Aragon Global Management
Latest statistics and disclosures from Aragon Global Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, SPY, MSFT, AVGO, PLTR, and represent 47.59% of Aragon Global Management's stock portfolio.
- Added to shares of these 10 stocks: RKT (+$8.2M), SLV (+$6.9M), GRAB (+$5.8M), NVDA (+$5.4M), NU (+$5.4M), CDNS, PLTR, COIN, BABA, IBIT.
- Started 14 new stock positions in ITUB, BABA, IBIT, SLV, GRAB, COIN, ETHA, CDNS, VRT, GEV. CPNG, NU, RKT, ZM.
- Reduced shares in these 1 stock: MNDY (-$6.8M).
- Sold out of its position in MNDY.
- Aragon Global Management was a net buyer of stock by $51M.
- Aragon Global Management has $325M in assets under management (AUM), dropping by 30.86%.
- Central Index Key (CIK): 0001991518
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Portfolio Holdings for Aragon Global Management
Aragon Global Management holds 31 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 14.4 | $47M | 78k | 600.37 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 9.1 | $30M | 45k | 666.18 |
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| Microsoft Corporation (MSFT) | 8.8 | $29M | 56k | 517.95 |
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| Broadcom (AVGO) | 7.9 | $26M | 78k | 329.91 |
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| Palantir Technologies Cl A (PLTR) | 7.3 | $24M | +12% | 131k | 182.42 |
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| Robinhood Mkts Com Cl A (HOOD) | 6.8 | $22M | 154k | 143.18 |
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| Meta Platforms Cl A (META) | 5.2 | $17M | 23k | 734.38 |
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| NVIDIA Corporation (NVDA) | 3.9 | $13M | +74% | 68k | 186.58 |
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| Sea Sponsord Ads (SE) | 3.7 | $12M | 68k | 178.73 |
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| Uber Technologies (UBER) | 3.1 | $10M | 104k | 97.97 |
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| Goldman Sachs (GS) | 2.8 | $9.2M | 12k | 796.35 |
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| On Hldg Namen Akt A (ONON) | 2.7 | $8.9M | 209k | 42.35 |
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| MercadoLibre (MELI) | 2.6 | $8.6M | 3.7k | 2336.94 |
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| Rocket Cos Com Cl A (RKT) | 2.5 | $8.2M | NEW | 422k | 19.38 |
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| Ishares Silver Tr Ishares (SLV) | 2.1 | $6.9M | NEW | 164k | 42.37 |
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| Select Sector Spdr Tr Financial (XLF) | 2.1 | $6.7M | 125k | 53.87 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.9 | $6.1M | 19k | 326.36 |
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| Visa Com Cl A (V) | 1.8 | $6.0M | 18k | 341.38 |
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| Grab Holdings Class A Ord (GRAB) | 1.8 | $5.8M | NEW | 956k | 6.02 |
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| Nu Hldgs Ord Shs Cl A (NU) | 1.7 | $5.4M | NEW | 337k | 16.01 |
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| Cadence Design Systems (CDNS) | 1.4 | $4.6M | NEW | 13k | 351.26 |
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| Coinbase Global Com Cl A (COIN) | 0.8 | $2.6M | NEW | 7.7k | 337.49 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.8 | $2.5M | NEW | 14k | 178.73 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.7 | $2.4M | NEW | 37k | 65.00 |
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| Zoom Communications Cl A (ZM) | 0.7 | $2.4M | NEW | 29k | 82.50 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.7 | $2.2M | NEW | 70k | 31.51 |
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| Vertiv Holdings Com Cl A (VRT) | 0.6 | $2.1M | NEW | 14k | 150.86 |
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| Ge Vernova (GEV) | 0.6 | $1.9M | NEW | 3.1k | 614.90 |
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| Fox Corp Cl A Com (FOXA) | 0.6 | $1.8M | 29k | 63.06 |
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| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.4 | $1.2M | NEW | 166k | 7.34 |
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| Coupang Cl A (CPNG) | 0.3 | $950k | NEW | 30k | 32.20 |
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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 2025 Q3 filed Nov. 14, 2025
- Aragon Global Management 2025 Q2 filed Aug. 14, 2025
- Aragon Global Management 2025 Q1 filed May 15, 2025
- Aragon Global Management 2024 Q4 filed Feb. 14, 2025
- Aragon Global Management 2024 Q3 filed Nov. 14, 2024
- Aragon Global Management 2024 Q1 filed May 15, 2024
- Aragon Global Management 2023 Q4 filed Feb. 15, 2024