Fund HoldingsDecagon Asset Management LLP

Total Portfolio Value
$384.91M
Total Bought
$304.22M
Total Sold
$177.98M
Net Transaction
+$126.24M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
PENUMBRA INC(PEN)0167,588+167,588055,03114.30%+55,031
NORFOLK SOUTHN CORP(NSC)116,000216,040+100,04033,49262,00316.11%+28,512
ELECTRONIC ARTS INC(EA)0133,559+133,559027,2297.07%+27,229
CLEARWATER ANALYTICS HLDGS I01,139,167+1,139,167026,9417.00%+26,941
MISTER CAR WASH INC
COM
02,924,720+2,924,720020,3855.30%+20,385
COLOMBIER ACQUISITION CORP I
ORD SHS CL A
01,488,233+1,488,233014,9723.89%+14,972
CHART INDS INC(GTLS)052,856+52,856010,9282.84%+10,928
APEX TECH ACQUISITION INC01,011,984+1,011,984010,1302.63%+10,130
GALAXYEDGE ACQUISITION CORP0990,000+990,00009,9102.57%+9,910
BHAV ACQUISITION CORP0990,000+990,00009,8802.57%+9,880
NEW AMER ACQUISITION I CORP0885,957+885,95708,8682.30%+8,868
M EVO GBL ACQUISITION CORP I
ORD SHS CL A
0898,398+898,39808,8492.30%+8,849
FUTURE MONEY ACQUISITION COR
UNIT 03/16/2031
0844,320+844,32008,4312.19%+8,431
HELIX ACQUISITION CORP III0798,891+798,89108,1172.11%+8,117
GIGCAPITAL9 CORP0758,375+758,37507,4551.94%+7,455
PONO CAP FOUR INC
UNIT 03/11/2031
0661,496+661,49606,6021.72%+6,602
KARBON CAP PARTNERS CORP
ORD SHS CL A
0653,813+653,81306,5771.71%+6,577
TGE VALUE CREATIVE SOLUTIONS0461,472+461,47204,5591.18%+4,559
MASTERBRAND INC(MBC)762,9261,546,997+784,0718,42312,8563.34%+4,433
XFLH CAP CORP
ORD SHS
0424,470+424,47004,1901.09%+4,190
METALS ACQUISITION CORP II0344,015+344,01503,4710.90%+3,471
OAKTREE ACQUISITION CORP III
SHS CL A
675,6371,002,427+326,7907,14810,6062.76%+3,457
NEWBRIDGE ACQUISITION LTD0350,000+350,00003,4550.90%+3,455
IDEA ACQUISITION CORP0318,350+318,35003,1550.82%+3,155
PRAETORIAN ACQUISITION CORP0233,030+233,03002,2840.59%+2,284
KOCHAV DEFENSE ACQUI CO
SHS CL A
480,888598,654+117,7664,8766,1361.59%+1,260
RF ACQUISITION CORP III0100,811+100,81109870.26%+987
ELECTRONIC ARTS INC(EA)(Put)04,800+4,8000979+979
BAIN CAP GSS INVT CORP
ORD CL A
565,461656,944+91,4835,7006,6431.73%+943
ELECTRONIC ARTS INC(EA)(Call)01,500+1,5000306+306
NEW AMER ACQUISITION I CORP0442,979+442,97902210.06%+221
COLOMBIER ACQUISITION CORP I
*W EXP 12/31/203
0186,027+186,02701840.05%+184
GIGCAPITAL9 CORP0758,375+758,37501670.04%+167
M EVO GBL ACQUISITION CORP I
*W EXP 02/18/203
0449,194+449,19401530.04%+153
EGH ACQUISITION CORP.190,134646,873+456,739481620.04%+114
IRIS ACQUISITION CORP II0285,707+285,7070880.02%+88
KARBON CAP PARTNERS CORP
*W EXP 12/11/203
0163,450+163,4500840.02%+84
TGE VALUE CREATIVE SOLUTIONS0267,995+267,9950780.02%+78
KOCHAV DEFENSE ACQUI CO
RIGHT 05/21/2030
751,2721,079,002+327,7301802560.07%+76
BLACK SPADE ACQUISITION III0208,860+208,8600730.02%+73
GSR IV ACQUISITION CORP83,449109,028+25,5791992670.07%+69
K&F GROWTH ACQUISITION CORP
RIGHT 08/29/2031
784,481874,864+90,3831021570.04%+55
EVOLUTION GLOBAL ACQUISITION210,100369,005+158,905921480.04%+55
SAFEGUARD ACQUISITION CORP0130,764+130,7640520.01%+52
NEWBRIDGE ACQUISITION LTD0350,000+350,0000460.01%+46
STONEBRIDGE ACQUISITION II C
RIGHT 09/09/2030
0367,803+367,8030440.01%+44
AI INFRASTRUCTURE ACQUISI
