Decagon Asset Management LLP 13F 持仓 · 2026年Q2
Decagon Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 101 只证券，申报市值合计 5.25 亿美元。前几大持仓：NSC（11.05%）、ROKU（10.36%）、TECH（9.33%）。本季前 25 大持仓中：新建仓 15 只、增持 7 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NSC | NORFOLK SOUTHN CORP | $58.0M | 11.05% | 184,363 | 减持 |
| 2 | ROKU | ROKU INC | $54.4M | 10.36% | 393,636 | 新建仓 |
| 3 | TECH | BIO-TECHNE CORP | $49.0M | 9.33% | 693,264 | 新建仓 |
| 4 | PEN | PENUMBRA INC | $44.8M | 8.54% | 142,001 | 减持 |
| 5 | SEM | SELECT MED HLDGS CORP | $44.8M | 8.54% | 2.7M | 新建仓 |
| 6 | CLBR | COLOMBIER ACQUISITION CORP I | $17.1M | 3.27% | 1.7M | 增持 |
| 7 | CUB | LIONHEART HOLDINGS | $16.2M | 3.08% | 1.5M | 新建仓 |
| 8 | WBD | WARNER BROS DISCOVERY INC | $13.9M | 2.66% | 523,200 | 新建仓 |
| 9 | VACI | VIKING ACQUISITION CORP I | $13.6M | 2.59% | 1.3M | 新建仓 |
| 10 | QLEP | QUANTUM LEAP ACQUISITION COR | $12.0M | 2.28% | 1.2M | 新建仓 |
| 11 | OACC | OAKTREE ACQUISITION CORP III | $11.7M | 2.23% | 1.1M | 增持 |
| 12 | TRADU | APEX TECH ACQUISITION INC | $11.2M | 2.13% | 1.1M | 增持 |
| 13 | HLXC | HELIX ACQUISITION CORP III | $11.1M | 2.12% | 1.0M | 增持 |
| 14 | ATII | ARCHIMEDES TECH SPAC PARTNER | $10.1M | 1.93% | 937,829 | 新建仓 |
| 15 | NWAX | NEW AMER ACQUISITION I CORP | $10.1M | 1.93% | 995,209 | 增持 |
| 16 | GLED | GALAXYEDGE ACQUISITION CORP | $9.8M | 1.88% | 990,000 | 新建仓 |
| 17 | BHAV | BHAV ACQUISITION CORP | $9.8M | 1.87% | 990,000 | 新建仓 |
| 18 | QRED | QUASAREDGE ACQUISITION CORP | $9.8M | 1.87% | 990,000 | 新建仓 |
| 19 | JABRU | JAB ACQUISITION CORP I | $9.1M | 1.74% | 908,000 | 新建仓 |
| 20 | OTAI | STARLINK AI ACQUISITION CORP | $9.0M | 1.72% | 913,770 | 新建仓 |
| 21 | GIX | GIGCAPITAL9 CORP | $8.5M | 1.61% | 851,940 | 增持 |
| 22 | DYNC | DYNAMIX CORP | $8.3M | 1.58% | 766,533 | 新建仓 |
| 23 | MEVO | M EVO GBL ACQUISITION CORP I | $7.9M | 1.51% | 798,398 | 减持 |
| 24 | PONO | PONO CAP FOUR INC | $7.4M | 1.41% | 743,610 | 新建仓 |
| 25 | KBON | KARBON CAP PARTNERS CORP | $7.3M | 1.39% | 720,284 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR