Aragon Global Management, Lp Top Holdings and 13F Report (2025) About Aragon Global Management, LpInvestment ActivityAragon Global Management, Lp has $248.66 million in total holdings as of June 30, 2025.Aragon Global Management, Lp owns shares of 18 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 11.15% of the portfolio was purchased this quarter.About 45.56% of the portfolio was sold this quarter.This quarter, Aragon Global Management, Lp has purchased 24 new stocks and bought additional shares in 5 stocks.Aragon Global Management, Lp sold shares of 8 stocks and completely divested from 7 stocks this quarter.Largest Holdings Invesco QQQ $43,025,162Microsoft $27,635,602SPDR S&P 500 ETF Trust $27,543,753Broadcom $21,459,353Meta Platforms $17,005,594 Largest New Holdings this Quarter 81369Y605 - Financial Select Sector SPDR Fund $6,520,065 Holding Largest Purchases this Quarter SEA 54,800 shares (about $8.76M)Financial Select Sector SPDR Fund 124,500 shares (about $6.52M)Meta Platforms 6,455 shares (about $4.76M)Broadcom 12,930 shares (about $3.56M)MercadoLibre 1,193 shares (about $3.12M) Largest Sales this Quarter VanEck Semiconductor ETF 104,030 shares (about $29.01M)Uber Technologies 169,450 shares (about $15.81M)NVIDIA 97,600 shares (about $15.42M)monday.com 22,504 shares (about $7.08M)Robinhood Markets 72,796 shares (about $6.82M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAragon Global Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$43,025,1620.0%77,99517.3%FinanceMSFTMicrosoft$27,635,602$995,317 ▲3.7%55,55911.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$27,543,7530.0%44,58011.1%FinanceAVGOBroadcom$21,459,353$3,564,155 ▲19.9%77,8508.6%Computer and TechnologyMETAMeta Platforms$17,005,594$4,764,371 ▲38.9%23,0406.8%Computer and TechnologyPALANTIR TECHNOLOGIES INC$15,829,478$1,441,039 ▼-8.3%116,1206.4%CL AHOODRobinhood Markets$14,447,109$6,815,889 ▼-32.1%154,3005.8%FinanceONONON$10,884,280$5,049,319 ▼-31.7%209,1124.4%Retail/WholesaleSESEA$10,827,938$8,764,712 ▲424.8%67,7004.4%Computer and TechnologyUBERUber Technologies$9,675,210$15,809,685 ▼-62.0%103,7003.9%Computer and TechnologyMELIMercadoLibre$9,563,272$3,118,061 ▲48.4%3,6593.8%Retail/WholesaleGSThe Goldman Sachs Group$8,209,900$1,047,470 ▼-11.3%11,6003.3%FinanceMNDYmonday.com$6,792,768$7,077,058 ▼-51.0%21,6002.7%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$6,520,065$6,520,065 ▲New Holding124,5002.6%ETFVVisa$6,231,1280.0%17,5502.5%Business ServicesNVDANVIDIA$6,193,208$15,419,824 ▼-71.3%39,2002.5%Computer and TechnologySMHVanEck Semiconductor ETF$5,187,168$29,011,886 ▼-84.8%18,6002.1%ManufacturingFOXAFOX$1,626,9530.0%29,0320.7%Consumer DiscretionaryAAPLApple$0$17,637,788 ▼-100.0%00.0%Computer and TechnologyISHARES BITCOIN TRUST ETF$0$5,703,799 ▼-100.0%00.0%SHS BEN INTTSLATesla$0$3,161,752 ▼-100.0%00.0%Auto/Tires/TrucksRACEFerrari$0$3,050,784 ▼-100.0%00.0%Auto/Tires/TrucksCOINCoinbase Global$0$870,623 ▼-100.0%00.0%FinanceRKTRocket Companies$0$645,745 ▼-100.0%00.0%FinanceKBWBInvesco KBW Bank ETF$0$542,961 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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