Samantha McLemore - Patient Capital Management
As of Q1 2026, Samantha McLemore 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.
Copy-investor backtest
- Latest quarter
- +7.40%
- 1-year
- +33.64%
- 3-year
- +97.35%
- 3-year top 5
- +88.49%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 32 of 44 rows. Rows without a quote are marked unavailable.
| 1 | TLT | ISHARES TR | 10.23% | - | 228,000 | $30.11M | $132.08 | |
| 2 | OVV | OVINTIV INC | 4.89% | Reduce -1.6% | 266,200 | $14.39M | $54.07 | |
| 3 | COIN | COINBASE GLOBAL INC | 4.15% | Add +21.5% | 64,400 | $12.23M | $189.86 | |
| 4 | AMZN | AMAZON COM INC | 3.80% | Reduce -77.4% | 3,435 | $11.2M | $3259.97 | |
| 5 | BABA | ALIBABA GROUP HLDG LTD | 3.80% | Add +34.9% | 102,800 | $11.19M | $108.80 | |
| 6 | NCLH | NORWEGIAN CRUISE LINE HLDG L | 3.65% | Reduce -3.5% | 491,100 | $10.75M | $21.88 | |
| 7 | DXC | DXC TECHNOLOGY CO | 3.34% | Reduce -6.8% | 301,600 | $9.84M | No quote | No quote |
| 8 | DAL | DELTA AIR LINES INC DEL | 3.33% | Add +2.1% | 248,000 | $9.81M | $39.57 | |
| 9 | GOOGL | ALPHABET INC | 3.25% | Reduce -6.7% | 3,440 | $9.57M | $2781.40 | |
| 10 | CLF | CLEVELAND-CLIFFS INC NEW | 3.24% | New | 295,700 | $9.52M | $32.21 | |
| 11 | MAT | MATTEL INC | 3.22% | Add +5.8% | 427,000 | $9.48M | $22.21 | |
| 12 | TEVA | TEVA PHARMACEUTICAL INDS LTD | 3.19% | Add +33.5% | 1,000,850 | $9.4M | $9.39 | |
| 13 | TVTY | TIVITY HEALTH INC | 2.75% | Reduce -26.9% | 251,600 | $8.09M | No quote | No quote |
| 14 | META | META PLATFORMS INC | 2.64% | Add +11.3% | 34,950 | $7.77M | $222.35 | |
| 15 | OMF | ONEMAIN HLDGS INC | 2.54% | Add +49.6% | 157,700 | $7.48M | $47.41 | |
| 16 | GM | GENERAL MTRS CO | 2.41% | Add +3.2% | 162,400 | $7.1M | $43.74 | |
| 17 | FI | FISERV INC | 2.38% | Add +5.5% | 69,200 | $7.02M | No quote | No quote |
| 18 | ADT | ADT INC DEL | 2.33% | Reduce -7.3% | 904,000 | $6.86M | $7.59 | |
| 19 | ET | ENERGY TRANSFER L P | 2.32% | Reduce -12.6% | 609,400 | $6.82M | $11.19 | |
| 20 | SPLK | SPLUNK INC | 2.30% | Reduce -36.5% | 45,500 | $6.76M | No quote | No quote |
| 21 | FTCH | FARFETCH LTD | 2.24% | Add +69.0% | 436,800 | $6.6M | No quote | No quote |
| 22 | BHC | BAUSCH HEALTH COS INC | 2.11% | Reduce -6.5% | 271,300 | $6.2M | $22.85 | |
| 23 | HLF | HERBALIFE NUTRITION LTD | 2.00% | Add +7.5% | 194,300 | $5.9M | $30.36 | |
| 24 | TUP | TUPPERWARE BRANDS CORP | 1.98% | Add +6.1% | 300,300 | $5.84M | No quote | No quote |
| 25 | AVID | AVID TECHNOLOGY INC | 1.92% | Reduce -28.9% | 161,700 | $5.64M | No quote | No quote |
| 26 | C | CITIGROUP INC | 1.89% | New | 104,000 | $5.55M | $53.40 | |
| 27 | UBER | UBER TECHNOLOGIES INC | 1.88% | Reduce -40.4% | 154,800 | $5.52M | $35.68 | |
| 28 | TMHC | TAYLOR MORRISON HOME CORP | 1.80% | Reduce -4.2% | 195,100 | $5.31M | $27.22 | |
| 29 | QUOT | QUOTIENT TECHNOLOGY INC | 1.75% | - | 806,000 | $5.14M | No quote | No quote |
| 30 | JPM | JPMORGAN CHASE & CO | 1.67% | Reduce -9.5% | 36,100 | $4.92M | $136.32 | |
| 31 | FANG | DIAMONDBACK ENERGY INC | 1.57% | Reduce -54.3% | 33,800 | $4.63M | $137.07 | |
| 32 | COF | CAPITAL ONE FINL CORP | 1.34% | - | 30,100 | $3.95M | $131.30 | |
| 33 | PTON | PELOTON INTERACTIVE INC | 1.31% | New | 146,300 | $3.87M | $26.42 | |
| 34 | VNT | VONTIER CORPORATION | 1.25% | Reduce -10.6% | 144,700 | $3.67M | $25.39 | |
| 35 | WW | WW INTL INC | 1.13% | Reduce -9.2% | 325,900 | $3.33M | No quote | No quote |
| 36 | TNL | TRAVEL PLUS LEISURE CO | 0.94% | Reduce -14.0% | 47,650 | $2.76M | $57.94 | |
| 37 | RKT | ROCKET COS INC | 0.79% | Reduce -26.3% | 208,300 | $2.32M | $11.12 | |
| 38 | KRTX | KARUNA THERAPEUTICS INC | 0.77% | Reduce -7.3% | 17,800 | $2.26M | No quote | No quote |
| 39 | SFIX | STITCH FIX INC | 0.55% | - | 160,500 | $1.62M | No quote | No quote |
| 40 | PGEN | PRECIGEN INC | 0.54% | Add +150.9% | 748,200 | $1.58M | $2.11 | |
| 41 | SOFI | SOFI TECHNOLOGIES INC | 0.45% | Reduce -27.7% | 140,100 | $1.32M | $9.45 | |
| 42 | BAC | BK OF AMERICA CORP | 0.35% | Reduce -71.6% | 25,000 | $1.03M | $41.20 | |
| 43 | REAL | THE REALREAL INC | - | Sold | 0 | $0 | No quote | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | PGEN | PRECIGEN INCNOTE 3.500% 7/0 | OTHER | 1,000,000 | $786K |