Aragon Global Management as of June 30, 2026
Portfolio Holdings for Aragon Global Management
Aragon Global Management holds 23 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 21.8 | $57M | 78k | 736.40 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 12.6 | $33M | 45k | 746.77 | |
| Sandisk Corp (SNDK) | 8.9 | $24M | 10k | 2273.73 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 7.0 | $18M | 19k | 965.00 | |
| Intel Corporation (INTC) | 6.4 | $17M | 121k | 139.63 | |
| Ge Vernova (GEV) | 5.3 | $14M | 12k | 1174.86 | |
| Vertiv Holdings Com Cl A (VRT) | 5.1 | $13M | 40k | 334.82 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 4.6 | $12M | 19k | 655.89 | |
| Ishares Msci Sth Kor Etf (EWY) | 3.8 | $10M | 50k | 201.90 | |
| Goldman Sachs (GS) | 3.8 | $10M | 9.9k | 1011.37 | |
| Morgan Stanley Com New (MS) | 3.7 | $9.9M | 47k | 209.04 | |
| Southern Copper Corporation (SCCO) | 3.6 | $9.6M | 55k | 174.26 | |
| Bloom Energy Corp Com Cl A (BE) | 2.5 | $6.5M | 21k | 302.70 | |
| Ishares Msci Japan Etf (EWJ) | 2.3 | $6.0M | 65k | 93.27 | |
| Ishares Silver Tr Ishares (SLV) | 1.9 | $4.9M | 91k | 53.47 | |
| Palantir Technologies Cl A (PLTR) | 1.7 | $4.4M | 38k | 116.67 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $3.1M | 8.7k | 353.33 | |
| Lumentum Hldgs (LITE) | 1.0 | $2.5M | 3.0k | 858.06 | |
| Rocket Cos Com Cl A (RKT) | 0.7 | $2.0M | 125k | 15.75 | |
| Rh (RH) | 0.6 | $1.7M | 10k | 164.73 | |
| Wayfair Cl A (W) | 0.6 | $1.6M | 17k | 92.42 | |
| Fox Corp Cl A Com (FOXA) | 0.6 | $1.5M | 29k | 52.16 | |
| Zoom Communications Cl A (ZM) | 0.4 | $1.1M | 12k | 86.31 |
