LGOAX holdings — Patient Opportunity Trust
Patient Opportunity Trust (LGOAX) held 38 positions with net assets of $2.01B as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 54.8% of the fund, led by RPRX, C, GOOGL.
LGOAX top holdings
- RPRX Royalty Pharma PLC — 6.98% ($140M)
- C Citigroup Inc — 6.97% ($140M)
- GOOGL Alphabet Inc — 6.67% ($134M)
- UNH UnitedHealth Group Inc — 6.21% ($125M)
- AMZN Amazon.com Inc — 5.64% ($113M)
- NVDA NVIDIA Corp — 4.98% ($100M)
- CVS CVS Health Corp — 4.51% ($90.5M)
- QXO QXO Inc — 4.48% ($89.9M)
- NCLH Norwegian Cruise Line Holdings — 4.21% ($84.4M)
- Precigen Warrant Restricted — 4.19% ($84.2M)
- ET Energy Transfer LP — 4.00% ($80.3M)
- PGEN Precigen Inc — 3.66% ($73.5M)
- PPLI People Inc — 3.62% ($72.7M)
- UAL United Airlines Holdings Inc — 3.39% ($68.0M)
- CROX Crocs Inc — 3.30% ($66.4M)
- META Meta Platforms Inc — 3.23% ($64.8M)
- CHYM Chime Financial Inc — 2.75% ($55.3M)
- SDRL Seadrill Ltd — 2.55% ($51.2M)
- ADBE Adobe Inc — 2.40% ($48.2M)
- GPN Global Payments Inc — 2.35% ($47.2M)
- ILMN Illumina Inc — 2.19% ($44.0M)
- COIN Coinbase Global Inc — 2.18% ($43.9M)
- FBTC Fidelity Wise Origin Bitcoin F — 2.16% ($43.4M)
- ADYEN Adyen NV — 2.10% ($42.2M)
- BIIB Biogen Inc — 1.99% ($40.0M)
What are LGOAX's top 10 holdings?
RPRX (7.0%), C (7.0%), GOOGL (6.7%), UNH (6.2%), AMZN (5.6%), NVDA (5.0%), CVS (4.5%), QXO (4.5%), NCLH (4.2%), Precigen Warrant Restricted (4.2%).
How many stocks are in LGOAX?
Patient Opportunity Trust reported 38 holdings as of June 30, 2026.
Share classes: LGOAX, LMNOX, LMOFX, LMOPX, LMORX, MVISX