FilingSpy

Patient Capital Management (Samantha McLemore) - FilingSpy

Samantha McLemore

Patient Capital Management

Samantha McLemore

$2.59B

Overview Activity Holdings

Buys

Chime Financial Inc

$51.22M

+2.04M shares

Fiserv, Inc.

$17.41M

+259.2K shares

Amazon.com Inc

$123.39M + $6.46M =$129.85M

562.0K+583 (+0.10%)

Royalty Pharma Plc

$110.00M + $18.82M =$128.81M

3.12M+215.8K (+6.92%)

Nvidia Corporation

$118.05M + $1.09M =$119.14M

632.7K+6.1K (+0.97%)

Norwegian Cruise Line Holdings Ltd.

$112.43M + $6.04M =$118.48M

4.56M+743.3K (+16.28%)

Biogen Inc

$55.56M + $45.87M =$101.43M

396.6K+179.7K (+45.31%)

Iac Inc

$71.83M + $21.00M =$92.83M

2.11M+265.8K (+12.61%)

Energy Transfer LP

$83.88M + $3.07M =$86.95M

4.89M+384.7K (+7.87%)

Crocs Inc

$49.19M + $15.70M =$64.89M

588.8K+170.0K (+28.87%)

Fidelity Wise Origin Bitcoin Fund

$61.86M =$59.59M

619.8K+161.9K (+26.13%)

Mattel, Inc.

$35.33M + $20.11M =$55.44M

2.10M+695.1K (+33.11%)

Coinbase Global Inc

$57.96M =$40.46M

171.7K+7.2K (+4.18%)

Noble Corporation Plc

$30.57M + $5.61M =$36.18M

1.08M+200.1K (+18.51%)

SPDR S&P 500 ETF Trust

$280.5K + $452.7K =$733.2K

421+654 (+155.34%)

Sells

ANGIEXIT

Angi Inc

$13.00M - $13.00M =Closed

-799.3K shares (100%)

KOSEXIT

Kosmos Energy Ltd

$5.50M - $5.50M =Closed

-3.31M shares (100%)

MSTREXIT

Microstrategy Inc.

$674.4K - $674.4K =Closed

-2.1K shares (100%)

Alphabet Inc

$149.10M =$182.05M

581.6K left-31.7K (-5.17%)

Citigroup Inc

$133.01M =$150.74M

1.29M left-18.6K (-1.42%)

Qxo Inc

$124.60M =$124.78M

6.47M left-68.2K (-1.04%)

UnitedHealth Group Incorporated

$128.23M - $6.65M =$121.58M

368.3K left-3.1K (-0.83%)

CVS Health Corporation

$93.48M =$97.73M

1.23M left-8.5K (-0.68%)

Meta Platforms Inc

$105.75M - $11.30M =$94.45M

143.1K left-906 (-0.63%)

Precigen, Inc.

$87.06M - $9.00M =$78.06M

18.67M left-7.79M (-29.43%)

Illumina Inc

$55.21M =$75.52M

575.8K left-5.6K (-0.96%)

United Airlines Holdings, Inc.

$64.32M =$73.14M

654.1K left-12.4K (-1.86%)

Seadrill Limited

$67.37M =$71.06M

2.05M left-176.1K (-7.90%)

General Motors Company

$57.35M =$62.75M

771.6K left-168.9K (-17.96%)

Onemain Holdings Inc

$52.90M =$55.72M

824.9K left-112.0K (-11.95%)

Ubs Group AG

$61.53M - $6.55M =$54.99M

1.19M left-313.5K (-20.89%)

Expedia Group Inc.

$54.18M - $4.24M =$49.94M

176.3K left-77.2K (-30.45%)

Delta Air Lines Inc

$48.88M - $1.66M =$47.22M

680.4K left-180.9K (-21.00%)

Sofi Technologies Inc

$59.55M - $28.18M =$31.38M

1.20M left-1.06M (-46.83%)

Dave & Buster'S Entertainment, Inc.

$38.81M - $11.85M =$26.96M

1.66M left-473.9K (-22.17%)