Aragon Global Management
Latest statistics and disclosures from Aragon Global Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, SMH, MSFT, SPY, UBER, and represent 59.79% of Aragon Global Management's stock portfolio.
- Added to shares of these 7 stocks: NVDA (+$8.0M), AMD (+$5.7M), HUBS, AVGO, MNDY, LYFT, NET.
- Started 4 new stock positions in LYFT, NET, HUBS, AVGO.
- Reduced shares in these 1 stock: MELI (-$8.2M).
- Aragon Global Management was a net buyer of stock by $22M.
- Aragon Global Management has $223M in assets under management (AUM), dropping by 26.33%.
- Central Index Key (CIK): 0001991518
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Portfolio Holdings for Aragon Global Management
Aragon Global Management holds 19 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 15.5 | $35M | 78k | 444.01 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 12.4 | $28M | 123k | 224.99 |
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| Microsoft Corporation (MSFT) | 11.9 | $27M | 63k | 420.72 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 10.5 | $23M | 45k | 523.07 |
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| Uber Technologies (UBER) | 9.4 | $21M | 273k | 76.99 |
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| Monday SHS (MNDY) | 8.9 | $20M | +20% | 88k | 225.87 |
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| Apple (AAPL) | 6.1 | $14M | 79k | 171.48 |
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| NVIDIA Corporation (NVDA) | 5.5 | $12M | +185% | 14k | 903.56 |
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| On Hldg Namen Akt A (ONON) | 4.6 | $10M | 292k | 35.38 |
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| Advanced Micro Devices (AMD) | 4.4 | $9.8M | +140% | 54k | 180.49 |
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| Visa Com Cl A (V) | 2.2 | $4.9M | 18k | 279.08 |
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| Hubspot (HUBS) | 2.1 | $4.8M | NEW | 7.6k | 626.56 |
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| Broadcom (AVGO) | 1.7 | $3.8M | NEW | 2.9k | 1325.41 |
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| MercadoLibre (MELI) | 1.7 | $3.7M | -68% | 2.5k | 1511.96 |
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| Lyft Cl A Com (LYFT) | 1.1 | $2.5M | NEW | 128k | 19.35 |
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| Cloudflare Cl A Com (NET) | 1.0 | $2.3M | NEW | 24k | 96.83 |
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| Melco Resorts And Entmnt Adr (MLCO) | 0.3 | $649k | 90k | 7.21 |
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| Las Vegas Sands (LVS) | 0.2 | $450k | 8.7k | 51.70 |
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| Coupang Cl A (CPNG) | 0.2 | $424k | 24k | 17.79 |
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Past Filings by Aragon Global Management
SEC 13F filings are viewable for Aragon Global Management going back to 2023
- Aragon Global Management 2024 Q1 filed May 15, 2024
- Aragon Global Management 2023 Q4 filed Feb. 15, 2024