Question 1

Does DME Capital Management own KD stock?

Accepted Answer

No. DME Capital Management exited its KD (Kyndryl Holdings) position in Q1 2026. Its Q4 2025 13F listed 3,816,353 shares worth $101.4M.

Question 2

How many shares of KD does DME Capital Management own?

Accepted Answer

None since Q1 2026, when DME Capital Management exited the position. Its Q4 2025 13F listed 3,816,353 shares worth $101.4M.

Question 3

What is DME Capital Management's KD position worth?

Accepted Answer

DME Capital Management's KD position was worth $101.4M in its Q4 2025 13F, before the exit in Q1 2026.

Question 4

Is DME Capital Management buying or selling KD?

Accepted Answer

In Q1 2026, DME Capital Management exited its entire KD position.

Question 5

When did DME Capital Management first buy KD?

Accepted Answer

DME Capital Management already held KD in its Q1 2024 13F, the earliest on record, and listed it in 8 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Exited	0	-100.0%	$0	0.0%	$13.12	0
2025-Q4	Decreased	3.8M	-12.1%	$101.4M	3.6%	$26.56	0
2025-Q3	Increased	4.3M	+31.2%	$130.4M	5.1%	$30.03	75
2025-Q2	Decreased	3.3M	-19.9%	$138.9M	6.0%	$41.96	0
2025-Q1	Increased	4.1M	+9.9%	$129.8M	6.6%	$31.40	65
2024-Q4	Decreased	3.8M	-23.6%	$130.2M	6.7%	$34.60	0
2024-Q3	Increased	4.9M	+11.0%	$113.2M	4.7%	$22.98	62