Fund HoldingsDecagon Asset Management LLP

Total Portfolio Value
$110.38M
Total Bought
$74.53M
Total Sold
$163.74M
Net Transaction
-$89.21M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
AZEK CO INC0305,835+305,835014,95213.55%+14,952
SPIRIT AEROSYSTEMS HLDGS INC(Put)220,000334,200+114,2007711,517+11,440
BEACON ROOFING SUPPLY INC(Call)075,000+75,00009,278+9,278
RITHM ACQUISITION CORP0906,008+906,00809,1518.29%+9,151
HESS CORP183,343192,515+9,17224,38630,75027.86%+6,364
AMCOR PLC(AMCR)(Call)1,000,400500,400-500,0001754,854+4,679
CANTOR EQUITY PARTNERS I INC0405,381+405,38104,1533.76%+4,153
RENEW ENERGY GLOBAL PLC(RNW)(Put)0564,100+564,10003,323+3,323
RENEW ENERGY GLOBAL PLC(RNW)0503,684+503,68402,9672.69%+2,967
SURGERY PARTNERS INC(SGRY)0115,000+115,00002,7312.47%+2,731
NABORS ENERGY TRANSITION COR0150,874+150,87401,6521.50%+1,652
GESHER ACQUISITION CORP. II0150,000+150,00001,5051.36%+1,505
FIFTH ERA ACQUISITION CORP I0134,846+134,84601,3581.23%+1,358
UY SCUTI ACQUISITION CORP.0125,000+125,00001,2571.14%+1,257
CANTOR EQUITY PARTNERS INC0116,967+116,96701,2561.14%+1,256
HELIX ACQUISITION CORP II186,454239,403+52,9491,9582,7052.45%+747
PERCEPTIVE CAP SOLUTIONS COR
CL A ORD SHS
300,000362,846+62,8463,0543,7373.39%+683
HCM II ACQUISITION CORP056,178+56,17805910.54%+591
OAKTREE ACQUISITION CORP III
SHS CL A
709,930716,946+7,0167,0717,3346.64%+263
USA RARE EARTH INC0343,658+343,65802300.21%+230
NABORS ENERGY TRANSITION COR480,017689,835+209,818772740.25%+197
COHEN CIRCLE ACQUISITION COR061,747+61,74701110.10%+111
RANGE CAP ACQUISITION CORP
RIGHT 99/99/9999
0624,155+624,15501060.10%+106
K&F GROWTH ACQUISITION CORP
RIGHT 08/29/2031
0625,346+625,3460750.07%+75
ARES ACQUISITION CORP II372,395378,275+5,880561100.10%+54
MOUNTAIN LAKE ACQUISITION CO0128,390+128,3900240.02%+24
SPRING VALLEY ACQUISTN CORP689,516696,331+6,81548680.06%+19
ANDRETTI ACQUISITION CORP II487,475492,294+4,81970890.08%+18
LEGATO MERGER CORP III243,200245,604+2,40439470.04%+8
CAYSON ACQUISITION CORP100,000100,989+98912160.01%+4
IB ACQUISITION CORP454,915459,411+4,49632340.03%+3
BLEICHROEDER ACQUISITION COR150,000151,483+1,48326270.02%+2
CONDUIT PHARMACEUTICALS INC400,000400,0000240.00%+1
HAYMAKER ACQUISITION CORP IV
*W EXP 05/31/202
16,18916,349+160230.00%+1
FUTURE VISION II ACQUISITION30,00030,296+296450.00%+1
ALCHEMY INVTS ACQUISITN CORP
*W EXP 11/30/202
13,05013,179+129110.00%0
ESH ACQUISITION CORP300,702303,674+2,97227260.02%-1
REVANCE THERAPEUTICS INC(Call)26,3000-26,30010-1
EQV VENTURES ACQUISITION COR100,000100,988+98836330.03%-3
AIR TRANSPORT SERVICES GRP I(Call)65,0000-65,00030-3
OAKTREE ACQUISITION CORP III
*W EXP 09/01/203
181,986181,442-5441601360.12%-24
MATTERPORT INC(Put)173,6000-173,600300-30
GLOBAL STAR ACQUISITION INC250,0000-250,000370-37
SBC MED GROUP HLDGS INC1,181,3911,181,39102842200.20%-64
ALEANNA INC500,0000-500,000700-70
MARS ACQUISITION CORP225,0000-225,000860-86
CARTICA ACQUISITION CORP616,3000-616,3001660-166
INFLECTION PT ACQUISITN CRP759,9590-759,9593720-372
LIFEZONE METALS LIMITED
*W EXP 07/05/202
686,442154,275-532,167505710.06%-434
MOUNTAIN LAKE ACQUISITION CO
UNIT 11/15/2028
127,8010-127,8011,2820-1,282
SCHLUMBERGER LTD(SLB)368,362220,678-147,68414,1239,2248.36%-4,899
RANGE CAP ACQUISITION CORP
UNIT 12/11/2029
618,0460-618,0466,2110-6,211
COLOMBIER ACQUISITION CORP I1,484,6341,016,770-467,86417,44410,8299.81%-6,616
SPIRIT AEROSYSTEMS HLDGS INC215,7070-215,7077,3510-7,351
BERRY GLOBAL GROUP INC138,0220-138,0228,9260-8,926
ZUORA INC942,7210-942,7219,3520-9,352
MATTERPORT INC2,071,2390-2,071,2399,8180-9,818
SUMMIT MATLS INC195,4660-195,4669,8910-9,891
AIR TRANSPORT SERVICES GRP I459,6450-459,64510,1030-10,103
KELLANOVA125,0420-125,04210,1250-10,125
PLAYAGS INC1,642,038207,772-1,434,26618,9332,5162.28%-16,417
SMARTSHEET INC432,4860-432,48624,2320-24,232
ENSTAR GROUP LIMITED101,2710-101,27132,6140-32,614
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