StockQXO - Qxo Inc
% de la cartera5.99
Actividad recienteBuy
Comparte7,741,847
Precio$15.77
Valor$122,089,000
Precio Actual$15.34
Precio reportado-2.73%
52 Week Low$10.61
52 Week High$290.00
Menú
Samantha McLemore - Patient Capital Management
Samantha McLemore - Patient Capital ManagementFecha: 30 Jun 2026Inversiones: 39Valor: $3,009,566,000
Inversiones actuales
StockAMZN - Amazon.com Inc.
% de la cartera5.72
Actividad recienteReduce 1.01%
Comparte625,328
Precio$186.33
Valor$116,517,000
Precio Actual$218.01
Precio reportado17.00%
52 Week Low$149.91
52 Week High$233.00
StockGOOGL - Alphabet Inc.
% de la cartera4.85
Actividad recienteReduce 0.92%
Comparte595,736
Precio$165.85
Valor$98,803,000
Precio Actual$189.62
Precio reportado14.33%
52 Week Low$130.19
52 Week High$201.42
StockC - Citigroup Inc.
% de la cartera4.74
Actividad recienteReduce 7.29%
Comparte1,541,858
Precio$62.60
Valor$96,520,000
Precio Actual$71.79
Precio reportado14.68%
52 Week Low$48.70
52 Week High$74.29
StockEXPE - Expedia Group Inc.
% de la cartera4.70
Actividad recienteReduce 9.59%
Comparte647,329
Precio$148.02
Valor$95,818,000
Precio Actual$179.39
Precio reportado21.19%
52 Week Low$107.25
52 Week High$192.34
StockIAC - IAC Inc.
% de la cartera4.40
Actividad recienteAdd 4.14%
Comparte1,663,534
Precio$53.82
Valor$89,531,000
Precio Actual$40.92
Precio reportado-23.97%
52 Week Low$40.75
52 Week High$58.29
StockET - Energy Transfer LP
% de la cartera4.17
Actividad recienteReduce 1.19%
Comparte5,296,830
Precio$16.05
Valor$85,014,000
Precio Actual$19.31
Precio reportado20.31%
52 Week Low$12.55
52 Week High$20.02
StockMETA - Meta Platforms Inc.
% de la cartera4.15
Actividad recienteReduce 7.57%
Comparte147,824
Precio$572.44
Valor$84,621,000
Precio Actual$603.84
Precio reportado5.49%
52 Week Low$357.25
52 Week High$637.89
StockNVDA - NVIDIA Corp.
% de la cartera3.63
Actividad recienteAdd 0.48%
Comparte608,728
Precio$121.44
Valor$73,924,000
Precio Actual$132.57
Precio reportado9.17%
52 Week Low$53.54
52 Week High$153.13
StockBABA - Alibaba Group Holdings
% de la cartera3.43
Actividad recienteReduce 9.33%
Comparte658,726
Precio$106.12
Valor$69,904,000
Precio Actual$80.44
Precio reportado-24.20%
52 Week Low$65.22
52 Week High$117.82
StockGM - General Motors
% de la cartera3.41
Actividad recienteReduce 5.43%
Comparte1,550,074
Precio$44.84
Valor$69,505,000
Precio Actual$49.74
Precio reportado10.93%
52 Week Low$33.97
52 Week High$61.10
StockOMF - OneMain Holdings
% de la cartera3.27
Actividad recienteReduce 9.07%
Comparte1,413,215
Precio$47.07
Valor$66,520,000
Precio Actual$51.75
Precio reportado9.94%
52 Week Low$39.59
52 Week High$57.97
StockDAL - Delta Air Lines Inc.
% de la cartera3.15
Actividad recienteReduce 5.81%
Comparte1,263,574
Precio$50.79
Valor$64,177,000
Precio Actual$63.81
Precio reportado25.63%
52 Week Low$35.95
52 Week High$68.99
StockUBS - UBS AG
% de la cartera3.07
Actividad recienteReduce 0.34%
Comparte2,022,019
Precio$30.91
Valor$62,501,000
Precio Actual$31.82
Precio reportado2.94%
52 Week Low$26.01
52 Week High$33.34
StockRPRX - Royalty Pharma plc
% de la cartera2.84
Actividad recienteAdd 43.30%
Comparte2,041,195
Precio$28.29
Valor$57,745,000
Precio Actual$30.51
Precio reportado7.85%
52 Week Low$24.05
52 Week High$30.92
StockNCLH - Norwegian Cruise Line Hlgs Ltd.
