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  Tempus AI, Inc. (TEM)
← All TEM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 442,199 0.75 Add 15.72% 0.10 $41.73–76.33 · VW $56.68i $19,996,252 SEC
2025   Q4 382,128 0.87 Reduce 1.48% 0.02 $58.80–104.32 · VW $79.31i $22,564,674 SEC
2025   Q3 387,870 1.25 Reduce 0.19% <0.01 $53.39–97.79 · VW $72.68i $31,304,987 SEC
2025   Q2 388,627 1.11 Buy 1.11 $36.22–74.83 · VW $59.22i $24,693,360 SEC
Price snapshot:
Current price$55.93
Avg. buy price$61.05
+/- since buy-8.39%
52-week low$41.73
52-week high$104.32