Decagon Asset Management LLP: 13F holdings
CIK 19506772026Q2
| Positions | 103 |
|---|
| Reported value | $524.7m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 103 (+29 vs prior quarter) |
|---|
| Reported value | $524.7m (+35.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NSC NORFOLK SOUTHN CORP | 184,363 | $58.0m | 11.1% |
| ROKU ROKU INC | 393,636 | $54.4m | 10.4% |
| PEN PENUMBRA INC | 142,001 | $44.8m | 8.5% |
| SELECT MED HLDGS CORP | 2,715,536 | $44.8m | 8.5% |
| TECH BIO-TECHNE CORP | 564,664 | $39.9m | 7.6% |
| COLOMBIER ACQUISITION CORP I | 1,672,035 | $17.1m | 3.3% |
| LIONHEART HOLDINGS | 1,500,000 | $16.2m | 3.1% |
| VIKING ACQUISITION CORP I | 1,330,620 | $13.6m | 2.6% |
| QUANTUM LEAP ACQUISITION COR | 1,204,380 | $12.0m | 2.3% |
| OAKTREE ACQUISITION CORP III | 1,091,327 | $11.7m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1950677")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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