Not yet filed. No Q3 2026 Form 13F from Patient Capital Management has been detected on SEC EDGAR yet. The deadline for the quarter ended Sep 30, 2026 is Monday, Nov 16, 2026.
From the fund's 2026 Q2 Form 13F (filed Aug 13, 2026) — the latest quarter fully processed on this site.
| Stock | Shares | Portfolio weight |
|---|---|---|
| RPRX · Royalty Pharma plc | 3,598,808 | 6.61% |
| C · CITIGROUP INC | 1,403,477 | 6.44% |
| GOOGL · Alphabet Inc. | 525,750 | 6.16% |
| UNH · UNITEDHEALTH GROUP INC | 437,773 | 5.96% |
| AMZN · AMAZON COM INC | 681,047 | 5.32% |
| NVDA · NVIDIA CORP | 709,587 | 4.65% |
| CVS · CVS HEALTH Corp | 1,235,505 | 4.19% |
| NCLH · Norwegian Cruise Line Holdings Ltd. | 6,029,642 | 4.17% |
| QXO · QXO, Inc. | 7,136,669 | 4.04% |
| ET · Energy Transfer LP | 6,080,678 | 3.81% |
Largest increase 2026 Q1 → 2026 Q2: FBTC (+244.1% of shares). New position in 2026 Q2: GPN (2.24% of the portfolio). Largest trim 2026 Q1 → 2026 Q2: NE (-92.6% of shares). Exited in 2026 Q2: IBIT, TSLA.
Full record: Patient Capital Management fund page · manager profile & 13F-clone record · Q3 2026 season tracker.
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