Aragon Global Management as of June 30, 2025
Portfolio Holdings for Aragon Global Management
Aragon Global Management holds 18 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 17.3 | $43M | 78k | 551.64 | |
| Microsoft Corporation (MSFT) | 11.1 | $28M | 56k | 497.41 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 11.1 | $28M | 45k | 617.85 | |
| Broadcom (AVGO) | 8.6 | $22M | 78k | 275.65 | |
| Meta Platforms Cl A (META) | 6.8 | $17M | 23k | 738.09 | |
| Palantir Technologies Cl A (PLTR) | 6.4 | $16M | 116k | 136.32 | |
| Robinhood Mkts Com Cl A (HOOD) | 5.8 | $14M | 154k | 93.63 | |
| On Hldg Namen Akt A (ONON) | 4.4 | $11M | 209k | 52.05 | |
| Sea Sponsord Ads (SE) | 4.4 | $11M | 68k | 159.94 | |
| Uber Technologies (UBER) | 3.9 | $9.7M | 104k | 93.30 | |
| MercadoLibre (MELI) | 3.8 | $9.6M | 3.7k | 2613.63 | |
| Goldman Sachs (GS) | 3.3 | $8.2M | 12k | 707.75 | |
| Monday SHS (MNDY) | 2.7 | $6.8M | 22k | 314.48 | |
| Select Sector Spdr Tr Financial (XLF) | 2.6 | $6.5M | 125k | 52.37 | |
| Visa Com Cl A (V) | 2.5 | $6.2M | 18k | 355.05 | |
| NVIDIA Corporation (NVDA) | 2.5 | $6.2M | 39k | 157.99 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.1 | $5.2M | 19k | 278.88 | |
| Fox Corp Cl A Com (FOXA) | 0.7 | $1.6M | 29k | 56.04 |
