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Data sourced from SEC EDGAR 13F filings

© 2026 Super Investor · Not financial advice

Patient Capital Management LLC

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
39
Portfolio value:
$2,735,138,000
Filed:
May 14, 2026
CIK:
1854794
HistStockActivityShare change% change to portfolio
Q1 2026filed May 14, 264 new18 added5 reduced4 exited
≡ADBE – ADOBE INCBuy297,2792.64
≡IBIT – ISHARES BITCOIN TRUST ETFBuy1,100,0001.55
≡RPRX – ROYALTY PHARMA PLCAdd 9.00%310,0411.42
≡FISV – FISERV INCAdd 274.00%709,0331.30
≡BIIBCALL – BIOGEN INCBuy1,8941.27
≡COIN – COINBASE GLOBAL INCAdd 141.00%251,4821.19
≡ET – ENERGY TRANSFER L PAdd 15.00%815,3280.94
≡TSLAPUT – TESLA INCBuy5000.68
≡NCLH – NORWEGIAN CRUISE LINE HLDGSAdd 8.00%441,512−0.64
≡JD – JD.COM INCAdd 66.00%558,4830.58
≡SOFI – SOFI TECHNOLOGIES INCAdd 11.00%127,762−0.44
≡UNH – UNITEDHEALTH GROUP INCAdd 19.00%68,848−0.37
≡IAC – IAC INCAdd 14.00%325,5140.37
≡UAL – UNITED AIRLS HLDGS INCAdd 12.00%77,899−0.36
≡CVS – CVS HEALTH CORPAdd 10.00%125,743−0.21
≡TEM – TEMPUS AI INCAdd 16.00%60,071−0.14
≡META – META PLATFORMS INCAdd 20.00%27,992−0.07
≡NVDA – NVIDIA CORPORATIONAdd 11.00%72,301−0.06
≡CROX – CROCS INCAdd 11.00%84,0450.05
≡C – CITIGROUP INCAdd 9.00%122,0760.04
≡AMZN – AMAZON COM INCAdd 16.00%91,860−0.03
≡CHYM – CHIME FINL INCAdd 42.00%846,904−0.00
Q4 2025filed Feb 13, 262 new10 added11 reduced3 exited
≡CHYM – CHIME FINL INCBuy2,035,1121.98
≡BIIB – BIOGEN INCAdd 45.00%179,7031.69
≡MAT – MATTEL INCAdd 33.00%695,0810.73
≡IAC – IAC INCAdd 13.00%265,805
Q3 2025filed Oct 30, 252 new9 added7 reduced1 exited
≡PGEN – PRECIGEN INCAdd 63.00%10,192,1072.44
≡UNH – UNITEDHEALTH GROUP INCAdd 93.00%179,4312.43
≡BIIB – BIOGEN INCAdd 24.00%76,1830.41
≡NE – NOBLE CORP PLCAdd 51.00%362,784
Q2 2025filed Aug 13, 254 new6 added11 reduced3 exited
≡UNH – UNITEDHEALTH GROUP INCBuy191,9322.70
≡TEM – TEMPUS AI INCBuy388,6271.11
≡NE – NOBLE CORP PLCBuy718,2900.86
≡NCLH – NORWEGIAN CRUISE LINE HLDG LAdd 31.00%
Q1 2025filed May 14, 253 new8 added12 reduced7 exited
≡JD – JD.COM INCAdd 686.00%685,9201.50
≡FBTC – FIDELITY WISE ORIGIN BITCOINAdd 103.00%314,6231.15
≡NFE – NEW FORTRESS ENERGY INCBuy2,482,8001.06
≡ILMN – ILLUMINA INCAdd 12.00%48,714
Q4 2024filed Feb 14, 252 new10 added12 reduced
≡SDRL – SEADRILL 2021 LTDAdd 63.00%651,1321.01
≡FBTC – FIDELITY WISE ORIGIN BITCOINAdd 216.00%208,7520.89
≡KOS – KOSMOS ENERGY LTDAdd 82.00%7,707,7070.84
