· by fundfollower.bsky.social ·1d ago · view on bsky.app ↗

Patient Capital Management just filed its Q2 2026 13F. 🐋 Managed by Samantha McLemore · $3.1B across 40 holdings 🟢 Bought: $GPN, $UNH, $FBTC, $PGEN +10 more 🔴 Sold: $NE, $IBIT, $C, $GOOGL +22 more

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Patient Capital Management 13F

#$c #$fbtc #$googl #$gpn #$ibit #$ne #$pgen #$unh

1 comments — live from bluesky

fundfollower.bsky.social · 0 · 1d ago

The full updated portfolio 👇 https://fundfollower.xyz/institution/patient-capital-management 13F holdings are reported with up to a 45-day lag and cover long US equity positions only. Not investment advice.