13F HOLDINGS REPORT
Aragon Global Management, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001420506-25-002051
Total Value
$248.7M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INVESCO QQQ TR | IVZ | 77,995 | $43.0M | 17.30% |
| 2 | MICROSOFT CORP | MSFT | 55,559 | $27.6M | 11.11% |
| 3 | SPDR S&P 500 ETF TR | SPY | 44,580 | $27.5M | 11.08% |
| 4 | BROADCOM INC | AVGO | 77,850 | $21.5M | 8.63% |
| 5 | META PLATFORMS INC | META | 23,040 | $17.0M | 6.84% |
| 6 | PALANTIR TECHNOLOGIES INC | PLTR | 116,120 | $15.8M | 6.37% |
| 7 | ROBINHOOD MKTS INC | 770700102 | 154,300 | $14.4M | 5.81% |
| 8 | ON HLDG AG | H5919C104 | 209,112 | $10.9M | 4.38% |
| 9 | SEA LTD | SE | 67,700 | $10.8M | 4.35% |
| 10 | UBER TECHNOLOGIES INC | UBER | 103,700 | $9.7M | 3.89% |
| 11 | MERCADOLIBRE INC | MELI | 3,659 | $9.6M | 3.85% |
| 12 | GOLDMAN SACHS GROUP INC | GSCE | 11,600 | $8.2M | 3.30% |
| 13 | MONDAY COM LTD | MNDY | 21,600 | $6.8M | 2.73% |
| 14 | SELECT SECTOR SPDR TR | 81369Y605 | 124,500 | $6.5M | 2.62% |
| 15 | VISA INC | V | 17,550 | $6.2M | 2.51% |
| 16 | NVIDIA CORPORATION | NVDA | 39,200 | $6.2M | 2.49% |
| 17 | VANECK ETF TRUST | 92189F676 | 18,600 | $5.2M | 2.09% |
| 18 | FOX CORP | FOX | 29,032 | $1.6M | 0.65% |