Aragon Global Management, LP
- SEC CIK
- 0001991518
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 19
- +4 vs. Q4 2023
- Portfolio value
- $222.7M
- +$46.4M (+26.3%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 77,995 | $34.6M | 15.5% | 00.0% | Unchanged | – |
| VanEck Semiconductor ETF92189F676 | ETF | 122,630 | $27.6M | 12.4% | 00.0% | Unchanged | – |
| MSFTMicrosoft Corp | Stock | 63,237 | $26.6M | 11.9% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 44,580 | $23.3M | 10.5% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 273,150 | $21.0M | 9.4% | 00.0% | Unchanged | History |
| MNDYmonday.com Ltd. | SHS | 88,209 | $19.9M | 8.9% | +15,145+20.7% | Added | History |
| AAPLApple Inc. | Stock | 79,403 | $13.6M | 6.1% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 13,680 | $12.4M | 5.5% | +8,895+185.9% | Added | History |
| ONONOn Holding AG | Stock | 291,921 | $10.3M | 4.6% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 54,404 | $9.82M | 4.4% | +31,785+140.5% | Added | History |
| VVisa Inc. | Stock | 17,550 | $4.90M | 2.2% | 00.0% | Unchanged | History |
| HUBSHubSpot Inc | COM | 7,590 | $4.76M | 2.1% | +7,590 | New | History |
| AVGOBroadcom Inc. | Stock | 2,860 | $3.79M | 1.7% | +2,860 | New | History |
| MELIMercadolibre Inc | COM | 2,466 | $3.73M | 1.7% | −5,400−68.6% | Reduced | History |
| LYFTLyft, Inc. | CL A COM | 127,500 | $2.47M | 1.1% | +127,500 | New | History |
| NETCloudflare, Inc. | CL A COM | 24,148 | $2.34M | 1.0% | +24,148 | New | History |
| MLCOMelco Resorts & Entertainment LTD | ADR | 89,966 | $648.7K | 0.3% | 00.0% | Unchanged | History |
| LVSLas Vegas Sands Corp | COM | 8,700 | $449.8K | 0.2% | 00.0% | Unchanged | History |
| CPNGCoupang, Inc. | CL A | 23,810 | $423.6K | 0.2% | 00.0% | Unchanged | History |