RIGHT 99/99/9999
0176,936+176,9360440.01%+44
XFLH CAP CORP
RIGHT 12/31/2029
0424,470+424,4700420.01%+42
D BORAL ACQUISITION I CORP0130,387+130,3870390.01%+39
PRAETORIAN ACQUISITION CORP077,677+77,6770260.01%+26
HIGHVIEW MERGER CORP0100,000+100,0000250.01%+25
BTC DEV CORP051,491+51,4910250.01%+25
SOREN ACQUISITION CORP071,666+71,6660230.01%+23
BAIN CAP GSS INVT CORP
*W EXP 01/01/202
100,542140,462+39,92066870.02%+21
SBC MED GROUP HLDGS INC1,181,391944,992-236,3992402600.07%+20
IB ACQUISITION CORP0159,411+159,4110180.00%+18
OAKTREE ACQUISITION CORP III
*W EXP 09/01/203
147,502162,702+15,2001051220.03%+17
CLEARWATER ANALYTICS HLDGS I(Put)0700+700017+17
DIGITAL ASSET ACQUISITION CO035,075+35,0750130.00%+13
PROCAP ACQUISITION CORP160,638225,358+64,72060720.02%+13
RF ACQUISITION CORP III0100,811+100,8110100.00%+10
CALISA ACQUISITION CORP015,135+15,135080.00%+8
GENERATION ESSENTIALS GROUP203,834203,834031390.01%+8
MOUNTAIN LAKE ACQUISITION CO69,66569,665017180.00%+1
CDT EQUITY INC400,000400,0000230.00%+1
ALCHEMY INVTS ACQUISITN CORP
*W EXP 11/30/202
13,17913,1790320.00%-1
CAYSON ACQUISITION CORP102,635102,635023230.01%-1
FUTURE VISION II ACQUISITION30,7900-30,79040-4
AXIOM INTELLIGENCE AC CORP 1
RIGHT 06/10/2030
350,000350,000074660.02%-7
AA MISSION ACQUISITION CORP
*W EXP 07/23/203
130,692130,692029210.01%-8
CHAMPIONSGATE ACQUISITION CO172,103172,103032240.01%-8
OYSTER ENTERPRISES II ACQUIS
RIGHT 05/22/2030
183,091183,091037230.01%-14
RANGE CAP ACQUISITION CORP
RIGHT 99/99/9999
116,572116,572052350.01%-17
YORKVILLE ACQUISITION CORP.172,360175,268+2,90886600.02%-26
HIGHVIEW MERGER CORP100,0000-100,000270-27
AI INFRASTRUCTURE ACQUISI
ORD SHS CL A
133,2560-133,256350-35
BTC DEV CORP51,4910-51,491350-35
IB ACQUISITION CORP459,4110-459,411360-36
COPLEY ACQUISITION CORP353,910353,910091530.01%-38
NEW PROVIDENCE ACQUISITION C
*W EXP 04/24/203
101,55544,100-57,4555180.00%-43
STONEBRIDGE ACQUISITION II C
CL A SHS
346,5570-346,557580-58
EQV VENTURES ACQUISITION COR121,9160-121,916590-59
CALISA ACQUISITION CORP238,2030-238,2031160-116
PELICAN ACQUISITION CORP658,9990-658,9991520-152
TEXAS VENTURES ACQUISITION I286,072221,072-65,0002571010.03%-156
AMERICAN EXCEPTIONALISM ACQU
ORD CL A
16,0000-16,0001820-182
CANTALOUPE INC(Call)20,0000-20,0002120-212
CRANE HBR ACQUISITION CORP282,8750-282,8752260-226
SAFEGUARD ACQUISITION CORP209,7500-209,7502,1150-2,115
WILLOW LANE ACQUISITION CORP
ORD SHS CL A
199,4800-199,4802,5210-2,521
NEW PROVIDENCE ACQUISITION C
USD CL A ORD SHS
270,4370-270,4372,7750-2,775
INFLECTION PT ACQUISITION CO
CL A ORD SHS
351,3740-351,3743,5630-3,563
PELICAN ACQUISITION CORP379,9020-379,9023,8560-3,856
TGE VALUE CREATIVE SOLUTIONS436,6520-436,6524,3400-4,340
KARBON CAP PARTNERS CORP
UNIT 12/11/2030
524,3800-524,3805,2780-5,278
MOUNTAIN LAKE ACQUISITION CO657,5920-657,5926,8390-6,839
CRANE HBR ACQUISITION CORP660,5660-660,5667,1140-7,114
NEW AMER ACQUISITION I CORP733,5200-733,5207,6360-7,636
INFLECTION POINT ACQUISITION816,4100-816,4108,7520-8,752
YORKVILLE ACQUISITION CORP.1,215,3860-1,215,38612,3120-12,312
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