Decagon Asset Management LLP
Net buyer this quarter
$525M
76
+$100M
59.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NSC | $58M | 11.05% | 0.08% | -14.7% | Q4 2025 |
 ROKU | $54.4M | 10.36% | 0.27% | New | Q2 2026 |
 PEN | $44.8M | 8.54% | 0.36% | -15.3% | Q1 2026 |
| SEM | $44.8M | 8.54% | 2.19% | New | Q2 2026 |
 TECH | $39.9M | 7.60% | 0.36% | New | Q2 2026 |
 CLBR | $17.1M | 3.27% | Not reported | +12.4% | Q4 2024 |
| CUB | $16.2M | 3.08% | Not reported | New | Q2 2026 |
 VACI | $13.6M | 2.59% | Not reported | New | Q2 2026 |
 QLEP | $12M | 2.28% | Not reported | New | Q2 2026 |
 OACC | $11.7M | 2.23% | Not reported | +8.9% | Q4 2024 |
 HLXC | $11.1M | 2.12% | Not reported | +30.8% | Q1 2026 |
 NWAX | $10.4M | 1.98% | Not reported | +11.2% | Q4 2025 |
| ATII | $10.1M | 1.93% | 14.23% | New | Q2 2026 |
 GLED | $9.84M | 1.88% | 22.09% | New | Q2 2026 |
 QRED | $9.83M | 1.87% | 6.17% | New | Q2 2026 |
| BHAV | $9.83M | 1.87% | Not reported | New | Q2 2026 |
| OTAI | $9.05M | 1.72% | 6.65% | New | Q2 2026 |
 GIX | $8.46M | 1.61% | Not reported | +12.3% | Q1 2026 |
 DYNC | $8.27M | 1.58% | Not reported | New | Q2 2026 |
| MEVO | $7.92M | 1.51% | Not reported | -11.1% | Q1 2026 |
| PONO | $7.41M | 1.41% | Not reported | New | Q2 2026 |
| KBON | $7.27M | 1.39% | 80.93% | +10.2% | Q1 2026 |
| ALPXU | $7.04M | 1.34% | Not reported | New | Q2 2026 |
| KCHV | $6.98M | 1.33% | Not reported | +12.4% | Q3 2025 |
| MTAL | $4.38M | 0.83% | Not reported | New | Q2 2026 |
 BEBE | $4.34M | 0.83% | Not reported | -5.7% | Q1 2026 |
 FMAC | $4.24M | 0.81% | 2.69% | New | Q2 2026 |
 KEYYU | $3.77M | 0.72% | Not reported | New | Q2 2026 |
 APMC | $3.48M | 0.66% | 6.26% | New | Q2 2026 |
| XFLH | $3.14M | 0.60% | 8.11% | -25.7% | Q1 2026 |
 WENC | $2.7M | 0.51% | 1.69% | New | Q2 2026 |
| FXACU | $1.64M | 0.31% | Not reported | New | Q2 2026 |
| SAAQ | $1.58M | 0.30% | Not reported | New | Q2 2026 |
 SYNA | $1.24M | 0.24% | 0.03% | New | Q2 2026 |
| ATIIW | $726K | 0.14% | Not reported | New | Q2 2026 |
| NHICW | $701K | 0.13% | Not reported | New | Q2 2026 |
| IACO | $639K | 0.12% | 0.15% | New | Q2 2026 |
 HCACR | $286K | 0.05% | Not reported | New | Q2 2026 |
| GSRFR | $263K | 0.05% | Not reported | Not reported | Q4 2025 |
| KCHVR | $245K | 0.05% | Not reported | +12.3% | Q3 2025 |
 EGHAR | $243K | 0.05% | Not reported | Not reported | Q2 2025 |
 AXINR | $231K | 0.04% | Not reported | +75.3% | Q3 2025 |
| BHAVR | $228K | 0.04% | Not reported | New | Q2 2026 |
 SBCWW | $217K | 0.04% | Not reported | Not reported | Q4 2024 |
| MEVOW | $187K | 0.04% | Not reported | +12.3% | Q1 2026 |
| DBCAW | $181K | 0.03% | Not reported | +265.0% | Q1 2026 |
