What Samantha McLemore bought and sold in Q1 2026

In Q1 2026, Samantha McLemore (Patient Capital Management) opened 2 new positions — including ADBE (2.7%), IBIT (1.6%), added to 4, trimmed 3, exited 4 (MAT, BABA, PTON). The book stood at $2.68B across 38 positions, filed May 14, 2026.

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.