David Einhorn's KD Position Overview
David Einhorn (via Dme Capital Management, Lp) currently holds 3.82 M shares of Kyndryl Holdings, Inc. (KD) worth $101.36 M, representing 3.56% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 17 quarters.
Based on 13F filings, David Einhorn has maintained a strategic position in KD, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 2.95 M shares. Largest reduction occurred in Q2 2023, reducing 4.05 M shares.
Analysis based on 13F filings available since 2013 Q2
David Einhorn's Kyndryl Holdings (KD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Kyndryl Holdings (KD) Trades by David Einhorn
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -527,274 | Reduce 12.14% | 3.82 M | $26.56 |
| Q3 2025 | +1.03 M | Add 31.18% | 4.34 M | $30.03 |
| Q2 2025 | -823,910 | Reduce 19.92% | 3.31 M | $41.96 |
| Q1 2025 | +372,765 | Add 9.91% | 4.14 M | $31.40 |
| Q4 2024 | -1.16 M | Reduce 23.60% | 3.76 M | $34.60 |
| Q3 2024 | +488,530 | Add 11.01% | 4.92 M | $22.98 |
| Q2 2024 | -2.17 M | Reduce 32.84% | 4.44 M | $26.31 |
| Q1 2024 | +6.61 M | Add 0.00% | 6.61 M | $21.76 |
| Q4 2023 | +767,943 | Add 13.74% | 6.36 M | $20.78 |
| Q3 2023 | +1.14 M | Add 25.61% | 5.59 M | $15.10 |
| Q2 2023 | -4.05 M | Reduce 47.65% | 4.45 M | $13.28 |
| Q1 2023 | -507,715 | Reduce 5.64% | 8.5 M | $14.76 |
| Q4 2022 | +1.76 M | Add 24.21% | 9.01 M | $11.12 |
| Q3 2022 | +1.88 M | Add 34.94% | 7.25 M | $8.27 |
| Q2 2022 | +2.95 M | Add 122.00% | 5.37 M | $9.78 |
| Q1 2022 | +1.5 M | Add 162.40% | 2.42 M | $13.12 |
| Q4 2021 | +922,400 | New Buy | 922,400 | $18.10 |
David Einhorn's Kyndryl Holdings Investment FAQs
David Einhorn first purchased Kyndryl Holdings, Inc. (KD) in Q4 2021, acquiring 922,400 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Einhorn has held Kyndryl Holdings, Inc. (KD) for 17 quarters since Q4 2021.
David Einhorn's largest addition to Kyndryl Holdings, Inc. (KD) was in Q1 2024, adding 6,605,059 shares worth $143.73 M.
According to the latest 13F filing for Q4 2025, David Einhorn's firm, Dme Capital Management, Lp, owns 3,816,353 shares of Kyndryl Holdings, Inc. (KD), valued at approximately $101.36 M.
As of the Q4 2025 filing, Kyndryl Holdings, Inc. (KD) represents approximately 3.56% of David Einhorn's publicly disclosed stock portfolio, making it one of their key holdings.
David Einhorn's peak holding in Kyndryl Holdings, Inc. (KD) was 9,006,560 shares, as reported at the end of Q4 2022.