Decagon Asset Management LLP holds a focused book of 74 stocks worth $384.9M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Penumbra Inc and trimmed Hologic Inc. Their largest long position is Norfolk Southern Corp at 16% of the equity book. They also disclosed $995K in put options (a bearish bet) and $306K in call options (bullish), shown separately below and excluded from the equity book.
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Use Arkolith to show Decagon Asset Management LLP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
89% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Norfolk Southn Corp COM | $62.0M | 216.0K | 16.1% | ▲+86% Added · +100K sh | |
| 2 | Penumbra Inc COM | $55.0M | 167.6K | 14.3% | ▲New New position | |
| 3 | Electronic Arts Inc COM | $27.2M | 133.6K | 7.1% | ▲New New position | |
| 4 | Clearwater Analytics Hldgs I CL A | $26.9M | 1.14M | 7.0% | ▲New New position | |
| 5 | Hologic Inc COM | $20.8M | 275.0K | 5.4% | ▼−45% Reduced · −223K sh | |
| 6 | Mister Car Wash Inc COM | $20.4M | 2.92M | 5.3% | ▲New New position | |
| 7 | Colombier Acquisition Corp I ORD SHS CL A | $15.0M | 1.49M | 3.9% | ▲New New position | |
| 8 | Masterbrand Inc COMMON STOCK | $12.9M | 1.55M | 3.3% | ▲+103% Added · +784K sh | |
| 9 | Chart Inds Inc COM | $10.9M | 52.9K | 2.8% | ▲New New position | |
| 10 | Oaktree Acquisition Corp III SHS CL A | $10.6M | 1.00M | 2.8% | ▲+48% Added · +327K sh | |
| 11 | Apex Tech Acquisition Inc UNIT 99/99/9999 | $10.1M | 1.01M | 2.6% | ▲New New position | |
| 12 | Galaxyedge Acquisition Corp UNIT 99/99/9999 | $9.9M | 990.0K | 2.6% | ▲New New position | |
| 13 | Bhav Acquisition Corp UNIT 03/18/2031 | $9.9M | 990.0K | 2.6% | ▲New New position | |
| 14 | New Amer Acquisition I Corp COM SHS CL A | $8.9M | 886.0K | 2.3% | ▲New New position | |
| 15 | M Evo GBL Acquisition Corp I ORD SHS CL A | $8.8M | 898.4K | 2.3% | ▲New New position | |
| 16 | Future Money Acquisition Cor UNIT 03/16/2031 | $8.4M | 844.3K | 2.2% | ▲New New position | |
| 17 | Helix Acquisition Corp III USD CL A ORD SHS | $8.1M | 798.9K | 2.1% | ▲New New position | |
| 18 | Gigcapital9 Corp CL A | $7.5M | 758.4K | 1.9% | ▲New New position | |
| 19 | Bain Cap GSS Invt Corp ORD CL A | $6.6M | 656.9K | 1.7% | ▲+16% Added · +91K sh | |
| 20 | Pono Cap Four Inc UNIT 03/11/2031 | $6.6M | 661.5K | 1.7% | ▲New New position | |
| 21 | Karbon Cap Partners Corp ORD SHS CL A | $6.6M | 653.8K | 1.7% | ▲New New position | |
| 22 | Kochav Defense Acqui Co SHS CL A | $6.1M | 598.7K | 1.6% | ▲+24% Added · +118K sh | |
| 23 | Tge Value Creative Solutions USD CL A ORD SHS | $4.6M | 461.5K | 1.2% | ▲New New position | |
| 24 | XFLH Cap Corp ORD SHS | $4.2M | 424.5K | 1.1% | ▲New New position | |
