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Patient Capital Management (Samantha McLemore) - FilingSpy

Samantha McLemore

Patient Capital Management

Samantha McLemore

$346.95M

Overview Activity Holdings

AUM

$346.95M

Positions

40

Top Position

AMZN 14.6%

Top 10

49%

Activity Summary

40 New positions

Notable Trades

Largest New

AMZN

Amazon.com Inc

$50.68M

Portfolio Composition

AMZN14.6%

TLT9.7%

COIN3.9%

UBER3.1%

META3.0%

3.0%

DXC3.0%

DAL2.7%

GM2.7%

Other (30)51.1%