% de la cartera2.82
Actividad recienteReduce 1.24%
Comparte2,801,950
Precio$20.51
Valor$57,468,000
Precio Actual$25.23
Precio reportado23.01%
52 Week Low$14.69
52 Week High$28.64
StockUAL - United Airlines Holdings Inc.
% de la cartera2.82
Actividad recienteAdd 1.22%
Comparte1,005,557
Precio$57.06
Valor$57,377,000
Precio Actual$102.73
Precio reportado80.04%
52 Week Low$37.02
52 Week High$110.92
StockCROX - Crocs Inc.
% de la cartera2.71
Actividad recienteAdd 0.38%
Comparte380,969
Precio$144.81
Valor$55,168,000
Precio Actual$104.22
Precio reportado-28.03%
52 Week Low$94.50
52 Week High$165.32
StockILMN - Illumina Inc.
% de la cartera2.64
Actividad recienteReduce 0.80%
Comparte411,555
Precio$130.41
Valor$53,671,000
Precio Actual$143.98
Precio reportado10.41%
52 Week Low$97.27
52 Week High$156.66
StockBIIB - Biogen Inc.
% de la cartera2.44
Actividad recienteReduce 0.52%
Comparte255,942
Precio$193.84
Valor$49,612,000
Precio Actual$149.07
Precio reportado-23.10%
52 Week Low$145.07
52 Week High$252.94
StockCVS - CVS Health Corp.
% de la cartera2.37
Actividad recienteAdd 3.97%
Comparte769,096
Precio$62.88
Valor$48,361,000
Precio Actual$51.22
Precio reportado-18.54%
52 Week Low$43.56
52 Week High$78.21
StockMAT - Mattel Inc.
% de la cartera2.37
Actividad recienteReduce 1.15%
Comparte2,536,645
Precio$19.05
Valor$48,323,000
Precio Actual$18.48
Precio reportado-2.99%
52 Week Low$15.87
52 Week High$20.60
StockGOOS - Canada Goose Holdings Inc.
% de la cartera2.29
Actividad recienteReduce 4.07%
Comparte3,726,387
Precio$12.53
Valor$46,692,000
Precio Actual$9.81
Precio reportado-21.71%
52 Week Low$9.23
52 Week High$14.75
StockSOFI - SoFi Technologies Inc.
% de la cartera2.24
Actividad recienteAdd 50.73%
Comparte5,795,687
Precio$7.86
Valor$45,554,000
Precio Actual$14.03
Precio reportado78.50%
52 Week Low$6.01
52 Week High$17.19
StockPLAY - Dave & Buster's Ent. Inc.
% de la cartera2.17
Actividad recienteBuy
Comparte1,300,598
Precio$34.05
Valor$44,285,000
Precio Actual$27.22
Precio reportado-20.06%
52 Week Low$25.00
52 Week High$69.82
StockSDRL - Seadrill Ltd
% de la cartera2.00
Actividad recienteAdd 13.01%
Comparte1,025,645
Precio$39.74
Valor$40,759,000
Precio Actual$36.91
Precio reportado-7.12%
52 Week Low$34.74
52 Week High$56.46
StockTNL - Travel Leisure Co.
% de la cartera2.00
Actividad recienteReduce 1.75%
Comparte884,133
Precio$46.08
Valor$40,741,000
Precio Actual$49.35
Precio reportado7.10%
52 Week Low$36.39
52 Week High$56.38
StockKOS - Kosmos Energy Ltd.
% de la cartera1.87
Actividad recienteAdd 3.91%
Comparte9,440,022
Precio$4.03
Valor$38,043,000
Precio Actual$3.65
Precio reportado-9.43%
52 Week Low$2.62
52 Week High$6.79
StockCOIN - Coinbase Global Inc.
