account_balance
Investment manager · 13F filer · SEC CIK 1950677
Decagon Asset Management LLP
Reported value$501Mas of Jun 30, 2026
Positions101 45 new, 18 sold out
Top 10 weight62.4%NSC alone is 12%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NSCNorfolk Southn Corp
11.6%Trimmed −15%
ROKURoku Inc
10.9%New
PENPenumbra Inc
8.9%Trimmed −15%
SEMSelect Med Hldgs Corp
8.9%New
TECHBio-techne Corp
8.0%New
CLBRColombier Acquisition Corp I
3.4%Added +12%
CUBLionheart Holdings
3.2%New
VACIViking Acquisition Corp I
2.7%New
QLEPQuantum Leap Acquisition Cor
2.4%New
OACCOaktree Acquisition Corp III
2.3%Added +9%
TRADUApex Tech Acquisition Inc
2.2%Added +9%
HLXCHelix Acquisition Corp III
2.2%Added +31%
NSCNorfolk Southn Corp
11.6%Trimmed −15%
ROKURoku Inc
10.9%New
PENPenumbra Inc
8.9%Trimmed −15%
SEMSelect Med Hldgs Corp
8.9%New
TECHBio-techne Corp
8.0%New
CLBR3.4%CUB3.2%VACI2.7%
QLEP2.4%OACC2.3%TRADU2.2%
HLXC2.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NSC Norfolk Southn Corp 11.6% Trimmed −15%ROKU Roku Inc 10.9% NewPEN Penumbra Inc 8.9% Trimmed −15%
SEM Select Med Hldgs Corp 8.9% New
TECH Bio-techne Corp 8.0% NewCLBR Colombier Acquisition Corp I 3.4% Added +12%CUB Lionheart Holdings 3.2% NewVACI Viking Acquisition Corp I 2.7% New
QLEP Quantum Leap Acquisition Cor 2.4% NewOACC Oaktree Acquisition Corp III 2.3% Added +9%TRADU Apex Tech Acquisition Inc 2.2% Added +9%
HLXC Helix Acquisition Corp III 2.2% Added +31%What changed