Dilation Capital Management LP: summary

Dilation Capital Management LP reported 22 positions with a reported value of $199.95M in its 13F for Q3 2026. Compared with Q2 2026: 8 new positions, 6 exited.

Top positions

• TIMKEN CO
• HOWMET AEROSPACE INC COM
• FORGENT POWER SOLUTIONS INC COM SHS CL A
• NOKIA CORP
• ASE Technology Holding Co Ltd
• SERVICENOW INC COM
• BOEING CO COM
• NVIDIA CORPORATION
• CANADIAN PACIFIC KANSAS CITY COM
• GE AEROSPACE COM NEW