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Filers›Family Office›Decagon Asset Management LLP
DOSSIER · 13F-HR · Q1 2026

Decagon Asset Management LLP

Decagon Asset LLP's family office based in San Francisco, CA — $386M in tracked AUM across 77 positions as of Q1 2026.

DA
Decagon Asset LLP·San Francisco, CA·Family Office
CIK 0001950677 · last filed Mar 31, 2026
Total AUM
$386M
▲ 19.6%
vs prior
Holdings
77
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
7% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Decagon Asset Management LLP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NSC
NORFOLK SOUTHN CORP
$62M216K16.1%
02
PEN
PENUMBRA INC
$55M168K14.2%
03
EA
ELECTRONIC ARTS INC
$29M140K7.4%
04
CWAN
CLEARWATER ANALYTICS HLDGS I
$27M1.1M7.0%
05
HOLX
HOLOGIC INC
$21M275K5.4%
06
MCW
MISTER CAR WASH INC
$20M2.9M5.3%
07
G2284A103
COLOMBIER ACQUISITION CORP I
$15M1.5M3.9%
08
MBC
MASTERBRAND INC
$13M1.5M3.3%
09
GTLS
CHART INDS INC
$11M53K2.8%
10
G6717R104
OAKTREE ACQUISITION CORP III
$11M1.0M2.7%

Filing history

Filing history loading…
AI Agent · grounded in Decagon
haiku-4-5 · 77 positions indexed
Sector mix
  • Tech7%
  • Financials9%
  • Cons. Disc.18%
  • Communications5%
  • Energy14%
  • Other47%
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