DILATION CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MGNI | 246K | $5.36M |
 | AMRZ | 206K | $10.01M |
 | AFRM | 179K | $13.11M |
 | CP | 170K | $12.68M |
 | BA | 113K | $24.39M |
 | NVDA | 98K | $18.25M |
 | KKR | 91K | $11.87M |
 | DHI | 79K | $13.39M |
 | HSIC | 77K | $5.11M |
 | CLS | 44K | $10.86M |
 | HWM | 32K | $6.37M |
 | AVGO | 27K | $9.03M |
 | SHW | 23K | $7.88M |
 | COIN | 20K | $6.73M |
 | CIEN | 20K | $2.86M |
 | ORCL | 16K | $4.52M |
 | APP | 15K | $10.89M |
 | TLN | 12K | $5.10M |
 | TDG | 8K | $10.34M |
 | AXON | 8K | $5.45M |
Magnite, Inc.
MGNI
Shares Held
246K
Value
$5.36M
Amrize Ltd
AMRZ
Shares Held
206K
Value
$10.01M
Affirm Holdings, Inc.
AFRM
Shares Held
179K
Value
$13.11M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
170K
Value
$12.68M
The Boeing Company
BA
Shares Held
113K
Value
$24.39M
NVIDIA Corporation
NVDA
Shares Held
98K
Value
$18.25M
KKR & Co. Inc.
KKR
Shares Held
91K
Value
$11.87M
D.R. Horton, Inc.
DHI
Shares Held
79K
Value
$13.39M
Henry Schein, Inc.
HSIC
Shares Held
77K
Value
$5.11M
Celestica Inc.
CLS
Shares Held
44K
Value
$10.86M
Howmet Aerospace Inc.
HWM
Shares Held
32K
Value
$6.37M
Broadcom Inc.
AVGO
Shares Held
27K
Value
$9.03M
The Sherwin-Williams Company
SHW
Shares Held
23K
Value
$7.88M
Coinbase Global, Inc.
COIN
Shares Held
20K
Value
$6.73M
Ciena Corporation
CIEN
Shares Held
20K
Value
$2.86M
Oracle Corporation
ORCL
Shares Held
16K
Value
$4.52M
AppLovin Corporation
APP
Shares Held
15K
Value
$10.89M
Talen Energy Corporation
TLN
Shares Held
12K
Value
$5.10M
TransDigm Group Incorporated
TDG
Shares Held
8K
Value
$10.34M
Axon Enterprise, Inc.
AXON
Shares Held
8K
Value
$5.45M