| GIXXR | $163K | 0.03% | Not reported | -17.5% | Q1 2026 |
 TVACW | $161K | 0.03% | Not reported | +37.4% | Q3 2025 |
| EVOXW | $160K | 0.03% | Not reported | +9.5% | Q4 2025 |
| PONOR | $156K | 0.03% | Not reported | New | Q2 2026 |
| Q1 2026 | |||||
| NSC | $62M | 16.05% | 0.10% | +86.2% | Q4 2025 |
| PEN | $55M | 14.25% | 0.43% | New | Q1 2026 |
| EA | $27.2M | 7.05% | Not reported | New | Q1 2026 |
| CWAN | $26.9M | 6.98% | Not reported | New | Q1 2026 |
| HOLX | $20.8M | 5.38% | 0.12% | -44.8% | Q4 2025 |
| MCW | $20.4M | 5.28% | 0.89% | New | Q1 2026 |
| CLBR | $15M | 3.88% | Not reported | Not reported | Q4 2024 |
 MBC | $12.9M | 3.33% | 1.21% | +102.8% | Q4 2025 |
| GTLS | $10.9M | 2.83% | 0.11% | Not reported | Q3 2025 |
| OACC | $10.6M | 2.75% | Not reported | +48.4% | Q4 2024 |
| BHAVU | $9.88M | 2.56% | Not reported | New | Q1 2026 |
| NWAX | $9.09M | 2.35% | Not reported | +81.2% | Q4 2025 |
| MEVO | $8.85M | 2.29% | Not reported | New | Q1 2026 |
 FMACU | $8.43M | 2.18% | Not reported | New | Q1 2026 |
| HLXC | $8.12M | 2.10% | Not reported | New | Q1 2026 |
| GIX | $7.45M | 1.93% | Not reported | New | Q1 2026 |
 BCSS | $6.64M | 1.72% | Not reported | +16.2% | Q4 2025 |
| PONOU | $6.6M | 1.71% | Not reported | New | Q1 2026 |
| KBON | $6.58M | 1.70% | 73.46% | New | Q1 2026 |
| KCHV | $6.14M | 1.59% | Not reported | +24.5% | Q3 2025 |
| BEBE | $4.56M | 1.18% | Not reported | New | Q1 2026 |
| XFLH | $4.19M | 1.08% | 9.67% | New | Q1 2026 |
| MTAL.U | $3.47M | 0.90% | Not reported | New | Q1 2026 |
| NBRG | $3.45M | 0.89% | 24.35% | New | Q1 2026 |
 IACOU | $3.15M | 0.82% | Not reported | New | Q1 2026 |
| PTOR | $2.28M | 0.59% | Not reported | New | Q1 2026 |
| RFAM | $987K | 0.26% | 2.56% | New | Q1 2026 |
| GSRFR | $267K | 0.07% | Not reported | +30.7% | Q4 2025 |
| SBCWW | $260K | 0.07% | Not reported | -20.0% | Q4 2024 |
| KCHVR | $256K | 0.07% | Not reported | +43.6% | Q3 2025 |
| GIXXR | $167K | 0.04% | Not reported | New | Q1 2026 |
| EGHAR | $162K | 0.04% | Not reported | +240.2% | Q2 2025 |
| KFIIR | $157K | 0.04% | Not reported | +11.5% | Q1 2025 |
| MEVOW | $153K | 0.04% | Not reported | New | Q1 2026 |
| EVOXW | $148K | 0.04% | Not reported | +75.6% | Q4 2025 |
| OACCW | $122K | 0.03% | Not reported | +10.3% | Q4 2024 |
| TVACW | $101K | 0.03% | Not reported | -22.7% | Q3 2025 |
| KBONW | $84K | 0.02% | Not reported | New | Q1 2026 |
 PCAPW | $72.1K | 0.02% | Not reported | +40.3% | Q3 2025 |
| AXINR | $66.5K | 0.02% | Not reported | Not reported | Q3 2025 |
 MCGAW | $60.2K | 0.02% | Not reported | +1.7% | Q3 2025 |
| NBRGR | $45.5K | 0.01% | Not reported | New | Q1 2026 |