% de la cartera1.55
Actividad recienteReduce 1.30%
Comparte176,832
Precio$178.17
Valor$31,506,000
Precio Actual$248.62
Precio reportado39.54%
52 Week Low$114.51
52 Week High$349.75
StockFI - Fiserv Inc.
% de la cartera1.17
Actividad recienteReduce 30.68%
Comparte132,870
Precio$179.65
Valor$23,870,000
Precio Actual$200.71
Precio reportado11.72%
52 Week Low$135.13
52 Week High$223.23
StockPTON - Peloton Interactive Inc.
% de la cartera1.16
Actividad recienteReduce 4.97%
Comparte5,055,332
Precio$4.68
Valor$23,659,000
Precio Actual$8.75
Precio reportado86.97%
52 Week Low$2.70
52 Week High$10.90
StockWAL - Western Alliance Bancorp
% de la cartera1.00
Actividad recienteReduce 38.79%
Comparte235,492
Precio$86.49
Valor$20,368,000
Precio Actual$78.73
Precio reportado-8.97%
52 Week Low$52.96
52 Week High$98.10
StockEXE - Expand Energy Corp.
% de la cartera0.96
Actividad recienteReduce 2.69%
Comparte236,684
Precio$82.25
Valor$19,467,000
Precio Actual$101.21
Precio reportado23.05%
52 Week Low$68.46
52 Week High$105.00
StockPGEN - Precigen Inc.
% de la cartera0.83
Actividad recienteReduce 1.30%
Comparte17,937,694
Precio$0.95
Valor$16,989,000
Precio Actual$1.07
Precio reportado12.63%
52 Week Low$0.65
52 Week High$1.93
StockJPM - JPMorgan Chase & Co.
% de la cartera0.30
Actividad recienteReduce 81.16%
Comparte29,386
Precio$210.85
Valor$6,196,000
Precio Actual$241.99
Precio reportado14.77%
52 Week Low$160.63
52 Week High$253.00
StockFBTC - Fidelity Wise Origin Bitcoin
% de la cartera0.26
Actividad recienteReduce 5.82%
Comparte96,851
Precio$55.53
Valor$5,378,000
Precio Actual$80.48
Precio reportado44.93%
52 Week Low$33.77
52 Week High$94.81
StockEVRI - Everi Holdings Inc.
% de la cartera0.23
Actividad recienteReduce 75.22%
Comparte362,620
Precio$13.14
Valor$4,765,000
Precio Actual$13.56
Precio reportado3.20%
52 Week Low$6.37
52 Week High$13.58
StockLEN.B - Lennar Corp. CL B
% de la cartera0.11
Actividad reciente—
Comparte12,500
Precio$172.96
Valor$2,162,000
Precio Actual$124.53
Precio reportado-28.00%
52 Week Low$124.17
52 Week High$177.00
StockTEVA - Teva Pharmaceutical Industries Ltd.
% de la cartera0.09
Actividad reciente—
Comparte100,000
Precio$18.02
Valor$1,802,000
Precio Actual$20.65
Precio reportado14.59%
52 Week Low$10.83
52 Week High$22.80
StockSPY - SPDR S&P 500 ETF Trust
% de la cartera0.04
Actividad recienteAdd 101.36%
Comparte1,486
Precio$573.35
Valor$852,000
Precio Actual$578.30
Precio reportado0.86%
52 Week Low$463.92
52 Week High$607.03
StockBRLT - Brilliant Earth Group Inc A
% de la cartera0.03
Actividad reciente—
Comparte241,445
Precio$2.14
Valor$517,000
Precio Actual$1.84
Precio reportado-14.02%
52 Week Low$1.52
52 Week High$3.40
StockJD - JD.com Inc.
% de la cartera0.16
Actividad recienteBuy
Comparte100,000
Precio$34.67
Valor$3,467,000
Precio Actual$41.38
Precio reportado19.35%
52 Week Low$20.59
52 Week High$47.82
StockAPA - APA Corp.
