Glenview Capital Management

Larry Robbins

Larry Robbins founded Glenview Capital Management, a fundamental investment firm with a long-standing focus on healthcare. Glenview has run activist campaigns on board composition and capital allocation.

SEC filings, CIK 0001138995

Public rank, Sep 15: #5
13F portfolio value: $5.49B
13F positions: 45
Recent 13D / Form 4: 1

Rank history

Rank in each edition. Locked editions hide their top 5 until they unlock.

Disclosed moves in public editions

The most recent moves from editions free readers can see, newest first.

Larry Robbins: disclosed moves in public editions
Date Invested	Company	Symbol	Shares	Value	Filing
Aug 13, 2026	Butterfly Network, Inc.SellReduced stake	BFLY	4,148,578	$36,756,401est.	13D/AFiled Aug 17, 2026
Q2 2026	Agilent Technologies IncBuyNew position	A	1,969,541	$261,614,13113F	13FFiled Aug 14, 2026
Q2 2026	Thermo Fisher Scientific IncBuyAdded	TMO	376,715	$188,869,83213F	13FFiled Aug 14, 2026
Q2 2026	Danaher CorpBuyAdded	DHR	989,704	$188,518,81813F	13FFiled Aug 14, 2026
Q2 2026	Global Pmts IncBuyAdded	GPN	2,546,317	$184,760,76213F	13FFiled Aug 14, 2026
Q2 2026	Tenet Healthcare CorpBuyAdded	THC	710,812	$132,978,70913F	13FFiled Aug 14, 2026
Q2 2026	Meta Platforms IncBuyAdded	META	234,179	$131,910,68913F	13FFiled Aug 14, 2026

Butterfly Network, Inc.
BFLY
SellReduced stake
Shares
4,148,578
Value
$36,756,401est.
Date invested
Aug 13, 2026
13D/AFiled Aug 17, 2026
Agilent Technologies Inc
A
BuyNew position
Shares
1,969,541
Value
$261,614,13113F
Date invested
Q2 2026
13FFiled Aug 14, 2026
Thermo Fisher Scientific Inc
TMO
BuyAdded
Shares
376,715
Value
$188,869,83213F
Date invested
Q2 2026
13FFiled Aug 14, 2026
Danaher Corp
DHR
BuyAdded
Shares
989,704
Value
$188,518,81813F
Date invested
Q2 2026
13FFiled Aug 14, 2026
Global Pmts Inc
GPN
BuyAdded
Shares
2,546,317
Value
$184,760,76213F
Date invested
Q2 2026
13FFiled Aug 14, 2026
Tenet Healthcare Corp
THC
BuyAdded
Shares
710,812
Value
$132,978,70913F
Date invested
Q2 2026
13FFiled Aug 14, 2026
Meta Platforms Inc
META
BuyAdded
Shares
234,179
Value
$131,910,68913F
Date invested
Q2 2026
13FFiled Aug 14, 2026

Top 13F holdings

13F for Q2 2026, filed Aug 14, 2026 (holdings as of Jun 30, 2026). Total reported value $5,491,647,047 across 45 positions.

The latest 13F filed by Sep 30, 2026; newer 13Fs appear as each edition unlocks.

View the 13F on EDGAR ↗

Global Pmts Inc
GPN
$646,270,80511.8% of portfolio8,906,709 shadded
CVS Health Corp
CVS
$499,125,4579.1% of portfolio4,824,799 shtrimmed
Tenet Healthcare Corp
THC
$418,248,3957.6% of portfolio2,235,666 shadded
Thermo Fisher Scientific Inc
TMO
$314,473,0465.7% of portfolio627,240 shadded
Amazon Com Inc
AMZN
$303,093,8805.5% of portfolio1,271,687 shadded
Agilent Technologies Inc
A
$261,614,1314.8% of portfolio1,969,541 shnew
Danaher Corp
DHR
$218,286,0804.0% of portfolio1,145,979 shadded
Meta Platforms Inc
META
$201,004,9673.7% of portfolio356,841 shadded
Advanced Micro Devices Inc
AMD
$173,349,3533.2% of portfolio298,410 shtrimmed
Teva Pharmaceutical Inds Ltd
TEVA
$172,147,3633.1% of portfolio5,081,091 shtrimmed

Larry Robbins: top 13F holdings
Company	Symbol	Shares	Value	% of portfolio	vs. prior 13F
Global Pmts Inc	GPN	8,906,709	$646,270,805	11.8%	added
CVS Health Corp	CVS	4,824,799	$499,125,457	9.1%	trimmed
Tenet Healthcare Corp	THC	2,235,666	$418,248,395	7.6%	added
Thermo Fisher Scientific Inc	TMO	627,240	$314,473,046	5.7%	added
Amazon Com Inc	AMZN	1,271,687	$303,093,880	5.5%	added
Agilent Technologies Inc	A	1,969,541	$261,614,131	4.8%	new
Danaher Corp	DHR	1,145,979	$218,286,080	4.0%	added
Meta Platforms Inc	META	356,841	$201,004,967	3.7%	added
Advanced Micro Devices Inc	AMD	298,410	$173,349,353	3.2%	trimmed
Teva Pharmaceutical Inds Ltd	TEVA	5,081,091	$172,147,363	3.1%	trimmed

Recent filings

Schedule 13D, 13D/A and Form 4 filings, newest first. Filings through Sep 30, 2026; newer filings appear as each edition unlocks.

Aug 17, 202613D/AButterfly Network, Inc.(BFLY)13D/A6.2% of classEDGAR ↗

All investors

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