Samantha McLemore - Patient Capital Management, LLC

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 Adobe Inc. (ADBE)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2026 Q1	297,279	2.69	Buy	2.69	$224.13–299.38 · VW $256.54i	$72,262,761	SEC

Price snapshot:

Current price$230.61

Avg. buy price$243.08

+/- since buy-5.13%

52-week low$190.12

52-week high$376.16