SEC 13F Intelligence

Dilation Capital Management LP / T7D

Dilation Capital Management LP’s Transdigm Group Inc Position

Does Dilation Capital Management LP own Transdigm Group Inc (T7D)? Not currently — the last reported position was 4.4K shares worth $6M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$6M
Q4 2025
Shares
4.4K
% of Portfolio
+2.67%
Quarters Held
5
position exited

Position History T7D

Reported value by quarter
Q4 ’24: $9MQ4 ’24Q1 ’25: $6MQ1 ’25Q2 ’25: $9MQ2 ’25Q3 ’25: $10MQ3 ’25Q4 ’25: $6MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20254.4K$6M+2.67%
Q3 20257.8K$10M+5.12%
Q2 20256.2K$9M+5.06%
Q1 20254.3K$6M+7.25%
Q4 20247.1K$9M+8.35%

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 T7D.