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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Live quotes available for 39 of 42 rows. Rows without a quote are marked unavailable.
| 1 | RPRX | ROYALTY PHARMA PLC | 6.70% | Reduce -1.2% | 3,598,808 | $201.79M | $56.07 | |
| 2 | C | CITIGROUP INC | 6.53% | Reduce -0.7% | 1,403,477 | $196.43M | $139.96 | |
| 3 | GOOGL | ALPHABET INC | 6.24% | Reduce -1.5% | 525,750 | $187.89M | $357.37 | |
| 4 | UNH | UNITEDHEALTH GROUP INC | 6.05% | Add +0.1% | 437,773 | $181.95M | $415.63 | |
| 5 | AMZN | AMAZON COM INC | 5.39% | Add +4.1% | 681,047 | $162.32M | $238.34 | |
| 6 | NVDA | NVIDIA CORPORATION | 4.72% | Reduce -0.2% | 709,587 | $141.98M | $200.09 | |
| 7 | CVS | CVS HEALTH CORP | 4.25% | Reduce -9.0% | 1,235,505 | $127.81M | $103.45 | |
| 8 | NCLH | NORWEGIAN CRUISE LINE HLDGS | 4.23% | Add +4.9% | 6,029,642 | $127.29M | $21.11 | |
| 9 | QXO | QXO INC | 4.10% | Add +5.3% | 7,136,669 | $123.32M | $17.28 | |
| 10 | ET | ENERGY TRANSFER L P | 3.86% | Reduce -0.1% | 6,080,678 | $116.26M | $19.12 | |
| 11 | IAC | PEOPLE INC | 3.72% | Reduce -10.2% | 2,425,558 | $111.96M | $46.16 | |
| 12 | PGEN | PRECIGEN INC | 3.61% | Add +6.8% | 19,036,976 | $108.51M | $5.70 | |
| 13 | UAL | UNITED AIRLS HLDGS INC | 3.31% | Reduce -0.1% | 731,523 | $99.48M | $135.99 | |
| 14 | CROX | CROCS INC | 3.20% | Reduce -5.2% | 799,426 | $96.44M | $120.64 | |
| 15 | META | META PLATFORMS INC | 3.20% | Reduce -0.2% | 170,790 | $96.2M | $563.29 | |
| 16 | CHYM | CHIME FINL INC | 2.78% | Add +41.6% | 4,082,489 | $83.61M | $20.48 | |
| 17 | ADBE | ADOBE INC | 2.46% | Add +21.5% | 361,126 | $74.04M | $205.02 | |
| 18 | SDRL | SEADRILL LTD | 2.45% | Reduce -9.3% | 1,953,355 | $73.88M | $37.82 | |
| 19 | GPN | GLOBAL PMTS INC | 2.27% | New | 942,310 | $68.37M | $72.56 | |
| 20 | COIN | COINBASE GLOBAL INC | 2.24% | Add +7.3% | 462,016 | $67.54M | $146.19 | |
| 21 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 2.07% | Add +244.1% | 1,217,595 | $62.16M | $51.05 | |
| 22 | BIIB | BIOGEN INC | 2.04% | Reduce -25.3% | 283,697 | $61.3M | $216.06 | |
| 23 | ILMN | ILLUMINA INC | 2.02% | Reduce -36.6% | 345,314 | $60.72M | $175.83 | |
| 24 | GM | GENERAL MTRS CO | 1.62% | Reduce -15.2% | 631,558 | $48.68M | $77.08 | |
| 25 | UBS | UBS GROUP AG | 1.57% | Reduce -23.2% | 953,734 | $47.27M | $49.56 | |
| 26 | FI | FISERV INC | 1.55% | Reduce -1.5% | 953,637 | $46.78M | No quote | No quote |
| 27 | EXPE | EXPEDIA GROUP INC | 1.43% | Add +0.0% | 167,814 | $42.94M | $255.88 | |
| 28 | OMF | ONEMAIN HLDGS INC | 1.42% | Reduce -10.1% | 702,369 | $42.82M | $60.97 | |
| 29 | DAL | DELTA AIR LINES INC | 1.34% | Reduce -21.9% | 431,215 | $40.39M | $93.66 | |
| 30 | JD | JD.COM INC | 1.17% | Reduce -1.6% | 1,377,719 | $35.1M | $25.48 | |
| 31 | SOFI | SOFI TECHNOLOGIES INC | 0.90% | Add +13.5% | 1,505,629 | $27M | $17.93 | |
| 32 | TEM | TEMPUS AI INC | 0.77% | Reduce -9.4% | 400,698 | $23.21M | $57.93 | |
| 33 | JPM | JPMORGAN CHASE & CO | 0.32% | Reduce -0.0% | 29,360 | $9.61M | $327.32 | |
| 34 | GENI | GENIUS SPORTS LIMITED | 0.16% | New | 812,819 | $4.93M | $6.06 | No quote |
| 35 | NE | NOBLE CORP PLC | 0.12% | Reduce -92.6% | 100,000 | $3.73M | $37.30 | |
| 36 | PLAY | DAVE & BUSTERS ENTMT INC | 0.08% | Reduce -82.3% | 204,022 | $2.33M | $11.40 | |
| 37 | APA | APA CORPORATION | 0.05% | - | 50,000 | $1.63M | $32.57 | |
| 38 | LEN-B | LENNAR CORP | 0.04% | - | 12,500 | $1.11M | $88.71 | |
| 39 | SPY | STATE STR SPDR S&P 500 ETF T | 0.03% | Reduce -4.9% | 1,060 | $791.6K | $746.79 | |
| 40 | IBIT | ISHARES BITCOIN TRUST ETF | - | Sold | 0 | $0 | No quote | No quote |
Options positions
Put = right to sell at strike (a bearish bet). Call = right to buy at strike (bullish via leverage). The notional column shows the underlying market value reported to the SEC, not the option premium paid - these don't add to the long-equity % portfolio above.