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 | |
|---|---|---|---|---|---|---|
1
Alphabet (Google) Class A
GOOGL
$4.22T
| $182M | 7.03% |
581,637
-31,696
| -5% | -$9.06M |
|
2
Citigroup
C
$221B
| $151M | 5.82% |
1,291,794
-18,613
| -1% | -$1.93M |
|
3
Amazon
AMZN
$2.79T
| $130M | 5.01% |
562,559
+583
| +0.1% | +$133K |
|
4
Royalty Pharma
RPRX
$27.3B
| $129M | 4.97% |
3,333,675
+215,825
| +7% | +$8.23M |
|
|
QXO
5
QXO Inc
QXO
$14.3B
| $125M | 4.82% |
6,468,854
-68,173
| -1% | -$1.31M |
|
6
UnitedHealth
UNH
$350B
| $122M | 4.69% |
368,293
-3,070
| -0.8% | -$1.04M |
|
7
NVIDIA
NVDA
$5.2T
| $119M | 4.6% |
638,814
+6,130
| +1% | +$1.14M |
|
|
8
Norwegian Cruise Line
NCLH
$7.92B
| $118M | 4.57% |
5,308,128
+743,257
| +16% | +$15.7M |
|
|
9
Biogen
BIIB
$32B
| $101M | 3.92% |
576,352
+179,703
| +45% | +$29.4M |
|
10
CVS Health
CVS
$119B
| $97.7M | 3.77% |
1,231,416
-8,478
| -0.7% | -$668K |
|
11
Meta Platforms (Facebook)
META
$1.4T
| $94.5M | 3.65% |
143,094
-906
| -0.6% | -$605K |
|
|
PPLI
12
People Inc
PPLI
$2.86B
| $92.8M | 3.58% |
2,374,050
+265,805
| +13% | +$9.31M |
|
13
Energy Transfer Partners
ET
$73B
| $86.9M | 3.36% |
5,272,875
+384,737
| +8% | +$6.4M |
|
|
14
Precigen
PGEN
$2.58B
| $78.1M | 3.01% |
18,673,466
-7,787,382
| -29% | -$30.1M |
|
15
Illumina
ILMN
$33.1B
| $75.5M | 2.91% |
575,768
-5,591
| -1% | -$656K |
|
16
United Airlines
UAL
$36.7B
| $73.1M | 2.82% |
654,121
-12,394
| -2% | -$1.25M |
|
17
Seadrill
SDRL
$2.96B
| $71.1M | 2.74% |
2,053,797
-176,139
| -8% | -$5.49M |
|
|
18
Crocs
CROX
$5.85B
| $64.9M | 2.5% |
758,797
+170,003
| +29% | +$14.2M |
|
19
General Motors
GM
$77.2B
| $62.8M | 2.42% |
771,647
-168,950
| -18% | -$11.9M |
|
20
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.3B
| $59.6M | 2.3% |
781,695
+161,943
| +26% | +$14.1M |
|
21
OneMain Financial
OMF
$7.27B
| $55.7M | 2.15% |
824,942
-111,971
| -12% | -$6.81M |
|
22
Mattel
MAT
$4.15B
| $55.4M | 2.14% |
2,794,343
+695,081
| +33% | +$13.4M |
|
23
UBS Group
UBS
$163B
| $55M | 2.12% |
1,187,326
-313,523
| -21% | -$12.7M |
|
|
CHYM
24
Chime Financial
CHYM
$12.4B
| $51.2M | 1.98% |
+2,035,112
| New | +$43.2M |
|
|
25
Expedia Group
EXPE
$38.6B
| $49.9M | 1.93% |
176,282
-77,195
| -30% | -$19.1M |
|
Similar funds
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.