Decagon Asset Management LLP — 13F holdings

Decagon Asset Management LLP reported 104 holdings worth $525M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. NSC NORFOLK SOUTHN CORP — $58.0M (11.1%)
2. ROKU ROKU INC — $54.4M (10.4%)
3. TECH BIO-TECHNE CORP — $49.0M (9.3%)
4. PEN PENUMBRA INC — $44.8M (8.5%)
5. SELECT MED HLDGS CORP — $44.8M (8.5%)
6. CLBR COLOMBIER ACQUISITION CORP I — $17.1M (3.3%)
7. CUB LIONHEART HOLDINGS — $16.2M (3.1%)
8. WBD WARNER BROS DISCOVERY INC — $13.9M (2.7%)
9. NSTR VIKING ACQUISITION CORP I — $13.6M (2.6%)
10. QLEP QUANTUM LEAP ACQUISITION COR — $12.0M (2.3%)