% de la cartera0.05
Actividad recienteBuy
Comparte50,000
Precio$23.10
Valor$1,155,000
Precio Actual$23.14
Precio reportado0.17%
52 Week Low$20.11
52 Week High$34.76
StockNFE - New Fortress Energy Inc. CL A
% de la cartera1.06
Actividad recienteBuy
Comparte2,482,800
Precio$8.31
Valor$20,632,000
Precio Actual$6.78
Precio reportado-18.41%
52 Week Low$4.72
52 Week High$28.65
StockCVNA - Carvana Co.
% de la cartera0.51
Actividad recienteBuy
Comparte47,322
Precio$209.08
Valor$9,894,000
Precio Actual$305.52
Precio reportado46.13%
52 Week Low$97.55
52 Week High$311.88
StockYOU - Clear Secure Inc.
% de la cartera0.17
Actividad recienteBuy
Comparte125,000
Precio$25.91
Valor$3,239,000
Precio Actual$25.22
Precio reportado-2.66%
52 Week Low$16.01
52 Week High$38.11
StockUNH - United Health Group Inc.
% de la cartera2.70
Actividad recienteBuy
Comparte191,932
Precio$311.97
Valor$59,877,000
Precio Actual$271.49
Precio reportado-12.98%
52 Week Low$234.60
52 Week High$621.24
StockTEM - Tempus Ai Inc
% de la cartera1.11
Actividad recienteBuy
Comparte388,627
Precio$63.54
Valor$24,693,000
Precio Actual$71.59
Precio reportado12.67%
52 Week Low$31.36
52 Week High$91.45
StockNE - Noble Corp.
% de la cartera0.86
Actividad recienteBuy
Comparte718,290
Precio$26.55
Valor$19,071,000
Precio Actual$27.36
Precio reportado3.05%
52 Week Low$17.08
52 Week High$37.02
StockANGI - Angi Inc.
% de la cartera0.56
Actividad recienteBuy
Comparte808,005
Precio$15.26
Valor$12,330,000
Precio Actual$18.17
Precio reportado19.07%
52 Week Low$10.88
52 Week High$29.15
StockMSTR - MicroStrategy Inc.
% de la cartera0.03
Actividad recienteBuy
Comparte2,092
Precio$322.18
Valor$674,000
Precio Actual$269.51
Precio reportado-16.35%
52 Week Low$220.82
52 Week High$543.00
StockCHYM - Chime Financial Inc Cl A
% de la cartera1.98
Actividad recienteBuy
Comparte2,035,112
Precio$25.17
Valor$51,224,000
Precio Actual$19.69
Precio reportado-21.77%
52 Week Low$16.17
52 Week High$44.94
StockFISV - Fiserv Inc.
% de la cartera0.67
Actividad recienteBuy
Comparte259,161
Precio$67.17
Valor$17,408,000
Precio Actual$59.36
Precio reportado-11.63%
52 Week Low$57.79
52 Week High$238.59
StockADBE - Adobe Inc.
% de la cartera2.69
Actividad recienteBuy
Comparte297,279
Precio$243.08
Valor$72,263,000
Precio Actual$237.01
Precio reportado-2.50%
52 Week Low$224.13
52 Week High$422.95
StockIBIT - Ishares Bitcoin Trust ETF
% de la cartera1.58
Actividad recienteBuy
Comparte1,100,000
Precio$38.42
Valor$42,262,000
Precio Actual$46.17
Precio reportado20.17%
52 Week Low$35.30
52 Week High$71.82
Historial
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
QXO - Qxo Inc
5.99
Buy
7,741,847
$15.77
$122,089,000
$15.34
-2.73%
$10.61
$290.00
AMZN - Amazon.com Inc.
5.72
Reduce 1.01%
625,328
$186.33
$116,517,000
$218.01
17.00%
$149.91
$233.00
GOOGL - Alphabet Inc.
4.85
Reduce 0.92%
595,736
$165.85
$98,803,000
$189.62
14.33%
$130.19
$201.42
C - Citigroup Inc.
4.74
Reduce 7.29%
1,541,858
$62.60
$96,520,000
$71.79
14.68%
$48.70
$74.29
EXPE - Expedia Group Inc.
