What did Samantha McLemore buy in Q2 2026?

Samantha McLemore opened 1 new position (GPN) and added to 3 existing holdings in the Q2 2026 13F.

What did Samantha McLemore sell in Q2 2026?

Samantha McLemore exited 1 position (IBIT) and trimmed 6.

What Samantha McLemore bought and sold in Q2 2026

In Q2 2026, Samantha McLemore (Patient Capital Management) opened 1 new position — including GPN (2.3%), added to 3, trimmed 6, exited 1 (IBIT). The book stood at $3.01B across 39 positions, filed Aug 13, 2026.

1New3Added6Trimmed1Exited

Share𝕏 in

New positions (1)

GPNGlobal Payments Inc2.3% · $68M

Added to (3)

CHYMChime Financial Inc-cl A+42% shares · 2.8% · $84M
ADBEAdobe Inc+21% shares · 2.5% · $74M
FBTCFidelity Wise Origin Bitcoin+244% shares · 2.1% · $62M

Trimmed (6)

BIIBBiogen Inc-25% shares · 2.0% · $61M
ILMNIllumina Inc-37% shares · 2.0% · $61M
UBSUbs Group AG-23% shares · 1.6% · $47M
DALDelta Air Lines Inc-22% shares · 1.3% · $40M
NENoble Corp Plc-93% shares · 0.1% · $4M
PLAYDave & Buster's Entertainmen-82% shares · 0.1% · $2M

Exited (1)

IBITIshares Bitcoin Trust Etfwas 1.6% of book

Samantha McLemore's other filings

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

Samantha McLemore's full portfolio →The whole cohort in Q2 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.