What Samantha McLemore Bought in Q2 2026
Patient Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$3.05B
Total Value
40
Holdings
2
New Buys
23
Reduced
In Q2 2026, Samantha McLemore reported 40 long equity positions worth $3.05B in their Patient Capital Management 13F filing, including 2 new positions (largest: GLOBAL PMTS INC at $68.4M) and 13 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | RPRX | ROYALTY PHARMA PLC | 3598808 | $201.8M | 6.61% | -1.2% |
| 2 | C | CITIGROUP INC | 1403477 | $196.4M | 6.44% | -0.7% |
| 3 | GOOGL | ALPHABET INC | 525750 | $187.9M | 6.16% | -1.5% |
| 4 | UNH | UNITEDHEALTH GROUP INC | 437773 | $182.0M | 5.96% | +0.1% |
| 5 | AMZN | AMAZON COM INC | 681047 | $162.3M | 5.32% | +4.1% |
| 6 | NVDA | NVIDIA CORPORATION | 709587 | $142.0M | 4.65% | -0.2% |
| 7 | CVS | CVS HEALTH CORP | 1235505 | $127.8M | 4.19% | -9.0% |
| 8 | NCLH | NORWEGIAN CRUISE LINE HLDGS | 6029642 | $127.3M | 4.17% | +4.9% |
| 9 | QXO | QXO INC | 7136669 | $123.3M | 4.04% | +5.3% |
| 10 | ET | ENERGY TRANSFER L P | 6080678 | $116.3M | 3.81% | -0.1% |
| 11 | PPLI | PEOPLE INC | 2425558 | $112.0M | 3.67% | -10.2% |
| 12 | PGEN | PRECIGEN INC | 19036976 | $108.5M | 3.56% | +6.8% |
| 13 | UAL | UNITED AIRLS HLDGS INC | 731523 | $99.5M | 3.26% | -0.1% |
| 14 | CROX | CROCS INC | 799426 | $96.4M | 3.16% | -5.2% |
| 15 | META | META PLATFORMS INC | 170790 | $96.2M | 3.15% | -0.2% |
| 16 | CHYM | CHIME FINL INC | 4082489 | $83.6M | 2.74% | +41.7% |
| 17 | ADBE | ADOBE INC | 361126 | $74.0M | 2.43% | +21.5% |
| 18 | SDRL | SEADRILL LTD | 1953355 | $73.9M | 2.42% | -9.3% |
| 19 | GPN | GLOBAL PMTS INC | 942310 | $68.4M | 2.24% | NEW |
| 20 | COIN | COINBASE GLOBAL INC | 462016 | $67.5M | 2.21% | +7.3% |
| 21 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 1217595 | $62.2M | 2.04% | 244.1% |
| 22 | BIIB | BIOGEN INC | 283697 | $61.3M | 2.01% | -25.3% |
| 23 | ILMN | ILLUMINA INC | 345314 | $60.7M | 1.99% | -36.6% |
| 24 | GM | GENERAL MTRS CO | 631558 | $48.7M | 1.60% | -15.2% |
| 25 | UBS | UBS GROUP AG | 953734 | $47.3M | 1.55% | +-23.2% |
| 26 | FISV | FISERV INC | 953637 | $46.8M | 1.53% | -1.5% |
| 27 | EXPE | EXPEDIA GROUP INC | 167814 | $42.9M | 1.41% | +0.0% |
| 28 | OMF | ONEMAIN HLDGS INC | 702369 | $42.8M | 1.40% | -10.1% |
| 29 | BIIB | BIOGEN INC | 189400 | $40.9M | 1.34% | +9900.0% |
| 30 | DAL | DELTA AIR LINES INC | 431215 | $40.4M | 1.32% | -22.0% |
| 31 | JD | JD.COM INC | 1377719 | $35.1M | 1.15% | -1.6% |
| 32 | SOFI | SOFI TECHNOLOGIES INC | 1505629 | $27.0M | 0.88% | +13.5% |
| 33 | TEM | TEMPUS AI INC | 400698 | $23.2M | 0.76% | -9.4% |
| 34 | JPM | JPMORGAN CHASE & CO | 29360 | $9.6M | 0.32% | -0.0% |
| 35 | GENI | GENIUS SPORTS LIMITED | 812819 | $4.9M | 0.16% | NEW |
| 36 | NE | NOBLE CORP PLC | 100000 | $3.7M | 0.12% | -92.6% |
| 37 | PLAY | DAVE & BUSTERS ENTMT INC | 204022 | $2.3M | 0.08% | +-82.3% |
| 38 | APA | APA CORPORATION | 50000 | $1.6M | 0.05% | — |
| 39 | LEN | LENNAR CORP | 12500 | $1.1M | 0.04% | — |
| 40 | SPY | SPDR S&P 500 ETF | 1060 | $792K | 0.03% | -4.9% |