Dilation Capital Management LP

CIK 0001922880 • 6 13F filings • May 14, 2025 – Jul 27, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

$0 latest

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyIndustrialsOther

Portfolio value: $187.7M20 positionsView on SEC.gov

			% of Portfolio
AFFIRM HLDGS INC	COM CL A	$12.8M	6.8%Prev: 2.6%	184,450 SH	Increased+72,733 SH
APPLOVIN CORP	COM CL A	$7.1M	3.8%	20,220 SH	New
ATLASSIAN CORPORATION	CL A	$4.9M	2.6%	24,335 SH	New
AXON ENTERPRISE INC	COM	$3.8M	2.0%	4,607 SH	New
BOEING CO	COM	$18.1M	9.7%Prev: 10.9%	86,599 SH	Decreased-22,278 SH
BROADCOM INC	COM	$5.9M	3.1%Prev: 3.5%	21,380 SH	Decreased-999 SH
CANADIAN PACIFIC KANSAS CITY	COM	$12.9M	6.9%Prev: 6.3%	163,164 SH	Increased+3,062 SH
CELESTICA INC	COM	$11.8M	6.3%Prev: 7.1%	75,710 SH	Decreased+25,443 SH
CYBERARK SOFTWARE LTD	SHS	$10.7M	5.7%	26,350 SH	New
HOWMET AEROSPACE INC	COM	$9.7M	5.2%Prev: 5.4%	52,340 SH	Decreased+5,339 SH
KKR & CO INC	COM	$10.8M	5.8%	81,403 SH	New
MAGNITE INC	COM	$8.1M	4.3%	334,725 SH	New
MONDAY COM LTD	SHS	$11.2M	6.0%	35,590 SH	New
NEBIUS GROUP N.V.	SHS CLASS A	$4.5M	2.4%Prev: 1.6%	80,790 SH	Increased+50,578 SH
NVIDIA CORPORATION	COM	$17.6M	9.4%Prev: 7.7%	111,411 SH	Increased+23,430 SH
SHERWIN WILLIAMS CO	COM	$4.9M	2.6%Prev: 7.7%	14,141 SH	Decreased-33,449 SH
SIX FLAGS ENTERTAINMENT CORP	COM	$3.7M	2.0%	120,285 SH	New
TALEN ENERGY CORP	COM	$8.9M	4.8%	30,682 SH	New
TRANSDIGM GROUP INC	COM	$9.5M	5.1%	6,243 SH	New
VISTRA CORP	COM	$10.8M	5.7%	55,509 SH	New

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001172661-26-004491	—	View
Feb 9, 2026	Q4 2025	13F-HR	0001172661-26-000533	$217.4M	View
Oct 30, 2025