SEC Form 13F

Dilation Capital Management LP 13F Holdings

Report period2026-06-30
Publicly available2026-07-28
Reported value$247,826,016
Positions20

Largest disclosed positions

IssuerTickerClassReported valueReported amount
BOEING COBACOM$27,075,418125,077
SANDISK CORPSNDKCOM$25,965,99711,420
TIMKEN COTKRCOM$24,115,127165,945
GE AEROSPACEGECOM NEW$19,577,84652,385
SHERWIN WILLIAMS COSHWCOM$16,050,47746,615
WESTERN DIGITAL CORPWDCCOM$12,953,24220,280
HOWMET AEROSPACE INCHWMCOM$11,851,61844,081
CELESTICA INCCLSCOM$11,758,23432,232
NOKIA CORPNOKSPONSORED ADR$10,975,654826,480
ASML HLDG NVASMLN Y REGISTRY SHS$10,882,2375,470

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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