AlphaYouGlenview Capital Management, LLC
Bought QQQ, sold out of HYG. Portfolio down 19% to $4.0B.
$4.0B portfolio44 holdingstop 10 = 61%filed 2026-05-15
- 1CVSCVS Health Corp14.78%$588.7M - 8.2M shares-
- 2GPNGlobal PMTS Inc10.75%$428.1M - 6.4M shares+439K
- 3THCTenet Healthcare Corp7.22%$287.8M - 1.5M shares-459K
- 4AMZNAmazon Com Inc5.54%$220.6M - 1.1M shares+150K
- $200.6M - 6.7M shares-10.1M
- 6QQQ callsInvesco QQQ TR4.76%$189.4M - 328K sharesNEW
- 7CIThe Cigna Group3.34%$133.1M - 499K shares+219K
- $132.4M - 651K shares+257K
- $123.1M - 251K shares+27K
- 10VTRSViatris Inc3.08%$122.8M - 9.1M shares-2.0M
- 11DXCDXC Technology Co2.81%$111.8M - 8.9M shares+580K
- 12CNCCentene Corp Del2.64%$105.2M - 3.2M shares+1.4M
- 13UBERUber Technologies Inc2.63%$104.7M - 1.5M shares+748K
- 14GTMZoominfo Technologies Inc2.39%$95.1M - 15.9M shares-4.1M
- 15IWM putsiShares TR2.33%$93.0M - 375K sharesNEW
- 16XYZBlock Inc2.06%$82.1M - 1.4M shares+513K
- 17METAMeta Platforms Inc1.76%$70.2M - 123K shares+111K
- 18AMATApplied Matls Inc1.69%$67.4M - 197K shares+68K
- 19ONTOOnto Innovation Inc1.54%$61.5M - 300K shares-115K
- 20DKSDicks Sporting Goods Inc1.49%$59.3M - 299K shares+15K
- 21HUMHumana Inc1.46%$58.1M - 335K sharesNEW
- 22BFLYButterfly Network Inc1.45%$57.9M - 14.3M shares-
- 23ESIElement Solutions Inc1.40%$55.6M - 1.6M shares-1.2M
- 24UALUnited Airls Hldgs Inc1.15%$45.7M - 497K shares-14K
- 25EYENational Vision Hldgs Inc1.02%$40.6M - 1.6M shares+137K
- $39.5M - 2.2M shares+1.1M
- 27Genius Sports Limited0.95%$37.9M - 8.6M shares+6.5M
- 28USFDUS Foods HLDG Corp0.89%$35.4M - 384K shares-754K
- 29ZZillow Group Inc0.82%$32.7M - 790K shares-374K
- 30LADLithia MTRS Inc0.80%$31.9M - 128K shares-
- 31BLCOBausch Plus Lomb Corp0.76%$30.4M - 1.9M shares+257K
- 32DHRDanaher Corp Del0.74%$29.6M - 156K shares-44K
- 33LIONLionsgate Studios Corp0.67%$26.6M - 2.8M shares-4.7M
- 34CSCOCisco SYS Inc0.66%$26.4M - 340K sharesNEW
- 35MYGNMyriad Genetics Inc0.61%$24.4M - 5.4M shares+825K
- 36SGRYSurgery Partners Inc0.54%$21.5M - 1.8M shares-2.1M
- 37DOCNDigitalocean Hldgs Inc0.54%$21.4M - 250K shares-1.8M
- 38BKRBaker Hughes Company0.47%$18.5M - 304K sharesNEW
- 39AKAMAkamai Technologies Inc0.45%$18.0M - 156K sharesNEW
- 40INTCIntel Corp0.44%$17.6M - 400K sharesNEW
- 41BIIBBiogen Inc0.26%$10.5M - 57K shares-234K
- 42PRMBPrimo Brands Corporation0.25%$10.0M - 531K sharesNEW
- 43TECHBio-techne Corp0.24%$9.7M - 186K shares-434K
- 44GPN callsGlobal PMTS Inc0.17%$6.7M - 100K sharesNEW
What a 13F does not show
Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.