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Patient Capital Management (Samantha McLemore) - FilingSpy
Patient Capital Management
Samantha McLemore
$2.22B
13F
2025 Q2
3 of 17 quarters
Overview
Activity
Holdings
40 Positions
Total: $2.22B
Show $
QXO
AMZN
C
GOOGL
RPRX
META
NVDA
NCLH
CVS
ET
COIN
UBS
IAC
PLAY
UNH
OMF
SDRL
FBTC
SOFI
BABA
ILMN
UAL
CROX
GM
DAL
EXPE
BIIB
KOS
MAT
JD
TEM
PGEN
NE
PTON
ANGI
JPM
GOOS
YOU
LEN.B
APA
3 Exited Positions
Previously $30.68M
NFE
EXIT
CVNA
EXIT
BRLT
EXIT
