Fund HoldingsDecagon Asset Management LLP

Total Portfolio Value
$237.76M
Total Bought
$210.03M
Total Sold
$147.76M
Net Transaction
+$62.27M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
HOLOGIC INC0498,125+498,125037,10515.61%+37,105
EXACT SCIENCES CORP(EXK)0347,400+347,400035,28214.84%+35,282
NORFOLK SOUTHN CORP(NSC)0116,000+116,000033,49214.09%+33,492
CIDARA THERAPEUTICS INC(Call)0100,000+100,000022,089+22,089
AVIDITY BIOSCIENCES INC0242,436+242,436017,4877.35%+17,487
INFLECTION POINT ACQUISITION0816,410+816,41008,7523.68%+8,752
MASTERBRAND INC(MBC)0762,926+762,92608,4233.54%+8,423
NEW AMER ACQUISITION I CORP0733,520+733,52007,6363.21%+7,636
CRANE HBR ACQUISITION CORP0660,566+660,56607,1142.99%+7,114
MOUNTAIN LAKE ACQUISITION CO0657,592+657,59206,8392.88%+6,839
BAIN CAP GSS INVT CORP
ORD CL A
0565,461+565,46105,7002.40%+5,700
KARBON CAP PARTNERS CORP
UNIT 12/11/2030
0524,380+524,38005,2782.22%+5,278
TGE VALUE CREATIVE SOLUTIONS0436,652+436,65204,3401.83%+4,340
INFLECTION PT ACQUISITION CO
CL A ORD SHS
0351,374+351,37403,5631.50%+3,563
SAFEGUARD ACQUISITION CORP0209,750+209,75002,1150.89%+2,115
YORKVILLE ACQUISITION CORP.1,035,3161,215,386+180,07011,03612,3125.18%+1,275
KOCHAV DEFENSE ACQUI CO
SHS CL A
380,568480,888+100,3203,8174,8762.05%+1,059
PELICAN ACQUISITION CORP324,747379,902+55,1553,2673,8561.62%+589
OAKTREE ACQUISITION CORP III
SHS CL A
644,321675,637+31,3166,7727,1483.01%+376
GSR IV ACQUISITION CORP083,449+83,44901990.08%+199
NEW PROVIDENCE ACQUISITION C
USD CL A ORD SHS
253,545270,437+16,8922,5792,7751.17%+196
AMERICAN EXCEPTIONALISM ACQU
ORD CL A
016,000+16,00001820.08%+182
CRANE HBR ACQUISITION CORP247,870282,875+35,005772260.10%+149
CALISA ACQUISITION CORP0238,203+238,20301160.05%+116
KOCHAV DEFENSE ACQUI CO
RIGHT 05/21/2030
380,552751,272+370,720841800.08%+97
EVOLUTION GLOBAL ACQUISITION0210,100+210,1000920.04%+92
BAIN CAP GSS INVT CORP
*W EXP 01/01/202
0100,542+100,5420660.03%+66
STONEBRIDGE ACQUISITION II C
CL A SHS
0346,557+346,5570580.02%+58
EGH ACQUISITION CORP.0190,134+190,1340480.02%+48
BTC DEV CORP051,491+51,4910350.01%+35
AI INFRASTRUCTURE ACQUISI
ORD SHS CL A
0133,256+133,2560350.01%+35
AA MISSION ACQUISITION CORP
*W EXP 07/23/203
0130,692+130,6920290.01%+29
HIGHVIEW MERGER CORP0100,000+100,0000270.01%+27
COPLEY ACQUISITION CORP353,910353,910071910.04%+20
AXIOM INTELLIGENCE AC CORP 1
RIGHT 06/10/2030
350,000350,000056740.03%+18
NEW PROVIDENCE ACQUISITION C
*W EXP 04/24/203
86,895101,555+14,66038510.02%+13
CHAMPIONSGATE ACQUISITION CO172,103172,103024320.01%+8
K&F GROWTH ACQUISITION CORP
RIGHT 08/29/2031
635,555784,481+148,926951020.04%+7
