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Gurus
Growth At A Reasonable Price
PATIENT CAPITAL MANAGEMENT, LLC (Data extracted from 13F, 13D, 13G and Form 4)

PATIENT CAPITAL MANAGEMENT, LLC

AUM: $1.79 B

13-F Portfolio Value: $2.74 B

Last 13-F Filed: Q1 2026

Concentration in top 10: 48.68%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
ADBE	ADOBE INC	2.64%	297,279	$72,262,761	297,279	New	$243.08	13F
IBIT	ISHARES BITCOIN TRUST ETF	1.55%	1,100,000	$42,262,000	1,100,000	New	$38.42	13F
BIIB	BIOGEN INC (Call)	1.27%	1,894	$34,722,702	1,894	New	$18333	13F
TSLA	TESLA INC (Put)	0.68%	500	$18,587,500	500	New	$37175	13F