As of Q1 2026, this manager reported 38 long-equity positions worth $2.68B in aggregate.
It also disclosed $18.59M of put notional and $34.72M 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.
As of Q1 2026, Samantha McLemore's Patient Capital Management held 38 long-equity positions with a reported value of $2.68B.
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These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| FI | FISERV INC | Add +273.6% | 2.01% | 968,194 | $54.03M | — | - |
| COIN | COINBASE GLOBAL INC | Add +140.6% | 2.80% | 430,405 | $75.15M | $174.61 | $139.36 - $263.07(28%)$236.53 -> $174.61 |
| JD | JD.COM INC | Add +66.4% | 1.54% | 1,399,468 | $41.38M | $29.57 | $24.51 - $30.98(78%)$29.53 -> $29.57 |
| CHYM | CHIME FINL INC | Add +41.6% | 2.01% | 2,882,016 | $53.98M | $18.73 | $16.90 - $28.59(16%)$26.40 -> $18.73 |
| META | META PLATFORMS INC | Add +19.6% | 3.65% | 171,086 | $97.88M | $572.13 | $520.26 - $744.00(23%)$650.41 -> $572.13 |
| UNH | UNITEDHEALTH GROUP INC | Add +18.7% | 4.41% | 437,141 | $118.29M | $270.59 | $255.97 - $357.87(14%)$336.40 -> $270.59 |
| AMZN | AMAZON COM INC | Add +16.3% | 5.08% | 654,419 | $136.3M | $208.27 | $196.00 - $248.94(23%)$226.50 -> $208.27 |
| TEM | TEMPUS AI INC | Add +15.7% | 0.75% | 442,199 | $20M | $45.22 | $41.73 - $76.33(10%)$62.36 -> $45.22 |
| ET | ENERGY TRANSFER L P | Add +15.5% | 4.38% | 6,088,203 | $117.5M | $19.30 | $16.24 - $19.86(85%)$16.59 -> $19.30 |
| IAC | IAC INC | Add +13.7% | 4.03% | 2,699,564 | $108.06M | $40.03 | $33.21 - $40.65(92%)$39.04 -> $40.03 |
| UAL | UNITED AIRLS HLDGS INC | Add +11.9% | 2.51% | 732,020 | $67.4M | $92.07 | $84.64 - $119.21(21%)$113.01 -> $92.07 |
| NVDA | NVIDIA CORPORATION | Add +11.3% | 4.62% | 711,115 | $124.02M | $174.40 | $164.27 - $197.63(30%)$188.85 -> $174.40 |
| CROX | CROCS INC | Add +11.1% | 2.61% | 842,842 | $69.97M | $83.02 | $75.13 - $101.59(30%)$86.95 -> $83.02 |
| SOFI | SOFI TECHNOLOGIES INC | Add +10.7% | 0.79% | 1,326,246 | $21.06M | $15.88 | $14.94 - $29.86(6%)$27.46 -> $15.88 |
| CVS | CVS HEALTH CORP | Add +10.2% | 3.63% | 1,357,159 | $97.47M | $71.82 | $69.51 - $84.00(16%)$80.13 -> $71.82 |
| C | CITIGROUP INC | Add +9.4% | 5.98% | 1,413,870 | $160.35M | $113.41 | $102.01 - $125.16(49%)$118.70 -> $113.41 |
| RPRX | ROYALTY PHARMA PLC | Add +9.3% | 6.52% | 3,643,716 | $174.79M | $47.97 | $38.29 - $47.98(100%)$38.86 -> $47.97 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | Add +8.3% | 4.01% | 5,749,640 | $107.52M | $18.70 | $17.56 - $25.13(15%)$22.78 -> $18.70 |
| NE | NOBLE CORP PLC | Add +5.2% | 2.47% | 1,347,854 | $66.14M | $49.07 | $27.88 - $50.99(92%)$29.00 -> $49.07 |
| SDRL | SEADRILL LTD | Add +4.8% | 3.65% | 2,152,685 | $97.95M | $45.50 | $32.85 - $46.55(92%)$34.95 -> $45.50 |
| QXO | QXO INC | Add +4.8% | 4.91% | 6,778,389 | $131.64M | $19.42 | $18.06 - $27.61(14%)$19.72 -> $19.42 |
| UBS | UBS GROUP AG | Add +4.6% | 1.81% | 1,241,955 | $48.52M | $39.07 | $36.30 - $49.36(21%)$47.10 -> $39.07 |
| SPY | STATE STR SPDR S&P 500 ETF T | Add +3.7% | 0.03% | 1,115 | $725.57K | $650.74 | $629.28 - $697.84(31%)$683.17 -> $650.34 |
| ADBE | ADOBE INC | New | 2.69% | 297,279 | $72.26M | $243.08 | $233.16 - $351.12(8%)$333.30 -> $243.08 |
| IBIT | ISHARES BITCOIN TRUST ETF | New | 1.58% | 1,100,000 | $42.26M | $38.42 | $35.30 - $55.60(15%)$50.94 -> $38.42 |
| BIIB | BIOGEN INC | New | — | 1,894 | $34.72M | $18333.00 | $160.36 - $202.41(100%)$177.82 -> $183.33 |
| TSLA | TESLA INC | New | — | 500 | $18.59M | $37175.00 | $352.14 - $458.34(100%)$438.07 -> $371.75 |