Decagon Asset Management LLP
CIK 0001950677 · LONDON, X0 · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$524.7M
2026 Q2
Positions
104
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
60.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
NSC
NORFOLK SOUTHN CORP
11.1%
ROKU
ROKU INC
10.4%
PEN
PENUMBRA INC
8.5%
81619Q105
SELECT MED HLDGS CORP
8.5%
TECH
BIO-TECHNE CORP
7.6%
CLBR
COLOMBIER ACQUISITION CORP I
3.3%
CUB
LIONHEART HOLDINGS
3.1%
WBDPUT
WARNER BROS DISCOVERY INC
2.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.