DECAGON ASSET MANAGEMENT LLP

PrivateCIK: 1950677
Location

LONDON, X0

103
Positions
$524.72M
Total AUM (reported)
54.37M
Total Shares

Allocation by class

TOTAL AUM$524.72M103 positions
COM$197.89M37.7%
COM CL A$54.38M10.4%
ORD SHS$49.69M9.5%
SHS CL A$43.08M8.2%
ORD SHS CL A$32.97M6.3%
CL A ORD SHS$29.20M5.6%
ORD CL A$17.98M3.4%

Portfolio Concentration

Top 330.8%4–1031.0%11–2526.9%Rest11.4%TOP 1061.7%0%100%
Top 3$161.35M30.8%
4–10$162.47M31.0%
11–25$141.19M26.9%
Rest$59.71M11.4%

Top 3 weight

30.8%

Top 10 weight

61.7%

Voting Authority Distribution

Total shares with voting rights: 54.37M

Sole

Full voting authority

54.37M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole103
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings103
Rows:

NORFOLK SOUTHN CORP

SOLE
COM
Shares184.36K
TypeSH
Market value$58.00M
11.05%
Sole
184.36K
Shared
0.00
None
0.00

ROKU INC

SOLE
COM CL A
Shares393.64K
TypeSH
Market value$54.38M
10.36%
Sole
393.64K
Shared
0.00
None
0.00

BIO-TECHNE CORP

SOLE
COM
Shares693.26K
TypeSH
Market value$48.98M
9.33%
Sole
693.26K
Shared
0.00
None
0.00

PENUMBRA INC

SOLE
COM
Shares142K
TypeSH
Market value$44.84M
8.54%
Sole
142K
Shared
0.00
None
0.00

SELECT MED HLDGS CORP

SOLE
COM
Shares2.72M
TypeSH
Market value$44.83M
8.54%
Sole
2.72M
Shared
0.00
None
0.00

COLOMBIER ACQUISITION CORP I

SOLE
ORD SHS CL A
Shares1.67M
TypeSH
Market value$17.14M
3.27%
Sole
1.67M
Shared
0.00
None
0.00

LIONHEART HOLDINGS

SOLE
SHS CL A
Shares1.50M
TypeSH
Market value$16.16M
3.08%
Sole
1.50M
Shared
0.00
None
0.00

WARNER BROS DISCOVERY INC

SOLE
COM SER A
Shares523.20K
TypeSH
Market value$13.95M
2.66%
Sole
523.20K
Shared
0.00
None
0.00

VIKING ACQUISITION CORP I

SOLE
ORD CL A
Shares1.33M
TypeSH
Market value$13.60M
2.59%
Sole
1.33M
Shared
0.00
None
0.00

QUANTUM LEAP ACQUISITION COR

SOLE
CL A ORD SHS
Shares1.20M
TypeSH
Market value$11.96M
2.28%
Sole
1.20M
Shared
0.00
None
0.00

OAKTREE ACQUISITION CORP III

SOLE
SHS CL A
Shares1.09M
TypeSH
Market value$11.68M
2.23%
Sole
1.09M
Shared
0.00
None
0.00

APEX TECH ACQUISITION INC

SOLE
UNIT 99/99/9999
Shares1.10M
TypeSH
Market value$11.19M
2.13%
Sole
1.10M
Shared
0.00
None
0.00

HELIX ACQUISITION CORP III

SOLE
USD CL A ORD SHS
Shares1.04M
TypeSH
Market value$11.12M
2.12%
Sole
1.04M
Shared
0.00
None
0.00

ARCHIMEDES TECH SPAC PARTNER

SOLE
ORD SHS
Shares937.83K
TypeSH
Market value$10.11M
1.93%
Sole
937.83K
Shared
0.00
None
0.00

NEW AMER ACQUISITION I CORP

SOLE
COM SHS CL A
Shares995.21K
TypeSH
Market value$10.10M
1.93%
Sole
995.21K
Shared
0.00
None
0.00

GALAXYEDGE ACQUISITION CORP

SOLE
ORD SHS
Shares990K
TypeSH
Market value$9.84M
1.88%
Sole
990K
Shared
0.00
None
0.00

BHAV ACQUISITION CORP

SOLE
CL A ORD SHS
Shares990K
TypeSH
Market value$9.83M
1.87%
Sole
990K
Shared
0.00
None
0.00

QUASAREDGE ACQUISITION CORP

SOLE
ORD SHS
Shares990K
TypeSH
Market value$9.83M
1.87%
Sole
990K
Shared
0.00
None
0.00

JAB ACQUISITION CORP I

SOLE
UNIT 06/05/2031
Shares908K
TypeSH
Market value$9.11M
1.74%
Sole
908K
Shared
0.00
None
0.00

STARLINK AI ACQUISITION CORP

SOLE
ORD SHS
Shares913.77K
TypeSH
Market value$9.05M
1.72%
Sole
913.77K
Shared
0.00
None
0.00

GIGCAPITAL9 CORP

SOLE
CL A
Shares851.94K
TypeSH
Market value$8.46M
1.61%
Sole
851.94K
Shared
0.00
None
0.00

DYNAMIX CORP

SOLE
SHS CL A
Shares766.53K
TypeSH
Market value$8.27M
1.58%
Sole
766.53K
Shared
0.00
None
0.00

M EVO GBL ACQUISITION CORP I

SOLE
ORD SHS CL A
Shares798.40K
TypeSH
Market value$7.92M
1.51%
Sole
798.40K
Shared
0.00
None
0.00

PONO CAP FOUR INC

SOLE
CL A ORD SHS
Shares743.61K
TypeSH
Market value$7.41M
1.41%
Sole
743.61K
Shared
0.00
None
0.00

KARBON CAP PARTNERS CORP

SOLE
ORD SHS CL A
Shares720.28K
TypeSH
Market value$7.27M
1.39%
Sole
720.28K
Shared
0.00
None
0.00
Page 1 of 5