 APACR | $44.4K | 0.01% | Not reported | New | Q1 2026 |
| DBCAW | $39.1K | 0.01% | Not reported | New | Q1 2026 |
 RANGR | $35K | 0.01% | Not reported | Not reported | Q1 2025 |
| PTORW | $25.6K | 0.01% | Not reported | New | Q1 2026 |
 HVMCW | $25K | 0.01% | Not reported | New | Q1 2026 |
| BDCIW | $24.7K | 0.01% | Not reported | New | Q1 2026 |
| CHPGR | $24.1K | 0.01% | Not reported | Not reported | Q2 2025 |
| SORNW | $22.9K | 0.01% | Not reported | New | Q1 2026 |
| Q4 2025 | |||||
| HOLX | $37.1M | 14.27% | 0.22% | New | Q4 2025 |
 EXK | $35.3M | 13.57% | 0.13% | New | Q4 2025 |
| NSC | $33.5M | 12.88% | 0.05% | New | Q4 2025 |
| RNAM | $17.5M | 6.72% | 0.16% | New | Q4 2025 |
| MCGA | $12.3M | 4.73% | Not reported | +17.4% | Q3 2025 |
 MRLN | $8.75M | 3.37% | 1.17% | New | Q4 2025 |
| MBC | $8.42M | 3.24% | 0.60% | New | Q4 2025 |
| NWAX | $7.64M | 2.94% | Not reported | New | Q4 2025 |
| OACC | $7.15M | 2.75% | Not reported | +4.9% | Q4 2024 |
| CHAC | $7.11M | 2.74% | Not reported | New | Q4 2025 |
| MLAC | $6.84M | 2.63% | Not reported | New | Q4 2025 |
| BCSS | $5.7M | 2.19% | Not reported | New | Q4 2025 |
| KBONU | $5.28M | 2.03% | Not reported | New | Q4 2025 |
| KCHV | $4.88M | 1.88% | Not reported | +26.4% | Q3 2025 |
| IPCX | $3.56M | 1.37% | Not reported | New | Q4 2025 |
 NPAC | $2.77M | 1.07% | Not reported | +6.7% | Q2 2025 |
| WLAC | $2.52M | 0.97% | Not reported | -45.0% | Q3 2025 |
| TVACW | $257K | 0.10% | Not reported | +16.9% | Q3 2025 |
| SBCWW | $240K | 0.09% | Not reported | Not reported | Q4 2024 |
| GSRFR | $199K | 0.08% | Not reported | New | Q4 2025 |
| AEXA | $182K | 0.07% | Not reported | New | Q4 2025 |
| KCHVR | $180K | 0.07% | Not reported | +97.4% | Q3 2025 |
| ALIS | $116K | 0.04% | 9.81% | New | Q4 2025 |
| OACCW | $105K | 0.04% | Not reported | -23.4% | Q4 2024 |
| KFIIR | $102K | 0.04% | Not reported | +23.4% | Q1 2025 |
| EVOXW | $92.4K | 0.04% | Not reported | New | Q4 2025 |
| MCGAW | $86.2K | 0.03% | Not reported | +13.9% | Q3 2025 |
| AXINR | $73.5K | 0.03% | Not reported | Not reported | Q3 2025 |
| PCAPW | $59.6K | 0.02% | Not reported | +3.8% | Q3 2025 |
| APAC | $57.7K | 0.02% | Not reported | New | Q4 2025 |
| RANGR | $52.5K | 0.02% | Not reported | -76.8% | Q1 2025 |
| NPACW | $51.3K | 0.02% | Not reported | +16.9% | Q2 2025 |
| EGHAR | $47.5K | 0.02% | Not reported | -41.1% | Q2 2025 |
| OYSER | $36.6K | 0.01% | Not reported | Not reported | Q3 2025 |
| IBACR | $36K | 0.01% | Not reported | Not reported | Q4 2024 |
| BDCI | $35K | 0.01% | Not reported | New | Q4 2025 |
 AIIA | $34.6K | 0.01% | Not reported | New | Q4 2025 |
| CHPGR | $31.8K | 0.01% | Not reported | Not reported | Q2 2025 |
