PATIENT CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ANGI | 799K | $13.00M |
 | UAL | 667K | $64.32M |
 | NVDA | 633K | $118.05M |
 | GOOGL | 613K | $149.10M |
 | CROX | 589K | $49.19M |
 | ILMN | 581K | $55.21M |
 | AMZN | 562K | $123.39M |
 | BABA | 490K | $87.52M |
 | BIIB | 397K | $55.56M |
 | TEM | 388K | $31.30M |
 | UNH | 371K | $128.23M |
 | EXPE | 253K | $54.18M |
 | COIN | 172K | $57.96M |
 | META | 144K | $105.75M |
 | YOU | 125K | $4.17M |
 | APA | 50K | $1.21M |
 | JPM | 29K | $9.27M |
 | LEN-B | 13K | $1.50M |
 | MSTR | 2K | $674.40K |
Angi Inc.
ANGI
Shares Held
799K
Value
$13.00M
United Airlines Holdings, Inc.
UAL
Shares Held
667K
Value
$64.32M
NVIDIA Corporation
NVDA
Shares Held
633K
Value
$118.05M
Alphabet Inc.
GOOGL
Shares Held
613K
Value
$149.10M
Crocs, Inc.
CROX
Shares Held
589K
Value
$49.19M
Illumina, Inc.
ILMN
Shares Held
581K
Value
$55.21M
Amazon.com, Inc.
AMZN
Shares Held
562K
Value
$123.39M
Alibaba Group Holding Limited
BABA
Shares Held
490K
Value
$87.52M
Biogen Inc.
BIIB
Shares Held
397K
Value
$55.56M
Tempus AI, Inc.
TEM
Shares Held
388K
Value
$31.30M
UnitedHealth Group Incorporated
UNH
Shares Held
371K
Value
$128.23M
Expedia Group, Inc.
EXPE
Shares Held
253K
Value
$54.18M
Coinbase Global, Inc.
COIN
Shares Held
172K
Value
$57.96M
Meta Platforms, Inc.
META
Shares Held
144K
Value
$105.75M
Clear Secure, Inc.
YOU
Shares Held
125K
Value
$4.17M
APA Corporation
APA
Shares Held
50K
Value
$1.21M
JPMorgan Chase & Co.
JPM
Shares Held
29K
Value
$9.27M
Lennar Corporation
LEN-B
Shares Held
13K
Value
$1.50M
MicroStrategy Incorporated
MSTR
Shares Held
2K
Value
$674.40K