Aragon Global Management as of Sept. 30, 2025
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 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 9.1 | $30M | 45k | 666.18 | |
| Microsoft Corporation (MSFT) | 8.8 | $29M | 56k | 517.95 | |
| Broadcom (AVGO) | 7.9 | $26M | 78k | 329.91 | |
| Palantir Technologies Cl A (PLTR) | 7.3 | $24M | 131k | 182.42 | |
| Robinhood Mkts Com Cl A (HOOD) | 6.8 | $22M | 154k | 143.18 | |
| Meta Platforms Cl A (META) | 5.2 | $17M | 23k | 734.38 | |
| NVIDIA Corporation (NVDA) | 3.9 | $13M | 68k | 186.58 | |
| Sea Sponsord Ads (SE) | 3.7 | $12M | 68k | 178.73 | |
| Uber Technologies (UBER) | 3.1 | $10M | 104k | 97.97 | |
| Goldman Sachs (GS) | 2.8 | $9.2M | 12k | 796.35 | |
| On Hldg Namen Akt A (ONON) | 2.7 | $8.9M | 209k | 42.35 | |
| MercadoLibre (MELI) | 2.6 | $8.6M | 3.7k | 2336.94 | |
| Rocket Cos Com Cl A (RKT) | 2.5 | $8.2M | 422k | 19.38 | |
| Ishares Silver Tr Ishares (SLV) | 2.1 | $6.9M | 164k | 42.37 | |
| Select Sector Spdr Tr Financial (XLF) | 2.1 | $6.7M | 125k | 53.87 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.9 | $6.1M | 19k | 326.36 | |
| Visa Com Cl A (V) | 1.8 | $6.0M | 18k | 341.38 | |
| Grab Holdings Class A Ord (GRAB) | 1.8 | $5.8M | 956k | 6.02 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.7 | $5.4M | 337k | 16.01 | |
| Cadence Design Systems (CDNS) | 1.4 | $4.6M | 13k | 351.26 | |
| Coinbase Global Com Cl A (COIN) | 0.8 | $2.6M | 7.7k | 337.49 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.8 | $2.5M | 14k | 178.73 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.7 | $2.4M | 37k | 65.00 | |
| Zoom Communications Cl A (ZM) | 0.7 | $2.4M | 29k | 82.50 | |
| Ishares Ethereum Tr SHS (ETHA) | 0.7 | $2.2M | 70k | 31.51 | |
| Vertiv Holdings Com Cl A (VRT) | 0.6 | $2.1M | 14k | 150.86 | |
| Ge Vernova (GEV) | 0.6 | $1.9M | 3.1k | 614.90 | |
| Fox Corp Cl A Com (FOXA) | 0.6 | $1.8M | 29k | 63.06 | |
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.4 | $1.2M | 166k | 7.34 | |
| Coupang Cl A (CPNG) | 0.3 | $950k | 30k | 32.20 |
