Samantha McLemore - Patient Capital Management – Largest Buy Additions (2025 Q3)
A detailed view of the stocks most significantly increased by Samantha McLemore - Patient Capital Management during the 2025 Q3 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 |
|---|---|---|---|---|---|---|---|
| GOOGL | 613,333 | $243.1 | Increased | 0.05% | 5.96% | $149.1M | 2025 Q3 |
| UNH | 371,363 | $345.3 | Increased | 93.49% | 5.13% | $128.23M | 2025 Q3 |
| RPRX | 3,117,850 | $35.28 | Increased | 4.35% | 4.40% | $110M | 2025 Q3 |
| PGEN | 26,460,848 | $3.29 | Increased | 62.65% | 3.48% | $87.06M | 2025 Q3 |
| ET | 4,888,138 | $17.16 | Increased | 19.91% | 3.36% | $83.88M | 2025 Q3 |
| IAC | 2,108,245 | $34.07 | Increased | 21.23% | 2.87% | $71.83M | 2025 Q3 |
| SDRL | 2,229,936 | $30.21 | Increased | 0.02% | 2.69% | $67.37M | 2025 Q3 |
| BIIB | 396,649 | $140.08 | Increased | 23.77% | 2.22% | $55.56M | 2025 Q3 |
| CROX | 588,794 | $83.55 | Increased | 16.97% | 1.97% | $49.19M | 2025 Q3 |
| PLAY | 2,137,257 | $18.16 | Increased | 0.19% | 1.55% | $38.81M | 2025 Q3 |
| MAT | 2,099,262 | $16.83 | Increased | 43.35% | 1.41% | $35.33M | 2025 Q3 |
| NE | 1,081,074 | $28.28 | Increased | 50.51% | 1.22% | $30.57M | 2025 Q3 |
| JD | 842,937 | $34.98 | Increased | 6.82% | 1.18% | $29.49M | 2025 Q3 |
| MSTR | 2,092 | $322.18 | Buy | 100.00% | 0.03% | $674K | 2025 Q3 |
| SPY | 421 | $667.46 | Buy | 100.00% | 0.01% | $281K | 2025 Q3 |
共 1 页