单一明星管理人的 13F-HR 档案页:最新季前十大持仓与季度调仓帧差,/institutions 分类目录的静态下钻页。法定强制披露、公共域、申报日 PIT、季度节奏;仅展示层,非研究 claim。
独立佐证 · 单一管理人 13F 档案
GLENVIEW CAPITAL MANAGEMENT, LLC
格伦维尤资本(罗宾斯)成长SEC EDGAR 13F-HR · 2026-10-19SEC 13F-HR · EDGAR · filed-date PIT · 季度 · 公共域 · 申报日 2026-08-14
EDGAR 13F-HR 申报历史持仓数
45
申报总市值
$5.5B
最新申报季
2026-06-30
| # | 发行人 | 市值 | 股数 | 占比 |
|---|---|---|---|---|
| 1 | GLOBAL PMTS INC | $646.3M | 8.9M | 11.77% |
| 2 | CVS HEALTH CORP | $499.1M | 4.8M | 9.09% |
| 3 | TENET HEALTHCARE CORP | $418.2M | 2.2M | 7.62% |
| 4 | THERMO FISHER SCIENTIFIC INC | $314.5M | 627K | 5.73% |
| 5 | AMAZON COM INC | $303.1M | 1.3M | 5.52% |
| 6 | ISHARES TR看跌期权 | $275.9M | 918K | 5.02% |
| 7 | AGILENT TECHNOLOGIES INC | $261.6M | 2.0M | 4.76% |
| 8 | DANAHER CORP DEL | $218.3M | 1.1M | 3.97% |
| 9 | META PLATFORMS INC | $201.0M | 357K | 3.66% |
| 10 | STATE STR SPDR S&P 500 ETF T看跌期权 | $194.2M | 260K | 3.54% |
| 11 | ADVANCED MICRO DEVICES INC | $173.3M | 298K | 3.16% |
| 12 | TEVA PHARMACEUTICAL INDS LTD | $172.1M | 5.1M | 3.13% |
| 13 | VIATRIS INC | $156.9M | 9.9M | 2.86% |
| 14 | UBER TECHNOLOGIES INC | $129.4M | 1.8M | 2.36% |
| 15 | CENTENE CORP DEL | $121.1M | 1.9M | 2.20% |
| 16 | BUTTERFLY NETWORK INC | $120.7M | 14.3M | 2.20% |
| 17 | THE CIGNA GROUP | $113.6M | 412K | 2.07% |
| 18 | HUMANA INC | $101.0M | 254K | 1.84% |
| 19 | BLOCK INC | $91.0M | 1.2M | 1.66% |
| 20 | DICKS SPORTING GOODS INC | $91.0M | 401K | 1.66% |
| 21 | GENIUS SPORTS LIMITED | $81.8M | 13.5M | 1.49% |
| 22 | ONTO INNOVATION INC | $77.9M | 206K | 1.42% |
| 23 | ELI LILLY & CO | $69.3M | 58K | 1.26% |
| 24 | UNITED AIRLS HLDGS INC | $67.3M | 495K | 1.23% |
| 25 | NATIONAL VISION HLDGS INC | $59.0M | 3.1M | 1.07% |
| 26 | CISCO SYS INC | $48.5M | 413K | 0.88% |
| 27 | ELEMENT SOLUTIONS INC | $47.5M | 995K | 0.86% |
| 28 | APPLIED MATLS INC | $47.1M | 65K | 0.86% |
| 29 | MKS INC. | $43.8M | 99K | 0.80% |
| 30 | SIX FLAGS ENTERTAINMENT CORP | $43.0M | 2.0M | 0.78% |
| 31 | STMICROELECTRONICS N V | $41.9M | 560K | 0.76% |
| 32 | ABBVIE INC | $37.5M | 149K | 0.68% |
| 33 | ASTRAZENECA PLC | $34.9M | 184K | 0.64% |
| 34 | BAUSCH PLUS LOMB CORP | $31.8M | 1.9M | 0.58% |
| 35 | BAKER HUGHES COMPANY | $27.4M | 494K | 0.50% |
| 36 | ELEVANCE HEALTH INC FORMERLY | $25.8M | 67K | 0.47% |
| 37 | MICROCHIP TECHNOLOGY INC. | $24.2M | 266K | 0.44% |
| 38 | AGILENT TECHNOLOGIES INC看涨期权 | $15.5M | 117K | 0.28% |
| 39 | BRUKER CORP | $15.2M | 252K | 0.28% |
| 40 | NOVARTIS AG | $13.6M | 87K | 0.25% |
| 41 | DIGITALOCEAN HLDGS INC | $13.3M | 85K | 0.24% |
| 42 | PRIMO BRANDS CORPORATION | $9.9M | 405K | 0.18% |
| 43 | BOSTON SCIENTIFIC CORP | $4.8M | 113K | 0.09% |
| 44 | CARDINAL HEALTH INC | $4.3M | 18K | 0.08% |
| 45 | BIO-TECHNE CORP | $4.1M | 58K | 0.08% |
前 6 大集中度 · 45%
占比按本页可见持仓(前 ≤50 大)市值合计计算。
SEC Form 13F-HR quarterly institutional holdings — the legally mandated public report (public domain, 17 U.S.C. §105) every institutional manager with >=US$100M discretion must file within 45 days of quarter-end. Panel shows a bounded curated subset of star managers (CIKs verified against EDGAR submissions JSON; registry re-verified on each admission, latest 2026-08-28; candidates not verifiable as actively filing — e.g. Scion, Greenlight, Omega Advisors, Pabrai — were honestly dropped), latest quarter top-10 holdings plus quarter-over-quarter frame diff (new/increased/reduced/exited on share counts, with a whole-USD value delta = current − prior quarter as-filed value; full position value on new/exited, and on increased/reduced the value sign may oppose the share move — price drift). Values are as filed in the EDGAR 2014+ information-table XML (whole USD — the 'expressed in thousands' note is the legacy HTML rendering); same-(CUSIP, class, option) tranches merged into one position; shares as filed (SH lines; option lines flagged PUT/CALL). Filing-date point-in-time; amendments supersede (latest filing per report quarter wins). Issuer→ticker links are exact normalized-name matches (case/punctuation/apostrophes/legal suffixes) against the terminal's US stock universe and the SEC company_tickers snapshot (current, not as-of-filing; ambiguous multi-entity names dropped) — EDGAR infotables carry CUSIPs, not tickers, and as-filed abbreviations stay unmatched plain text. The value/growth/activist/macro/quant/china_background/other category tags are HUMAN-CURATED editorial metadata written in the fetch registry — they do NOT exist in any SEC data source. Display-only, not a research claim; NOT part of any OOS pipeline.
分类标签为人工策展的编辑部元数据(写死在抓取清单里),非 SEC 数据源字段。