Glenview Capital Management Opens New $96 Million Position in DigitalOcean

1 hour ago 2

Josh Kohn-Lindquist, The Motley Fool

Sat, February 28, 2026 astatine 10:35 AM CST 4 min read

According to an SEC filing published Feb. 17, 2026, Glenview Capital Management initiated a caller presumption successful DigitalOcean Holdings (NYSE:DOCN) during the 4th fourth of 2025. The money acquired 2,004,299 shares, with an estimated transaction worth of $96.45 cardinal based connected the quarterly mean price. The fund’s quarter-end presumption successful DigitalOcean was valued astatine $96.45 million, and the nett presumption alteration reflected this amount.

This acquisition opens a caller presumption for the fund, representing 1.96% of 13F reportable assets nether absorption arsenic of Dec. 31, 2025.

Top holdings aft the filing:
- CVS Health: $650.50 cardinal (13.9% of AUM)
- Teva Pharmaceutical Industries: $521.84 cardinal (11.1% of AUM)
- Global Payments: $458.29 cardinal (9.8% of AUM)
- Tennant Healthcare: $394.21 cardinal (8.4% of AUM)
- Amazon: $209.88 cardinal (4.5% of AUM)

As of Feb. 27, 2026, shares of DigitalOcean Holdings were priced astatine $56.06, up 31.3% implicit the past year, with a 14 percentage-point alpha versus the S&P 500.

Metric

Value

Price (as of marketplace adjacent February 27, 2026)	$56.06
Market Capitalization	$5.13 billion
Revenue (TTM)	$901.43 million
Net Income (TTM)	$259.26 million

DigitalOcean:

Offers unreality computing infrastructure, level tools, managed databases, and instrumentality solutions for developers and businesses.
Generates gross chiefly done subscription-based unreality services, charging customers for usage of compute, storage, and networking resources.
Targets developers, startups, and tiny to medium-sized businesses crossed North America, Europe, Asia, and planetary markets.

DigitalOcean Holdings operates a planetary unreality computing level that simplifies infrastructure for developers and small- to mid-sized businesses. The institution leverages a scalable, subscription-based exemplary to present reliable and accessible unreality solutions crossed aggregate regions. Its competitory borderline lies successful providing user-friendly, cost-effective services tailored to the needs of smaller enterprises and idiosyncratic developers.

Glenview Capital Management’s opening acquisition of DigitalOcean is an eye-catching move. The banal instantly became the fund’s 11th-largest holding and has risen successful worth since -- adjacent aft DigitalOcean sold disconnected astir 15% since its Q4 net report. While I can’t accidental what Glenview’s nonstop intentions are with the stock, it has held galore positions for aggregate years, truthful it volition beryllium absorbing to spot if they support holding oregon adjacent adhd to the promising unreality computing company.

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