4.70
Reduce 9.59%
647,329
$148.02
$95,818,000
$179.39
21.19%
$107.25
$192.34
IAC - IAC Inc.
4.40
Add 4.14%
1,663,534
$53.82
$89,531,000
$40.92
-23.97%
$40.75
$58.29
ET - Energy Transfer LP
4.17
Reduce 1.19%
5,296,830
$16.05
$85,014,000
$19.31
20.31%
$12.55
$20.02
META - Meta Platforms Inc.
4.15
Reduce 7.57%
147,824
$572.44
$84,621,000
$603.84
5.49%
$357.25
$637.89
NVDA - NVIDIA Corp.
3.63
Add 0.48%
608,728
$121.44
$73,924,000
$132.57
9.17%
$53.54
$153.13
BABA - Alibaba Group Holdings
3.43
Reduce 9.33%
658,726
$106.12
$69,904,000
$80.44
-24.20%
$65.22
$117.82
GM - General Motors
3.41
Reduce 5.43%
1,550,074
$44.84
$69,505,000
$49.74
10.93%
$33.97
$61.10
OMF - OneMain Holdings
3.27
Reduce 9.07%
1,413,215
$47.07
$66,520,000
$51.75
9.94%
$39.59
$57.97
DAL - Delta Air Lines Inc.
3.15
Reduce 5.81%
1,263,574
$50.79
$64,177,000
$63.81
25.63%
$35.95
$68.99
UBS - UBS AG
3.07
Reduce 0.34%
2,022,019
$30.91
$62,501,000
$31.82
2.94%
$26.01
$33.34
RPRX - Royalty Pharma plc
2.84
Add 43.30%
2,041,195
$28.29
$57,745,000
$30.51
7.85%
$24.05
$30.92
NCLH - Norwegian Cruise Line Hlgs Ltd.
2.82
Reduce 1.24%
2,801,950
$20.51
$57,468,000
$25.23
23.01%
$14.69
$28.64
UAL - United Airlines Holdings Inc.
2.82
Add 1.22%
1,005,557
$57.06
$57,377,000
$102.73
80.04%
$37.02
$110.92
CROX - Crocs Inc.
2.71
Add 0.38%
380,969
$144.81
$55,168,000
$104.22
-28.03%
$94.50
$165.32
ILMN - Illumina Inc.
2.64
Reduce 0.80%
411,555
$130.41
$53,671,000
$143.98
10.41%
$97.27
$156.66
BIIB - Biogen Inc.
2.44
Reduce 0.52%
255,942
$193.84
$49,612,000
$149.07
-23.10%
$145.07
$252.94
CVS - CVS Health Corp.
2.37
Add 3.97%
769,096
$62.88
$48,361,000
$51.22
-18.54%
$43.56
$78.21
MAT - Mattel Inc.
2.37
Reduce 1.15%
2,536,645
$19.05
$48,323,000
$18.48
-2.99%
$15.87
$20.60
GOOS - Canada Goose Holdings Inc.
2.29
Reduce 4.07%
3,726,387
$12.53
$46,692,000
$9.81
-21.71%
$9.23
$14.75
SOFI - SoFi Technologies Inc.
2.24
Add 50.73%
5,795,687
$7.86
$45,554,000
$14.03
78.50%
$6.01
$17.19
PLAY - Dave & Buster's Ent. Inc.
2.17
Buy
1,300,598
$34.05
$44,285,000
$27.22
-20.06%
$25.00
$69.82
SDRL - Seadrill Ltd
2.00
Add 13.01%
1,025,645
$39.74
$40,759,000
$36.91
-7.12%
$34.74
$56.46
TNL - Travel Leisure Co.
2.00
Reduce 1.75%
884,133
$46.08
$40,741,000
$49.35
7.10%
$36.39
$56.38
KOS - Kosmos Energy Ltd.
1.87
Add 3.91%
9,440,022
$4.03
$38,043,000
$3.65
-9.43%
$2.62
$6.79
COIN - Coinbase Global Inc.
1.55
Reduce 1.30%
176,832
$178.17
$31,506,000
$248.62
39.54%
$114.51
$349.75
FI - Fiserv Inc.
