Funds › Decagon Asset Management LLP
Decagon Asset Management LLP
13F for Q2 2026, filed Aug 14, 2026. 101 positions worth $524.7M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q2 2026
filed Aug 14, 2026
Reported value
$524.7M
+$138.5M (35.9%) vs Q1 2026
Positions
101
74 in Q1 2026
Top 10 share
59.5%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | NSC Norfolk Southern Corporation | 184,363 | $58.0M | 11.1% | -14.7% | 13F ↗ |
| 2 | ROKU Roku Inc | 393,636 | $54.4M | 10.4% | New | 13F ↗ |
| 3 | PEN Penumbra, Inc. | 142,001 | $44.8M | 8.5% | -15.3% | 13F ↗ |
| 4 | Select Med Holdings Corp | 2.72M | $44.8M | 8.5% | New | 13F ↗ |
| 5 | TECH Bio-Techne Corp | 564,664 | $39.9M | 7.6% | New | 13F ↗ |
| 6 | CLBR Colombier Acquisition Corp. III | 1.67M | $17.1M | 3.3% | +12.4% | 13F ↗ |
| 7 | CUB Lionheart Holdings | 1.50M | $16.2M | 3.1% | New | 13F ↗ |
| 8 | NSTR NorthStar Earth & Space Enterprises, Inc. | 1.33M | $13.6M | 2.6% | New | 13F ↗ |
| 9 | QLEP Quantum Leap Acquisition Corp | 1.20M | $12.0M | 2.3% | New | 13F ↗ |
| 10 | OACC Oaktree Acquisition Corp. III Life Sciences | 1.09M | $11.7M | 2.2% | +8.9% | 13F ↗ |
| 11 | Apex Tech Acquisition Inc Units | 1.10M | $11.2M | 2.1% | +8.9% | 13F ↗ |
| 12 | HLXC Helix Acquisition Corp. III | 1.04M | $11.1M | 2.1% | +30.8% | 13F ↗ |
| 13 | Archimedes Tech Spac Partner | 937,829 | $10.1M | 1.9% | New | 13F ↗ |
| 14 | NWAX New America Acquisition I Corp. | 995,209 | $10.1M | 1.9% | +12.3% | 13F ↗ |
| 15 | GLED GalaxyEdge Acquisition Corporation | 990,000 | $9.8M | 1.9% | New | 13F ↗ |
| 16 | BHAV BHAV Acquisition Corp | 990,000 | $9.8M | 1.9% | New | 13F ↗ |
| 17 | QRED QuasarEdge Acquisition Corporation | 990,000 | $9.8M | 1.9% | New | 13F ↗ |
| 18 | ATLQU JAB Acquisition Corp I Units · Units | 908,000 | $9.1M | 1.7% | New | 13F ↗ |
| 19 | OTAI Starlink AI Acquisition Corporation | 913,770 | $9.0M | 1.7% | New | 13F ↗ |
| 20 | GIX GigCapital9 Corp. | 851,940 | $8.5M | 1.6% | +12.3% | 13F ↗ |
| 21 | DYNC Dynamix Corp | 766,533 | $8.3M | 1.6% | New | 13F ↗ |
| 22 | MEVO M Evo Global Acquisition Corp II | 798,398 | $7.9M | 1.5% | -11.1% | 13F ↗ |
| 23 | PONO Pono Capital Four, Inc. | 743,610 | $7.4M | 1.4% | New | 13F ↗ |
| 24 | KBON Karbon Capital Partners Corp. | 720,284 | $7.3M | 1.4% | +10.2% | 13F ↗ |
| 25 | ALPXU Alpex Acquisition Corporation Units · Units | 702,988 | $7.0M | 1.3% | New | 13F ↗ |
| 26 | KCHV Kochav Defense Acquisition Corp. | 672,619 | $7.0M | 1.3% | +12.4% | 13F ↗ |
| 27 | Plutonian Acquisition Corp I Units | 585,000 | $5.9M | 1.1% | New | 13F ↗ |
| 28 | MTAL Metals Acquisition Corp. II | 431,397 | $4.4M | 0.8% | New | 13F ↗ |
| 29 | BEBE TGE Value Creative Solutions Corp | 435,172 | $4.3M | 0.8% | -5.7% | 13F ↗ |
| 30 | FMAC Future Money Acquisition Corporation | 425,128 | $4.2M | 0.8% | New | 13F ↗ |
| 31 | KEYYU Keystone Acquisition Corp. Units · Units | 375,000 | $3.8M | 0.7% | New | 13F ↗ |
| 32 | APMC AmperCap Acquisition Company | 351,990 | $3.5M | 0.7% | New | 13F ↗ |
| 33 | XFLH XFLH Capital Corporation | 315,238 | $3.1M | 0.6% | -25.7% | 13F ↗ |
| 34 | WENC West Enclave Merger Corp. | 271,780 | $2.7M | 0.5% | New | 13F ↗ |
| 35 | FXACU FortuneX Acquisition Corporation · Units | 163,412 | $1.6M | 0.3% | New | 13F ↗ |
| 36 | SAAQ Space Asset Acquisition Corp. | 154,900 | $1.6M | 0.3% | New | 13F ↗ |
| 37 | SYNA Synaptics Incorporated | 10,000 | $1.2M | 0.2% | New | 13F ↗ |
| 38 | Archimedes Tech Spac Partner *W Exp 10/15/202 | 331,302 | $725.5K | 0.1% | New | 13F ↗ |
| 39 | Newhold Invt Corp III *W Exp 01/30/203 | 334,030 | $701.5K | 0.1% | New | 13F ↗ |
| 40 | IACO Idea Acquisition Corp. | 64,442 | $638.6K | 0.1% | New | 13F ↗ |
