Institutions / Aragon Global Management, LP
Aragon Global Management, LP
CIK 1991518 · Institution · as of Dec 31, 2025
Portfolio value
$329.50M
Positions
32
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 32 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Qqq Tr | $47.91M | 14.5% |
| SPDR S&P 500 ETF Tr | $30.40M | 9.2% |
| Broadcom Inc. | $26.94M | 8.2% |
| Microsoft Corp | $26.87M | 8.2% |
| Palantir Technologies Inc | $23.25M | 7.1% |
| iShares Silver Tr | $18.85M | 5.7% |
| Robinhood Markets, Inc. | $17.45M | 5.3% |
| NVIDIA Corp | $12.76M | 3.9% |
| The Goldman Sachs Group, Inc. | $11.65M | 3.5% |
| Sea Ltd | $8.64M | 2.6% |
| Rocket Companies, Inc. | $8.18M | 2.5% |
| GE Vernova Inc. | $7.74M | 2.4% |
| MercadoLibre, Inc. | $7.37M | 2.2% |
| Alibaba Group Holding LtdBABA | $7.36M | 2.2% |
| Select Sector SPDR Tr | $6.82M | 2.1% |
| VanEck ETF Trust | $6.70M | 2.0% |
| iShares Inc | $6.53M | 2.0% |
| Vertiv Holdings Co | $6.46M | 2.0% |
| Visa Inc | $6.15M | 1.9% |
| Nu Hldgs Ltd | $5.65M | 1.7% |
| iShares Inc | $5.32M | 1.6% |
| Southern Copper CorpSCCO | $5.22M | 1.6% |
| Alphabet Inc. | $5.15M | 1.6% |
| Grab Holdings Limited | $4.77M | 1.4% |
| Cadence Design Systems Inc | $4.13M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.