Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Decagon Asset Management LLP 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Decagon Asset Management LLP (CIK 1950677) reported $386.2M across 28 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NSC ($62.0M, 16.05%), PEN ($55.0M, 14.25%), EA ($28.5M, 7.38%), CWAN ($27.0M, 6.98%), HOLX ($20.8M, 5.38%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NSCNORFOLK SOUTHN CORP$62.0M16.05%216,040Added
2PENPENUMBRA INC$55.0M14.25%167,588New
3EAELECTRONIC ARTS INC$28.5M7.38%139,859New
4CWANCLEARWATER ANALYTICS HLDGS I$27.0M6.98%1.1MNew
5HOLXHOLOGIC INC$20.8M5.38%275,000Trimmed
6MCWMISTER CAR WASH INC$20.4M5.28%2.9MNew
7COLOMBIER ACQUISITION CORP I$15.0M3.88%1.5MNew
8MBCMASTERBRAND INC$12.9M3.33%1.5MAdded
9GTLSCHART INDS INC$10.9M2.83%52,856New
10OACCOAKTREE ACQUISITION CORP III$10.6M2.75%1.0MAdded
11APEX TECH ACQUISITION INC$10.1M2.62%1.0MNew
12GALAXYEDGE ACQUISITION CORP$9.9M2.57%990,000New
13BHAV ACQUISITION CORP$9.9M2.56%990,000New
14NEW AMER ACQUISITION I CORP$8.9M2.30%885,957New
15M EVO GBL ACQUISITION CORP I$8.8M2.29%898,398New
16FUTURE MONEY ACQUISITION COR$8.4M2.18%844,320New
17HELIX ACQUISITION CORP III$8.1M2.10%798,891New
18GIGCAPITAL9 CORP$7.5M1.93%758,375New
19BAIN CAP GSS INVT CORP$6.6M1.72%656,944Added
20PONO CAP FOUR INC$6.6M1.71%661,496New
21KARBON CAP PARTNERS CORP$6.6M1.70%653,813New
22KCHVUKOCHAV DEFENSE ACQUI CO$6.1M1.59%598,654Added
23TGE VALUE CREATIVE SOLUTIONS$4.6M1.18%461,472New
24XFLH CAP CORP$4.2M1.08%424,470New
25METALS ACQUISITION CORP II$3.5M0.90%344,015New

Source: SEC Form 13F filings · as of 2026-03-31