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Aragon Global Management, LP

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13F filer, CIK 1991518, MIAMI, FL

Aragon Global Management, LP reported $325,389,569 across 31 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 70.34% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-25-003260

Period
2025-09-30
Reported value
$325M
Holdings
31
Top 10 weight
70.34%
New
14
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RKTnew+422,400$8.19M
SLVnew+163,800$6.94M
GRABnew+955,600$5.75M
NVDAadded+29,200$5.45M
NUnew+337,300$5.4M

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
MNDYexited-21,600-$6.79M

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, Q3 2025

Share positions as resolved from 13F-HR 0001420506-25-003260, largest first. % of portfolio is the value over $325,389,569, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,995 shares; 2024Q4: 77,995 shares; 2025Q1: 77,995 shares; 2025Q2: 77,995 shares; 2025Q3: 77,995 shares 77,995$46.8M14.39%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,580 shares; 2024Q4: 44,580 shares; 2025Q1: 44,580 shares; 2025Q2: 44,580 shares; 2025Q3: 44,580 shares 44,580$29.7M9.13%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,237 shares; 2024Q4: 72,547 shares; 2025Q1: 53,558 shares; 2025Q2: 55,559 shares; 2025Q3: 55,559 shares 55,559$28.8M8.84%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,600 shares; 2024Q4: 54,780 shares; 2025Q1: 64,920 shares; 2025Q2: 77,850 shares; 2025Q3: 77,850 shares 77,850$25.7M7.89%0Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 126,691 shares; 2025Q2: 116,120 shares; 2025Q3: 130,820 shares 130,820$23.9M7.33%+14,700Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,100 shares; 2025Q1: 227,096 shares; 2025Q2: 154,300 shares; 2025Q3: 154,300 shares 154,300$22.1M6.79%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,585 shares; 2025Q2: 23,040 shares; 2025Q3: 23,040 shares 23,040$16.9M5.2%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,425 shares; 2024Q4: 184,675 shares; 2025Q1: 136,800 shares; 2025Q2: 39,200 shares; 2025Q3: 68,400 shares 68,400$12.8M3.92%+29,200Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,900 shares; 2025Q2: 67,700 shares; 2025Q3: 67,700 shares 67,700$12.1M3.72%0Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,850 shares; 2024Q4: 273,150 shares; 2025Q1: 273,150 shares; 2025Q2: 103,700 shares; 2025Q3: 103,700 shares 103,700$10.2M3.12%0Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,700 shares; 2025Q1: 13,080 shares; 2025Q2: 11,600 shares; 2025Q3: 11,600 shares 11,600$9.24M2.84%0Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,921 shares; 2024Q4: 291,921 shares; 2025Q1: 306,121 shares; 2025Q2: 209,112 shares; 2025Q3: 209,112 shares 209,112$8.86M2.72%0Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,651 shares; 2024Q4: 2,466 shares; 2025Q1: 2,466 shares; 2025Q2: 3,659 shares; 2025Q3: 3,659 shares 3,659$8.55M2.63%0Timeline
RKTROCKET COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,500 shares; 2025Q2: not reported; 2025Q3: 422,400 shares 422,400$8.19M2.52%newTimeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 163,800 shares 163,800$6.94M2.13%newTimeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124,500 shares; 2025Q3: 124,500 shares 124,500$6.71M2.06%0Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,630 shares; 2024Q4: 122,630 shares; 2025Q1: 122,630 shares; 2025Q2: 18,600 shares; 2025Q3: 18,600 shares 18,600$6.07M1.87%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,550 shares; 2024Q4: 17,550 shares; 2025Q1: 17,550 shares; 2025Q2: 17,550 shares; 2025Q3: 17,550 shares 17,550$5.99M1.84%0Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 955,600 shares 955,600$5.75M1.77%newTimeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 337,300 shares 337,300$5.4M1.66%newTimeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,200 shares 13,200$4.64M1.42%newTimeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,055 shares; 2025Q2: not reported; 2025Q3: 7,700 shares 7,700$2.6M0.8%newTimeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,100 shares 14,100$2.52M0.77%newTimeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121,850 shares; 2025Q1: 121,850 shares; 2025Q2: not reported; 2025Q3: 37,200 shares 37,200$2.42M0.74%newTimeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,300 shares 29,300$2.42M0.74%newTimeline
ETHAISHARES ETHEREUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,100 shares 70,100$2.21M0.68%newTimeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,000 shares 14,000$2.11M0.65%newTimeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,100 shares 3,100$1.91M0.59%newTimeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,032 shares; 2025Q2: 29,032 shares; 2025Q3: 29,032 shares 29,032$1.83M0.56%0Timeline
ITUBITAU UNIBANCO HLDG S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165,700 shares 165,700$1.22M0.37%newTimeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,810 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,500 shares 29,500$950K0.29%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
MNDYMONDAY COM LTD21,600$6.79Mshares

How Q3 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 0001420506-25-003260 base2025-11-14acceptance time not in the bulk data set