Patient Capital Management, LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $3.1B in reported equity holdings across 40 positions. The largest holdings are RPRX (6.6%), C (6.4%), GOOG (6.2%), UNH (6.0%), AMZN (5.3%). The portfolio is concentrated in Other (61.7%), Healthcare (10.8%), Communication Services (9.3%). Data sourced from SEC EDGAR 13F filings (CIK 1854794).