Dilation Capital Management LP

Position in ASX — ASE Technology Holding Co., Ltd.

CIK 1922880 New York, NY

Position in ASX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$8,929,022

New position

Shares Held

197,895

first reported quarter

Ownership

0.009%

of shares outstanding

% of Portfolio

3.60%

of 13F equity value

Holder Rank

#5

of 134 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Dilation Capital Management LP holds $31,956,609 across 4 Semiconductors names. ASX ranks #2 (27.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRDO	Credo Technology Group Holding Ltd	36,835	$10,017,278
2	ASX	ASE Technology Holding Co., Ltd. This page	197,895	$8,929,022
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd	14,875	$7,103,853
4	NVDA	Nvidia Corp	29,519	$5,906,456

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,929,022	197,895	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.