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聪明钱/Samantha McLemore

Samantha McLemore

Samantha McLemore
Patient Capital Management13F · 14 May 2026
持仓 38前十集中度 50%本季新建/加仓 25减持/清仓 11
1
RPRXRoyalty Pharma plc均 55
6.5%加仓2
CCitigroup Inc.均 45
6.0%加仓3
GOOGLAlphabet Inc.均 71
5.7%减持4
AMZNAmazon.com Inc.均 69
5.1%加仓5
QXOQxo Inc均 47
4.9%加仓6
NVDANVIDIA Corp.均 66
4.6%加仓7
UNHUnited Health Group Inc.均 52
4.4%加仓8
ETEnergy Transfer LP
4.4%加仓9
PPLIPeople Inc.均 40
4.0%加仓10
NCLHNorwegian Cruise Line Hlgs Ltd.均 39
4.0%加仓11
METAMeta Platforms Inc.均 71
3.6%加仓12
SDRLSeadrill Ltd均 37
3.6%加仓13
CVSCVS Health Corp.均 47
3.6%加仓14
COINCoinbase Global Inc.均 43
2.8%加仓15
ADBEAdobe Inc.均 61
2.7%新建仓16
CROXCrocs Inc.均 45
2.6%加仓17
BIIBBiogen Inc.均 36
2.6%减持18
PGENPrecigen Inc.均 35
2.6%减持19
UALUnited Airlines Holdings Inc.均 39
2.5%加仓20
ILMNIllumina Inc.均 61
2.5%减持21
NENoble Corp.均 42
2.5%加仓22
GMGeneral Motors均 43
2.1%减持23
CHYMChime Financial Inc Cl A均 35
2.0%加仓24
FISVFiserv Inc.均 47
2.0%加仓25
UBSUBS AG均 50
1.8%加仓26
IBITIshares Bitcoin Trust ETF
1.6%新建仓27
OMFOneMain Holdings均 44
1.6%减持28
JDJD.com Inc.均 56
1.5%加仓29
EXPEExpedia Group Inc.均 51
1.4%减持30
DALDelta Air Lines Inc.均 44
1.4%减持31
SOFISoFi Technologies Inc.均 53
0.8%加仓32
FBTCFidelity Wise Origin Bitcoin
0.8%减持33
TEMTempus Ai Inc均 45
0.8%加仓34
PLAYDave & Buster's Ent. Inc.均 24
0.5%减持35
JPMJPMorgan Chase & Co.均 61
0.3%减持36
APAAPA Corp.均 37
0.1%持有37
LEN.BLennar Corp. CL B
0.0%持有38
SPYSPDR S&P 500 ETF Trust
0.0%加仓

数据 = Dataroma 13F(季度披露,有 ~45 天滞后);占比为组合权重,非实时。「均」= 五方均分。共识 ≠ 正确,大佬也会一起踏空 · 非投资建议。