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Samantha McLemore - Patient Capital Management
Samantha McLemore - Patient Capital ManagementFecha: 30 Sep 2025Inversiones: 41Valor: $2,498,098,000
Inversiones actuales
Historial
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
QXO - Qxo Inc
5.99
Buy
7,741,847
$15.77
$122,089,000
$15.34
-2.73%
$10.61
$290.00
AMZN - Amazon.com Inc.
5.72
Reduce 1.01%
625,328
$186.33
$116,517,000
$218.01
17.00%
$149.91
$233.00
GOOGL - Alphabet Inc.
4.85
Reduce 0.92%
595,736
$165.85
$98,803,000
$189.62
14.33%
$130.19
$201.42
C - Citigroup Inc.
4.74
Reduce 7.29%
1,541,858
$62.60
$96,520,000
$71.79
14.68%
$48.70
$74.29
EXPE - Expedia Group Inc.
4.70
Reduce 9.59%
647,329
$148.02
$95,818,000
$179.39
21.19%
$107.25
$192.34
IAC - IAC Inc.
4.40
Add 4.14%
1,663,534
$53.82
$89,531,000
$40.92
-23.97%
$40.75
$58.29
ET - Energy Transfer LP
4.17
Reduce 1.19%
5,296,830
$16.05
$85,014,000
$19.31
20.31%
$12.55
$20.02
META - Meta Platforms Inc.
4.15
Reduce 7.57%
147,824
$572.44
$84,621,000
$603.84
5.49%
$357.25
$637.89
NVDA - NVIDIA Corp.
3.63
Add 0.48%
608,728
$121.44
$73,924,000
$132.57
9.17%
$53.54
$153.13
BABA - Alibaba Group Holdings
3.43
Reduce 9.33%
658,726
$106.12
$69,904,000
$80.44
-24.20%
$65.22
$117.82
GM - General Motors
3.41
Reduce 5.43%
1,550,074
$44.84
$69,505,000
$49.74
10.93%
$33.97
$61.10
OMF - OneMain Holdings
3.27
Reduce 9.07%
1,413,215
$47.07
$66,520,000
$51.75
9.94%
$39.59
$57.97
DAL - Delta Air Lines Inc.
3.15
Reduce 5.81%
1,263,574
$50.79
$64,177,000
$63.81
25.63%
$35.95
$68.99
UBS - UBS AG
3.07
Reduce 0.34%
2,022,019
$30.91
$62,501,000
$31.82
2.94%
$26.01
$33.34
RPRX - Royalty Pharma plc
2.84
Add 43.30%
2,041,195
$28.29
$57,745,000
$30.51
7.85%
$24.05
$30.92
NCLH - Norwegian Cruise Line Hlgs Ltd.
2.82
Reduce 1.24%
2,801,950
$20.51
$57,468,000
$25.23
23.01%
$14.69
$28.64
UAL - United Airlines Holdings Inc.
2.82
Add 1.22%
1,005,557
$57.06
$57,377,000
$102.73
80.04%
$37.02
$110.92
CROX - Crocs Inc.
2.71
Add 0.38%
380,969
$144.81
$55,168,000
$104.22
-28.03%
$94.50
$165.32
ILMN - Illumina Inc.
2.64
Reduce 0.80%
411,555
$130.41
$53,671,000
$143.98
10.41%
$97.27
$156.66
BIIB - Biogen Inc.
2.44
Reduce 0.52%
255,942
$193.84
$49,612,000
$149.07
-23.10%
$145.07
$252.94
CVS - CVS Health Corp.
2.37
Add 3.97%
769,096
$62.88
$48,361,000
$51.22
-18.54%
$43.56
$78.21
MAT - Mattel Inc.
2.37
Reduce 1.15%
2,536,645
$19.05
$48,323,000
$18.48
-2.99%
$15.87
$20.60
GOOS - Canada Goose Holdings Inc.
2.29
Reduce 4.07%
3,726,387
$12.53
$46,692,000
$9.81
-21.71%
$9.23
$14.75
SOFI - SoFi Technologies Inc.
2.24
Add 50.73%
5,795,687
$7.86
$45,554,000
$14.03
78.50%
$6.01
$17.19
PLAY - Dave & Buster's Ent. Inc.
