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.
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Buys
These are the positions the manager opened or added to this quarter, showing where they put more money to work. 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 |
| 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 |
| GENI | GENIUS SPORTS LIMITED | New | 0.16% | 812,819 | $4.93M | $6.06 | - |
| 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 |
| ADBE | ADOBE INC | Add +21.5% | 2.46% | 361,126 | $74.04M | $205.02 | $190.12 - $275.44(17%)$241.37 -> $205.14 |
| 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 |
| 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 |
| UNH | UNITEDHEALTH GROUP INC | Add +0.1% | 6.05% | 437,773 | $181.95M | $415.63 | $270.76 - $427.81(92%)$273.98 -> $415.63 |
| EXPE | EXPEDIA GROUP INC | Add +0.0% | 1.43% | 167,814 | $42.94M | $255.88 | $206.35 - $279.76(67%)$227.67 -> $255.88 |
| BIIB | BIOGEN INC | Add +9900.0% | — | 189,400 | $40.92M | $216.06 | $168.64 - $219.72(93%)$183.78 -> $216.06 |