Samantha McLemore - Patient Capital Management,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    38
Portfolio value:    $2,681,827,464
Holdings Activity Buys Sells    History
Holding/activity history for  NVIDIA Corp. (NVDA)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 711,115 4.62 Add 11.32% 0.47 $174.40 $124,018,525 SEC
2025   Q4 638,814 4.60 Add 0.97% 0.04 $186.50 $119,138,794 SEC
2025   Q3 632,684 4.73 Reduce 0.23% 0.01 $186.58 $118,046,253 SEC
2025   Q2 634,173 4.52 Add 1.15% 0.05 $157.99 $100,192,915 SEC
2025   Q1 626,952 3.49 Add 3.02% 0.10 $108.38 $67,949,071 SEC
2024   Q4 608,563 3.77 Reduce 0.03% <0.01 $134.29 $81,723,891 SEC
2024   Q3 608,728 3.63 Add 0.48% 0.02 $121.44 $73,923,879 SEC
2024   Q2 605,839 3.98 Add 899.64% 3.58 $123.54 $74,845,305 SEC
2024   Q1 60,606 2.67 Buy 2.67 $903.56 $54,761,028 SEC