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Patient Capital Management (Samantha McLemore) - FilingSpy
Patient Capital Management
Samantha McLemore
$2.59B
13F
2025 Q4
1 of 17 quarters
Overview
Activity
Holdings
40 Positions
Total: $2.59B
Show $
GOOGL
C
AMZN
RPRX
QXO
UNH
NVDA
NCLH
BIIB
CVS
META
IAC
ET
PGEN
ILMN
UAL
SDRL
CROX
GM
FBTC
OMF
MAT
UBS
CHYM
EXPE
DAL
COIN
NE
SOFI
PLAY
JD
TEM
FISV
BABA
PTON
JPM
YOU
APA
LEN.B
SPY
3 Exited Positions
Previously $19.17M
ANGI
EXIT
KOS
EXIT
MSTR
EXIT