13F

Investor

Decagon Asset Management LLP

CIK 0001950677 · filed 2026-05-15 · SEC filing

13F book

$386.2M

Positions

74

44 new · 25 sold

Largest name

16.1%

Norfolk Southn Corp

Est. mark

−$2.03M

Price effect on 30 names still held. Flow $149.2M.
NameTickerSharesValueWeightEst. markChange
Norfolk Southn Corp216K$62M16.1%−$199.5KAdded$28.5M
Penumbra IncPEN167.6K$55M14.2%New
Electronic Arts Inc.EA133.6K$27.2M7.0%New
Clearwater Analytics Hldgs I1.14M$26.9M7.0%New
Hologic Inc275K$20.8M5.4%$302.5KCut−$16.3M
Mister Car Wash Inc2.92M$20.4M5.3%New
Colombier Acquisition Corp I1.49M$15M3.9%New
MasterBrand, Inc.MBC1.55M$12.9M3.3%−$2.08MAdded$4.43M
Chart Inds Inc52.9K$10.9M2.8%New
Oaktree Acquisition Corp Iii1M$10.6M2.7%−$1Added$3.46M
Apex Tech Acquisition Inc1.01M$10.1M2.6%New
Galaxyedge Acquisition Corp990K$9.91M2.6%New
Bhav Acquisition Corp990K$9.88M2.6%New
New Amer Acquisition I Corp886K$8.87M2.3%New
M Evo Gbl Acquisition Corp I898.4K$8.85M2.3%New
Future Money Acquisition Cor844.3K$8.43M2.2%New
Helix Acquisition Corp. IIIHLXC798.9K$8.12M2.1%New
Gigcapital9 Corp758.4K$7.45M1.9%New
Bain Cap Gss Invt Corp656.9K$6.64M1.7%$18KAdded$943K
Pono Cap Four Inc661.5K$6.6M1.7%New
Karbon Cap Partners Corp653.8K$6.58M1.7%New
Kochav Defense Acqui Co598.7K$6.14M1.6%$52.9KAdded$1.26M
Tge Value Creative Solutions461.5K$4.56M1.2%New
Xflh Cap Corp424.5K$4.19M1.1%New
Metals Acquisition Corp Ii344K$3.47M0.9%New
Newbridge Acquisition Ltd350K$3.45M0.9%New
Idea Acquisition Corp318.4K$3.15M0.8%New
Praetorian Acquisition Corp233K$2.28M0.6%New
Rf Acquisition Corp Iii100.8K$986.9K0.3%New
Gsr Iv Acquisition Corp109K$267.1K0.1%$5.84KAdded$68.5K
Sbc Med Group Hldgs Inc945K$259.9K0.1%$68KCut$20.1K
Kochav Defense Acqui Co1.08M$256.3K0.1%−$1.88KAdded$76K
New Amer Acquisition I Corp443K$221.5K0.1%New
Colombier Acquisition Corp I186K$184.1K0.0%New
Gigcapital9 Corp758.4K$166.8K0.0%New
Egh Acquisition Corp.646.9K$161.7K0.0%−$1Added$114.2K
K&F Growth Acquisition Corp874.9K$157.5K0.0%$39.2KAdded$55.5K
M Evo Gbl Acquisition Corp I449.2K$152.7K0.0%New
Evolution Global Acquisition369K$147.6K0.0%−$8.4KAdded$55.2K
Oaktree Acquisition Corp Iii162.7K$122K0.0%$5.9KAdded$17.3K
Texas Ventures Acquisition I221.1K$101.5K0.0%−$97.5KCut−$156K
Iris Acquisition Corp Ii285.7K$88K0.0%New
Bain Cap Gss Invt Corp140.5K$87.1K0.0%−$3.29KAdded$21.5K
Karbon Cap Partners Corp163.4K$84K0.0%New
Tge Value Creative Solutions268K$77.7K0.0%New
Black Spade Acquisition Iii208.9K$73.1K0.0%New
Procap Acquisition Corp225.4K$72.1K0.0%−$8.21KAdded$12.5K
Axiom Intelligence Ac Corp 1350K$66.5K0.0%−$7.03KHeld
Yorkville Acquisition Corp.175.3K$60.2K0.0%−$27KAdded−$26K
Copley Acquisition Corp353.9K$53.1K0.0%−$38.1KHeld
Safeguard Acquisition Corp130.8K$52.3K0.0%New
Newbridge Acquisition Ltd350K$45.5K0.0%New
Stonebridge Acquisition Ii C367.8K$44.4K0.0%New
Ai Infrastructure Acquisi176.9K$44.2K0.0%New
Xflh Cap Corp424.5K$42.4K0.0%New
D Boral Acquisition I Corp130.4K$39.1K0.0%New
Generation Essentials Group203.8K$38.7K0.0%$8.15KHeld
Range Cap Acquisition Corp116.6K$35K0.0%−$17.5KHeld
Praetorian Acquisition Corp77.7K$25.6K0.0%New
Highview Merger Corp100K$25K0.0%New
Btc Dev Corp51.5K$24.7K0.0%New
Championsgate Acquisition Co172.1K$24.1K0.0%−$7.74KHeld
Soren Acquisition Corp71.7K$22.9K0.0%New
Oyster Enterprises Ii Acquis183.1K$22.9K0.0%−$13.7KHeld
Cayson Acquisition Corp102.6K$22.6K0.0%−$822Held
Aa Mission Acquisition Corp130.7K$21K0.0%−$7.7KHeld
Mountain Lake Acquisition Co69.7K$18.1K0.0%$1.39KHeld
Ib Acquisition Corp159.4K$17.5K0.0%$5.04KCut−$18.5K
Digital Asset Acquisition Co35.1K$13.2K0.0%New
Rf Acquisition Corp Iii100.8K$10.1K0.0%New
New Providence Acquisition C44.1K$8.38K0.0%−$13.9KCut−$42.9K
Calisa Acquisition Corp15.1K$8.32K0.0%New
Cdt Equity Inc400K$3.32K0.0%$1.12KHeld
Alchemy Invts Acquisitn Corp13.2K$2.11K0.0%−$660Held

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.