SEC 13F Intelligence

Dilation Capital Management LP / NVDA

Dilation Capital Management LP’s Nvidia Corporation Position

Does Dilation Capital Management LP own Nvidia Corporation (NVDA)? Yes — 88.0K shares worth $15M (+7.70% of its 13F portfolio) as of Q1 2026, down from 121.9K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
88.0K
% of Portfolio
+7.70%
Quarters Held
6
currently held

Position History NVDA

Reported value by quarter
Q4 ’24: $9MQ4 ’24Q1 ’25: $6MQ1 ’25Q2 ’25: $18MQ2 ’25Q3 ’25: $18MQ3 ’25Q4 ’25: $23MQ4 ’25Q1 ’26: $15MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202688.0K$15M+7.70%
Q4 2025121.9K$23M+10.45%
Q3 202597.8K$18M+9.04%
Q2 2025111.4K$18M+9.38%
Q1 202554.5K$6M+7.17%
Q4 202469.8K$9M+8.64%

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 NVDA.