2.17
Buy
1,300,598
$34.05
$44,285,000
$27.22
-20.06%
$25.00
$69.82
SDRL - Seadrill Ltd
2.00
Add 13.01%
1,025,645
$39.74
$40,759,000
$36.91
-7.12%
$34.74
$56.46
TNL - Travel Leisure Co.
2.00
Reduce 1.75%
884,133
$46.08
$40,741,000
$49.35
7.10%
$36.39
$56.38
KOS - Kosmos Energy Ltd.
1.87
Add 3.91%
9,440,022
$4.03
$38,043,000
$3.65
-9.43%
$2.62
$6.79
COIN - Coinbase Global Inc.
1.55
Reduce 1.30%
176,832
$178.17
$31,506,000
$248.62
39.54%
$114.51
$349.75
FI - Fiserv Inc.
1.17
Reduce 30.68%
132,870
$179.65
$23,870,000
$200.71
11.72%
$135.13
$223.23
PTON - Peloton Interactive Inc.
1.16
Reduce 4.97%
5,055,332
$4.68
$23,659,000
$8.75
86.97%
$2.70
$10.90
WAL - Western Alliance Bancorp
1.00
Reduce 38.79%
235,492
$86.49
$20,368,000
$78.73
-8.97%
$52.96
$98.10
EXE - Expand Energy Corp.
0.96
Reduce 2.69%
236,684
$82.25
$19,467,000
$101.21
23.05%
$68.46
$105.00
PGEN - Precigen Inc.
0.83
Reduce 1.30%
17,937,694
$0.95
$16,989,000
$1.07
12.63%
$0.65
$1.93
JPM - JPMorgan Chase & Co.
0.30
Reduce 81.16%
29,386
$210.85
$6,196,000
$241.99
14.77%
$160.63
$253.00
FBTC - Fidelity Wise Origin Bitcoin
0.26
Reduce 5.82%
96,851
$55.53
$5,378,000
$80.48
44.93%
$33.77
$94.81
EVRI - Everi Holdings Inc.
0.23
Reduce 75.22%
362,620
$13.14
$4,765,000
$13.56
3.20%
$6.37
$13.58
LEN.B - Lennar Corp. CL B
0.11
12,500
$172.96
$2,162,000
$124.53
-28.00%
$124.17
$177.00
TEVA - Teva Pharmaceutical Industries Ltd.
0.09
100,000
$18.02
$1,802,000
$20.65
14.59%
$10.83
$22.80
SPY - SPDR S&P 500 ETF Trust
0.04
Add 101.36%
1,486
$573.35
$852,000
$578.30
0.86%
$463.92
$607.03
BRLT - Brilliant Earth Group Inc A
0.03
241,445
$2.14
$517,000
$1.84
-14.02%
$1.52
$3.40
JD - JD.com Inc.
0.16
Buy
100,000
$34.67
$3,467,000
$41.38
19.35%
$20.59
$47.82
APA - APA Corp.
0.05
Buy
50,000
$23.10
$1,155,000
$23.14
0.17%
$20.11
$34.76
NFE - New Fortress Energy Inc. CL A
1.06
Buy
2,482,800
$8.31
$20,632,000
$6.78
-18.41%
$4.72
$28.65
CVNA - Carvana Co.
0.51
Buy
47,322
$209.08
$9,894,000
$305.52
46.13%
$97.55
$311.88
YOU - Clear Secure Inc.
0.17
Buy
125,000
$25.91
$3,239,000
$25.22
-2.66%
$16.01
$38.11
UNH - United Health Group Inc.
2.70
Buy
191,932
$311.97
$59,877,000
$271.49
-12.98%
$234.60
$621.24
TEM - Tempus Ai Inc
1.11
Buy
388,627
$63.54
$24,693,000
$71.59
12.67%
$31.36
$91.45
NE - Noble Corp.
0.86
Buy
718,290
$26.55
$19,071,000
$27.36
3.05%
$17.08
$37.02
ANGI - Angi Inc.
0.56
Buy
808,005
$15.26
$12,330,000
$18.17
19.07%
$10.88
$29.15
MSTR - MicroStrategy Inc.
0.03
Buy
2,092
$322.18
$674,000
$269.51
-16.35%
$220.82
$543.00