📊 Patient Capital 13F — Patient Capital Management, LLC: $3.1B portfolio, 40 positions (Q2 2026)

1. ROYALTY PHARMA PLC — $202M (6.6%) 2. C — $196M (6.4%) 3. GOOGL — $188M (6.2%) 4. UNH — $182M (6.0%) 5. AMZN — $162M (5.3%) 6. NVDA — $142M (4.7%) 7. CVS — $128M (4.2%) 8. NORWEGIAN CRUISE LINE HLDGS — $127M (4.2%) 9. QXO — $123M (4.0%) 10. ET — $116M (3.8%) 11. PPLI — $112M (3.7%) 12. PGEN — $109M (3.6%) 13. UAL — $99M (3.3%) 14. CROX — $96M (3.2%) 15. META — $96M (3.2%) 16. CHYM — $84M (2.7%) 17. ADBE — $74M (2.4%) 18. SEADRILL LTD — $74M (2.4%) 19. GPN — $68M (2.2%) 20. COIN — $68M (2.2%) … (+20 more)

1. ROYALTY PHARMA PLC — $202M (6.6%)