DME Capital Management, LP Holdings - 4Q25

As of December 31, 2025, DME Capital Management, LP reported 41 positions comprising 39 stocks worth $2.8B. The top 5 holdings represented 45.9% of the portfolio. During the quarter, the fund entered 16 new positions and exited 4. Explore portfolio value and concentration trends, quarterly position counts, and a detailed breakdown of each holding below.