≡COIN – COINBASE GLOBAL INCAdd 15.00%26,569
Q3 2024filed Nov 14, 242 new4 added11 reduced1 exited
≡QXO – QXO INCBuy7,741,8475.99
≡PLAY – DAVE & BUSTERS ENTMT INCBuy1,300,5982.17
≡SOFI – SOFI TECHNOLOGIES INCAdd 51.00%1,950,6490.89
≡RPRX – ROYALTY PHARMA PLCAdd 43.00%
Q2 2024filed Aug 14, 242 new8 added19 reduced4 exited
≡NVDA – NVIDIA CORPORATIONAdd 900.00%545,2331.31
≡BIIB – BIOGEN INCAdd 18.00%39,3820.88
≡ILMN – ILLUMINA INCAdd 69.00%169,5710.66
≡G2C – EVERI HLDGS INCBuy1,463,253
0.71
≡FISV – FISERV INCBuy259,1610.67
≡RPRX – ROYALTY PHARMA PLCAdd 7.00%215,8250.57
≡CROX – CROCS INCAdd 29.00%170,0030.54
≡FBTC – FIDELITY WISE ORIGIN BITCOINAdd 26.00%161,943−0.18
≡NE – NOBLE CORP PLCAdd 19.00%200,0810.17
≡NCLH – NORWEGIAN CRUISE LINE HLDG LAdd 16.00%743,2570.07
≡SPY – SPDR S&P 500 ETF TRAdd 155.00%6540.02
≡ET – ENERGY TRANSFER L PAdd 8.00%384,737−0.00
0.36
≡CROX – CROCS INCAdd 17.00%85,416−0.33
≡MAT – MATTEL INCAdd 43.00%634,8640.11
≡IAC – IAC INCAdd 21.00%369,239−0.06
≡MSTR – STRATEGY INCBuy2,0920.03
≡ET – ENERGY TRANSFER L PAdd 20.00%811,7820.02
≡JD – JD.COM INCAdd 7.00%53,8100.02
≡SPY – SPDR S&P 500 ETF TRBuy4210.01
1,118,486
0.81
≡ILMN – ILLUMINA INCAdd 27.00%123,5210.64
≡KOS – KOSMOS ENERGY LTDAdd 7.00%1,334,930−0.61
≡ANGI – ANGI INCBuy808,0050.56
≡DAL – DELTA AIR LINES INC DELAdd 17.00%131,4320.27
≡SDRL – SEADRILL LTDAdd 13.00%256,8360.11
≡YOU – CLEAR SECURE INCAdd 12.00%14,7000.01
−0.66
≡NCLH – NORWEGIAN CRUISE LINE HLDG LAdd 45.00%1,106,2840.55
≡CROX – CROCS INCAdd 15.00%66,1720.54
≡CVNA – CARVANA COBuy47,3220.51
≡SDRL – SEADRILL LTDAdd 18.00%295,936−0.48
≡PLAY – DAVE & BUSTERS ENTMT INCAdd 24.00%424,247−0.40
≡BIIB – BIOGEN INCAdd 10.00%41,6450.29
≡YOU – CLEAR SECURE INCBuy125,0000.17
0.78
≡RPRX – ROYALTY PHARMA PLCAdd 41.00%833,8940.55
≡BIIB – BIOGEN INCAdd 62.00%158,0180.48
≡CROX – CROCS INCAdd 17.00%64,258−0.46
≡CVS – CVS HEALTH CORPAdd 69.00%529,3330.31
≡PLAY – DAVE & BUSTERS ENTMT INCAdd 37.00%476,6620.22
≡JD – JD.COM INCBuy100,0000.16
≡APA – APA CORPORATIONBuy50,0000.05
≡SPY – SPDR S&P 500 ETF TRAdd 133.00%1,9770.05
616,805
0.84
≡SDRL – SEADRILL 2021 LTDAdd 13.00%118,048−0.48
≡SPY – SPDR S&P 500 ETF TRAdd 101.00%7480.02
0.65
≡BABA – ALIBABA GROUP HLDG LTDAdd 15.00%93,3250.55
≡NCLH – NORWEGIAN CRUISE LINE HLDG LAdd 18.00%423,7480.37
≡KOS – KOSMOS ENERGY LTDAdd 13.00%1,045,7350.34
≡IAC – IAC INCAdd 11.00%160,1580.24
≡CVS – CVS HEALTH CORPAdd 29.00%167,1350.10
≡SPY – SPDR S&P 500 ETF TRBuy7380.02