13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001950677
申报总市值
US$5.2亿
US$5.2亿
55 檔
15.8%
根据最新整理的 13F 季度数据集，Decagon Asset Management LLP 于 Q2 2025 结束时的管理资产规模为 US$5.2亿。该机构在本季度申报了 55 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2025，Decagon Asset Management LLP 操作展现出积极扩展与加仓意向。本季共新建仓 33 个新仓位，并对 5 个既有持股进行加仓（合计增持 38 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Decagon Asset Management LLP 的前 5 大核心持股（包含 SKAA, KEL, GMS1EUR 等）合计占整体申报市值的 15.8%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
SKAA
市值: US$3416.2万
本季最大获利了结 / 清仓标的
HES
前期市值: US$3075.0万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SKAA | Skechers USA Inc-cl A | 股票-其他 | 22.27% | — | — | |
| 2 | KEL | Kellanova | 股票-其他 | 12.52% | — | — | |
| 3 | GMS1EUR | Gms Inc | 股票-其他 | 7.09% | — | — | |
| 4 | ARES | Ares Management Corporation | 股票-金融 | 6.98% | — | — | |
| 5 | BASE | Couchbase Inc | 股票-其他 | 5.24% | — | — | |
| 6 | ✓ | Kochav Defense Acqui Co | 股票-其他 | 4.48% | — | — | |
| 7 | ✓ | Cohen Circle Acquisition Cor | 股票-其他 | 4.32% | — | — | |
| 8 | PRA | Proassurance CORP | 股票-其他 | 4.32% | — | — | |
| 9 | ✓ | Oaktree Acquisition CORP Iii | 股票-其他 | 4.21% | -0.52% | -13.80% | |
| 10 | ✓ | Silverbox CORP Iv | 股票-其他 | 3.15% | — | — | |
| 11 | ✓ | 股票-其他 | 2.52% | — | +0.22% | ||
| 12 | ✓ | Helix Acquisition CORP Ii | 股票-其他 | 2.41% | — | +45.45% | |
| 13 | ✓ | 股票-其他 | 2.30% | — | — | ||
| 14 | ✓ | 股票-其他 | 2.17% | — | — | ||
| 15 | ✓ | 股票-其他 | 1.96% | — | — | ||
| 16 | UTE0 | Cantaloupe Inc | 股票-其他 | 1.80% | — | — | |
| 17 | SG7 | Sage Therapeutics Inc | 股票-其他 | 1.74% | — | — | |
| 18 | ✓ | New Providence Acquisition C | 股票-其他 | 1.66% | — | — | |
| 19 | ✓ | Blue Acquisition CORP. | 股票-其他 | 1.39% | — | — | |
| 20 | ✓ | Colombier Acquisition CORP I | 股票-其他 | 1.26% | — | -87.71% | |
| 21 | ✓ | 股票-其他 | 1.19% | — | — | ||
| 22 | ✓ | Pelican Acquisition CORP | 股票-其他 | 1.07% | — | — | |
| 23 | ✓ | Championsgate Acquisition Co | 股票-其他 | 1.04% | — | — | |
| 24 | ✓ | Best Spac I Acquisition CORP | 股票-其他 | 0.98% | — | — | |
| 25 | ✓ | Columbus Circle Cap CORP. I | 股票-其他 | 0.45% | — | — | |
| 26 | ✓ | 股票-其他 | 0.23% | — | — | ||
| 27 | SBCWW | Pono Capital Two Inc -27 | 股票-其他 | 0.15% | -0.03% | — | |
| 28 | ✓ | 股票-其他 | 0.11% | — | +1.82% | ||
| 29 | ✓ | Range Cap Acquisition CORP | 股票-其他 | 0.10% | — | -3.65% | |
| 30 | ✓ | 股票-其他 | 0.09% | — | -67.03% | ||
| 31 | ✓ | Pelican Acquisition CORP | 股票-其他 | 0.07% | — | — | |
| 32 | ✓ | K&f Growth Acquisition CORP | 股票-其他 | 0.07% | -0.01% | — | |
| 33 | ✓ | Andretti Acquisition CORP Ii | 股票-其他 | 0.06% | — | — | |
| 34 | ✓ | Spring Valley Acquistn CORP | 股票-其他 | 0.06% | — | — | |
| 35 | ✓ | Artius Ii Acquisition Inc | 股票-其他 | 0.05% | — | — | |
| 36 | ✓ | Generation Essentials Group | 股票-其他 | 0.05% | — | — | |
| 37 | ✓ | 股票-其他 | 0.05% | — | — | ||
| 38 | ✓ | Eqv Ventures Acquisition Cor | 股票-其他 | 0.05% | — | +0.22% | |
| 39 | ✓ | 股票-其他 | 0.04% | — | — | ||
| 40 | ✓ | Legato Merger CORP Iii | 股票-其他 | 0.04% | — | — | |
| 41 | ✓ | Egh Acquisition CORP. | 股票-其他 | 0.04% | +0.01% | — | |
| 42 | ✓ | Copley Acquisition CORP | 股票-其他 | 0.04% | — | — | |
| 43 | ✓ | 股票-其他 | 0.04% | — | — | ||
| 44 | ✓ | 股票-其他 | 0.03% | — | — | ||
| 45 | ✓ | Dune Acquisition CORP Ii | 股票-其他 | 0.03% | — | — | |
| 46 | ✓ | Inflection Point Acquisition | 股票-其他 | 0.03% | — | -26.19% | |
| 47 | ESHAR | Esh Acquisition CORP - Right | 股票-其他 | 0.01% | — | — | |
