Decagon Asset Management LLP 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
DA
Decagon Asset Management LLP
Institutional Filer 62.44%$386.2M74

Current Portfolio Holdings

Showing all 74 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1NSCNorfolk Southern CorporationIndustrials216K$62.0M16.05%
2PENPenumbra, Inc.Healthcare168K$55.0M14.25%
3EAElectronic Arts Inc.Technology140K$28.5M7.38%
4CWANClearwater Analytics Holdings, Inc.Technology1.1M$27.0M6.98%
5HOLXHologic, Inc.Healthcare275K$20.8M5.38%
6MCWMister Car Wash, Inc.Consumer Cyclical2.9M$20.4M5.28%
7NaNCOLOMBIER ACQUISITION CORP I1.5M$15.0M3.88%
8MBCMasterBrand, Inc.Consumer Cyclical1.5M$12.9M3.33%
9GTLSChart Industries, Inc.Industrials53K$10.9M2.83%
10OACCOaktree Acquisition Corp. III Life SciencesFinancial Services1.0M$10.6M2.75%
11TRADUAPEX TECH ACQUISITION INC1.0M$10.1M2.62%
12NaNGALAXYEDGE ACQUISITION CORP990K$9.9M2.57%
13NaNBHAV ACQUISITION CORP990K$9.9M2.56%
14NWAXNEW AMER ACQUISITION I CORP886K$8.9M2.30%
15MEVOM EVO GBL ACQUISITION CORP I898K$8.8M2.29%
Showing 1 to 15 of 74 holdings