| 25 | Metals Acquisition Corp II UNIT 99/99/9999 | $3.5M | 344.0K | 0.9% | ▲New New position | |
| 26 | Newbridge Acquisition Ltd CL A ORD SHS | $3.5M | 350.0K | 0.9% | ▲New New position | |
| 27 | Idea Acquisition Corp UNIT 01/06/2031 | $3.2M | 318.4K | 0.8% | ▲New New position | |
| 28 | Praetorian Acquisition Corp ORD SHS CL A | $2.3M | 233.0K | 0.6% | ▲New New position | |
| 29 | RF Acquisition Corp III ORD SHS | $987K | 100.8K | 0.3% | ▲New New position | |
| 30 | GSR IV Acquisition Corp RIGHT 08/22/2030 | $267K | 109.0K | 0.1% | ▲+31% Added · +26K sh | |
| 31 | SBC Med Group Hldgs Inc *W EXP 09/17/202 | $260K | 945.0K | 0.1% | ▼−20% Reduced · −236K sh | |
| 32 | Kochav Defense Acqui Co RIGHT 05/21/2030 | $256K | 1.08M | 0.1% | ▲+44% Added · +328K sh | |
| 33 | New Amer Acquisition I Corp *W EXP 99/99/999 | $221K | 443.0K | 0.1% | ▲New New position | |
| 34 | Colombier Acquisition Corp I *W EXP 12/31/203 | $184K | 186.0K | 0.0% | ▲New New position | |
| 35 | Gigcapital9 Corp RIGHT 12/01/2030 | $167K | 758.4K | 0.0% | ▲New New position | |
| 36 | Egh Acquisition Corp. RIGHT 99/99/9999 | $162K | 646.9K | 0.0% | ▲+240% Added · +457K sh | |
| 37 | K&F Growth Acquisition Corp RIGHT 08/29/2031 | $157K | 874.9K | 0.0% | ▲+12% Added · +90K sh | |
| 38 | M Evo GBL Acquisition Corp I *W EXP 02/18/203 | $153K | 449.2K | 0.0% | ▲New New position | |
| 39 | Evolution Global Acquisition *W EXP 10/22/203 | $148K | 369.0K | 0.0% | ▲+76% Added · +159K sh | |
| 40 | Oaktree Acquisition Corp III *W EXP 09/01/203 | $122K | 162.7K | 0.0% | ▲+10% Added · +15K sh | |
| 41 | Texas Ventures Acquisition I *W EXP 04/23/203 | $101K | 221.1K | 0.0% | ▼−23% Reduced · −65K sh | |
| 42 | Iris Acquisition Corp II *W EXP 08/15/203 | $88K | 285.7K | 0.0% | ▲New New position | |
| 43 | Bain Cap GSS Invt Corp *W EXP 01/01/202 | $87K | 140.5K | 0.0% | ▲+40% Added · +40K sh | |
| 44 | Karbon Cap Partners Corp *W EXP 12/11/203 | $84K | 163.4K | 0.0% | ▲New New position | |
| 45 | Tge Value Creative Solutions *W EXP 09/16/203 | $78K | 268.0K | 0.0% | ▲New New position | |
| 46 | Black Spade Acquisition III *W EXP 99/99/999 | $73K | 208.9K | 0.0% | ▲New New position | |
| 47 | Procap Acquisition Corp *W EXP 05/16/203 | $72K | 225.4K | 0.0% | ▲+40% Added · +65K sh | |
| 48 | Axiom Intelligence Ac Corp 1 RIGHT 06/10/2030 | $66K | 350.0K | 0.0% | —Held | |
| 49 | Yorkville Acquisition Corp. *W EXP 06/06/203 | $60K | 175.3K | 0.0% | ▲+1.7% Added · +3K sh | |
| 50 | Copley Acquisition Corp *W EXP 99/99/999 | $53K | 353.9K | 0.0% | —Held |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | ELECTRONIC ARTS INCEA | $979K | 5K |
| CALL · bullish | ELECTRONIC ARTS INCEA | $306K | 2K |
| PUT · bearish | CLEARWATER ANALYTICS HDS-ACWAN | $17K | 700 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.