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Patient Capital Management, LLC - Portfolio Stock Holdings

Patient Capital Management, LLC disclosed 42 stock positions in a recent SEC 13F filing. $2,658,146,511 of stock holdings were filed, with the largest holdings including RPRX, C, and GOOGL. This filing represented positions held on March 31, 2026, and was filed on May 14, 2026.

We estimate the fund has a total AUM of $2,502,504,048 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from investment companies.

Report Period:

March 31, 2026

No. of Stocks:

42

Est. Stock Holding Value:

$2,658,146,511

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Patient Capital Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Patient Capital Management, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.