| HVMC | $27K | 0.01% | Not reported | New | Q4 2025 |
 CAPNR | $23.4K | 0.01% | Not reported | Not reported | Q4 2024 |
| FVNNR | $4.01K | 0.00% | Not reported | Not reported | Q4 2024 |
| ALCWF | $2.77K | 0.00% | Not reported | Not reported | Q4 2024 |
 CDTTW | $2.2K | 0.00% | Not reported | Not reported | Q4 2024 |
| Q3 2025 | |||||
| GTLS | $27.6M | 13.92% | 0.31% | New | Q3 2025 |
| AL | $22.2M | 11.23% | 0.31% | New | Q3 2025 |
| MCGA | $11M | 5.57% | Not reported | New | Q3 2025 |
 ELME | $8.67M | 4.38% | 0.58% | New | Q3 2025 |
| MRUS | $7.88M | 3.98% | 0.11% | New | Q3 2025 |
| SBXD | $7.06M | 3.57% | Not reported | +53.0% | Q2 2025 |
 DNOW | $6.99M | 3.53% | 0.44% | New | Q3 2025 |
 GSRFU | $6.93M | 3.50% | Not reported | New | Q3 2025 |
| OACC | $6.77M | 3.42% | Not reported | +4.3% | Q4 2024 |
| BDCIU | $5.05M | 2.55% | Not reported | New | Q3 2025 |
| WLAC | $4.2M | 2.12% | Not reported | New | Q3 2025 |
 FRNM | $4.02M | 2.03% | 4.25% | +4.3% | Q4 2024 |
| APACU | $3.95M | 2.00% | Not reported | New | Q3 2025 |
| KCHV | $3.82M | 1.93% | Not reported | New | Q3 2025 |
| NETD | $2.72M | 1.37% | Not reported | Not reported | Q1 2025 |
| NPAC | $2.58M | 1.30% | Not reported | +1.4% | Q2 2025 |
| HVMCU | $2.02M | 1.02% | Not reported | New | Q3 2025 |
| TVACW | $269K | 0.14% | Not reported | New | Q3 2025 |
| SBCWW | $246K | 0.12% | Not reported | Not reported | Q4 2024 |
| RANGR | $236K | 0.12% | Not reported | -16.6% | Q1 2025 |
 XRPNW | $220K | 0.11% | Not reported | +9.0% | Q2 2025 |
| MCGAW | $182K | 0.09% | Not reported | New | Q3 2025 |
| IPEXR | $150K | 0.08% | Not reported | New | Q3 2025 |
| OACCW | $144K | 0.07% | Not reported | +4.3% | Q4 2024 |
| PCAPW | $101K | 0.05% | Not reported | New | Q3 2025 |
| KFIIR | $95.3K | 0.05% | Not reported | +1.6% | Q1 2025 |
| AACBR | $85.2K | 0.04% | Not reported | +1.4% | Q2 2025 |
| KCHVR | $83.7K | 0.04% | Not reported | New | Q3 2025 |
 POLEW | $80.1K | 0.04% | Not reported | -18.7% | Q4 2024 |
| EGHAR | $67.8K | 0.03% | Not reported | +7.6% | Q2 2025 |
| AXINR | $56K | 0.03% | Not reported | New | Q3 2025 |
| IBACR | $38.5K | 0.02% | Not reported | Not reported | Q4 2024 |
| NPACW | $38.2K | 0.02% | Not reported | +4.3% | Q2 2025 |
 BACCR | $34.8K | 0.02% | Not reported | New | Q3 2025 |
| OYSER | $31.1K | 0.02% | Not reported | New | Q3 2025 |
| CHPGR | $24.1K | 0.01% | Not reported | +7.6% | Q2 2025 |
| CAPNR | $18.4K | 0.01% | Not reported | +1.6% | Q4 2024 |
| FVNNR | $5.54K | 0.00% | Not reported | +1.6% | Q4 2024 |
| CDTTW | $4.23K | 0.00% | Not reported | Not reported | Q4 2024 |
| ALCWF | $2.24K | 0.00% | Not reported | Not reported | Q4 2024 |