---
title: Samantha McLemore (Patient Capital Management, LLC) — 13F holdings
canonical: https://sweetvaluelab.com/investors/samantha-mclemore
cik: 0001854794
quarter: 2026-06-30
filed: 2026-08-13
---
# Samantha McLemore — Patient Capital Management, LLC

Latest 13F for the quarter ended Jun 30, 2026, filed Aug 13, 2026: 40 positions worth $3.1B. Against the quarter ended Mar 31, 2026: 2 bought, 12 added to, 2 unchanged, 24 reduced, 2 sold. The top five are 30% of the portfolio, the top ten 51%; 19 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| RPRX | ROYALTY PHARMA PLC | 3,598,808 | $201.8M | 6.6% | reduced (-1%) |
| C | CITIGROUP INC | 1,403,477 | $196.4M | 6.4% | reduced (-1%) |
| GOOGL | ALPHABET INC | 525,750 | $187.9M | 6.2% | reduced (-2%) |
| UNH | UNITEDHEALTH GROUP INC | 437,773 | $182.0M | 6.0% | added (+0%) |
| AMZN | AMAZON COM INC | 681,047 | $162.3M | 5.3% | added (+4%) |
| NVDA | NVIDIA CORPORATION | 709,587 | $142.0M | 4.7% | reduced (-0%) |
| CVS | CVS HEALTH CORP | 1,235,505 | $127.8M | 4.2% | reduced (-9%) |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | 6,029,642 | $127.3M | 4.2% | added (+5%) |
| QXO | QXO INC | 7,136,669 | $123.3M | 4.0% | added (+5%) |
| ET | ENERGY TRANSFER L P | 6,080,678 | $116.3M | 3.8% | reduced (-0%) |
| PPLI | PEOPLE INC | 2,425,558 | $112.0M | 3.7% | reduced (-10%) |
| PGEN | PRECIGEN INC | 19,036,976 | $108.5M | 3.6% | added (+7%) |
| UAL | UNITED AIRLS HLDGS INC | 731,523 | $99.5M | 3.3% | reduced (-0%) |
| CROX | CROCS INC | 799,426 | $96.4M | 3.2% | reduced (-5%) |
| META | META PLATFORMS INC | 170,790 | $96.2M | 3.2% | reduced (-0%) |
| CHYM | CHIME FINL INC | 4,082,489 | $83.6M | 2.7% | added (+42%) |
| ADBE | ADOBE INC | 361,126 | $74.0M | 2.4% | added (+21%) |
| SDRL | SEADRILL LTD | 1,953,355 | $73.9M | 2.4% | reduced (-9%) |
| GPN | GLOBAL PMTS INC | 942,310 | $68.4M | 2.2% | bought |
| COIN | COINBASE GLOBAL INC | 462,016 | $67.5M | 2.2% | added (+7%) |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 1,217,595 | $62.2M | 2.0% | added (+244%) |
| BIIB | BIOGEN INC | 283,697 | $61.3M | 2.0% | reduced (-25%) |
| ILMN | ILLUMINA INC | 345,314 | $60.7M | 2.0% | reduced (-37%) |
| GM | GENERAL MTRS CO | 631,558 | $48.7M | 1.6% | reduced (-15%) |
| UBS | UBS GROUP AG | 953,734 | $47.3M | 1.5% | reduced (-23%) |
| FISV | FISERV INC | 953,637 | $46.8M | 1.5% | reduced (-2%) |
| EXPE | EXPEDIA GROUP INC | 167,814 | $42.9M | 1.4% | added (+0%) |
| OMF | ONEMAIN HLDGS INC | 702,369 | $42.8M | 1.4% | reduced (-10%) |
| — | BIOGEN INC | 189,400 | $40.9M | 1.3% | added (+9900%) |
| DAL | DELTA AIR LINES INC | 431,215 | $40.4M | 1.3% | reduced (-22%) |
| JD | JD.COM INC | 1,377,719 | $35.1M | 1.2% | reduced (-2%) |
| SOFI | SOFI TECHNOLOGIES INC | 1,505,629 | $27.0M | 0.9% | added (+14%) |
| TEM | TEMPUS AI INC | 400,698 | $23.2M | 0.8% | reduced (-9%) |
| JPM | JPMORGAN CHASE & CO | 29,360 | $9.6M | 0.3% | reduced (-0%) |
| GENI | GENIUS SPORTS LIMITED | 812,819 | $4.9M | 0.2% | bought |
| NE | NOBLE CORP PLC | 100,000 | $3.7M | 0.1% | reduced (-93%) |
| PLAY | DAVE & BUSTERS ENTMT INC | 204,022 | $2.3M | 0.1% | reduced (-82%) |
| APA | APA CORPORATION | 50,000 | $1.6M | 0.1% | held (0%) |
| LEN/B | LENNAR CORP | 12,500 | $1.1M | 0.0% | held (0%) |
| SPY | STATE STR SPDR S&P 500 ETF T | 1,060 | $791,601 | 0.0% | reduced (-5%) |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| GPN | GLOBAL PMTS INC | 942,310 | 0 | bought | +$68.4M | $68.4M |
| NE | NOBLE CORP PLC | 100,000 | 1,347,854 | reduced (-93%) | −$46.5M | $3.7M |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 1,217,595 | 353,831 | added (+244%) | +$44.1M | $62.2M |
| IBIT | ISHARES BITCOIN TRUST ETF | 0 | 1,100,000 | sold | −$42.3M | $0 |
| — | BIOGEN INC | 189,400 | 1,894 | added (+9900%) | +$40.5M | $40.9M |
| ILMN | ILLUMINA INC | 345,314 | 544,780 | reduced (-37%) | −$35.1M | $60.7M |
| CHYM | CHIME FINL INC | 4,082,489 | 2,882,016 | added (+42%) | +$24.6M | $83.6M |

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Source: https://sweetvaluelab.com/investors/samantha-mclemore (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.