DAM
Decagon Asset Management Portfolio holdings
AUM
$128M
This Quarter Return
+5.78%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
+$17.6M
(+16%)
Cap. Flow
+$17M
Cap. Flow
% of AUM
13.26%
Top 10 Holdings %
Top 10 Hldgs %
81.17%
Holding
76
New
29
Increased
5
Reduced
4
Closed
19
Top Buys
| 1 |
Skechers
SKX
|
$34.2M |
| 2 |
Kellanova
K
|
$19.2M |
| 3 |
AACT
Ares Acquisition Corporation II
AACT
|
$10.1M |
| 4 |
Couchbase
BASE
|
$8.04M |
| 5 |
KCHVU
Kochav Defense Acquisition Corp. Units
KCHVU
|
$6.87M |
Top Sells
Sector Composition
| 1 | Financials | 32.33% |
| 2 | Consumer Discretionary | 26.69% |
| 3 | Consumer Staples | 15% |
| 4 | Technology | 6.28% |
| 5 | Healthcare | 2.89% |