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Aragon Global Management, LP

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13F filer, CIK 1991518, MIAMI, FL

Aragon Global Management, LP reported $248,657,941 across 18 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 79.76% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-25-002051

Period
2025-06-30
Reported value
$249M
Holdings
18
Top 10 weight
79.76%
New
1
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SEadded+54,800$8.76M
XLFnew+124,500$6.52M
METAadded+6,455$4.76M
AVGOadded+12,930$3.56M
MELIadded+1,193$3.12M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SMHreduced-104,030-$29M
AAPLexited-79,403-$17.6M
UBERreduced-169,450-$15.8M
NVDAreduced-97,600-$15.4M
MNDYreduced-22,504-$7.08M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001420506-25-002051, largest first. % of portfolio is the value over $248,657,941, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,995 shares; 2024Q4: 77,995 shares; 2025Q1: 77,995 shares; 2025Q2: 77,995 shares 77,995$43M17.3%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,237 shares; 2024Q4: 72,547 shares; 2025Q1: 53,558 shares; 2025Q2: 55,559 shares 55,559$27.6M11.11%+2,001Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,580 shares; 2024Q4: 44,580 shares; 2025Q1: 44,580 shares; 2025Q2: 44,580 shares 44,580$27.5M11.08%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,600 shares; 2024Q4: 54,780 shares; 2025Q1: 64,920 shares; 2025Q2: 77,850 shares 77,850$21.5M8.63%+12,930Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,585 shares; 2025Q2: 23,040 shares 23,040$17M6.84%+6,455Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 126,691 shares; 2025Q2: 116,120 shares 116,120$15.8M6.37%-10,571Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,100 shares; 2025Q1: 227,096 shares; 2025Q2: 154,300 shares 154,300$14.4M5.81%-72,796Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,921 shares; 2024Q4: 291,921 shares; 2025Q1: 306,121 shares; 2025Q2: 209,112 shares 209,112$10.9M4.38%-97,009Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,900 shares; 2025Q2: 67,700 shares 67,700$10.8M4.35%+54,800Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,850 shares; 2024Q4: 273,150 shares; 2025Q1: 273,150 shares; 2025Q2: 103,700 shares 103,700$9.68M3.89%-169,450Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,651 shares; 2024Q4: 2,466 shares; 2025Q1: 2,466 shares; 2025Q2: 3,659 shares 3,659$9.56M3.85%+1,193Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,700 shares; 2025Q1: 13,080 shares; 2025Q2: 11,600 shares 11,600$8.21M3.3%-1,480Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,209 shares; 2024Q4: 88,209 shares; 2025Q1: 44,104 shares; 2025Q2: 21,600 shares 21,600$6.79M2.73%-22,504Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124,500 shares 124,500$6.52M2.62%newTimeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,550 shares; 2024Q4: 17,550 shares; 2025Q1: 17,550 shares; 2025Q2: 17,550 shares 17,550$6.23M2.51%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,425 shares; 2024Q4: 184,675 shares; 2025Q1: 136,800 shares; 2025Q2: 39,200 shares 39,200$6.19M2.49%-97,600Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,630 shares; 2024Q4: 122,630 shares; 2025Q1: 122,630 shares; 2025Q2: 18,600 shares 18,600$5.19M2.09%-104,030Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,032 shares; 2025Q2: 29,032 shares 29,032$1.63M0.65%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AAPLAPPLE INC79,403$17.6Mshares
IBITISHARES BITCOIN TRUST ETF121,850$5.7Mshares
TSLATESLA INC12,200$3.16Mshares
RACEFERRARI N V7,130$3.05Mshares
COINCOINBASE GLOBAL INC5,055$871Kshares
RKTROCKET COS INC53,500$646Kshares
KBWBINVESCO EXCH TRADED FD TR II8,650$543Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-25-002051 base2025-08-14acceptance time not in the bulk data set