Samantha McLemore - Patient Capital Management
Portfolio
$3.05 B
Positionen
39
Stichtag
2026-06-30
Quartal
Q2 2026
| ROYALTY PHARMA PLC | 6.61% | Reduce 1.23% |
| CITIGROUP INC | 6.44% | Reduce 0.74% |
| ALPHABET INC | 6.16% | Reduce 1.54% |
| UNITEDHEALTH GROUP INC | 5.96% | Add 0.14% |
| AMAZON COM INC | 5.32% | Add 4.07% |
| NVIDIA CORPORATION | 4.65% | Reduce 0.21% |
| CVS HEALTH CORP | 4.19% | Reduce 8.96% |
| NORWEGIAN CRUISE LINE HLDGS | 4.17% | Add 4.87% |
| QXO INC | 4.04% | Add 5.29% |
| ENERGY TRANSFER L P | 3.81% | Reduce 0.12% |
| PEOPLE INC | 3.67% | Reduce 10.15% |
| PRECIGEN INC | 3.56% | Add 6.84% |
| UNITED AIRLS HLDGS INC | 3.26% | Reduce 0.07% |
| CROCS INC | 3.16% | Reduce 5.15% |
| META PLATFORMS INC | 3.15% | Reduce 0.17% |
| CHIME FINL INC | 2.74% | Add 41.65% |
| ADOBE INC | 2.43% | Add 21.48% |
| SEADRILL LTD | 2.42% | Reduce 9.26% |
| GLOBAL PMTS INC | 2.24% | Buy |
| COINBASE GLOBAL INC | 2.21% | Add 7.34% |
| FIDELITY WISE ORIGIN BITCOIN | 2.04% | Add 244.12% |
| BIOGEN INC | 2.01% | Reduce 25.29% |
| ILLUMINA INC | 1.99% | Reduce 36.61% |
| GENERAL MTRS CO | 1.60% | Reduce 15.18% |
| UBS GROUP AG | 1.55% | Reduce 23.21% |
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