Aragon Global Management, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$248.7B
Holdings
18
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NDQINVESCO QQQ TR | 77,995 | $43.0B | 17.30% | |
| 2 | MSFTMICROSOFT CORP | 55,559 | $27.6B | 11.11% | |
| 3 | SPYSPDR S&P 500 ETF TR | 44,580 | $27.5B | 11.08% | |
| 4 | AVGOBROADCOM INC | 77,850 | $21.5B | 8.63% | |
| 5 | METAMETA PLATFORMS INC | 23,040 | $17.0B | 6.84% | |
| 6 | PLTRPALANTIR TECHNOLOGIES INC | 116,120 | $15.8B | 6.37% | |
| 7 | HOODROBINHOOD MKTS INC | 154,300 | $14.4B | 5.81% | |
| 8 | ONONON HLDG AG | 209,112 | $10.9B | 4.38% | |
| 9 | SESEA LTD | 67,700 | $10.8B | 4.35% | |
| 10 | UBERUBER TECHNOLOGIES INC | 103,700 | $9.7B | 3.89% | |
| 11 | MLB1MERCADOLIBRE INC | 3,659 | $9.6B | 3.85% | |
| 12 | GSGOLDMAN SACHS GROUP INC | 11,600 | $8.2B | 3.30% | |
| 13 | MNDYMONDAY COM LTD | 21,600 | $6.8B | 2.73% | |
| 14 | XLFSELECT SECTOR SPDR TR | 124,500 | $6.5B | 2.62% | |
| 15 | VVISA INC | 17,550 | $6.2B | 2.51% | |
| 16 | NVDANVIDIA CORPORATION | 39,200 | $6.2B | 2.49% | |
| 17 | SMHVANECK ETF TRUST | 18,600 | $5.2B | 2.09% | |
| 18 | FOXAFOX CORP | 29,032 | $1.6B | 0.65% |