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: $201.8M21 positionsView on SEC.gov

			% of Portfolio
AFFIRM HLDGS INC	COM CL A	$13.1M	6.5%	179,403 SH	New
AMRIZE LTD	SHS	$10.0M	5.0%	206,280 SH	New
APPLOVIN CORP	COM CL A	$10.9M	5.4%	15,162 SH	New
AXON ENTERPRISE INC	COM	$5.5M	2.7%	7,596 SH	New
BOEING CO	COM	$24.4M	12.1%Prev: 10.9%	113,002 SH	Decreased-12,075 SH
BROADCOM INC	COM	$9.0M	4.5%	27,364 SH	New
CANADIAN PACIFIC KANSAS CITY	COM	$12.7M	6.3%Prev: 3.9%	170,269 SH	Increased+59,102 SH
CELESTICA INC	COM	$10.9M	5.4%Prev: 4.7%	44,095 SH	Decreased+11,863 SH
CIENA CORP	COM NEW	$2.9M	1.4%	19,623 SH	New
COINBASE GLOBAL INC	COM CL A	$6.7M	3.3%	19,935 SH	New
D R HORTON INC	COM	$13.4M	6.6%	79,015 SH	New
HENRY SCHEIN INC	COM	$5.1M	2.5%	76,920 SH	New
HOWMET AEROSPACE INC	COM	$6.4M	3.2%Prev: 4.8%	32,455 SH	Decreased-11,626 SH
KKR & CO INC	COM	$11.9M	5.9%	91,378 SH	New
MAGNITE INC	COM	$5.4M	2.7%	245,900 SH	New
NEBIUS GROUP N.V.	SHS CLASS A	$7.6M	3.7%	67,360 SH	New
NVIDIA CORPORATION	COM	$18.2M	9.0%Prev: 2.4%	97,796 SH	Increased+68,277 SH
ORACLE CORP	COM	$4.5M	2.2%	16,080 SH	New
SHERWIN WILLIAMS CO	COM	$7.9M	3.9%Prev: 6.5%	22,746 SH	Decreased-23,869 SH
TALEN ENERGY CORP	COM	$5.1M	2.5%	11,997 SH	New
TRANSDIGM GROUP INC	COM	$10.3M	5.1%	7,843 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