GLENVIEW CAPITAL MANAGEMENT, LLC
NEW YORK NY · SEC CIK 0001138995
$54.92亿2026Q2 申报市值
45持仓数
60.7%前十大占比 · 第一大 11.8%
13 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
A 新建仓+$2.62亿
TMO 加仓+$1.89亿
DHR 加仓+$1.89亿
GPN 加仓+$1.85亿
THC 加仓+$1.33亿
2026Q2 卖出最多 按季末市值估算
CVS 减仓-$3.49亿
AMD 减仓-$2.05亿
DXC 清仓-$1.12亿
AMAT 减仓-$9,544.18万
GTM 清仓-$9,511.33万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR 看涨期权 | $0 | 0.00% | 0 | -328,200 | -100.0% | -$1.89亿 | 清仓 |
| DXC | DXC TECHNOLOGY CO | $0 | 0.00% | 0 | -8,895,875 | -100.0% | -$1.12亿 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -15,905,242 | -100.0% | -$9,511.33万 | 清仓 |
| USFD | US FOODS HLDG CORP | $0 | 0.00% | 0 | -384,007 | -100.0% | -$3,540.93万 | 清仓 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -789,670 | -100.0% | -$3,267.65万 | 清仓 |
| LAD | LITHIA MTRS INC | $0 | 0.00% | 0 | -127,605 | -100.0% | -$3,186.55万 | 清仓 |
| LION | LIONSGATE STUDIOS CORP | $0 | 0.00% | 0 | -2,778,781 | -100.0% | -$2,664.85万 | 清仓 |
| MYGN | MYRIAD GENETICS INC | $0 | 0.00% | 0 | -5,411,978 | -100.0% | -$2,435.39万 | 清仓 |
| SGRY | SURGERY PARTNERS INC | $0 | 0.00% | 0 | -1,800,000 | -100.0% | -$2,145.60万 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -156,453 | -100.0% | -$1,796.86万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -399,506 | -100.0% | -$1,763.02万 | 清仓 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | -57,019 | -100.0% | -$1,045.33万 | 清仓 |
| GPN | GLOBAL PMTS INC 看涨期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$673.00万 | 清仓 |
| TECH | BIO-TECHNE CORP | $412.06万 | 0.08% | 58,324 | -127,988 | -68.7% | -$904.24万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $428.04万 | 0.08% | 18,018 | 18,018 | — | $428.04万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $482.69万 | 0.09% | 113,096 | 113,096 | — | $482.69万 | 新建仓 |
| PRMB | PRIMO BRANDS CORPORATION | $989.75万 | 0.18% | 404,971 | -126,080 | -23.7% | -$308.14万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $1,331.80万 | 0.24% | 84,812 | -165,188 | -66.1% | -$2,593.95万 | 减仓 |
| NVS | NOVARTIS AG | $1,362.04万 | 0.25% | 86,909 | 86,909 | — | $1,362.04万 | 新建仓 |
| BRKR | BRUKER CORP | $1,517.55万 | 0.28% | 252,169 | 252,169 | — | $1,517.55万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC 看涨期权 | $1,548.80万 | 0.28% | 116,600 | 116,600 | — | $1,548.80万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $2,422.06万 | 0.44% | 265,577 | 265,577 | — | $2,422.06万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $2,575.58万 | 0.47% | 66,599 | 66,599 | — | $2,575.58万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $2,739.03万 | 0.50% | 493,519 | 189,844 | 62.5% | $1,053.63万 | 加仓 |
| BLCO | BAUSCH PLUS LOMB CORP | $3,176.45万 | 0.58% | 1,918,148 | 7,652 | 0.4% | $12.67万 | 加仓 |
| AZN | ASTRAZENECA PLC | $3,494.30万 | 0.64% | 184,279 | 184,279 | — | $3,494.30万 | 新建仓 |
| ABBV | ABBVIE INC | $3,747.25万 | 0.68% | 148,913 | 148,913 | — | $3,747.25万 | 新建仓 |
