Samantha McLemore Patient Capital Management
Samantha McLemore is the founder of Patient Capital Management and previously worked closely with Bill Miller on value-oriented strategies. Her firm emphasizes long-term, research-driven equity investing with a willingness to hold unconventional or out-of-favor ideas. McLemore’s portfolio is followed by investors who track the next generation of independent value managers.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
CHYM
Chime Financial
CHYM
|
+$43.2M |
| 2 |
Biogen
BIIB
|
+$29.4M |
| 3 |
FISV
Fiserv Inc
FISV
|
+$21.7M |
| 4 |
Norwegian Cruise Line
NCLH
|
+$15.7M |
| 5 |
Crocs
CROX
|
+$14.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alibaba
BABA
|
+$63.4M |
| 2 |
Precigen
PGEN
|
+$30.1M |
| 3 |
SoFi Technologies
SOFI
|
+$29.4M |
| 4 |
Expedia Group
EXPE
|
+$19.1M |
| 5 |
Angi Inc
ANGI
|
+$13M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 24.15% |
| 2 | Consumer Discretionary | 20.57% |
| 3 | Communication Services | 15.3% |
| 4 | Financials | 13.23% |
| 5 | Industrials | 9.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Delta Air Lines
DAL
$54.2B
| $47.2M | 1.82% |
680,405
-180,893
| -21% | -$11.3M |
|
27
Coinbase
COIN
$49.2B
| $40.5M | 1.56% |
178,923
+7,187
| +4% | +$2.14M |
|
28
Noble Corp
NE
$7.39B
| $36.2M | 1.4% |
1,281,155
+200,081
| +19% | +$5.91M |
|
|
29
SoFi Technologies
SOFI
$24.4B
| $31.4M | 1.21% |
1,198,484
-1,055,582
| -47% | -$29.4M |
|
30
Dave & Buster's
PLAY
$357M
| $27M | 1.04% |
1,663,341
-473,916
| -22% | -$7.93M |
|
31
JD.com
JD
$39.7B
| $24.1M | 0.93% |
840,985
-1,952
| -0.2% | -$61K |
|
|
TEM
32
Tempus AI
TEM
$13.1B
| $22.6M | 0.87% |
382,128
-5,742
| -1% | -$449K |
|
|
FISV
33
Fiserv Inc
FISV
$28B
| $17.4M | 0.67% |
+259,161
| New | +$21.7M |
|
|
34
Alibaba
BABA
$286B
| $14.7M | 0.57% |
100,114
-389,563
| -80% | -$63.4M |
|
35
Peloton Interactive
PTON
$2.37B
| $11.6M | 0.45% |
1,880,356
-653,332
| -26% | -$4.6M |
|
36
JPMorgan Chase
JPM
$935B
| $9.47M | 0.37% |
29,379
| – | – |
|
37
Clear Secure
YOU
$4.46B
| $4.38M | 0.17% |
125,000
| – | – |
|
38
APA Corp
APA
$15.2B
| $1.22M | 0.05% |
50,000
| – | – |
|
39
Lennar Class B
LEN.B
$20.6B
| $1.19M | 0.05% |
12,500
| – | – |
|
40
State Street SPDR S&P 500 ETF Trust
SPY
$809B
| $733K | 0.03% |
1,075
+654
| +155% | +$442K |
|
|
41
Angi Inc
ANGI
$200M
| – | – |
-799,342
| Closed | -$13M |
|
42
Kosmos Energy
KOS
$1.76B
| – | – |
-3,314,653
| Closed | -$5.5M |
|
43
Strategy Inc
MSTR
$47.4B
| – | – |
-2,092
| Closed | -$674K |
|
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Samantha McLemore's Q4 2025 Portfolio in Review
As of Q4 2025, Samantha McLemore held 43 positions worth $2.59B, up 3.7% from $2.5B the previous quarter. Its ten largest holdings account for 49% of the portfolio.
Samantha McLemore's Q4 2025 filing shows 2 new, 13 increased, 21 reduced and 3 closed positions. Its largest new stake was Chime Financial: 2,035,112 shares worth $51.2M. The largest sale was Alibaba, an estimated $63.4M.
By sector, the portfolio is most concentrated in Healthcare at 24% of assets, up from 22% a quarter earlier, followed by Consumer Discretionary and Communication Services.
- Samantha McLemore's largest Q4 2025 buy was Chime Financial: 2,035,112 shares worth $51.2M.
- Samantha McLemore added most to Biogen in Q4 2025, an estimated $29.4M increase.
- Samantha McLemore's biggest Q4 2025 reduction was Alibaba, cutting an estimated $63.4M.
- Samantha McLemore fully exited Angi Inc in Q4 2025, selling an estimated $13M.
- Samantha McLemore's ten largest holdings make up 49% of its $2.59B portfolio in Q4 2025.
- Samantha McLemore opened 2 new positions and closed 3 in Q4 2025.
- Samantha McLemore's portfolio value rose 3.7% quarter-over-quarter to $2.59B.
Based on Patient Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.