13F Filings History of Dilation Capital Management LP

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$217,441,917
Signature - Title
Anthony Chaves - CFO/CCO
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Dilation Capital Management LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Dilation Capital Management LP reported 19 stock holdings with total value $217,441,917 as of Q4 2025. Top holdings included BA, NVDA, CLS, AFRM, and APP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 19 $217,441,917 +$50,712,215 -$35,890,789 +$14,821,426 BA, NVDA, CLS, AFRM, APP 13F-HR 09 Feb 2026, 10:12
Q3 2025 21 $201,760,862 +$59,346,972 -$70,899,754 -$11,552,782 BA, NVDA, DHI, AFRM, CP 13F-HR 30 Oct 2025, 10:57
Q2 2025 20 $187,698,494 +$102,733,664 -$15,567,465 +$87,166,199 BA, NVDA, CP, AFRM, CLS 13F-HR 13 Aug 2025, 10:51
Q1 2025 15 $82,312,063 +$18,670,010 -$39,983,255 -$21,313,245 BA, HWM, CP, KKR, TDG 13F-HR 13 May 2025, 18:25
Q4 2024 20 $108,407,748 $0 $0 $0 CP, BA, NVDA, TDG, MNDY 13F-HR 14 Feb 2025, 09:58