| 48 | ✓ | Mountain Lake Acquisition Co | 股票-其他 | 0.01% | — | EXIT | |
| 49 | IBACR | Ib Acquisition Corp-rts | 股票-其他 | 0.01% | — | — | |
| 50 | ✓ | Championsgate Acquisition Co | 股票-其他 | 0.01% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SKAA | Skechers USA Inc-cl A | +22.3% | NEW | 新建仓 |
| 2 | KEL | Kellanova | +12.5% | NEW | 新建仓 |
| 3 | GMS1EUR | Gms Inc | +7.1% | NEW | 新建仓 |
| 4 | ARES | Ares Management Corporation | +7% | NEW | 新建仓 |
| 5 | BASE | Couchbase Inc | +5.2% | NEW | 新建仓 |
| 6 | ✓ | Kochav Defense Acqui Co | +4.5% | NEW | 新建仓 |
| 7 | ✓ | Cohen Circle Acquisition Cor | +4.3% | NEW | 新建仓 |
| 8 | PRA | Proassurance CORP | +4.3% | NEW | 新建仓 |
| 9 | ✓ | Silverbox CORP Iv | +3.2% | NEW | 新建仓 |
| 10 | ✓ | +2.3% | NEW | 新建仓 | |
| 11 | ✓ | +2.2% | NEW | 新建仓 | |
| 12 | ✓ | +2% | NEW | 新建仓 | |
| 13 | UTE0 | Cantaloupe Inc | +1.8% | NEW | 新建仓 |
| 14 | SG7 | Sage Therapeutics Inc | +1.7% | NEW | 新建仓 |
| 15 | ✓ | New Providence Acquisition C | +1.7% | NEW | 新建仓 |
| 16 | ✓ | Blue Acquisition CORP. | +1.4% | NEW | 新建仓 |
| 17 | ✓ | +1.2% | NEW | 新建仓 | |
| 18 | ✓ | Pelican Acquisition CORP | +1.1% | NEW | 新建仓 |
| 19 | ✓ | Championsgate Acquisition Co | +1% | NEW | 新建仓 |
| 20 | ✓ | Best Spac I Acquisition CORP | +1% | NEW | 新建仓 |
| 21 | ✓ | Helix Acquisition CORP Ii | +0.5% | +45.45% | 加仓 |
| 22 | ✓ | Columbus Circle Cap CORP. I | +0.5% | NEW | 新建仓 |
| 23 | ✓ | +0.2% | NEW | 新建仓 | |
| 24 | ✓ | Pelican Acquisition CORP | +0.1% | NEW | 新建仓 |
| 25 | ✓ | Artius Ii Acquisition Inc | +0.1% | NEW | 新建仓 |
| 26 | ✓ | Generation Essentials Group | +0.1% | NEW | 新建仓 |
| 27 | ✓ | +0.1% | NEW | 新建仓 | |
| 28 | ✓ | 0% | NEW | 新建仓 | |
| 29 | ✓ | Egh Acquisition CORP. | 0% | NEW | 新建仓 |
| 30 | ✓ | Copley Acquisition CORP | 0% | NEW | 新建仓 |
| 31 | ✓ | 0% | NEW | 新建仓 | |
| 32 | ✓ | 0% | NEW | 新建仓 | |
| 33 | ✓ | Dune Acquisition CORP Ii | 0% | NEW | 新建仓 |
| 34 | ✓ | Eqv Ventures Acquisition Cor | 0% | +0.22% | 加仓 |
| 35 | ✓ | Range Cap Acquisition CORP | 0% | -3.65% | 减仓 |
| 36 | ✓ | K&f Growth Acquisition CORP | 0% | — | 不变 |
| 37 | ✓ | Spring Valley Acquistn CORP | 0% | — | 不变 |
| 38 | ✓ | 0% | -67.03% | 减仓 | |
| 39 | ✓ | 0% | +1.82% | 加仓 | |
| 40 | ✓ | Legato Merger CORP Iii | 0% | — | 不变 |
| 41 | ✓ | Championsgate Acquisition Co | 0% | NEW | 新建仓 |
| 42 | ✓ | Inflection Point Acquisition | 0% | -26.19% | 减仓 |
| 43 | ✓ | Andretti Acquisition CORP Ii | — | — | 不变 |
| 44 | ✓ | Haymaker Acquisition CORP Iv | — | +11.84% | 加仓 |
| 45 | ✓ | Cayson Acquisition CORP | — | — | 不变 |
| 46 | ✓ | Future Vision Ii Acquisition | — | — | 不变 |
| 47 | CDTTW | Murphy Canyon Acq-cw27 | — | — | 不变 |
| 48 | ✓ | Alchemy Invts Acquisitn CORP | — | — | 不变 |
| 49 | IBACR | Ib Acquisition Corp-rts | 0% | — | 不变 |
| 50 | SBCWW | Pono Capital Two Inc -27 | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Decagon Asset Management LLP 在 Q2 2025 季度的美股持仓总市值约为 US$5.2亿，共申报了 55 个公开持股仓位。
在 Q2 2025 季度，Decagon Asset Management LLP 按市值排列的前三大核心持股分别为：SKAA (22.3%)、KEL (12.5%)、GMS1EUR (7.1%)。其中最大持股仓位 SKAA 占据整体投资组合约 22.3% 的权重。
在 Q2 2025 季度中，Decagon Asset Management LLP 共进行了 64 项持仓异动，包含新建仓 33 个仓位、加仓 5 个仓位、减仓 5 个仓位以及清仓 21 个仓位。 其中最大新建仓标的为 SKAA。 本季清仓仓位包含 HES。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
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完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。