Decagon Asset Management
$501M 13F equity value
119 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Decagon Asset Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NSC | NORFOLK SOUTHN CORP | 184,363 | $58M | 11.6% |
| ROKU | ROKU INC | 393,636 | $54M | 10.9% |
| PEN | PENUMBRA INC | 142,001 | $45M | 8.9% |
| SEM | SELECT MED HLDGS CORP | 2,715,536 | $45M | 8.9% |
| TECH | BIO-TECHNE CORP | 564,664 | $40M | 8.0% |
| CLBR | COLOMBIER ACQUISITION CORP I | 1,672,035 | $17M | 3.4% |
| CUB | LIONHEART HOLDINGS | 1,500,000 | $16M | 3.2% |
| VACI | VIKING ACQUISITION CORP I | 1,330,620 | $14M | 2.7% |
| QLEP | QUANTUM LEAP ACQUISITION COR | 1,204,380 | $12M | 2.4% |
| OACC | OAKTREE ACQUISITION CORP III | 1,091,327 | $12M | 2.3% |
Track Decagon Asset Management's 13F portfolio: $501M in reported holdings, 119 positions. Top holdings and quarterly changes on SentiSense.
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