Samantha McLemore - Patient Capital Management – Largest Buy Additions (2026 Q1)
A detailed view of the stocks most significantly increased by Samantha McLemore - Patient Capital Management during the 2026 Q1 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 |
|---|---|---|---|---|---|---|---|
| RPRX | 3,643,716 | $47.97 | Increased | 9.30% | 6.52% | $174.79M | 2026 Q1 |
| C | 1,413,870 | $113.41 | Increased | 9.45% | 5.98% | $160.35M | 2026 Q1 |
| AMZN | 654,419 | $208.27 | Increased | 16.33% | 5.09% | $136.3M | 2026 Q1 |
| QXO | 6,778,389 | $19.42 | Increased | 4.79% | 4.91% | $131.64M | 2026 Q1 |
| NVDA | 711,115 | $174.4 | Increased | 11.32% | 4.63% | $124.02M | 2026 Q1 |
| UNH | 437,141 | $270.59 | Increased | 18.69% | 4.41% | $118.29M | 2026 Q1 |
| ET | 6,088,203 | $19.3 | Increased | 15.46% | 4.38% | $117.5M | 2026 Q1 |
| IAC | 2,699,564 | $40.03 | Increased | 13.71% | 4.03% | $108.06M | 2026 Q1 |
| NCLH | 5,749,640 | $18.7 | Increased | 8.32% | 4.01% | $107.52M | 2026 Q1 |
| SDRL | 2,152,685 | $45.5 | Increased | 4.81% | 3.65% | $97.95M | 2026 Q1 |
| META | 171,086 | $572.13 | Increased | 19.56% | 3.65% | $97.88M | 2026 Q1 |
| CVS | 1,357,159 | $71.82 | Increased | 10.21% | 3.64% | $97.47M | 2026 Q1 |
| COIN | 430,405 | $174.61 | Increased | 140.55% | 2.80% | $75.15M | 2026 Q1 |
| ADBE | 297,279 | $243.08 | Buy | 100.00% | 2.70% | $72.26M | 2026 Q1 |
| CROX | 842,842 | $83.02 | Increased | 11.08% | 2.61% | $69.97M | 2026 Q1 |
| UAL | 732,020 | $92.07 | Increased | 11.91% | 2.51% | $67.4M | 2026 Q1 |
| NE | 1,347,854 | $49.07 | Increased | 5.21% | 2.47% | $66.14M | 2026 Q1 |
| FISV | 968,194 | $55.8 | Increased | 273.59% | 2.02% | $54.03M | 2026 Q1 |
| CHYM | 2,882,016 | $18.73 | Increased | 41.61% | 2.01% | $53.98M | 2026 Q1 |
| UBS | 1,241,955 | $39.07 | Increased | 4.60% | 1.81% | $48.52M | 2026 Q1 |
| IBIT | 1,100,000 | $38.42 | Buy | 100.00% | 1.58% | $42.26M | 2026 Q1 |
| JD | 1,399,468 | $29.57 | Increased | 66.41% | 1.54% | $41.38M | 2026 Q1 |
| SOFI | 1,326,246 | $15.88 | Increased | 10.66% | 0.79% | $21.06M | 2026 Q1 |
| TEM | 442,199 | $45.22 | Increased | 15.72% | 0.75% | $20M | 2026 Q1 |
| SPY | 1,115 | $651.12 | Increased | 3.72% | 0.03% | $726K | 2026 Q1 |
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