account_balance
Investment manager · 13F filer · SEC CIK 1922880
Dilation Capital Management LP
Reported value$200Mas of Sep 30, 2026
Positions22 8 new, 6 sold out
Top 10 weight69.3%TKR alone is 9%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TKRTimken Co
9.2%Trimmed −5%
HWMHowmet Aerospace Inc.
9.0%Added +81%
FPSForgent Power Solutions, Inc.
8.7%Added +163%
NOKNokia Corp
7.8%Added +85%
ASXASE Technology Holding Co., Ltd.
6.2%Added +42%
NOWServiceNow, Inc.
6.2%New
BABoeing Co
6.0%Trimmed −48%
NVDANVIDIA Corp
6.0%Added +78%
CPCanadian Pacific Kansas City Ltd
5.3%Added +13%
GEGeneral Electric Co
5.0%Trimmed −39%
MSFTMicrosoft Corp
4.0%New
SHWSherwin Williams Co
3.8%−50%
TKRTimken Co
9.2%−5%
HWMHowmet Aerospace Inc.
9.0%
FPSForgent Power Solutions, Inc.
8.7%
NOKNokia Corp
7.8%+85%
ASXASE Technology Holding Co., Ltd.
6.2%+42%
NOWServiceNow, Inc.
6.2%New
BABoeing Co
6.0%
NVDANVIDIA Corp
6.0%
CPCanadian Pacific Kansas City Ltd
5.3%+13%
GEGeneral Electric Co
5.0%−39%
MSFTMicrosoft Corp
4.0%
SHWSherwin Williams Co
3.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TKR Timken Co 9.2% Trimmed −5%HWM Howmet Aerospace Inc. 9.0% Added +81%FPS Forgent Power Solutions, Inc. 8.7% Added +163%NOK Nokia Corp 7.8% Added +85%ASX ASE Technology Holding Co., Ltd. 6.2% Added +42%NOW ServiceNow, Inc. 6.2% NewBA Boeing Co 6.0% Trimmed −48%NVDA NVIDIA Corp 6.0% Added +78%CP Canadian Pacific Kansas City Ltd 5.3% Added +13%GE General Electric Co 5.0% Trimmed −39%MSFT Microsoft Corp 4.0% NewSHW Sherwin Williams Co 3.8% Trimmed −50%
What changed
Biggest moves since Jun 30, 2026
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