Aragon Global Management, LP
CIK 1991518 · Holdings on Sep 30, 2025 · First reported Nov 14, 2025
Top ten holdings
Q3 2025- QQQ14.39%
- SPY9.13%
- MSFT8.84%
- AVGO7.89%
- PLTR7.33%
- HOOD6.79%
- META5.20%
- NVDA3.92%
- SE3.72%
- UBER3.12%
Share classes counted separately70.33%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- QQQWeight decreased · -2.91 pp17.30% → 14.39%Shares 0 (0.00%)
- MSFTWeight decreased · -2.27 pp11.11% → 8.84%Shares 0 (0.00%)
- SPYWeight decreased · -1.95 pp11.08% → 9.13%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $46.83M | 14.39% | 78.00K shares | 17.30% → 14.39%-2.91 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $29.70M | 9.13% | 44.58K shares | 11.08% → 9.13%-1.95 pp 0 (0.00%) | Unchanged | ↗▾ |
| 03 | MSFTMICROSOFT CORP View history and evidence | $28.78M | 8.84% | 55.56K shares | 11.11% → 8.84%-2.27 pp 0 (0.00%) | Unchanged | ↗▾ |
| 04 | AVGOBROADCOM INC View history and evidence | $25.68M | 7.89% | 77.85K shares | 8.63% → 7.89%-0.74 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | PLTRPALANTIR TECHNOLOGIES INC-ACL A View history and evidence | $23.86M | 7.33% | 130.82K shares | 6.37% → 7.33%+0.96 pp +14.70K (+12.66%) | Added | ↗▾ |
| 06 | HOODROBINHOOD MARKETS INC - ACOM CL A View history and evidence | $22.09M | 6.79% | 154.30K shares | 5.81% → 6.79%+0.98 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $16.92M | 5.20% | 23.04K shares | 6.84% → 5.20%-1.64 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | NVDANVIDIA CORP View history and evidence | $12.76M | 3.92% | 68.40K shares | 2.49% → 3.92%+1.43 pp +29.20K (+74.49%) | Added | ↗▾ |
| 09 | SESEA LTD-ADRSPONSORD ADS View history and evidence | $12.10M | 3.72% | 67.70K shares | 4.35% → 3.72%-0.63 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | UBERUBER TECHNOLOGIES INC View history and evidence | $10.16M | 3.12% | 103.70K shares | 3.89% → 3.12%-0.77 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MNDY MONDAY.COM LTD | Non-derivative | -21,600 | -$6.79M | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1991518 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 325389569
}Research all 31 reported holdings.
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