1.17
Reduce 30.68%
132,870
$179.65
$23,870,000
$200.71
11.72%
$135.13
$223.23
PTON - Peloton Interactive Inc.
1.16
Reduce 4.97%
5,055,332
$4.68
$23,659,000
$8.75
86.97%
$2.70
$10.90
WAL - Western Alliance Bancorp
1.00
Reduce 38.79%
235,492
$86.49
$20,368,000
$78.73
-8.97%
$52.96
$98.10
EXE - Expand Energy Corp.
0.96
Reduce 2.69%
236,684
$82.25
$19,467,000
$101.21
23.05%
$68.46
$105.00
PGEN - Precigen Inc.
0.83
Reduce 1.30%
17,937,694
$0.95
$16,989,000
$1.07
12.63%
$0.65
$1.93
JPM - JPMorgan Chase & Co.
0.30
Reduce 81.16%
29,386
$210.85
$6,196,000
$241.99
14.77%
$160.63
$253.00
FBTC - Fidelity Wise Origin Bitcoin
0.26
Reduce 5.82%
96,851
$55.53
$5,378,000
$80.48
44.93%
$33.77
$94.81
EVRI - Everi Holdings Inc.
0.23
Reduce 75.22%
362,620
$13.14
$4,765,000
$13.56
3.20%
$6.37
$13.58
LEN.B - Lennar Corp. CL B
0.11
—
12,500
$172.96
$2,162,000
$124.53
-28.00%
$124.17
$177.00
TEVA - Teva Pharmaceutical Industries Ltd.
0.09
—
100,000
$18.02
$1,802,000
$20.65
14.59%
$10.83
$22.80
SPY - SPDR S&P 500 ETF Trust
0.04
Add 101.36%
1,486
$573.35
$852,000
$578.30
0.86%
$463.92
$607.03
BRLT - Brilliant Earth Group Inc A
0.03
—
241,445
$2.14
$517,000
$1.84
-14.02%
$1.52
$3.40
JD - JD.com Inc.
0.16
Buy
100,000
$34.67
$3,467,000
$41.38
19.35%
$20.59
$47.82
APA - APA Corp.
0.05
Buy
50,000
$23.10
$1,155,000
$23.14
0.17%
$20.11
$34.76
NFE - New Fortress Energy Inc. CL A
1.06
Buy
2,482,800
$8.31
$20,632,000
$6.78
-18.41%
$4.72
$28.65
CVNA - Carvana Co.
0.51
Buy
47,322
$209.08
$9,894,000
$305.52
46.13%
$97.55
$311.88
YOU - Clear Secure Inc.
0.17
Buy
125,000
$25.91
$3,239,000
$25.22
-2.66%
$16.01
$38.11
UNH - United Health Group Inc.
2.70
Buy
191,932
$311.97
$59,877,000
$271.49
-12.98%
$234.60
$621.24
TEM - Tempus Ai Inc
1.11
Buy
388,627
$63.54
$24,693,000
$71.59
12.67%
$31.36
$91.45
NE - Noble Corp.
0.86
Buy
718,290
$26.55
$19,071,000
$27.36
3.05%
$17.08
$37.02
ANGI - Angi Inc.
0.56
Buy
808,005
$15.26
$12,330,000
$18.17
19.07%
$10.88
$29.15
MSTR - MicroStrategy Inc.
0.03
Buy
2,092
$322.18
$674,000
$269.51
-16.35%
$220.82
$543.00
CHYM - Chime Financial Inc Cl A
1.98
Buy
2,035,112
$25.17
$51,224,000
$19.69
-21.77%
$16.17
$44.94
FISV - Fiserv Inc.
0.67
Buy
259,161
$67.17
$17,408,000
$59.36
-11.63%
$57.79
$238.59
ADBE - Adobe Inc.
2.69
Buy
297,279
$243.08
$72,263,000
$237.01
-2.50%
$224.13
$422.95
IBIT - Ishares Bitcoin Trust ETF
1.58
Buy
1,100,000
$38.42
$42,262,000
$46.17
20.17%
$35.30
$71.82