Samantha McLemore
Net buyingPatient Capital Management, LLC — managed by Samantha McLemore; US equity positions disclosed quarterly via SEC 13F
Data as of 2026-03-31 (filed 2026-05-14) · Source: SEC EDGAR
Patient Capital Management, LLC's most recent 13F filing, for the quarter ended 2026-03-31, reports 40 positions worth $2.74B. The top 5 holdings represent 28% of that value, a broadly diversified portfolio.
The single largest position is Royalty Pharma Plc at 6.4% of the portfolio, followed by Citigroup Inc at 5.9% and Alphabet Inc at 5.6%.
Against the prior quarter, Samantha McLemore opened 4 new positions, exited 4, added to 23, and trimmed 11. The largest new buy was Adobe Inc. The most notable sale was the full exit from Mattel Inc.
Across all 8 quarters on file, Royalty Pharma Plc has appeared in every filing, as has Citigroup Inc. Royalty Pharma Plc currently ranks first by value.
A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.
- Value$174.8MWeight (prev→now)5.0% → 6.4% ▲
- Value$160.3MWeight (prev→now)5.8% → 5.9% ▲
- Value$153.6MWeight (prev→now)7.0% → 5.6% ▼
- Value$136.3MWeight (prev→now)5.0% → 5.0% ▲
- Value$131.6MWeight (prev→now)4.8% → 4.8% ▲
- Value$124.0MWeight (prev→now)4.6% → 4.5% ▲
- Value$118.3MWeight (prev→now)4.7% → 4.3% ▲
- Value$117.5MWeight (prev→now)3.4% → 4.3% ▲
- Value$108.1MWeight (prev→now)3.6% → 4.0% ▲
- Value$107.5MWeight (prev→now)4.6% → 3.9% ▲
- Value$97.9MWeight (prev→now)2.7% → 3.6% ▲
- Value$97.9MWeight (prev→now)3.6% → 3.6% ▲
- Value$97.5MWeight (prev→now)3.8% → 3.6% ▲
- Value$75.2MWeight (prev→now)1.6% → 2.7% ▲
- Value$72.3MWeight (prev→now)New · 2.6%
- Value$70.0MWeight (prev→now)2.5% → 2.6% ▲
- Value$69.6MWeight (prev→now)3.9% → 2.5% ▼
- Value$69.0MWeight (prev→now)3.0% → 2.5% ▼
- Value$67.4MWeight (prev→now)2.8% → 2.5% ▲
- Value$67.1MWeight (prev→now)2.9% → 2.5% ▼
- Value$66.1MWeight (prev→now)1.4% → 2.4% ▲
- Value$55.5MWeight (prev→now)2.4% → 2.0% ▼
- Value$54.0MWeight (prev→now)0.7% → 2.0% ▲
- Value$54.0MWeight (prev→now)2.0% → 2.0% ▲
- Value$48.5MWeight (prev→now)2.1% → 1.8% ▲
Showing top 25 of 40 positions
Sources· SEC EDGAR 13F as of 2026-05-14
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