Samantha McLemore — Patient Capital Management, LLC
Samantha McLemorePatient Capital Management, LLC
| Ticker | Company | Shares | Reported value | Portfolio weight |
|---|---|---|---|---|
| RPRX | Royalty Pharma plc | 3,598,808 | $201.8M | 6.7% |
| C | Citigroup Inc. | 1,403,477 | $196.4M | 6.5% |
| GOOGL | Alphabet Inc. | 525,750 | $187.9M | 6.2% |
| UNH | UnitedHealth Group Incorporated | 437,773 | $182.0M | 6.0% |
| AMZN | Amazon.com, Inc. | 681,047 | $162.3M | 5.4% |
| NVDA | NVIDIA Corporation | 709,587 | $142.0M | 4.7% |
| CVS | CVS Health Corp. | 1,235,505 | $127.8M | 4.3% |
| NCLH | Norwegian Cruise Line Holdings Ltd. | 6,029,642 | $127.3M | 4.2% |
| QXO | QXO, Inc. | 7,136,669 | $123.3M | 4.1% |
| ET | Energy Transfer LP | 6,080,678 | $116.3M | 3.9% |
13F filings are quarterly, published up to 45 days after quarter end, and report only long U.S.-listed equity positions. They are not a complete or current picture of any portfolio.