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PCM

Patient Capital Management Portfolio holdings

AUM $2.68B
1-Year Est. Return 43.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.68B
AUM Growth
+$91.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$82.3M
2
+$49.5M
3
+$47.6M
4
FISV
Fiserv Inc
FISV
+$43.9M
5
UNH icon
UnitedHealth
UNH
+$20.5M

Top Sells

1
+$55.4M
2
+$36.2M
3
+$28.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$15M
5
BABA icon
Alibaba
BABA
+$14.7M

Sector Composition

1 Healthcare 22.98%
2 Consumer Discretionary 16.8%
3 Communication Services 13.87%
4 Financials 13.26%
5 Technology 11.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBIT icon
26
iShares Bitcoin Trust
IBIT
$48B
$42.3M 1.58%
+1,100,000
OMF icon
27
OneMain Financial
OMF
$6.72B
$41.8M 1.56%
781,371
-43,571
JD icon
28
JD.com
JD
$37.2B
$41.4M 1.54%
1,399,468
+558,483
EXPE icon
29
Expedia Group
EXPE
$28.9B
$38.7M 1.44%
167,784
-8,498
DAL icon
30
Delta Air Lines
DAL
$55.3B
$36.7M 1.37%
552,514
-127,891
SOFI icon
31
SoFi Technologies
SOFI
$23B
$21.1M 0.79%
1,326,246
+127,762
FBTC icon
32
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.7B
$20.9M 0.78%
353,831
-427,864
TEM
33
Tempus AI
TEM
$9.13B
$20M 0.75%
442,199
+60,071
PLAY icon
34
Dave & Buster's
PLAY
$416M
$12.5M 0.47%
1,151,658
-511,683
JPM icon
35
JPMorgan Chase
JPM
$871B
$8.64M 0.32%
29,362
-17
APA icon
36
APA Corp
APA
$11.7B
$2.12M 0.08%
50,000
LEN.B icon
37
Lennar Class B
LEN.B
$21.5B
$1.05M 0.04%
12,500
SPY icon
38
State Street SPDR S&P 500 ETF Trust
SPY
$788B
$726K 0.03%
1,115
+40
BABA icon
39
Alibaba
BABA
$257B
– –
-100,114
MAT icon
40
Mattel
MAT
$4.07B
– –
-2,794,343
PTON icon
41
Peloton Interactive
PTON
$2.5B
– –
-1,880,356
TSLA icon
42
Tesla
TSLA
$1.5T
– –
0
YOU icon
43
Clear Secure
YOU
$5.19B
– –
-125,000
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