Samantha McLemore - Patient Capital Management – Largest Buy Additions (2025 Q4)
A detailed view of the stocks most significantly increased by Samantha McLemore - Patient Capital Management during the 2025 Q4 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| AMZN | 562,559 | $230.82 | Increased | 0.10% | 5.01% | $129.85M | 2025 Q4 |
| RPRX | 3,333,675 | $38.64 | Increased | 6.92% | 4.97% | $128.81M | 2025 Q4 |
| NVDA | 638,814 | $186.5 | Increased | 0.97% | 4.60% | $119.14M | 2025 Q4 |
| NCLH | 5,308,128 | $22.32 | Increased | 16.28% | 4.57% | $118.48M | 2025 Q4 |
| BIIB | 576,352 | $175.99 | Increased | 45.31% | 3.92% | $101.43M | 2025 Q4 |
| IAC | 2,374,050 | $39.1 | Increased | 12.61% | 3.58% | $92.83M | 2025 Q4 |
| ET | 5,272,875 | $16.49 | Increased | 7.87% | 3.36% | $86.95M | 2025 Q4 |
| CROX | 758,797 | $85.52 | Increased | 28.87% | 2.51% | $64.89M | 2025 Q4 |
| FBTC | 781,695 | $76.23 | Increased | 26.13% | 2.30% | $59.59M | 2025 Q4 |
| MAT | 2,794,343 | $19.84 | Increased | 33.11% | 2.14% | $55.44M | 2025 Q4 |
| CHYM | 2,035,112 | $25.17 | Buy | 100.00% | 1.98% | $51.22M | 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 |
| FISV | 259,161 | $67.17 | Buy | 100.00% | 0.67% | $17.41M | 2025 Q4 |
| SPY | 1,075 | $681.86 | Increased | 155.34% | 0.03% | $733K | 2025 Q4 |
Total 1 Page