Follow the Pundits: When Institutional Trades Matter | Funanc1al – tagged "AMZN"

Follow the Pundits

Tag: AMZN

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

September 4, 2026

🏒 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

Amazon (AMZN) flywheel—AWS cloud, retail logistics, and advertising lift growth; ValueAct top holding signals conviction.

October 30, 2025

Amazon Is ValueAct Holdings’ Top Holding. Should You Buy?

ValueAct didn’t nibble—Amazon is its top holding. Under the hood: AWS growth, retail media margins, and AI making robots, delivery, and dev tools smarter. Not cheap—but quality compounding can justify the tag. Read our Quick Take, risks box, and how to buy dips with a cool head.

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