Aragon Global Management, Lp Top Holdings and 13F Report (2025) About Aragon Global Management, LpInvestment ActivityAragon Global Management, Lp has $260.07 million in total holdings as of March 31, 2025.Aragon Global Management, Lp owns shares of 24 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 16.42% of the portfolio was purchased this quarter.About 12.14% of the portfolio was sold this quarter.This quarter, Aragon Global Management, Lp has purchased 19 new stocks and bought additional shares in 4 stocks.Aragon Global Management, Lp sold shares of 4 stocks and completely divested from 2 stocks this quarter.Largest Holdings Invesco QQQ $36,573,415VanEck Semiconductor ETF $25,932,566SPDR S&P 500 ETF Trust $24,937,606Microsoft $20,105,138Uber Technologies $19,901,709 Largest New Holdings this Quarter 69608A108 - PALANTIR TECHNOLOGIES INC $10,692,720 Holding30303M102 - Meta Platforms $9,558,931 Holding88160R101 - Tesla $3,161,752 Holding81141R100 - SEA $1,683,321 Holding35137L105 - FOX $1,643,211 Holding Largest Purchases this Quarter PALANTIR TECHNOLOGIES INC 126,691 shares (about $10.69M)Meta Platforms 16,585 shares (about $9.56M)Robinhood Markets 154,996 shares (about $6.45M)The Goldman Sachs Group 10,380 shares (about $5.67M)Tesla 12,200 shares (about $3.16M) Largest Sales this Quarter monday.com 44,105 shares (about $10.72M)Microsoft 18,989 shares (about $7.13M)NVIDIA 47,875 shares (about $5.19M)Invesco KBW Bank ETF 73,500 shares (about $4.61M) 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$36,573,4150.0%77,99514.1%FinanceSMHVanEck Semiconductor ETF$25,932,5660.0%122,63010.0%ManufacturingSPYSPDR S&P 500 ETF Trust$24,937,6060.0%44,5809.6%FinanceMSFTMicrosoft$20,105,138$7,128,281 ▼-26.2%53,5587.7%Computer and TechnologyUBERUber Technologies$19,901,7090.0%273,1507.7%Computer and TechnologyAAPLApple$17,637,7880.0%79,4036.8%Computer and TechnologyNVDANVIDIA$14,826,384$5,188,693 ▼-25.9%136,8005.7%Computer and TechnologyONONON$13,444,834$623,664 ▲4.9%306,1215.2%Retail/WholesaleAVGOBroadcom$10,869,556$1,697,740 ▲18.5%64,9204.2%Computer and TechnologyMNDYmonday.com$10,724,329$10,724,572 ▼-50.0%44,1044.1%Computer and TechnologyPALANTIR TECHNOLOGIES INC$10,692,720$10,692,720 ▲New Holding126,6914.1%CL AMETAMeta Platforms$9,558,931$9,558,931 ▲New Holding16,5853.7%Computer and TechnologyHOODRobinhood Markets$9,451,736$6,450,934 ▲215.0%227,0963.6%FinanceGSThe Goldman Sachs Group$7,145,473$5,670,490 ▲384.4%13,0802.7%FinanceVVisa$6,150,5730.0%17,5502.4%Business ServicesISHARES BITCOIN TRUST ETF$5,703,7990.0%121,8502.2%SHS BEN INTMELIMercadoLibre$4,810,8450.0%2,4661.8%Retail/WholesaleTSLATesla$3,161,752$3,161,752 ▲New Holding12,2001.2%Auto/Tires/TrucksRACEFerrari$3,050,7840.0%7,1301.2%Auto/Tires/TrucksSESEA$1,683,321$1,683,321 ▲New Holding12,9000.6%Computer and TechnologyFOXAFOX$1,643,211$1,643,211 ▲New Holding29,0320.6%Consumer DiscretionaryCOINCoinbase Global$870,623$870,623 ▲New Holding5,0550.3%FinanceRKTRocket Companies$645,745$645,745 ▲New Holding53,5000.2%FinanceKBWBInvesco KBW Bank ETF$542,961$4,613,599 ▼-89.5%8,6500.2%ManufacturingBXBlackstone$0$2,456,985 ▼-100.0%00.0%FinanceKRESPDR S&P Regional Banking ETF$0$1,460,470 ▼-100.0%00.0%ETFShowing 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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