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  NVIDIA Corp. (NVDA)
← All NVDA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 711,115 4.62 Add 11.32% 0.47 $164.27–197.63 · VW $181.45i $124,018,525 SEC
2025   Q4 638,814 4.60 Add 0.97% 0.04 $169.55–212.19 · VW $188.92i $119,138,794 SEC
2025   Q3 632,684 4.73 Reduce 0.23% 0.01 $151.49–187.35 · VW $175.45i $118,046,253 SEC
2025   Q2 634,173 4.52 Add 1.15% 0.05 $86.62–158.71 · VW $123.37i $100,192,915 SEC
2025   Q1 626,952 3.49 Add 3.02% 0.10 $103.65–153.13 · VW $122.50i $67,949,071 SEC
2024   Q4 608,563 3.77 Reduce 0.03% <0.01 $115.14–152.89 · VW $135.48i $81,723,891 SEC
2024   Q3 608,728 3.63 Add 0.48% 0.02 $90.69–136.15 · VW $116.13i $73,923,879 SEC
2024   Q2 605,839 3.98 Reduce 0.04% <0.01 $75.61–140.76 · VW $102.09i $74,845,305 SEC
2024   Q1 606,060 2.67 Buy 2.67 $47.32–97.40 · VW $74.81i $54,761,028 SEC
Price snapshot:
Current price$203.53
Avg. buy price$101.01
+/- since buy101.50%
52-week low$161.80
52-week high$236.26