Samantha McLemore — Recent Buys
Patient Capital Management · New and increased positions in the Q2 '26 13F filing.
Filed August 13, 2026 · Last updated
Samantha McLemore opened 2 new positions and increased 13 existing holdings in the Q2 '26 filing — a combined buy footprint of $1.16B. Largest new position: GLOBAL PMTS INC at $68.4M.
New positions (2)
Increased positions (13)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | 437773 | $182.0M | 5.96% | +0.1% |
| AMZN | AMAZON COM INC | 681047 | $162.3M | 5.32% | +4.1% |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | 6029642 | $127.3M | 4.17% | +4.9% |
| QXO | QXO INC | 7136669 | $123.3M | 4.04% | +5.3% |
| PGEN | PRECIGEN INC | 19036976 | $108.5M | 3.56% | +6.8% |
| CHYM | CHIME FINL INC | 4082489 | $83.6M | 2.74% | +41.7% |
| ADBE | ADOBE INC | 361126 | $74.0M | 2.43% | +21.5% |
| COIN | COINBASE GLOBAL INC | 462016 | $67.5M | 2.21% | +7.3% |
| UBS | UBS GROUP AG | 953734 | $47.3M | 1.55% | +-23.2% |
| EXPE | EXPEDIA GROUP INC | 167814 | $42.9M | 1.41% | +0.0% |
| BIIB | BIOGEN INC | 189400 | $40.9M | 1.34% | +9900.0% |
| SOFI | SOFI TECHNOLOGIES INC | 1505629 | $27.0M | 0.88% | +13.5% |
| PLAY | DAVE & BUSTERS ENTMT INC | 204022 | $2.3M | 0.08% | +-82.3% |