Holdings of Decagon Asset Management LLP
10 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Industrials 25.3 %
- Communication 11.1 %
- Unattributed 63.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 10 | 245M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Norfolk Southern Corp | 216,040 | 62M $ | |
| 2 | Penumbra Inc | 167,588 | 55M $ | |
| 3 | Electronic Arts Inc | 133,559 | 27.2M $ | |
| 4 | Clearwater Analytics Holdings Inc | 1,139,167 | 26.9M $ | |
| 5 | Hologic Inc | 275,000 | 20.8M $ | |
| 6 | Mister Car Wash Inc | 2,924,720 | 20.4M $ | |
| 7 | Masterbrand Inc | 1,546,997 | 12.9M $ | |
| 8 | Chart Industries Inc | 52,856 | 10.9M $ | |
| 9 | New America Acquisition I Corp | 885,957 | 8.9M $ | |
| 10 | IB ACQUISITION CORP | 159,411 | 17.5K $ |