EQV VENTURES ACQUISITION COR104,116121,916+17,80052590.02%+6
OYSTER ENTERPRISES II ACQUIS
RIGHT 05/22/2030
183,091183,091031370.02%+5
CAYSON ACQUISITION CORP102,635102,635018230.01%+5
GENERATION ESSENTIALS GROUP203,834203,834027310.01%+4
ALCHEMY INVTS ACQUISITN CORP
*W EXP 11/30/202
13,17913,1790230.00%+1
FUTURE VISION II ACQUISITION30,79030,7900640.00%-2
CDT EQUITY INC400,000400,0000420.00%-2
IB ACQUISITION CORP459,411459,411038360.02%-2
MOUNTAIN LAKE ACQUISITION CO128,39069,665-58,72519170.01%-3
SBC MED GROUP HLDGS INC1,181,3911,181,39102462400.10%-7
HAYMAKER ACQUISITION CORP IV
*W EXP 05/31/202
19,0680-19,06880-8
TEXAS VENTURES ACQUISITION I244,762286,072+41,3102692570.11%-12
PELICAN ACQUISITION CORP607,908658,999+51,0911641520.06%-13
BLEICHROEDER ACQUISITION COR47,4230-47,423320-32
BLUE ACQUISITION CORP.
RIGHT 06/11/2030
215,3710-215,371350-35
OAKTREE ACQUISITION CORP III
*W EXP 09/01/203
192,624147,502-45,1221441050.04%-40
PROCAP ACQUISITION CORP154,807160,638+5,831101600.03%-41
EGH ACQUISITION CORP.322,6420-322,642680-68
VINE HILL CAP INVT CORP.
*W EXP 07/01/203
50,0000-50,000800-80
ANDRETTI ACQUISITION CORP II400,3200-400,320800-80
ARTIUS II ACQUISITION INC355,2030-355,203850-85
LEGATO MERGER CORP III252,6760-252,676940-94
YORKVILLE ACQUISITION CORP.151,291172,360+21,069182860.04%-95
MAYWOOD ACQUISITION CORP
RIGHT 99/99/9999
250,0000-250,0001500-150
RANGE CAP ACQUISITION CORP
RIGHT 99/99/9999
501,367116,572-384,795236520.02%-183
MERUS N V(Put)2,0000-2,0001880-188
CANTALOUPE INC(Call)40,00020,000-20,000423212-210
ARMADA ACQUISITION CORP II231,3850-231,3852200-220
SPRING VALLEY ACQUISTN CORP741,3760-741,3763860-386
WILLOW LANE ACQUISITION CORP
ORD SHS CL A
362,534199,480-163,0544,1982,5211.06%-1,677
HIGHVIEW MERGER CORP200,0000-200,0002,0240-2,024
THE ODP CORP95,0370-95,0372,6470-2,647
NABORS ENERGY TRANSITION COR242,7000-242,7002,7210-2,721
STONEBRIDGE ACQUISITION II C
UNIT 09/09/2030
396,5570-396,5573,9540-3,954
PERCEPTIVE CAP SOLUTIONS COR
CL A ORD SHS
379,1210-379,1214,0190-4,019
BTC DEV CORP500,0000-500,0005,0500-5,050
EMMIS ACQUISITION CORP.523,2000-523,2005,2240-5,224
BAIN CAP GSS INVT CORP
UNIT 99/99/9999
528,7420-528,7425,3350-5,335
GSR IV ACQUISITION CORP683,9000-683,9006,9310-6,931
DNOW INC(DNOW)458,0680-458,0686,9860-6,986
SILVERBOX CORP IV674,7540-674,7547,0650-7,065
MERUS N V83,7280-83,7287,8830-7,883
CHART INDS INC(GTLS)(Call)40,0000-40,0008,0060-8,006
ELME COMMUNITIES514,2330-514,2338,6700-8,670
CYBERARK SOFTWARE LTD74,99041,115-33,87536,23118,3407.71%-17,892
AIR LEASE CORP
CL A
349,5260-349,52622,2470-22,247
CHART INDS INC(GTLS)137,7320-137,73227,5670-27,567
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