StockDriftsStockDriftsTop 50 Decagon Asset Management LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NSC | NORFOLK SOUTHN CORP | 11.57% | 184.4K | $58.0M | -14.66%(-31.68K) | $291.46(+17.33%) | 2026-06-30 | |
| ROKU | ROKU INC | 10.85% | 393.6K | $54.4M | new | $113.19(+39.31%) | 2026-06-30 | |
| PEN | PENUMBRA INC | 8.95% | 142.0K | $44.8M | -15.27%(-25.59K) | $319.64(+2.31%) | 2026-06-30 | |
| SEM | SELECT MED HLDGS CORP | 8.95% | 2.72M | $44.8M | new | $16.40(+0.67%) | 2026-06-30 | |
| TECH | BIO-TECHNE CORP | 7.96% | 564.7K | $39.9M | new | $61.35(+18.02%) | 2026-06-30 | |
| CUB | LIONHEART HOLDINGS | 3.22% | 1.50M | $16.2M | new | $10.76(+0.88%) | 2026-06-30 | |
| VACI | VIKING ACQUISITION CORP I | 2.71% | 1.33M | $13.6M | new | $10.08(+1.54%) | 2026-06-30 | |
| OACC | OAKTREE ACQUISITION CORP III | 2.33% | 1.09M | $11.7M | +8.87%(+88.90K) | $10.23(+5.56%) | 2026-06-30 | |
| TRADU | APEX TECH ACQUISITION INC | 2.23% | 1.10M | $11.2M | +8.87%(+89.76K) | $10.02 | 2026-06-30 | |
| HLXC | HELIX ACQUISITION CORP III | 2.22% | 1.04M | $11.1M | +30.78%(+245.88K) | $10.23(+7.56%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.44% |
| Top 20 Holdings Unweighted | — | — | — | — | +34.95% |
Decagon Asset Management LLP reports $524.72M in US-listed equity holdings across 101 positions in its most recent 13F filing. Its largest disclosed positions are NSC (11.6%), ROKU (10.8%) and PEN (8.9%). The top 20 holdings account for 72.5% of reported assets. Its disclosed equity book has returned +7.44% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Decagon Asset Management LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1950677). View Decagon Asset Management LLP’s 13F filings on SEC