Institutional Fund
Decagon Asset Management LLP
London, United KingdomCIK 19506775 filings on record
Portfolio Value
$384.91M
Q1 2026
Holdings
74
Reported positions
New Buys
44
Opened this quarter
QoQ Change
+61.9%
from $237.76M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Norfolk Southn Corp16.1%
- Penumbra Inc14.3%
- Electronic Arts Inc7.1%
- Clearwater Analytics Hldgs I7.0%
- Hologic Inc5.4%
- Mister Car Wash Inc5.3%
- Other44.8%
Portfolio Holdings
74 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Norfolk Southn Corp | 216.0K | $62.00M | 16.1% | +100.0K | Added |
| 2 | Penumbra Inc | 167.6K | $55.03M | 14.3% | +167.6K | New |
| 3 | Electronic Arts Inc | 133.6K | $27.23M | 7.1% | +133.6K | New |
| 4 | Clearwater Analytics Hldgs I | 1.14M | $26.94M | 7.0% | +1.14M | New |
| 5 | Hologic Inc | 275.0K | $20.79M | 5.4% | −223.1K | Reduced |
| 6 | Mister Car Wash Inc | 2.92M | $20.39M | 5.3% | +2.92M | New |
| 7 | Colombier Acquisition Corp I | 1.49M | $14.97M | 3.9% | +1.49M | New |
| 8 | Masterbrand Inc | 1.55M | $12.86M | 3.3% | +784.1K | Added |
| 9 | Chart Inds Inc | 52.9K | $10.93M | 2.8% | +52.9K | New |
| 10 | Oaktree Acquisition Corp III | 1.00M | $10.61M | 2.8% | +326.8K | Added |
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