Decagon Asset Management
$384.9B 13F equity value
99 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NSC | NORFOLK SOUTHN CORP | 216,040 | $62.0B | 16.1% |
| PEN | PENUMBRA INC | 167,588 | $55.0B | 14.3% |
| EA | ELECTRONIC ARTS INC | 133,559 | $27.2B | 7.1% |
| CWAN | CLEARWATER ANALYTICS HLDGS I | 1,139,167 | $26.9B | 7.0% |
| HOLX | HOLOGIC INC | 275,000 | $20.8B | 5.4% |
| MCW | MISTER CAR WASH INC | 2,924,720 | $20.4B | 5.3% |
| CLBR | COLOMBIER ACQUISITION CORP I | 1,488,233 | $15.0B | 3.9% |
| MBC | MASTERBRAND INC | 1,546,997 | $12.9B | 3.3% |
| GTLS | CHART INDS INC | 52,856 | $10.9B | 2.8% |
| OACC | OAKTREE ACQUISITION CORP III | 1,002,427 | $10.6B | 2.8% |
Track Decagon Asset Management's 13F portfolio: $384.9B in reported holdings, 99 positions. Top holdings and quarterly changes on SentiSense.