DME Capital Management, LP Holdings - 1Q26

As of March 31, 2026, DME Capital Management, LP reported 45 positions comprising 44 stocks worth $3.2B. The top 5 holdings represented 41.1% of the portfolio. During the quarter, the fund entered 11 new positions and exited 7. Explore portfolio value and concentration trends, quarterly position counts, and a detailed breakdown of each holding below.