Dilation Capital Management LP - Q12026 Holdings

Dilation Capital Management LP holds 20 stocks with a total portfolio value of $ 199.16M as of Q12026. In Q12026, Dilation Capital Management LP added 9 new positions, increased stakes in 3 stocks, reduced 8 holdings, and fully exited 8 positions. The largest holding is Boeing Co (BA), representing 10.88% of the total portfolio.