Patient Opportunity Trust
Open-end / ETFRegistrant
Advisor Managed Portfolios
Class tickers
LGOAX
LMNOX
LMOFX
LMOPX
LMORX
MVISX
Net Assets
$2,007,843,329
Holdings
38
Latest Report
Jun 30, 2026
Net Assets Over Time
Holdings · 38
Export CSV| Holding | Symbol | Balance | Value | % of Fund | Side | Category | Open |
|---|---|---|---|---|---|---|---|
|
Royalty Pharma PLC
|
— | 2,500,000 | $140,175,000 | 6.98% | Long | EC | |
| Citigroup Inc | C | 1,000,000 | $139,960,000 | 6.97% | Long | EC | |
| Alphabet Inc | GOOGL | 375,000 | $134,013,750 | 6.67% | Long | EC | |
| UnitedHealth Group Inc | UNH | 300,000 | $124,689,000 | 6.21% | Long | EC | |
| Amazon.com Inc | AMZN | 475,000 | $113,211,500 | 5.64% | Long | EC | |
| NVIDIA Corp | NVDA | 500,000 | $100,045,000 | 4.98% | Long | EC | |
| CVS Health Corp | CVS | 875,000 | $90,518,750 | 4.51% | Long | EC | |
| QXO Inc | QXO | 5,200,000 | $89,856,000 | 4.48% | Long | EC | |
|
Norwegian Cruise Line Holdings
|
— | 4,000,000 | $84,440,000 | 4.21% | Long | EC | |
|
Precigen Warrant Restricted
|
— | 13,600,000 | $84,184,000 | 4.19% | — | DE | |
| Energy Transfer LP | ET | 4,200,000 | $80,304,000 | 4.00% | Long | EC | |
| Precigen Inc | PGEN | 12,900,000 | $73,530,001 | 3.66% | Long | EC | |
| People Inc | PPLI | 1,575,000 | $72,702,000 | 3.62% | Long | EC | |
| United Airlines Holdings Inc | UAL | 500,000 | $67,995,000 | 3.39% | Long | EC | |
| Crocs Inc | CROX | 550,000 | $66,352,000 | 3.30% | Long | EC | |
| Meta Platforms Inc | META | 115,000 | $64,778,350 | 3.23% | Long | EC | |
| Chime Financial Inc | CHYM | 2,700,000 | $55,296,000 | 2.75% | Long | EC | |
|
Seadrill Ltd
|
— | 1,354,339 | $51,221,101 | 2.55% | Long | EC | |
| Adobe Inc | ADBE | 235,000 | $48,179,700 | 2.40% | Long | EC | |
| Global Payments Inc | GPN | 650,000 | $47,164,000 | 2.35% | Long | EC | |
| Illumina Inc | ILMN | 250,000 | $43,957,500 | 2.19% | Long | EC | |
| Coinbase Global Inc | COIN | 300,000 | $43,857,000 | 2.18% | Long | EC | |
| Fidelity Wise Origin Bitcoin F | FBTC | 850,000 | $43,392,500 | 2.16% | Long | EC | |
|
Adyen NV
|
— | 45,000 | $42,182,358 | 2.10% | Long | EC | |
| Biogen Inc | BIIB | 185,000 | $39,971,100 | 1.99% | Long | EC | |
| General Motors Co | GM | 450,000 | $34,686,000 | 1.73% | Long | EC | |
|
UBS Group AG
|
— | 655,000 | $32,461,800 | 1.62% | Long | EC | |
| Delta Air Lines Inc | DAL | 340,000 | $31,844,400 | 1.59% | Long | EC | |
| OneMain Holdings Inc | OMF | 500,000 | $30,485,000 | 1.52% | Long | EC | |
| Fiserv Inc | FISV | 600,000 | $29,430,000 | 1.47% | Long | EC | |
| Expedia Group Inc | EXPE | 110,000 | $28,146,800 | 1.40% | Long | EC | |
| JD.com Inc | JD | 800,000 | $20,384,000 | 1.02% | Long | EC | |
| SoFi Technologies Inc | SOFI | 1,000,000 | $17,930,000 | 0.89% | Long | EC | |
| Tempus AI Inc | TEM | 250,000 | $14,482,500 | 0.72% | Long | EC | |
|
—
|
— | 1,521 | $13,080,600 | 0.65% | — | DE | |
|
QXO INC
|
82846H702 | 948 | $10,733,256 | 0.53% | Long | EP | |
|
S4 Capital PLC
|
— | 14,547,862 | $6,078,575 | 0.30% | Long | EC | |
|
Genius Sports Ltd
|
— | 400,000 | $2,424,000 | 0.12% | Long | EC |