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  Fidelity Wise Origin Bitcoin Fund (FBTC)
← All FBTC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 353,831 0.78 Reduce 54.74% 1.26 $54.21–85.39 · VW $64.96i $20,886,708 SEC
2025   Q4 781,695 2.30 Add 26.13% 0.48 $71.71–110.25 · VW $85.71i $59,588,645 SEC
2025   Q3 619,752 2.48 Reduce 0.08% <0.01 $93.79–108.27 · VW $100.72i $61,857,447 SEC
2025   Q2 620,226 2.63 $93.99 $58,295,042 SEC
2025   Q1 620,226 2.30 Add 102.95% 1.17 $67.50–93.78 · VW $80.85i $44,637,665 SEC
2024   Q4 305,603 1.15 Add 215.54% 0.79 $51.42–94.81 · VW $75.52i $24,931,093 SEC
2024   Q3 96,851 0.26 Reduce 5.82% 0.02 $43.34–61.00 · VW $53.18i $5,378,136 SEC
2024   Q2 102,837 0.29 Reduce 8.51% 0.03 $49.43–63.21 · VW $57.28i $5,394,829 SEC
2024   Q1 112,401 0.34 Buy 0.34 $33.77–64.42 · VW $51.45i
IPO/listing quarter
$6,975,606 SEC
Price snapshot:
Current price$54.13
Avg. buy price$74.19
+/- since buy-27.04%
52-week low$50.48
52-week high$110.25