Holdings
Patient Opportunity Trust
As of Jun 30, 2026, Patient Opportunity Trust reported 33 positions worth US$2.04B. Largest: Royalty Pharma Plc, Citigroup, Inc. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Royalty Pharma Plc | 2.5M | US$140M | no change | Jun 30, 2026 |
| Citigroup, Inc. | 1M | US$140M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 375K | US$134M | −5,000 | Jun 30, 2026 |
| Unitedhealth Group Incorporated | 300K | US$125M | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 475K | US$113M | +20,000 | Jun 30, 2026 |
| Nvidia Corporation | 500K | US$100M | no change | Jun 30, 2026 |
| Cvs Health Corporation | 875K | US$90.5M | −50,000 | Jun 30, 2026 |
| Qxo, Inc. | 5.2M | US$89.9M | +200K | Jun 30, 2026 |
| Norwegian Cruise Line Holdings Ltd. | 4M | US$84.4M | +200K | Jun 30, 2026 |
| Energy Transfer Lp | 4.2M | US$80.3M | no change | Jun 30, 2026 |