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  JD.com, Inc. (JD)
← All JD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,399,468 1.54 Add 66.41% 0.61 $24.51–30.98 · VW $28.22i $41,382,290 SEC
2025   Q4 840,985 0.93 Reduce 0.23% <0.01 $28.21–36.86 · VW $31.53i $24,136,256 SEC
2025   Q3 842,937 1.18 Add 6.82% 0.08 $29.90–36.06 · VW $32.76i $29,485,949 SEC
2025   Q2 789,127 1.16 Add 0.41% <0.01 $31.27–41.69 · VW $34.37i $25,757,119 SEC
2025   Q1 785,920 1.66 Add 685.92% 1.45 $32.78–46.44 · VW $40.96i $32,317,032 SEC
2024   Q4 100,000 0.16 Buy 0.16 $33.16–47.82 · VW $39.85i $3,467,000 SEC
Price snapshot:
Current price$28.88
Avg. buy price$35.80
+/- since buy-19.32%
52-week low$23.66
52-week high$35.59