Samantha McLemore - Patient Capital Management
As of Q2 2026, Samantha McLemore reported 39 long-equity positions worth $3.01B in aggregate.
It also disclosed $40.92M of call notional. Notional is the contracts’ face value, not the premium paid, so it is reported separately from the equity above — see the Options section below.
Copy-investor backtest
- Latest quarter
- +5.36%
- 1-year
- +22.50%
- 3-year
- +78.88%
- 5-year
- —
- 3-year vs S&P 500
- +5.83%
- 5-year vs S&P 500
- —
- 5-year top 5
- —
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
Get email alerts when Samantha McLemore files a new 13F — sign in or create a free account.
All activity
This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| GPN | GLOBAL PMTS INC | New | 2.27% | 942,310 | $68.37M | $72.56 | $61.17 - $76.06(76%)$65.36 -> $72.56 |
| NE | NOBLE CORP PLC | Reduce -92.6% | 0.12% | 100,000 | $3.73M | $37.30 | $37.29 - $54.98(0%)$48.50 -> $37.30 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | Add +244.1% | 2.07% | 1,217,595 | $62.16M | $51.05 | $50.48 - $71.53(3%)$59.36 -> $51.11 |
| ILMN | ILLUMINA INC | Reduce -36.6% | 2.02% | 345,314 | $60.72M | $175.83 | $118.30 - $182.84(89%)$126.63 -> $175.83 |
| GENI | GENIUS SPORTS LIMITED | New | 0.16% | 812,819 | $4.93M | $6.06 | - |
| IBIT | ISHARES BITCOIN TRUST ETF | Sold | — | 0 | $0 | — | - |
| TSLA | TESLA INC | Sold | — | 0 | $0 | — | - |
| CHYM | CHIME FINL INC | Add +41.6% | 2.78% | 4,082,489 | $83.61M | $20.48 | $15.88 - $24.75(52%)$18.63 -> $20.48 |
| BIIB | BIOGEN INC | Reduce -25.3% | 2.04% | 283,697 | $61.3M | $216.06 | $168.64 - $219.72(93%)$183.78 -> $216.06 |
| UBS | UBS GROUP AG | Reduce -23.2% | 1.57% | 953,734 | $47.27M | $49.56 | $38.67 - $51.24(87%)$39.74 -> $49.56 |
| ADBE | ADOBE INC | Add +21.5% | 2.46% | 361,126 | $74.04M | $205.02 | $190.12 - $275.44(17%)$241.37 -> $205.14 |
| IAC | PEOPLE INC | Reduce -10.2% | 3.72% | 2,425,558 | $111.96M | $46.16 | $39.20 - $46.33(98%)$39.97 -> $44.77 |
| CVS | CVS HEALTH CORP | Reduce -9.0% | 4.25% | 1,235,505 | $127.81M | $103.45 | $71.82 - $106.15(92%)$72.49 -> $103.44 |
| DAL | DELTA AIR LINES INC | Reduce -21.9% | 1.34% | 431,215 | $40.39M | $93.66 | $64.17 - $95.14(95%)$67.60 -> $93.65 |
| PLAY | DAVE & BUSTERS ENTMT INC | Reduce -82.3% | 0.08% | 204,022 | $2.33M | $11.40 | $9.70 - $15.02(32%)$12.57 -> $11.40 |
| GM | GENERAL MTRS CO | Reduce -15.2% | 1.62% | 631,558 | $48.68M | $77.08 | $70.43 - $85.41(44%)$75.04 -> $77.08 |
| SDRL | SEADRILL LTD | Reduce -9.3% | 2.45% | 1,953,355 | $73.88M | $37.82 | $37.31 - $55.47(3%)$44.56 -> $37.82 |
| PGEN | PRECIGEN INC | Add +6.8% | 3.61% | 19,036,976 | $108.51M | $5.70 | $3.51 - $6.04(87%)$3.93 -> $5.70 |
