Decagon Asset Management LLP
Annual return '25
+14.8%
SPY '25
+17.7%
Alpha
-3.0ptsvs SPY
Invested
$386.2M
Holdings
26
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NSC
NORFOLK SOUTHN CORP
Held since at least Q1 2024
18.7%
02
$PEN
PENUMBRA INC
Held since at least Q1 2024
16.6%
03
$EA
ELECTRONIC ARTS INC
Held since at least Q1 2024
8.6%
04
$CWAN
CLEARWATER ANALYTICS HLDGS I
Held since at least Q1 2024
8.1%
05
$HOLX
HOLOGIC INC
Held since at least Q1 2024
6.3%
06
$MCW
MISTER CAR WASH INC
Held since at least Q1 2024
6.1%
07
$CLBR
COLOMBIER ACQUISITION CORP I
Held since at least Q1 2024
4.5%
08
$MBC
MASTERBRAND INC
Held since at least Q1 2024
3.9%
09
$GTLS
CHART INDS INC
Q4 2025: Exited (was 80.0k shares)
3.3%
10
$OACC
OAKTREE ACQUISITION CORP III
Q4 2025: Exited (was 644.3k shares)
3.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:36 UTC.