account_balance
Investment manager · 13F filer · SEC CIK 1991518
Aragon Global Management, LP
Reported value$264Mas of Jun 30, 2026
Positions23 8 new, 3 sold out
Top 10 weight79.3%QQQ alone is 22%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
QQQInvesco QQQ Tr
21.8%
SPYSPDR S&P 500 ETF Trust
12.6%
SNDKSandisk Corp
8.9%Added +418%
STXSeagate Technology Holdings PLC
7.0%New
INTCIntel Corp
6.4%New
GEVGE Vernova Inc.
5.3%
VRTVertiv Holdings Co
5.1%
SMHVaneck ETF Trust
4.6%
EWYiShares Inc
3.8%Trimmed −18%
GSGoldman Sachs Group Inc
3.8%
MSMorgan Stanley
3.7%
SCCOSouthern Copper Corp
3.6%
QQQInvesco QQQ Tr
21.8%
SPYSPDR S&P 500 ETF Trust
12.6%
SNDKSandisk Corp
8.9%
STXSeagate Technology Holdings PLC
7.0%
INTCIntel Corp
6.4%New
GEVGE Vernova Inc.
5.3%
VRTVertiv Holdings Co
5.1%
SMHVaneck ETF Trust
4.6%
EWY3.8%
GS3.8%MS3.7%SCCOBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
QQQ Invesco QQQ Tr 21.8% Held
SPY SPDR S&P 500 ETF Trust 12.6% HeldSNDK Sandisk Corp 8.9% Added +418%STX Seagate Technology Holdings PLC 7.0% NewINTC Intel Corp 6.4% NewGEV GE Vernova Inc. 5.3% HeldVRT Vertiv Holdings Co 5.1% HeldSMH Vaneck ETF Trust 4.6% Held
EWY iShares Inc 3.8% Trimmed −18%
GS Goldman Sachs Group Inc 3.8% Added +65%MS Morgan Stanley 3.7% Added +212%SCCO Southern Copper Corp 3.6% NewWhat changed
Biggest moves since Mar 31, 2026
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