What did Samantha McLemore buy in Q1 2026?

Samantha McLemore opened 2 new positions (ADBE, IBIT) and added to 4 existing holdings in the Q1 2026 13F.

What did Samantha McLemore sell in Q1 2026?

Samantha McLemore exited 4 positions (MAT, BABA, PTON, YOU) and trimmed 3.

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.

2New4Added3Trimmed4Exited

Share𝕏 in

New positions (2)

ADBEAdobe Inc2.7% · $72M
IBITIshares Bitcoin Trust Etf1.6% · $42M

Added to (4)

COINCoinbase Global Inc -class A+141% shares · 2.8% · $75M
FISVFiserv Inc+274% shares · 2.0% · $54M
CHYMChime Financial Inc-cl A+42% shares · 2.0% · $54M
JDJd.com Inc-adr+66% shares · 1.5% · $41M

Trimmed (3)

BIIBBiogen Inc-34% shares · 2.6% · $70M
FBTCFidelity Wise Origin Bitcoin-55% shares · 0.8% · $21M
PLAYDave & Buster's Entertainmen-31% shares · 0.5% · $12M

Exited (4)

MATMattel Incwas 2.1% of book
BABAAlibaba Group Holding-sp Adrwas 0.6% of book
PTONPeloton Interactive Inc-awas 0.4% of book
YOUClear Secure Inc -class Awas 0.2% of book

Samantha McLemore's other filings

Q2 2026 changes Q4 2025 changes Q3 2025 changes Q2 2025 changes Q1 2025 changes

Samantha McLemore's full portfolio →The whole cohort in Q1 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.