DILATION CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CP | 160K | $12.59M |
 | WMB | 151K | $10.96M |
 | AFRM | 112K | $5.12M |
 | BA | 109K | $21.67M |
 | SATS | 102K | $11.96M |
 | NVDA | 88K | $15.34M |
 | HSIC | 60K | $4.41M |
 | CLS | 50K | $14.16M |
 | SHW | 48K | $15.25M |
 | HWM | 47K | $10.83M |
 | NBIS | 30K | $3.13M |
 | GE | 28K | $7.98M |
 | WDC | 26K | $7.06M |
 | TSM | 25K | $8.61M |
 | AVGO | 22K | $6.93M |
 | LITE | 18K | $12.83M |
 | SNDK | 14K | $8.65M |
 | LIN | 13K | $6.27M |
 | ASML | 6K | $7.34M |
Canadian Pacific Kansas City Ltd.
CP
Shares Held
160K
Value
$12.59M
The Williams Companies, Inc.
WMB
Shares Held
151K
Value
$10.96M
Affirm Holdings, Inc.
AFRM
Shares Held
112K
Value
$5.12M
The Boeing Company
BA
Shares Held
109K
Value
$21.67M
EchoStar Corporation
SATS
Shares Held
102K
Value
$11.96M
NVIDIA Corporation
NVDA
Shares Held
88K
Value
$15.34M
Henry Schein, Inc.
HSIC
Shares Held
60K
Value
$4.41M
Celestica Inc.
CLS
Shares Held
50K
Value
$14.16M
The Sherwin-Williams Company
SHW
Shares Held
48K
Value
$15.25M
Howmet Aerospace Inc.
HWM
Shares Held
47K
Value
$10.83M
Nebius Group N.V.
NBIS
Shares Held
30K
Value
$3.13M
GE Aerospace
GE
Shares Held
28K
Value
$7.98M
Western Digital Corporation
WDC
Shares Held
26K
Value
$7.06M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
25K
Value
$8.61M
Broadcom Inc.
AVGO
Shares Held
22K
Value
$6.93M
Lumentum Holdings Inc.
LITE
Shares Held
18K
Value
$12.83M
Sandisk Corporation
SNDK
Shares Held
14K
Value
$8.65M
Linde plc
LIN
Shares Held
13K
Value
$6.27M
ASML Holding N.V.
ASML
Shares Held
6K
Value
$7.34M