Dilation Capital Management LP Portfolio Holdings by Sector

Dilation Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Aerospace & Defense \| Industrials BA HWM TDG 3 stocks	$26.8 Million 41.09% of portfolio	2	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$7.24 Million 11.11% of portfolio	1	1	1	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR 1 stocks	$7.04 Million 10.8% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW 1 stocks	$5.65 Million 8.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$4.99 Million 7.66% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology AFRM 1 stocks	$4.17 Million 6.4% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$3.24 Million 4.97% of portfolio	1	-	1	-	0 Calls 0 Puts
Engineering & Construction \| Industrials APG 1 stocks	$3.15 Million 4.83% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$2.91 Million 4.46% of portfolio	-	1	-	-	0 Calls 0 Puts

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