Holdings (Monthly)
Guide ↗
Patient Opportunity Trust
· Advisor Managed Portfolios| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | Royalty Pharma PLC | RPRX | Mar 2026 | 2,500,000 | $119.9M | 6.91% | EC |
| 2 | Citigroup Inc | C | Mar 2026 | 1,000,000 | $113.4M | 6.54% | EC |
| 3 | Alphabet Inc | GOOGL | Mar 2026 | 380,000 | $109.3M | 6.30% | EC |
| 4 | QXO Inc | QXO | Mar 2026 | 5,000,000 | $97.1M | 5.60% | EC |
| 5 | Amazon.com Inc | AMZN | Mar 2026 | 455,000 | $94.8M | 5.46% | EC |
| 6 | NVIDIA Corp | NVDA | Mar 2026 | 500,000 | $87.2M | 5.02% | EC |
| 7 | UnitedHealth Group Inc | UNH | Mar 2026 | 300,000 | $81.2M | 4.68% | EC |
| 8 | Energy Transfer LP | ET | Mar 2026 | 4,200,000 | $81.1M | 4.67% | EC |
| 9 | IAC Inc | IAC | Mar 2026 | 1,800,000 | $72.1M | 4.15% | EC |
| 10 | Norwegian Cruise Line Holdings | NCLH | Mar 2026 | 3,800,000 | $71.1M | 4.09% | EC |
| 11 | Seadrill Ltd | SDRL | Mar 2026 | 1,525,000 | $69.4M | 4.00% | EC |
| 12 | CVS Health Corp | CVS | Mar 2026 | 925,000 | $66.4M | 3.83% | EC |
| 13 | Meta Platforms Inc | META | Mar 2026 | 115,000 | $65.8M | 3.79% | EC |
| 14 | Precigen Warrant Restricted | N/A | Mar 2026 | 13,600,000 | $56.7M | 3.27% | DE |
| 15 | Precigen Inc | PGEN | Mar 2026 | 12,900,000 | $49.9M | 2.88% | EC |
| 16 | Adobe Inc | ADBE | Mar 2026 | 200,000 | $48.6M | 2.80% | EC |
| 17 | Illumina Inc | ILMN | Mar 2026 | 390,000 | $48.1M | 2.77% | EC |
| 18 | Coinbase Global Inc | COIN | Mar 2026 | 275,000 | $48.0M | 2.77% | EC |
| 19 | Crocs Inc | CROX | Mar 2026 | 575,000 | $47.7M | 2.75% | EC |
| 20 | United Airlines Holdings Inc | UAL | Mar 2026 | 500,000 | $46.0M | 2.65% | EC |
| 21 | Biogen Inc | BIIB | Mar 2026 | 250,000 | $45.8M | 2.64% | EC |
| 22 | iShares Bitcoin Trust ETF | IBIT | Mar 2026 | 1,100,000 | $42.3M | 2.44% | EC |
| 23 | Noble Corp PLC | NE | Mar 2026 | 850,000 | $41.7M | 2.40% | EC |
| 24 | General Motors Co | GM | Mar 2026 | 500,000 | $37.2M | 2.15% | EC |
| 25 | Chime Financial Inc | CHYM | Mar 2026 | 1,900,000 | $35.6M | 2.05% | EC |
| 26 | Fiserv Inc | FISV | Mar 2026 | 625,000 | $34.9M | 2.01% | EC |
| 27 | UBS Group AG | UBS | Mar 2026 | 850,000 | $33.2M | 1.91% | EC |
| 28 | OneMain Holdings Inc | OMF | Mar 2026 | 550,000 | $29.4M | 1.70% | EC |
| 29 | Delta Air Lines Inc | DAL | Mar 2026 | 395,000 | $26.3M | 1.51% | EC |
| 30 | Expedia Group Inc | EXPE | Mar 2026 | 110,000 | $25.4M | 1.46% | EC |
| 31 | JD.com Inc | JD | Mar 2026 | 800,000 | $23.7M | 1.36% | EC |
| 32 | SoFi Technologies Inc | SOFI | Mar 2026 | 880,000 | $14.0M | 0.81% | EC |
| 33 | Tempus AI Inc | TEM | Mar 2026 | 285,000 | $12.9M | 0.74% | EC |
| 34 | N/A | BIIB 1 C15 | Mar 2026 | 1,521 | $9.4M | 0.54% | DE |
| 35 | Dave & Buster's Entertainment | PLAY | Mar 2026 | 750,000 | $8.1M | 0.47% | EC |
| 36 | S4 Capital PLC | SFOR | Mar 2026 | 19,000,000 | $7.0M | 0.40% | EC |