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