Decagon Asset Management LLP

CIK
0001950677
City
LONDON
State / Country
X0

Top Portfolio Positions

13 positions · $145,427,096 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
HOLX
HOLOGIC INC
Healthcare
498,125 $37,105,331 25.51%
EXAS
EXACT SCIENCES CORP
347,400 $35,281,944 24.26%
NSC
Norfolk Southern Corp
116,000 $33,491,520 23.03%
MBC
MasterBrand, Inc.
Consumer Cyclical
762,926 $8,422,703 5.79%
OACC
Oaktree Acquisition Corp. III Life Sciences
Financial Services
675,637 $7,148,239 4.92%
MLAC
Mountain Lake Acquisition Corp.
657,592 $6,838,956 4.70%
KCHV
Kochav Defense Acquisition Corp.
480,888 $4,876,204 3.35%
PELI
Pelican Acquisition Corp
Financial Services
379,902 $3,856,385 2.65%
IPCX
Inflection Point Acquisition Corp. III
351,374 $3,562,932 2.45%
APAC
StoneBridge Acquisition II Corp
Financial Services
346,557 $3,448,242 2.37%

Portfolio Trend

5 quarters · across all stocks

Holdings in EXAS

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Report Date Value (USD) Shares
2025-12-31 $35,281,944 347,400