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Tag: 13F

Larry Robbins-inspired hedge fund investor on a Wall Street hockey rink, representing Glenview Capital, CVS activism and high-conviction investing.

🏒 Glenview Capital & Larry Robbins: The $5.5B “Hockey Jersey” Hedge Fund Slashing Wall Street 🏥⚡

Larry Robbins has built Glenview Capital around fundamental research, concentrated conviction and an unusual willingness to act like an owner. We examine its ~$5.5B Q2 2026 portfolio, CVS activism, healthcare bets, extraordinary early track record—and why hockey may explain more about Robbins than you'd expect. 🏒

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Tags: 13F, Agilent Technologies, Amazon, AMZN, capital allocation, Carpe Diem, CarpeDiem, concentrated investing, CVS, CVS Health, CVS stock, Danaher, FUNanc1al, FunFund Index, Glenview Capital, Glenview Capital Management, GlenviewCapital, Global Payments, GPN, healthcare investing, HealthcareInvesting, hedge fund managers, hedge fund portfolio, hedge funds, HedgeFunds, hockey, institutional investors, investing, investment strategy, Larry Robbins, LarryRobbins, LongTermInvesting, Meta Platforms, portfolio management, Q2 2026 13F, smart money, stock market, Tenet Healthcare, THC, Thermo Fisher Scientific, TMO, value investing, ValueInvesting
A giant glowing whale made of financial charts swimming through a futuristic data ocean, symbolizing a massive investment portfolio driven by AI and technology stocks.

🚀 Ken Fisher’s 2025 Performance Review: The $300B AI & Tech "Flex"

Ken Fisher didn’t chase alpha in 2025—he owned the market’s center of gravity. A $300B portfolio, 1,000+ stocks, and one clear message: sometimes the obvious winners win.

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Tags: 13F, AI Stocks, Asset Management, featured-hedge-funds, Fisher Investments, FisherInvestments, FUNanc1al, funanc1al edge, FUNanc1al Investing, FunFund Index, Hedge Funds, hub-hedge, Institutional Investing, Investing Strategy, InvestingTips, Ken Fisher, KenFisher, NVIDIA, Portfolio Analysis, PortfolioAnalysis, Stock Market 2025, StockMarket2025, Tech Stocks, Wealth Management