Patient Capital Management, LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $2.7B in reported equity holdings across 40 positions. The largest holdings are RPRX (6.4%), C (5.9%), GOOG (5.6%), AMZN (5.0%), QXO (4.8%). The portfolio is concentrated in Other (61.5%), Healthcare (9.9%), Communication Services (9.2%). Data sourced from SEC EDGAR 13F filings (CIK 1854794).