| 41 | New Amer Acquisition I Corp W Exp 99/99/999 | 482,764 | $289.7K | 0.1% | +9.0% | 13F ↗ |
| 42 | HCACR Hall Chadwick Acquisition Corp. Rights · Rights | 985,911 | $285.9K | 0.1% | New | 13F ↗ |
| 43 | GSRFR GSR IV Acquisition Corp. Rights · Rights | 109,028 | $262.8K | 0.1% | Unchanged | 13F ↗ |
| 44 | Quasaredge Acquisition Corp Rights | 990,000 | $247.5K | <0.1% | New | 13F ↗ |
| 45 | KCHVR Kochav Defense Acquisition Corp. Rights · Rights | 1.21M | $244.8K | <0.1% | +12.3% | 13F ↗ |
| 46 | EGHAR EGH Acquisition Corp. Rights · Rights | 646,873 | $242.7K | <0.1% | Unchanged | 13F ↗ |
| 47 | AXINR Axiom Intelligence Acquisition Corp 1 Rights · Rights | 613,660 | $230.9K | <0.1% | +75.3% | 13F ↗ |
| 48 | BHAVR BHAV Acquisition Corp · Spacs | 990,000 | $227.7K | <0.1% | New | 13F ↗ |
| 49 | SBCWW SBC Medical Group Holdings Incorporated · Spac Combination | 944,992 | $217.3K | <0.1% | Unchanged | 13F ↗ |
| 50 | Starlink Ai Acquisition Corp Spacs | 913,770 | $201.0K | <0.1% | New | 13F ↗ |
Showing the top 50 of 101 positions. Premium lists every position, plus puts and calls.
Changes since Q1 2026
45 new, 35 added to, 6 trimmed, 18 exited, 15 unchanged. By estimated dollars.
New positions (45)
| ROKU Roku Inc | 393,636 | New | $54.4M |
| Select Med Holdings Corp | 2.72M | New | $44.8M |
| TECH Bio-Techne Corp | 564,664 | New | $39.9M |
| CUB Lionheart Holdings | 1.50M | New | $16.2M |
| NSTR NorthStar Earth & Space Enterprises, Inc. | 1.33M | New | $13.6M |
| QLEP Quantum Leap Acquisition Corp | 1.20M | New | $12.0M |
| Archimedes Tech Spac Partner | 937,829 | New | $10.1M |
| GLED GalaxyEdge Acquisition Corporation | 990,000 | New | $9.8M |
| BHAV BHAV Acquisition Corp | 990,000 | New | $9.8M |
| QRED QuasarEdge Acquisition Corporation | 990,000 | New | $9.8M |
Added to (35)
| HLXC Helix Acquisition Corp. III | 1.04M | +30.8% | $2.6M |
| CLBR Colombier Acquisition Corp. III | 1.67M | +12.4% | $1.9M |
| NWAX New America Acquisition I Corp. | 995,209 | +12.3% | $1.1M |
| OACC Oaktree Acquisition Corp. III Life Sciences | 1.09M | +8.9% | $951.2K |
| GIX GigCapital9 Corp. | 851,940 | +12.3% | $929.1K |
| Apex Tech Acquisition Inc Units | 1.10M | +8.9% | $912.0K |
| KCHV Kochav Defense Acquisition Corp. | 672,619 | +12.4% | $767.0K |
| KBON Karbon Capital Partners Corp. | 720,284 | +10.2% | $671.4K |
| DBCAW D. Boral Acquisition I Corp. · W Exp 01/30/203 | 475,947 | +265% | $131.3K |
| AXINR Axiom Intelligence Acquisition Corp 1 Rights · Rights | 613,660 | +75.3% | $99.2K |
Trimmed (6)
| NSC Norfolk Southern Corporation | 184,363 | -14.7% | -$10.0M |
| PEN Penumbra, Inc. | 142,001 | -15.3% | -$8.1M |
| XFLH XFLH Capital Corporation | 315,238 | -25.7% | -$1.1M |
| MEVO M Evo Global Acquisition Corp II | 798,398 | -11.1% | -$992.0K |
| BEBE TGE Value Creative Solutions Corp | 435,172 | -5.7% | -$262.2K |
| GIXXR GigCapital9 Corp. Rights · Rights | 625,675 | -17.5% | -$34.5K |
Exited (18)
| Electronic Arts Inc | 133,559 | Exited | -$27.2M |
| Clearwater Analytics Holdings I | 1.14M | Exited | -$26.9M |
| Hologic Inc | 275,000 | Exited | -$20.8M |
| Mister Car Wash Inc | 2.92M | Exited | -$20.4M |
| MBC MasterBrand, Inc. | 1.55M | Exited | -$12.9M |
| Chart Industries Inc | 52,856 | Exited | -$10.9M |
| Galaxyedge Acquisition Corp Units | 990,000 | Exited | -$9.9M |
| BHAVU BHAV Acquisition Corp Units · Units | 990,000 | Exited | -$9.9M |
| FMACU Future Money Acquisition Corporation · Units | 844,320 | Exited | -$8.4M |
| BCSS Bain Capital GSS Investment Corp. | 656,944 | Exited | -$6.6M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer