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Dilation Capital Management LP → TSMWF

Dilation Capital Management LP TSMWF Position History

TSMWF

Quarters held
4
Latest value
$5.3M
Q3 2026
Peak value
$10.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$10.2M
Q1 2026$8.6M
Q2 2026$7.1M
Q3 2026$5.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.3M11.7K——
Q2 2026$7.1M14.9K——
Q1 2026$8.6M25.5K——
Q4 2025$10.2M33.7K——

Other funds holding TSMWF

Other Dilation Capital Management LP positions

BA-PA

BOEING CO

$27.1M
BA-PA

BOEING CO

$26.5M
SNDK

SANDISK CORP

$26M
BA-PA

BOEING CO

$24.4M
TKR

TIMKEN CO

$24.1M
NVDA

NVIDIA CORPORATION

$22.7M
BA-PA

BOEING CO

$21.7M
GE

GE AEROSPACE

$19.6M