Decagon Asset Management LLP
Top Portfolio Positions
21 positions ·
$326,599,066 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NSC |
Norfolk Southern Corp
Industrials
|
216,040 | $62,003,480 | 18.98% | |
| PEN |
Penumbra Inc
Healthcare
|
167,588 | $55,030,871 | 16.85% | |
| EA |
Electronic Arts Inc.
Communication Services
|
139,859 | $28,513,054 | 8.73% | |
| CWAN |
Clearwater Analytics Holdings, Inc.
Technology
|
1,139,867 | $26,957,854 | 8.25% | |
| HOLX |
HOLOGIC INC
Healthcare
|
275,000 | $20,787,250 | 6.36% | |
| MCW |
Mister Car Wash, Inc.
Consumer Cyclical
|
2,924,720 | $20,385,298 | 6.24% | |
| CLBR |
Colombier Acquisition Corp. III
Financial Services
|
1,488,233 | $14,971,623 | 4.58% | |
| MBC |
MasterBrand, Inc.
Consumer Cyclical
|
1,546,997 | $12,855,545 | 3.94% | |
| GTLS |
Chart Industries Inc
Industrials
|
52,856 | $10,927,978 | 3.35% | |
| OACC |
Oaktree Acquisition Corp. III Life Sciences
Financial Services
|
1,002,427 | $10,605,677 | 3.25% |
Portfolio Trend
Holdings in NPAC
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $2,774,683 | 270,437 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,578,552 | 253,545 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,550,387 | 250,038 | Shares | Sole | 2025-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||