Aragon Global Management, LP
Aragon Global Management, LP reported 23 positions worth $263.9M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: QQQ (21.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | QQQ | SH | $57.4M | 21.77% | 77,995 | — | — | |
| ▸ 2 | SPY | SH | $33.3M | 12.62% | 44,580 | — | — | |
| ▸ 3 | SNDK | SH | $23.5M | 8.92% | 10,350 | — | — | |
| ▸ 4 | STX | SH | $18.4M | 6.96% | 19,043 | — | — | |
| ▸ 5 | INTC | SH | $16.9M | 6.42% | 121,250 | — | — | |
| ▸ 6 | GEV | SH | $13.9M | 5.28% | 11,850 | — | — | |
| ▸ 7 | VRT | SH | $13.4M | 5.06% | 39,900 | — | — | |
| ▸ 8 | SMH | SH | $12.2M | 4.62% | 18,600 | — | — | |
| ▸ 9 | EWY | SH | $10.1M | 3.81% | 49,794 | — | — | |
| ▸ 10 | GS | SH | $10.0M | 3.80% | 9,915 | — | — |
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Frequently Asked Questions
What stocks does Aragon Global Management, LP hold as of Q2 2026?
Aragon Global Management, LP reported 23 positions worth $263.9M in its Q2 2026 13F filing. Largest positions: QQQ (21.8%), SPY (12.6%), SNDK (8.9%), STX (7.0%) and INTC (6.4%).
What did Aragon Global Management, LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Aragon Global Management, LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.