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Patient Capital Management (Samantha McLemore) - FilingSpy
Patient Capital Management
Samantha McLemore
$2.05B
13F
2024 Q1
8 of 17 quarters
Overview
Activity
Holdings
42 Positions
Total: $2.05B
Show $
AMZN
C
EXPE
OMF
DAL
GOOGL
ET
GM
META
IAC
UBS
MAT
CROX
COIN
NVDA
UAL
NCLH
GOOS
TNL
KOS
BIIB
BABA
CVS
SDRL
JPM
RPRX
COF
FISV
UBER
ILMN
WAL
SOFI
PTON
PGEN
CHK
FBTC
RKT
LEN.B
TEVA
VNT
BRLT
FANG
4 Exited Positions
Previously $29.21M
CLF
EXIT
KRTX
EXIT
TWOU
EXIT
SPY
EXIT
