Stock Taper 
DILATION CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Nokia Oyj | NOK | 826.48K | $10.98M |
 GDS Holdings Limited | GDS | 314.96K | $9.46M |
 ASE Technology Holding Co., Ltd. | ASX | 197.9K | $8.93M |
 Forgent Power Solutions, Inc. | FPS | 175.88K | $9.82M |
 The Timken Company | TKR | 165.94K | $24.12M |
 The Boeing Company | BA | 125.08K | $27.08M |
 Canadian Pacific Kansas City Ltd. | CP | 111.17K | $9.63M |
 GE Aerospace | GE | 52.38K | $19.58M |
 The Sherwin-Williams Company | SHW | 46.62K | $16.05M |
 Howmet Aerospace Inc. | HWM | 44.08K | $11.85M |
 Space Exploration Technologies Corp. | SPCX | 41.1K | $7.02M |
 Credo Technology Group Holding Ltd | CRDO | 36.84K | $10.02M |
 Rocket Lab USA, Inc. | RKLB | 35.95K | $3.65M |
 Celestica Inc. | CLS | 32.23K | $11.76M |
 NVIDIA Corporation | NVDA | 29.52K | $5.91M |
 Western Digital Corporation | WDC | 20.28K | $12.95M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 14.88K | $7.1M |
 Sandisk Corporation | SNDK | 11.42K | $25.97M |
 Lumentum Holdings Inc. | LITE | 5.91K | $5.07M |
 ASML Holding N.V. | ASML | 5.47K | $10.88M |