| AMZN | AMAZON COM INC | Add +4.1% | 5.39% | 681,047 | $162.32M | $238.34 | $204.90 - $278.56(45%)$210.57 -> $238.72 |
| QXO | QXO INC | Add +5.3% | 4.10% | 7,136,669 | $123.32M | $17.28 | $14.75 - $25.44(24%)$19.30 -> $17.28 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | Add +4.9% | 4.23% | 6,029,642 | $127.29M | $21.11 | $14.53 - $22.22(86%)$19.38 -> $21.11 |
| CROX | CROCS INC | Reduce -5.2% | 3.20% | 799,426 | $96.44M | $120.64 | $81.13 - $129.79(81%)$83.56 -> $120.64 |
| OMF | ONEMAIN HLDGS INC | Reduce -10.1% | 1.42% | 702,369 | $42.82M | $60.97 | $51.62 - $62.55(86%)$54.02 -> $60.97 |
| COIN | COINBASE GLOBAL INC | Add +7.3% | 2.24% | 462,016 | $67.54M | $146.19 | $139.18 - $222.35(8%)$172.99 -> $146.19 |
| SOFI | SOFI TECHNOLOGIES INC | Add +13.5% | 0.90% | 1,505,629 | $27M | $17.93 | $14.92 - $20.13(58%)$15.63 -> $17.93 |
| GOOGL | ALPHABET INC | Reduce -1.5% | 6.24% | 525,750 | $187.89M | $357.37 | $289.45 - $408.61(57%)$297.39 -> $357.37 |
| RPRX | ROYALTY PHARMA PLC | Reduce -1.2% | 6.70% | 3,598,808 | $201.79M | $56.07 | $46.53 - $57.22(89%)$48.49 -> $56.07 |
| TEM | TEMPUS AI INC | Reduce -9.4% | 0.77% | 400,698 | $23.21M | $57.93 | $42.41 - $59.59(90%)$47.03 -> $57.93 |
| C | CITIGROUP INC | Reduce -0.7% | 6.53% | 1,403,477 | $196.43M | $139.96 | $111.75 - $147.96(78%)$115.30 -> $139.94 |
| FI | FISERV INC | Reduce -1.5% | 1.55% | 953,637 | $46.78M | — | - |
| JD | JD.COM INC | Reduce -1.6% | 1.17% | 1,377,719 | $35.1M | $25.48 | $24.55 - $34.30(10%)$28.87 -> $25.48 |
| NVDA | NVIDIA CORPORATION | Reduce -0.2% | 4.72% | 709,587 | $141.98M | $200.09 | $171.37 - $236.54(44%)$175.75 -> $200.09 |
| UNH | UNITEDHEALTH GROUP INC | Add +0.1% | 6.05% | 437,773 | $181.95M | $415.63 | $270.76 - $427.81(92%)$273.98 -> $415.63 |
| META | META PLATFORMS INC | Reduce -0.2% | 3.20% | 170,790 | $96.2M | $563.29 | $540.21 - $691.52(15%)$579.23 -> $563.29 |
| ET | ENERGY TRANSFER L P | Reduce -0.1% | 3.86% | 6,080,678 | $116.26M | $19.12 | $18.34 - $20.70(33%)$19.02 -> $19.13 |
| UAL | UNITED AIRLS HLDGS INC | Reduce -0.1% | 3.31% | 731,523 | $99.48M | $135.99 | $86.65 - $138.77(95%)$95.08 -> $135.99 |
| SPY | STATE STR SPDR S&P 500 ETF T | Reduce -4.9% | 0.03% | 1,060 | $791.6K | $746.79 | $645.11 - $760.38(88%)$655.24 -> $746.77 |
| EXPE | EXPEDIA GROUP INC | Add +0.0% | 1.43% | 167,814 | $42.94M | $255.88 | $206.35 - $279.76(67%)$227.67 -> $255.88 |
| JPM | JPMORGAN CHASE & CO | Reduce -0.0% | 0.32% | 29,360 | $9.61M | $327.32 | $288.72 - $343.45(71%)$295.38 -> $327.33 |
| BIIB | BIOGEN INC | Add +9900.0% | — | 189,400 | $40.92M | $216.06 | $168.64 - $219.72(93%)$183.78 -> $216.06 |