Dilation Capital Management LP

Position in NVDA — Nvidia Corp

CIK 1922880 New York, NY

Position in NVDA

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

Position Value

$5,906,456

-$9,437,430 QoQ

Shares Held

29,519

-66.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.38%

of 13F equity value

Holder Rank

#1,057

of 2,398 holders

Holding Since

Dec 2024

7 quarters 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. NVDA ranks #4 (18.5% 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.	197,895	$8,929,022
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd	14,875	$7,103,853
4	NVDA	Nvidia Corp This page	29,519	$5,906,456

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,906,456	29,519	-66.4%	Shares	Sole	2026-07-27
2026-03-31	$15,343,886	87,981	-27.8%	Shares	Sole	2026-04-29
2025-12-31	$22,727,076	121,861	+24.6%	Shares	Sole	2026-02-09
2025-09-30	$18,246,777	97,796	-12.2%	Shares	Sole	2025-10-30
2025-06-30	$17,601,823	111,411	+104.5%	Shares	Sole	2025-08-13
2025-03-31	$5,904,542	54,480	-21.9%	Shares	Sole	2025-05-14
2024-12-31	$9,367,398	69,755	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.