Decagon Asset Management LLP
•CIK: 1950677•Filing: Q4 2025
**Decagon Asset Management LLP** manages $260M across a concentrated portfolio of 57 positions. The fund exhibits significant conviction in select names, with top holdings including HOLX at $37.1M and EXK at $35.3M. Further notable allocations include NSC ($33.5M) and CDTX ($22.1M), indicating a focused, high-conviction approach. This structure suggests active management targeting outsized returns within specific market sectors.
Total AUM
$237.8M
+ $22.3M in options
QoQ Performance
+30.9%
Positions
47
+ 2 options
Top 10 Concentration
77.3%
Latest Filing
Q4 2025
Top Holdings Allocation
HOLX
EXK
NSC
CDTX
CYBR
RNAGBP
HOLX14.3%
EXK13.6%
NSC12.9%
CDTX8.5%
CYBR7.1%
RNAGBP6.7%
YORKVILLE4.7%
INFLECTION3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
—
SILVERBOX CORP IV
SOLD
$7.1M
+20 more exited positions
Changes from Q3 2025
NEW25 new positions
↑14 increased
↓7 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024