DOSSIER · 13F-HR · Q1 2026

Decagon Asset Management LLP

$386M in tracked AUM across 77 positions as of Q1 2026.

DA
CIK 0001950677 · last filed Mar 31, 2026
Total AUM
$386M
as of Q1 2026
Holdings
77
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$386M 48.5%
77 positionsView →
2025Q4Dec 31
$260M 37.6%
57 positionsView →
2025Q3Sep 30
$189M 23.2%
57 positionsView →
2025Q2Jun 30
$153M 40.3%
56 positionsLocked
2025Q1Mar 31
$109M 50.2%
40 positionsLocked
2024Q4Dec 31
$219M
45 positionsLocked