§ 13F · FUND PROFILE
Decagon Asset Management LLP.
AUM · $525M (13F)Positions · 104Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$309M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NSC | NORFOLK SOUTHN CORP | 184K | $58M | 11.1% | −15% |
| 2 | ROKU | ROKU INC | 394K | $54M | 10.4% | NEW |
| 3 | PEN | PENUMBRA INC | 142K | $45M | 8.5% | −15% |
| 4 | SEM | SELECT MED HLDGS CORP | 2.72M | $45M | 8.5% | NEW |
| 5 | TECH | BIO-TECHNE CORP | 565K | $40M | 7.6% | NEW |
| 6 | CLBR | COLOMBIER ACQUISITION CORP I | 1.67M | $17M | 3.3% | +12% |
| 7 | CUB | LIONHEART HOLDINGS | 1.50M | $16M | 3.1% | NEW |
| 8 | WBD | WARNER BROS DISCOVERY INC | 523K | $14M | 2.7% | NEW |
| 9 | VACI | VIKING ACQUISITION CORP I | 1.33M | $14M | 2.6% | NEW |
| 10 | QLEP | QUANTUM LEAP ACQUISITION COR | 1.20M | $12M | 2.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DECAGON SIGNAL
AC read
Decagon Asset Management LLP is a Other fund managing $525 million in assets. The fund runs a portfolio of 104 positions.
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