13F HOLDINGS REPORT
Aragon Global Management, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001420506-25-003260
Total Value
$325.4M
Positions
31
Other Managers
0
Confidential Omitted
No
Holdings (31)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INVESCO QQQ TR | IVZ | 77,995 | $46.8M | 14.39% |
| 2 | SPDR S&P 500 ETF TR | SPY | 44,580 | $29.7M | 9.13% |
| 3 | MICROSOFT CORP | MSFT | 55,559 | $28.8M | 8.84% |
| 4 | BROADCOM INC | AVGO | 77,850 | $25.7M | 7.89% |
| 5 | PALANTIR TECHNOLOGIES INC | PLTR | 130,820 | $23.9M | 7.33% |
| 6 | ROBINHOOD MKTS INC | 770700102 | 154,300 | $22.1M | 6.79% |
| 7 | META PLATFORMS INC | META | 23,040 | $16.9M | 5.20% |
| 8 | NVIDIA CORPORATION | NVDA | 68,400 | $12.8M | 3.92% |
| 9 | SEA LTD | SE | 67,700 | $12.1M | 3.72% |
| 10 | UBER TECHNOLOGIES INC | UBER | 103,700 | $10.2M | 3.12% |
| 11 | GOLDMAN SACHS GROUP INC | GSCE | 11,600 | $9.2M | 2.84% |
| 12 | ON HLDG AG | H5919C104 | 209,112 | $8.9M | 2.72% |
| 13 | MERCADOLIBRE INC | MELI | 3,659 | $8.6M | 2.63% |
| 14 | ROCKET COS INC | 77311W101 | 422,400 | $8.2M | 2.52% |
| 15 | ISHARES SILVER TR | SLV | 163,800 | $6.9M | 2.13% |
| 16 | SELECT SECTOR SPDR TR | 81369Y605 | 124,500 | $6.7M | 2.06% |
| 17 | VANECK ETF TRUST | 92189F676 | 18,600 | $6.1M | 1.87% |
| 18 | VISA INC | V | 17,550 | $6.0M | 1.84% |
| 19 | GRAB HOLDINGS LIMITED | GRABW | 955,600 | $5.8M | 1.77% |
| 20 | NU HLDGS LTD | NU | 337,300 | $5.4M | 1.66% |
| 21 | CADENCE DESIGN SYSTEM INC | CDNS | 13,200 | $4.6M | 1.42% |
| 22 | COINBASE GLOBAL INC | COIN | 7,700 | $2.6M | 0.80% |
| 23 | ALIBABA GROUP HLDG LTD | BBAAY | 14,100 | $2.5M | 0.77% |
| 24 | ISHARES BITCOIN TRUST ETF | IBIT | 37,200 | $2.4M | 0.74% |
| 25 | ZOOM COMMUNICATIONS INC | ZM | 29,300 | $2.4M | 0.74% |
| 26 | ISHARES ETHEREUM TR | 46438R105 | 70,100 | $2.2M | 0.68% |
| 27 | VERTIV HOLDINGS CO | VRT | 14,000 | $2.1M | 0.65% |
| 28 | GE VERNOVA INC | GEV | 3,100 | $1.9M | 0.59% |
| 29 | FOX CORP | FOX | 29,032 | $1.8M | 0.56% |
| 30 | ITAU UNIBANCO HLDG S A | 465562106 | 165,700 | $1.2M | 0.37% |
| 31 | COUPANG INC | CPNG | 29,500 | $949,900 | 0.29% |