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Decagon Asset Management Llp

Portfolio Manager
Decagon Asset Management LLP
Performance
-4.20% (2026 Q1)
AUM (13F)
$386.21M
# of Holdings
74
Performance Rank
Allocation (Top 20)
80.82%

Decagon Asset Management Llp Holdings Map

Top 50 Decagon Asset Management Llp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NSC
NORFOLK SOUTHN CORP
16.11%216.0K$62.0M
+86.24%(+100.04K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 116.0K shares2026-Q1: 216.0K shares
$291.46(+8.40%)
2026-03-31
PEN
PENUMBRA INC
14.3%167.6K$55.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 167.6K shares
$319.64(+0.84%)
2026-03-31
EA
ELECTRONIC ARTS INC
7.07%133.6K$27.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 133.6K shares
$204.10(-1.70%)
2026-03-31
CWAN
CLEARWATER ANALYTICS HLDGS I
7%1.14M$26.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 1.14M shares
$23.89(+1.95%)
2026-03-31
HOLX
HOLOGIC INC
5.4%275.0K$20.8M
-44.79%(-223.12K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 498.1K shares2026-Q1: 275.0K shares
$70.99(+7.07%)
2026-03-31
MCW
MISTER CAR WASH INC
5.3%2.92M$20.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 2.92M shares
$6.26(+13.33%)
2026-03-31
MBC
MASTERBRAND INC
3.34%1.55M$12.9M
+102.77%(+784.07K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 762.9K shares2026-Q1: 1.55M shares
$10.87(-35.62%)
2026-03-31
GTLS
CHART INDS INC
2.84%52.9K$10.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 137.7K shares2025-Q4: 0 shares2026-Q1: 52.9K shares
$182.40(+13.65%)
2026-03-31
OACC
OAKTREE ACQUISITION CORP III
2.76%1.00M$10.6M
+48.37%(+326.79K)
2025-Q1: 716.9K shares2025-Q2: 618.0K shares2025-Q3: 644.3K shares2025-Q4: 675.6K shares2026-Q1: 1.00M shares
$10.19(+4.14%)
2026-03-31
TRADU
APEX TECH ACQUISITION INC
2.63%1.01M$10.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 1.01M shares
$10.01
2026-03-31

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