESFORCE INC 看涨期权 | $0 | 0.00% | 0 | -83,800 | -100.0% | -$2,219.95万 | 清仓 |
| RH | RH | $0 | 0.00% | 0 | -111,338 | -100.0% | -$1,994.62万 | 清仓 |
| TLN | TALEN ENERGY CORP | $0 | 0.00% | 0 | -43,761 | -100.0% | -$1,640.34万 | 清仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $0 | 0.00% | 0 | -337,266 | -100.0% | -$1,638.44万 | 清仓 |
| MKSI | MKS INC. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -30,412 | -100.0% | -$1,074.36万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -66,074 | -100.0% | -$1,065.97万 | 清仓 |
| AMBA | AMBARELLA INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$708.40万 | 清仓 |
| RTO | RENTOKIL INITIAL PLC | $0 | 0.00% | 0 | -205,175 | -100.0% | -$604.45万 | 清仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $0 | 0.00% | 0 | -50,000 | -100.0% | -$469.75万 | 清仓 |
| METC | RAMACO RES INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$360.00万 | 清仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $0 | 0.00% | 0 | -149,379 | -100.0% | -$124.13万 | 清仓 |
| — | BUTTERFLY NETWORK INC | $0 | 0.00% | 0 | -1,713,333 | -100.0% | -$3.02万 | 清仓 |
| GPN | GLOBAL PMTS INC 看涨期权 | $673.00万 | 0.17% | 100,000 | 100,000 | — | $673.00万 | 新建仓 |
| TECH | BIO-TECHNE CORP | $973.67万 | 0.24% | 186,312 | -433,632 | -69.9% | -$2,266.16万 | 减仓 |
| PRMB | PRIMO BRANDS CORPORATION | $999.97万 | 0.25% | 531,051 | 531,051 | — | $999.97万 | 新建仓 |
| BIIB | BIOGEN INC | $1,045.33万 | 0.26% | 57,019 | -233,586 | -80.4% | -$4,282.33万 | 减仓 |
| INTC | INTEL CORP | $1,763.02万 | 0.44% | 399,506 | 399,506 | — | $1,763.02万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1,796.86万 | 0.45% | 156,453 | 156,453 | — | $1,796.86万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $1,853.94万 | 0.47% | 303,675 | 303,675 | — | $1,853.94万 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $2,144.50万 | 0.54% | 250,000 | -1,754,299 | -87.5% | -$1.50亿 | 减仓 |
| SGRY | SURGERY PARTNERS INC | $2,145.60万 | 0.54% | 1,800,000 | -2,058,088 | -53.3% | -$2,453.24万 | 减仓 |
| MYGN | MYRIAD GENETICS INC | $2,435.39万 | 0.61% | 5,411,978 | 824,571 | 18.0% | $371.06万 | 加仓 |
| CSCO | CISCO SYS INC | $2,636.66万 | 0.66% | 339,819 | 339,819 | — | $2,636.66万 | 新建仓 |
| LION | LIONSGATE STUDIOS CORP | $2,664.85万 | 0.67% | 2,778,781 | -4,728,019 | -63.0% | -$4,534.17万 | 减仓 |
| DHR | DANAHER CORP DEL | $2,962.97万 | 0.74% | 156,275 | -43,916 | -21.9% | -$832.65万 | 减仓 |
| BLCO | BAUSCH PLUS LOMB CORP | $3,037.69万 | 0.76% | 1,910,496 | 256,641 | 15.5% | $408.06万 | 加仓 |
| LAD | LITHIA MTRS INC | $3,186.55万 | 0.80% | 127,605 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC | $3,267.65万 | 0.82% | 789,670 | -373,885 | -32.1% | -$1,547.14万 | 减仓 |
| USFD | US FOODS HLDG CORP | $3,540.93万 | 0.89% | 384,007 | -753,756 | -66.2% | -$6,950.38万 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $3,792.47万 | 0.95% | 8,560,888 | 6,530,679 | 321.7% | $2,893.09万 | 加仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $3,946.09万 | 0.99% | 2,223,149 | 1,100,775 | 98.1% | $1,953.88万 | 加仓 |
| EYE | NATIONAL VISION HLDGS INC | $4,055.72万 | 1.02% | 1,565,917 | 136,584 | 9.6% | $353.75万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $4,574.59万 | 1.15% | 496,860 | -14,421 | -2.8% | -$132.77万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $5,560.32万 | 1.40% | 1,628,683 | -1,205,204 | -42.5% | -$4,114.57万 | 减仓 |
| BFLY | BUTTERFLY NETWORK INC | $5,791.36万 | 1.45% | 14,335,055 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $5,806.69万 | 1.46% | 334,892 | 334,892 | — | $5,806.69万 | 新建仓 |
| DKS | DICKS SPORTING GOODS INC | $5,927.11万 | 1.49% | 298,911 | 15,000 | 5.3% | $297.43万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $6,146.38万 | 1.54% | 299,721 | -115,091 | -27.7% | -$2,360.17万 | 减仓 |
| AMAT | APPLIED MATLS INC | $6,740.41万 | 1.69% | 197,209 | 67,553 | 52.1% | $2,308.89万 | 加仓 |
| META | META PLATFORMS INC | $7,017.86万 | 1.76% | 122,662 | 111,090 | 960.0% | $6,355.79万 | 加仓 |
| XYZ | BLOCK INC | $8,211.39万 | 2.06% | 1,364,471 | 512,978 | 60.2% | $3,087.10万 | 加仓 |
| IWM | ISHARES TR 看跌期权 | $9,300.00万 | 2.33% | 375,000 | 375,000 | — | $9,300.00万 | 新建仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $9,511.33万 | 2.39% | 15,905,242 | -4,100,000 | -20.5% | -$2,451.80万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1.05亿 | 2.63% | 1,455,872 | 748,171 | 105.7% | $5,381.59万 | 加仓 |
| CNC | CENTENE CORP DEL | $1.05亿 | 2.64% | 3,213,646 | 1,357,752 | 73.2% | $4,445.28万 | 加仓 |
| DXC | DXC TECHNOLOGY CO | $1.12亿 | 2.81% | 8,895,875 | 579,528 | 7.0% | $728.47万 | 加仓 |
| VTRS | VIATRIS INC | $1.23亿 | 3.08% | 9,087,244 | -2,000,000 | -18.0% | -$2,702.00万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.23亿 | 3.09% | 250,525 | 26,578 | 11.9% | $1,306.39万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.32亿 | 3.32% | 650,792 | 256,604 | 65.1% | $5,220.10万 | 加仓 |
| CI | THE CIGNA GROUP | $1.33亿 | 3.34% | 498,841 | 219,474 | 78.6% | $5,854.47万 | 加仓 |
| QQQ | INVESCO QQQ TR 看涨期权 | $1.89亿 | 4.76% | 328,200 | 328,200 | — | $1.89亿 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $2.01亿 | 5.04% | 6,660,220 | -10,059,989 | -60.2% | -$3.03亿 | 减仓 |
| AMZN | AMAZON COM INC | $2.21亿 | 5.54% | 1,059,270 | 150,000 | 16.5% | $3,124.05万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $2.88亿 | 7.22% | 1,524,854 | -458,899 | -23.1% | -$8,659.88万 | 减仓 |
| GPN | GLOBAL PMTS INC | $4.28亿 | 10.75% | 6,360,392 | 439,273 | 7.4% | $2,956.31万 | 加仓 |
| CVS | CVS HEALTH CORP | $5.89亿 | 14.78% | 8,196,799 | 0 | 0.0% | — | 不变 |