Samantha McLemore

Net selling

Patient Capital Management, LLC — managed by Samantha McLemore; US equity positions disclosed quarterly via SEC 13F

Data as of 2026-06-30 (filed 2026-08-13) · Source: SEC EDGAR

Portfolio value$3.01B (+12%)

Holdings39 (+1)

Top holdingRoyalty Pharma Plc

Below band2

New

Added

Exited

By what price implies: 6 demand a demanding growth rate, 9 modest.

13F × valuation

Valuation posture

Of 9 valued US positions, 2 trade below a conservative value band (as of 2026-08-25):

Adobe IncADBE21% · below
Fiserv IncFISV20% · below

13F · concentration

Lonely conviction

Held by ≤2 tracked superinvestors, each ≥3% of this portfolio (as of 2026-06-30):

Qxo IncQXO4% · 2
Precigen IncPGEN4% · 1

SEC 13F · latest filing

Holdings

Security	Value	Valuation	Holders	Shares	Weight	Signal
Royalty Pharma PlcRPRX	$201.8M	—	3	3,598,808	6.7%	Core 8q
Citigroup IncC	$196.4M	—	13	1,403,477	6.5%	Core 8q
Alphabet IncGOOGL	$187.9M	—	41	525,750	6.2%	Core 8q
Unitedhealth Group IncUNH	$182.0M	—	19	437,773	6.0%	Big new
Amazon Com IncAMZN	$162.3M	—	39	681,047	5.4%	Adding 3q
Nvidia CorporationNVDA	$142.0M	—	18	709,587	4.7%	—
Cvs Health CorpCVS	$127.8M	—	14	1,235,505	4.2%	—
Norwegian Cruise Line HldgsNCLH	$127.3M	—	3	6,029,642	4.2%	Adding 3q
Qxo IncQXO	$123.3M	—	2	7,136,669	4.1%	Big new
Energy Transfer L PET	$116.3M	—	5	6,080,678	3.9%	—
People IncPPLI	$112.0M	—	3	2,425,558	3.7%	—
Precigen IncPGEN	$108.5M	—	1	19,036,976	3.6%	Big new
United Airls Hldgs IncUAL	$99.5M	—	5	731,523	3.3%	—
Crocs IncCROX	$96.4M	—	9	799,426	3.2%	—
Meta Platforms IncMETA	$96.2M	—	35	170,790	3.2%	—
Chime Finl IncCHYM	$83.6M	—	3	4,082,489	2.8%	Adding 3q
Adobe IncADBE	$74.0M	Below value	13	361,126	2.5%	—
Seadrill LtdSDRL	$73.9M	—	1	1,953,355	2.5%	—
Global Pmts IncGPN	$68.4M	—	6	942,310	2.3%	—
Coinbase Global IncCOIN	$67.5M	—	1	462,016	2.2%	Adding 3q
Fidelity Wise Origin BitcoinFBTC	$62.2M	—	1	1,217,595	2.1%	—
Biogen IncBIIB	$61.3M	—	3	283,697	2.0%	—
Illumina IncILMN	$60.7M	—	3	345,314	2.0%	—
General Mtrs CoGM	$48.7M	—	10	631,558	1.6%	—
Ubs Group AgUBS	$47.3M	—	5	953,734	1.6%	—

Royalty Pharma PlcRPRXCore 8q
Value$201.8MValuation—Holders3Weight6.7%
Citigroup IncCCore 8q
Value$196.4MValuation—Holders13Weight6.5%
Alphabet IncGOOGLCore 8q
Value$187.9MValuation—Holders41Weight6.2%
Unitedhealth Group IncUNHBig new
Value$182.0MValuation—Holders19Weight6.0%
Amazon Com IncAMZNAdding 3q
Value$162.3MValuation—Holders39Weight5.4%
Nvidia CorporationNVDA—
Value$142.0MValuation—Holders18Weight4.7%
Cvs Health CorpCVS—
Value$127.8MValuation—Holders14Weight4.2%
Norwegian Cruise Line HldgsNCLHAdding 3q
Value$127.3MValuation—Holders3Weight4.2%
Qxo IncQXOBig new
Value$123.3MValuation—Holders2Weight4.1%
Energy Transfer L PET—
Value$116.3MValuation—Holders5Weight3.9%
People IncPPLI—
Value$112.0MValuation—Holders3Weight3.7%
Precigen IncPGENBig new
Value$108.5MValuation—Holders1Weight3.6%
United Airls Hldgs IncUAL—
Value$99.5MValuation—Holders5Weight3.3%
Crocs IncCROX—
Value$96.4MValuation—Holders9Weight3.2%
Meta Platforms IncMETA—
Value$96.2MValuation—Holders35Weight3.2%
Chime Finl IncCHYMAdding 3q
Value$83.6MValuation—Holders3Weight2.8%
Adobe IncADBE—
Value$74.0MValuationBelow valueHolders13Weight2.5%
Seadrill LtdSDRL—
Value$73.9MValuation—Holders1Weight2.5%
Global Pmts IncGPN—
Value$68.4MValuation—Holders6Weight2.3%
Coinbase Global IncCOINAdding 3q
Value$67.5MValuation—Holders1Weight2.2%
Fidelity Wise Origin BitcoinFBTC—
Value$62.2MValuation—Holders1Weight2.1%
Biogen IncBIIB—
Value$61.3MValuation—Holders3Weight2.0%
Illumina IncILMN—
Value$60.7MValuation—Holders3Weight2.0%
General Mtrs CoGM—
Value$48.7MValuation—Holders10Weight1.6%
Ubs Group AgUBS—
Value$47.3MValuation—Holders5Weight1.6%

Showing top 25 of 40 positions

Exited this quarter (1)Ishares Bitcoin Trust Etf

What is a superinvestor

About this investor

Portfolio overview

Patient Capital Management, LLC's most recent 13F filing, for the quarter ended 2026-06-30, reports 39 positions worth $3.01B. The top 5 holdings represent 31% of that value, a broadly diversified portfolio.

The single largest position is Royalty Pharma Plc at 6.7% of the portfolio, followed by Citigroup Inc at 6.5% and Alphabet Inc at 6.2%.

Against the prior quarter, Samantha McLemore opened 2 new positions, exited 1, added to 11, and trimmed 24. The largest new buy was Global Pmts Inc. The most notable sale was the full exit from Ishares Bitcoin Trust Etf.

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.

Samantha McLemore has no positions in the strike zone right now. Browse the whole market by value band

Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-13

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