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Samantha McLemore - Patient Capital Management Holdings – 2025 Q4

Explore the latest portfolio disclosure for Samantha McLemore - Patient Capital Management, with insights into sector exposure, position sizes, and overall investment structure for 2025 Q4.

The latest 2025 Q4 filing shows that Samantha McLemore - Patient Capital Management maintains its largest exposure in Unclassified Sector, which represents approximately 22.89% of the portfolio. This sector forms the core of Samantha McLemore - Patient Capital Management's investment stance during this reporting period.

Additional major allocations include Healthcare (about 18.23%) and Technology (approximately 15.95%) , reflecting how Samantha McLemore - Patient Capital Management diversifies beyond its primary sector focus.

These sector weightings provide a clear view into Samantha McLemore - Patient Capital Management's positioning and conviction areas for the 2025 Q4 quarter.

Breakdown by Sector

Unclassified Sector
22.9%
Healthcare
18.2%
Technology
15.9%
Consumer Cyclical
15.9%
Financial Services
11.0%
Industrials
9.5%
Energy
3.4%
Non-U.S. Assets
3.2%
Unknown
0.0%
Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
DAL 680,405 $69.4 Reduced -21.00% 1.82% $47.22M 2025 Q4
COIN 178,923 $226.14 Increased 4.18% 1.56% $40.46M 2025 Q4
NE 1,281,155 $28.24 Increased 18.51% 1.40% $36.18M 2025 Q4
SOFI 1,198,484 $26.18 Reduced -46.83% 1.21% $31.38M 2025 Q4
PLAY 1,663,341 $16.21 Reduced -22.17% 1.04% $26.96M 2025 Q4
JD 840,985 $28.7 Reduced -0.23% 0.93% $24.14M 2025 Q4
TEM 382,128 $59.05 Reduced -1.48% 0.87% $22.56M 2025 Q4
FISV 259,161 $67.17 Buy 100.00% 0.67% $17.41M 2025 Q4
BABA 100,114 $146.58 Reduced -79.56% 0.57% $14.67M 2025 Q4
PTON 1,880,356 $6.16 Reduced -25.79% 0.45% $11.58M 2025 Q4
JPM 29,379 $322.24 No Change No Change 0.37% $9.47M 2025 Q4
YOU 125,000 $35.08 No Change No Change 0.17% $4.38M 2025 Q4
APA 50,000 $24.46 No Change No Change 0.05% $1.22M 2025 Q4
LEN.B 12,500 $95.12 No Change No Change 0.05% $1.19M 2025 Q4
SPY 1,075 $681.86 Increased 155.34% 0.03% $733K 2025 Q4
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