FilingSpy

Patient Capital Management (Samantha McLemore) - FilingSpy

Samantha McLemore

Patient Capital Management

Samantha McLemore

$2.50B

Overview Activity Holdings

Buys

Microstrategy Inc.

$674.4K

+2.1K shares

SPYNEW

SPDR S&P 500 ETF Trust

$280.5K

+421 shares

Alphabet Inc

$108.04M + $41.06M =$149.10M

613.1K+280 (+0.05%)

UnitedHealth Group Incorporated

$59.88M + $68.35M =$128.23M

191.9K+179.4K (+93.49%)

Royalty Pharma Plc

$107.66M + $2.34M =$110.00M

2.99M+129.9K (+4.35%)

Precigen, Inc.

$23.10M + $63.95M =$87.06M

16.27M+10.19M (+62.65%)

Energy Transfer LP

$73.90M + $9.98M =$83.88M

4.08M+811.8K (+19.91%)

Iac Inc

$64.93M + $6.89M =$71.83M

1.74M+369.2K (+21.23%)

Seadrill Limited

$58.53M + $8.84M =$67.37M

2.23M+387 (+0.02%)

Biogen Inc

$40.25M + $15.32M =$55.56M

320.5K+76.2K (+23.77%)

Crocs Inc

$50.98M =$49.19M

503.4K+85.4K (+16.97%)

Dave & Buster'S Entertainment, Inc.

$64.17M =$38.81M

2.13M+4.0K (+0.19%)

Mattel, Inc.

$28.88M + $6.45M =$35.33M

1.46M+634.9K (+43.35%)

Noble Corporation Plc

$19.07M + $11.50M =$30.57M

718.3K+362.8K (+50.51%)

Jd.com Inc

$25.76M + $3.73M =$29.49M

789.1K+53.8K (+6.82%)

Sells

GOOSEXIT

Canada Goose Holdings Inc

$8.23M - $8.23M =Closed

-735.5K shares (100%)

Citigroup Inc

$114.55M =$133.01M

1.31M left-35.3K (-2.62%)

Qxo Inc

$140.92M - $16.32M =$124.60M

6.54M left-5.2K (-0.08%)

Amazon.com Inc

$123.62M - $229.3K =$123.39M

562.0K left-1.5K (-0.27%)

Nvidia Corporation

$100.19M =$118.05M

632.7K left-1.5K (-0.23%)

Norwegian Cruise Line Holdings Ltd.

$95.49M =$112.43M

4.56M left-143.7K (-3.05%)

Meta Platforms Inc

$106.50M - $752.3K =$105.75M

144.0K left-295 (-0.20%)

CVS Health Corporation

$85.67M =$93.48M

1.24M left-2.0K (-0.16%)

Alibaba Group Holding Limited

$56.60M =$87.52M

489.7K left-9.4K (-1.89%)

United Airlines Holdings, Inc.

$53.24M =$64.32M

666.5K left-2.1K (-0.32%)

Fidelity Wise Origin Bitcoin Fund

$58.30M =$61.86M

619.8K left-474 (-0.08%)

Ubs Group AG

$65.53M - $4.00M =$61.53M

1.50M left-436.8K (-22.54%)

Sofi Technologies Inc

$57.50M =$59.55M

2.25M left-903.4K (-28.61%)

Coinbase Global Inc

$71.32M - $13.37M =$57.96M

171.7K left-31.8K (-15.61%)

General Motors Company

$46.49M =$57.35M

940.6K left-4.2K (-0.44%)

Illumina Inc

$55.55M - $335.1K =$55.21M

581.4K left-831 (-0.14%)

Expedia Group Inc.

$44.17M =$54.18M

253.5K left-8.4K (-3.20%)

Onemain Holdings Inc

$58.85M - $5.95M =$52.90M

936.9K left-95.6K (-9.26%)

Delta Air Lines Inc

$44.25M =$48.88M

861.3K left-38.4K (-4.27%)

Tempus AI Inc

$24.69M =$31.30M

387.9K left-757 (-0.19%)