Aragon Global Management, LP
CIK 0001991518 · MIAMI, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$263.9M
2026 Q2
Positions
23
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
79.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
QQQ
INVESCO QQQ TR
21.8%
SPY
STATE STR SPDR S&P 500 ETF T
12.6%
SNDK
SANDISK CORP
8.9%
STX
SEAGATE TECHNOLOGY HLDNGS PL
7.0%
INTC
INTEL CORP
6.4%
GEV
GE VERNOVA INC
5.3%
VRT
VERTIV HOLDINGS CO
5.1%
SMH
VANECK ETF TRUST
4.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.