DME Capital Management, LP Holdings - 2Q26

As of June 30, 2026, DME Capital Management, LP reported 46 positions comprising 46 stocks worth $3.9B. The top 5 holdings represented 38.2% of the portfolio. During the quarter, the fund entered 7 new positions and exited 6. Explore portfolio value and concentration trends, quarterly position counts, and a detailed breakdown of each holding below.