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Samantha McLemorevsPolen Capital Management LLC

Side-by-side current 13F portfolio comparison · 10 shared positions
Whale A
Samantha McLemore
Patient Capital Management, LLC
AUM
$2.6B
Positions
40
Shared %
27.1%
Whale B
Polen Capital Management LLC
Polen Capital Management LLC
AUM
$23.4B
Positions
231
Shared %
12.9%
Common holdings · 10
Stocks both whales currently hold — sorted by combined value
StockSamantha weightPolen weightSamantha valuePolen value
AMZN · Amazon Com Inc.5.0%8.5%$130M$2.0B
NVDA · Nvidia Corp.4.6%4.2%$119M$994M
GOOGL · Alphabet Inc.7.0%0.0%$182M$10M
UNH · Unitedhealth Group Inc.4.7%0.0%$122M$395K
PGEN · Precigen Inc.3.0%0.0%$78M$176K
SOFI · Sofi Technologies Inc.1.2%0.0%$31M$4M
TEM · Tempus Ai Inc.0.9%0.0%$23M$222K
PTON · Peloton Interactive Inc.0.4%0.0%$12M$227K
YOU · Clear Secure Inc.0.2%0.0%$4M$1M
78462F103 · Spdr S&P 500 Etf Tr0.0%0.0%$733K$5M
Unique to Samantha McLemore
Top 10 by value held — not in the other's portfolio
StockWeightValue
C · Citigroup Inc.5.8%$151M
RPRX · Royalty Pharma Plc5.0%$129M
QXO · Qxo Inc.4.8%$125M
NCLH · Norwegian Cruise Line Hldg L4.6%$118M
BIIB · Biogen Inc.3.9%$101M
CVS · Cvs Health Corp.3.8%$98M
META · Meta Platforms, Inc.3.6%$94M
IAC · Iac Inc.3.6%$93M
ET · Energy Transfer L P3.4%$87M
ILMN · Illumina Inc.2.9%$76M
Unique to Polen Capital Management LLC
Top 10 by value held — not in the other's portfolio
StockWeightValue
MSFT · Microsoft Corp.8.1%$1.9B
ORCL · Oracle Corp.6.0%$1.4B
LLY · Eli Lilly & Co.5.7%$1.3B
GOOG · Alphabet Inc.5.4%$1.3B
AVGO · Broadcom Inc.5.2%$1.2B
MA · Mastercard Inc.5.2%$1.2B
V · Visa, Inc.5.1%$1.2B
SHOP · Shopify Inc.4.9%$1.2B
NOW · Servicenow Inc.3.7%$870M
MSCI · Msci Inc.3.3%$764M
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★ WatchlistData from SEC EDGAR · whalstreet.com