Holdings
Dilation Capital Management LP
As of Sep 30, 2026, Dilation Capital Management LP reported 21 positions worth US$195M. Largest: Timken Company (the), Howmet Aerospace Inc. and Forgent Power Solutions, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Timken Company (the) | 158K | US$18.4M | −8,375 | Sep 30, 2026 |
| Howmet Aerospace Inc. | 79,871 | US$18.1M | +35,790 | Sep 30, 2026 |
| Forgent Power Solutions, Inc. | 463K | US$17.3M | +287K | Sep 30, 2026 |
| Nokia Oyj | 1.53M | US$15.5M | +702K | Sep 30, 2026 |
| Ase Technology Holding Co., Ltd. | 280K | US$12.5M | +82,263 | Sep 30, 2026 |
| Servicenow, Inc. | 92,025 | US$12.3M | new | Sep 30, 2026 |
| Boeing Company (the) | 64,616 | US$12M | −60,461 | Sep 30, 2026 |
| Nvidia Corporation | 52,489 | US$12M | +22,970 | Sep 30, 2026 |
| Canadian Pacific Kansas City Limited | 125K | US$10.6M | +13,910 | Sep 30, 2026 |
| Ge Aerospace | 31,750 | US$9.92M | −20,635 | Sep 30, 2026 |