Long-term investor
Dilation Capital Management LP @dilationcapitalmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001922880).
Record
- Tracked since 2025-09-30 (379 days), 93 trades recorded
- Returns: week n/a · month n/a · 90 days -13.7% · 6 months +11.7% · 1 year n/a · all +3.4%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- TKR · 9.2% · long · since 2026-06-30
- HWM · 9.0% · long · since 2025-09-30
- FPS · 8.7% · long · since 2026-06-30
- NOK · 7.8% · long · since 2026-06-30
- ASX · 6.2% · long · since 2026-06-30
- NOW · 6.2% · long · since 2026-09-30
- 097023105 · 6.0% · long · since 2025-09-30
- NVDA · 6.0% · long · since 2025-09-30
- CP · 5.3% · long · since 2025-09-30
- 369604301 · 5.0% · long · since 2026-03-31
- MSFT · 4.0% · long · since 2026-09-30
- SHW · 3.8% · long · since 2025-09-30