Aragon Global Management, LP
23 holdingsFiling period: 2026-06-30Current AUM: $239.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq TR | 78.0K | $57.4M | $56.6M | 23.61% | -- | 2026-06-30 |
| 2 | SPY | State Str Spdr S&P 500 ETF T | 44.6K | $33.3M | $34.4M | 14.36% | -- | 2026-06-30 |
| 3 | SNDK | Sandisk Corp | 10.3K | $23.5M | $14.5M | 6.07% | +8.3K | 2026-06-30 |
| 4 | — | Seagate Technology Hldngs PL | 19.0K | $18.4M | $18.4M | 7.67% | -- | 2026-06-30 |
| 5 | INTC | Intel Corp | 121.3K | $16.9M | $11.6M | 4.83% | -- | 2026-06-30 |
| 6 | GEV | GE Vernova Inc | 11.8K | $13.9M | $10.4M | 4.34% | -- | 2026-06-30 |
| 7 | VRT | Vertiv Holdings Co | 39.9K | $13.4M | $9.7M | 4.04% | -- | 2026-06-30 |
| 8 | SMH | VanEck ETF Trust | 18.6K | $12.2M | $10.6M | 4.40% | -- | 2026-06-30 |
| 9 | EWY | iShares Inc | 49.8K | $10.1M | $8.3M | 3.45% | -10,601 | 2026-06-30 |
| 10 | GS | Goldman Sachs Group Inc | 9.9K | $10.0M | $9.2M | 3.83% | +3.9K | 2026-06-30 |
| 11 | MS | Morgan Stanley | 47.3K | $9.9M | $9.0M | 3.75% | +32.1K | 2026-06-30 |
| 12 | SCCO | Southern Copper Corp | 55.3K | $9.6M | $10.7M | 4.47% | -- | 2026-06-30 |
| 13 | BE | Bloom Energy Corp | 21.4K | $6.5M | $4.9M | 2.04% | -- | 2026-06-30 |
| 14 | EWJ | iShares Inc | 64.6K | $6.0M | $6.1M | 2.56% | +35.2K | 2026-06-30 |
| 15 | SLV | iShares Silver TR | 91.3K | $4.9M | $4.5M | 1.87% | -- | 2026-06-30 |
| 16 | PLTR | Palantir Technologies Inc | 37.8K | $4.4M | $7.4M | 3.10% | -27,150 | 2026-06-30 |
| 17 | GOOG | Alphabet Inc | 8.7K | $3.1M | $2.8M | 1.16% | -- | 2026-06-30 |
| 18 | LITE | Lumentum Hldgs Inc | 3.0K | $2.5M | $2.7M | 1.13% | -- | 2026-06-30 |
| 19 | RKT | Rocket Cos Inc | 125.1K | $2.0M | $1.4M | 0.60% | +107.1K | 2026-06-30 |
| 20 | RH | RH | 10.3K | $1.7M | $1.5M | 0.62% | -- | 2026-06-30 |
| 21 | W | Wayfair Inc | 17.3K | $1.6M | $2.0M | 0.82% | +10.1K | 2026-06-30 |
| 22 | FOXA | Fox Corp | 29.0K | $1.5M | $1.8M | 0.77% | -- | 2026-06-30 |
| 23 | ZM | Zoom Communications Inc | 12.3K | $1.1M | $1.2M | 0.51% | -- | 2026-06-30 |
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