Aragon Global Management, LP
All holdings · as of Dec 31, 2025
| 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% |
| Zoom Communications, Inc. | $2.53M | 0.8% |
| Itau Unibanco Holding S.A.ITUB | $2.51M | 0.8% |
| FOX CORP | $2.12M | 0.6% |
| ISHARES ETHEREUM TR | $1.58M | 0.5% |
| ISHARES BITCOIN TRUST ETF | $923.5K | 0.3% |
| Coinbase Global, Inc. | $870.6K | 0.3% |
| Coupang, Inc. | $695.9K | 0.2% |