Aragon Global Management, LP 13F Holdings

CIK 0001991518 · MIAMI, FL

As of Sep 30, 2025, Aragon Global Management, LP reported 31 positions worth $325.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
INVESCO QQQ TRUST SERIES 1QQQ—77,995$46.8M14.39%
SPDR S&P 500 ETF TRUSTSPY—44,580$29.7M9.13%
MICROSOFT CORPMSFTTechnology55,559$28.8M8.84%
BROADCOM INCAVGOTechnology77,850$25.7M7.89%
PALANTIR TECHNOLOGIES INCPLTRTechnology130,820$23.9M7.33%
ROBINHOOD MARKETS INC - AHOODEquity154,300$22.1M6.79%
META PLATFORMS INCMETACommunication Services23,040 6.9M5.20%
NVIDIA CORPNVDATechnology68,400 2.8M3.92%
SEA LTDSEConsumer Cyclical67,700 2.1M3.72%
UBER TECHNOLOGIES INCUBERTechnology103,700 0.2M3.12%
GOLDMAN SACHS GROUP INCGSFinancial Services11,600$9.2M2.84%
ON HOLDING AGONONConsumer Cyclical209,112$8.9M2.72%
MERCADOLIBRE INCMELIConsumer Cyclical3,659$8.6M2.63%
ROCKET COMPANIES INCRKTFinancial Services422,400$8.2M2.52%
ISHARES SILVER TRUSTSLV—163,800$6.9M2.13%
THE FINANCIAL SELECT SECTOR SPDR FUNDXLFEquity124,500$6.7M2.06%
VANECK SEMICONDUCTOR ETFSMH—18,600$6.1M1.87%
VISA INC-CLASS A SHARESVFinancial Services17,550$6.0M1.84%
GRAB HOLDINGS LTDGRABTechnology955,600$5.8M1.77%
NU HOLDINGS LTDNUFinancial Services337,300$5.4M1.66%
CADENCE DESIGN SYSTEMS INCCDNSTechnology13,200$4.6M1.42%
COINBASE GLOBAL INCCOINFinancial Services7,700$2.6M0.80%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical14,100$2.5M0.77%
ISHARES BITCOIN TRUST ETFIBIT—37,200$2.4M0.74%
ZOOM COMMUNICATIONS INCZMTechnology29,300$2.4M0.74%