| STM | STMICROELECTRONICS N V | $4,194.29万 | 0.76% | 560,060 | 560,060 | — | $4,194.29万 | 新建仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $4,297.96万 | 0.78% | 2,017,821 | -205,328 | -9.2% | -$437.35万 | 减仓 |
| MKSI | MKS INC. | $4,382.70万 | 0.80% | 98,532 | 24,332 | 32.8% | $1,082.29万 | 重新持有 |
| AMAT | APPLIED MATLS INC | $4,714.03万 | 0.86% | 65,201 | -132,008 | -66.9% | -$9,544.18万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $4,749.11万 | 0.86% | 994,579 | -634,104 | -38.9% | -$3,027.85万 | 减仓 |
| CSCO | CISCO SYS INC | $4,855.00万 | 0.88% | 413,332 | 73,513 | 21.6% | $863.48万 | 加仓 |
| EYE | NATIONAL VISION HLDGS INC | $5,895.16万 | 1.07% | 3,101,083 | 1,535,166 | 98.0% | $2,918.35万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $6,727.91万 | 1.23% | 494,736 | -2,124 | -0.4% | -$28.88万 | 减仓 |
| LLY | ELI LILLY & CO | $6,929.23万 | 1.26% | 57,771 | 57,771 | — | $6,929.23万 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $7,788.16万 | 1.42% | 205,791 | -93,930 | -31.3% | -$3,554.78万 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $8,178.14万 | 1.49% | 13,495,287 | 4,934,399 | 57.6% | $2,990.25万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $9,096.60万 | 1.66% | 401,067 | 102,156 | 34.2% | $2,317.00万 | 加仓 |
| XYZ | BLOCK INC | $9,097.55万 | 1.66% | 1,197,046 | -167,425 | -12.3% | -$1,272.43万 | 减仓 |
| HUM | HUMANA INC | $1.01亿 | 1.84% | 254,216 | -80,676 | -24.1% | -$3,204.61万 | 减仓 |
| CI | THE CIGNA GROUP | $1.14亿 | 2.07% | 412,223 | -86,618 | -17.4% | -$2,387.89万 | 减仓 |
| BFLY | BUTTERFLY NETWORK INC | $1.21亿 | 2.20% | 14,335,055 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $1.21亿 | 2.20% | 1,886,055 | -1,327,591 | -41.3% | -$8,521.81万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1.29亿 | 2.36% | 1,793,598 | 337,726 | 23.2% | $2,437.03万 | 加仓 |
| VTRS | VIATRIS INC | $1.57亿 | 2.86% | 9,877,409 | 790,165 | 8.7% | $1,254.78万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $1.72亿 | 3.13% | 5,081,091 | -1,579,129 | -23.7% | -$5,350.09万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.73亿 | 3.16% | 298,410 | -352,382 | -54.1% | -$2.05亿 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $1.94亿 | 3.54% | 260,000 | 260,000 | — | $1.94亿 | 新建仓 |
| META | META PLATFORMS INC | $2.01亿 | 3.66% | 356,841 | 234,179 | 190.9% | $1.32亿 | 加仓 |
| DHR | DANAHER CORP DEL | $2.18亿 | 3.97% | 1,145,979 | 989,704 | 633.3% | $1.89亿 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $2.62亿 | 4.76% | 1,969,541 | 1,969,541 | — | $2.62亿 | 新建仓 |
| IWM | ISHARES TR 看跌期权 | $2.76亿 | 5.02% | 918,200 | 543,200 | 144.9% | $1.63亿 | 加仓 |
| AMZN | AMAZON COM INC | $3.03亿 | 5.52% | 1,271,687 | 212,417 | 20.1% | $5,062.75万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3.14亿 | 5.73% | 627,240 | 376,715 | 150.4% | $1.89亿 | 加仓 |
| THC | TENET HEALTHCARE CORP | $4.18亿 | 7.62% | 2,235,666 | 710,812 | 46.6% | $1.33亿 | 加仓 |
| CVS | CVS HEALTH CORP | $4.99亿 | 9.09% | 4,824,799 | -3,372,000 | -41.1% | -$3.49亿 | 减仓 |
| GPN | GLOBAL PMTS INC | $6.46亿 | 11.77% | 8,906,709 | 2,546,317 | 40.0% | $1.85亿 | 加仓 |