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: $199.2M20 positionsView on SEC.gov

			% of Portfolio
AFFIRM HLDGS INC	COM CL A	$5.1M	2.6%Prev: 5.1%	111,717 SH	Increased+19,462 SH
ASML HLDG NV	N Y REGISTRY SHS	$7.3M	3.7%	5,555 SH	New
BOEING CO	COM	$21.7M	10.9%Prev: 14.2%	108,877 SH	Increased+40,289 SH
BROADCOM INC	COM	$6.9M	3.5%Prev: 1.6%	22,379 SH	Increased+14,399 SH
CANADIAN PACIFIC KANSAS CITY	COM	$12.6M	6.3%Prev: 10.4%	160,102 SH	Increased+37,963 SH
CELESTICA INC	COM	$14.2M	7.1%	50,267 SH	New
ECHOSTAR CORP	CL A	$12.0M	6.0%	102,135 SH	New
GE AEROSPACE	COM NEW	$8.0M	4.0%	28,115 SH	New
HOWMET AEROSPACE INC	COM	$10.8M	5.4%Prev: 11.1%	47,001 SH	Increased-23,244 SH
ISHARES INC	MSCI STH KOR ETF	$8.1M	4.1%	65,572 SH	New
LINDE PLC	SHS	$6.3M	3.1%	12,645 SH	New
LUMENTUM HLDGS INC	COM	$12.8M	6.4%	18,257 SH	New
NEBIUS GROUP N.V.	SHS CLASS A	$3.1M	1.6%	30,212 SH	New
NVIDIA CORPORATION	COM	$15.3M	7.7%Prev: 7.2%	87,981 SH	Increased+33,501 SH
SANDISK CORP	COM	$8.7M	4.3%	13,615 SH	New
SCHEIN HENRY INC	COM	$4.4M	2.2%	59,841 SH	New
SHERWIN WILLIAMS CO	COM	$15.3M	7.7%Prev: 6.9%	47,590 SH	Increased+31,404 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$8.6M	4.3%	25,475 SH	New
WESTERN DIGITAL CORP	COM	$7.1M	3.5%	26,090 SH	New
WILLIAMS COS INC	COM	$11.0M	5.5%	150,605 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