Manager activity
Samantha McLemore
This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 5/14/2026 · full comparison · all filings
New · 4
Add · 23
Reduce · 11
Exit · 4
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| New | ADOBE INC | +297,279 | New | +2.64 pp | 5/14/2026 |
| Exit | MATTEL INC | -2,794,343 | Exit | -2.14 pp | 5/14/2026 |
| Add | ROYALTY PHARMA PLC | +310,041 | +9.3% | +1.42 pp | 5/14/2026 |
| New | ISHARES BITCOIN TRUST ETF | +1,100,000 | New | +1.55 pp | 5/14/2026 |
| Reduce | FIDELITY WISE ORIGIN BITCOIN | -427,864 | -54.7% | -1.54 pp | 5/14/2026 |
| Add | FISERV INC | +709,033 | +273.6% | +1.30 pp | 5/14/2026 |
| New | BIOGEN INC call | +1,894 | New | +1.27 pp | 5/14/2026 |
| Add | COINBASE GLOBAL INC | +251,482 | +140.6% | +1.19 pp | 5/14/2026 |
| Reduce | BIOGEN INC | -196,611 | -34.1% | -1.37 pp | 5/14/2026 |
| Add | ENERGY TRANSFER L P | +815,328 | +15.5% | +0.94 pp | 5/14/2026 |
| Add | NOBLE CORP PLC | +66,699 | +5.2% | +1.02 pp | 5/14/2026 |
| Reduce | ALPHABET INC | -47,644 | -8.2% | -1.41 pp | 5/14/2026 |
| Add | SEADRILL LTD | +98,888 | +4.8% | +0.84 pp | 5/14/2026 |
| New | TESLA INC put | +500 | New | +0.68 pp | 5/14/2026 |
| Add | JD.COM INC | +558,483 | +66.4% | +0.58 pp | 5/14/2026 |
| Add | IAC INC | +325,514 | +13.7% | +0.37 pp | 5/14/2026 |
| Exit | ALIBABA GROUP HLDG LTD | -100,114 | Exit | -0.57 pp | 5/14/2026 |
| Reduce | DAVE & BUSTERS ENTMT INC | -511,683 | -30.8% | -0.58 pp | 5/14/2026 |
| Reduce | ONEMAIN HLDGS INC | -43,571 | -5.3% | -0.62 pp | 5/14/2026 |
| Exit | PELOTON INTERACTIVE INC | -1,880,356 | Exit | -0.45 pp | 5/14/2026 |
| Reduce | EXPEDIA GROUP INC | -8,498 | -4.8% | -0.51 pp | 5/14/2026 |
| Add | NORWEGIAN CRUISE LINE HLDGS | +441,512 | +8.3% | -0.64 pp | 5/14/2026 |
| Reduce | DELTA AIR LINES INC | -127,891 | -18.8% | -0.48 pp | 5/14/2026 |
| Add | SOFI TECHNOLOGIES INC | +127,762 | +10.7% | -0.44 pp | 5/14/2026 |
| Add | CITIGROUP INC | +122,076 | +9.5% | +0.04 pp | 5/14/2026 |
| Reduce | PRECIGEN INC | -856,079 | -4.6% | -0.49 pp | 5/14/2026 |
| Reduce | ILLUMINA INC | -30,988 | -5.4% | -0.46 pp | 5/14/2026 |
| Reduce | GENERAL MTRS CO | -27,017 | -3.5% | -0.39 pp | 5/14/2026 |
| Add | QXO INC | +309,535 | +4.8% | 0.00 pp | 5/14/2026 |
| Add | UBS GROUP AG | +54,629 | +4.6% | -0.35 pp | 5/14/2026 |
| Add | AMAZON COM INC | +91,860 | +16.3% | -0.03 pp | 5/14/2026 |
| Add | UNITED AIRLS HLDGS INC | +77,899 | +11.9% | -0.36 pp | 5/14/2026 |
| Add | CROCS INC | +84,045 | +11.1% | +0.05 pp | 5/14/2026 |
| Add | NVIDIA CORPORATION | +72,301 | +11.3% | -0.06 pp | 5/14/2026 |
| Exit | CLEAR SECURE INC | -125,000 | Exit | -0.17 pp | 5/14/2026 |
| Add | META PLATFORMS INC | +27,992 | +19.6% | -0.07 pp | 5/14/2026 |
| Add | UNITEDHEALTH GROUP INC | +68,848 | +18.7% | -0.37 pp | 5/14/2026 |
| Add | CHIME FINL INC | +846,904 | +41.6% | 0.00 pp | 5/14/2026 |
| Add | TEMPUS AI INC | +60,071 | +15.7% | -0.14 pp | 5/14/2026 |
| Reduce | JPMORGAN CHASE & CO | -17 | -0.1% | -0.05 pp | 5/14/2026 |
| Add | CVS HEALTH CORP | +125,743 | +10.2% | -0.21 pp | 5/14/2026 |
| Add | STATE STR SPDR S&P 500 ETF T | +40 | +3.7% | 0.00 pp | 5/14/2026 |