SEC 13F Intelligence

Dilation Capital Management LP / BA

Dilation Capital Management LP’s Boeing Co Position

Does Dilation Capital Management LP own Boeing Co (BA)? Yes — 108.9K shares worth $22M (+10.88% of its 13F portfolio) as of Q1 2026, down from 122.3K shares the prior filed quarter.

Position Value
$22M
Q1 2026
Shares
108.9K
% of Portfolio
+10.88%
Quarters Held
6
currently held

Position History BA

Reported value by quarter
Q4 ’24: $11MQ4 ’24Q1 ’25: $12MQ1 ’25Q2 ’25: $18MQ2 ’25Q3 ’25: $24MQ3 ’25Q4 ’25: $27MQ4 ’25Q1 ’26: $22MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026108.9K$22M+10.88%
Q4 2025122.3K$27M+12.21%
Q3 2025113.0K$24M+12.09%
Q2 202586.6K$18M+9.67%
Q1 202568.6K$12M+14.21%
Q4 202462.4K$11M+10.18%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dilation Capital Management LP’s full portfolio or all institutional holders of BA.