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Aragon Global Management, LP

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13F filer, CIK 1991518, MIAMI, FL

Aragon Global Management, LP reported $143,304,565 across 18 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 91.8% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-001045

Period
2026-03-31
Reported value
$143M
Holdings
18
Top 10 weight
91.8%
New
4
Sold out
18

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ITUBadded+303,150$2.54M
MSnew+15,150$2.49M
EWJnew+29,375$2.48M
SNDKnew+2,000$1.27M
Wnew+7,200$542K

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
AVGOexited-77,850-$26.9M
MSFTexited-55,559-$26.9M
SLVexited-292,600-$18.8M
HOODexited-154,300-$17.5M
NVDAexited-68,400-$12.8M

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, Q1 2026

Share positions as resolved from 13F-HR 0001420506-26-001045, largest first. % of portfolio is the value over $143,304,565, 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; 2024Q2: restricted; 2024Q3: 77,995 shares; 2024Q4: 77,995 shares; 2025Q1: 77,995 shares; 2025Q2: 77,995 shares; 2025Q3: 77,995 shares; 2025Q4: 77,995 shares; 2026Q1: 77,995 shares 77,995$45M31.41%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,580 shares; 2024Q4: 44,580 shares; 2025Q1: 44,580 shares; 2025Q2: 44,580 shares; 2025Q3: 44,580 shares; 2025Q4: 44,580 shares; 2026Q1: 44,580 shares 44,580$29M20.23%0Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,100 shares; 2025Q4: 11,850 shares; 2026Q1: 11,850 shares 11,850$10.3M7.22%0Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,000 shares; 2025Q4: 39,900 shares; 2026Q1: 39,900 shares 39,900$10M6.98%0Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 126,691 shares; 2025Q2: 116,120 shares; 2025Q3: 130,820 shares; 2025Q4: 130,820 shares; 2026Q1: 64,940 shares 64,940$9.5M6.63%-65,880Timeline
EWYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,200 shares; 2026Q1: 60,395 shares 60,395$7.43M5.18%-6,805Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,630 shares; 2024Q4: 122,630 shares; 2025Q1: 122,630 shares; 2025Q2: 18,600 shares; 2025Q3: 18,600 shares; 2025Q4: 18,600 shares; 2026Q1: 18,600 shares 18,600$7.13M4.98%0Timeline
ITUBITAU UNIBANCO HLDG S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165,700 shares; 2025Q4: 350,818 shares; 2026Q1: 653,968 shares 653,968$5.48M3.82%+303,150Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,700 shares; 2025Q1: 13,080 shares; 2025Q2: 11,600 shares; 2025Q3: 11,600 shares; 2025Q4: 13,250 shares; 2026Q1: 6,015 shares 6,015$5.09M3.55%-7,235Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 337,300 shares; 2025Q4: 337,300 shares; 2026Q1: 178,800 shares 178,800$2.57M1.79%-158,500Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,150 shares 15,150$2.49M1.74%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,400 shares; 2026Q1: 8,650 shares 8,650$2.48M1.73%-7,750Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,375 shares 29,375$2.48M1.73%newTimeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,032 shares; 2025Q2: 29,032 shares; 2025Q3: 29,032 shares; 2025Q4: 29,032 shares; 2026Q1: 29,032 shares 29,032$1.7M1.18%0Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000$1.27M0.89%newTimeline
WWAYFAIR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,200 shares 7,200$542K0.38%newTimeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,651 shares; 2024Q4: 2,466 shares; 2025Q1: 2,466 shares; 2025Q2: 3,659 shares; 2025Q3: 3,659 shares; 2025Q4: 3,659 shares; 2026Q1: 310 shares 310$536K0.37%-3,349Timeline
RKTROCKET COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,500 shares; 2025Q2: not reported; 2025Q3: 422,400 shares; 2025Q4: 422,400 shares; 2026Q1: 18,000 shares 18,000$256K0.18%-404,400Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
AVGOBROADCOM INC77,850$26.9Mshares
MSFTMICROSOFT CORP55,559$26.9Mshares
SLVISHARES SILVER TR292,600$18.8Mshares
HOODROBINHOOD MKTS INC154,300$17.5Mshares
NVDANVIDIA CORPORATION68,400$12.8Mshares
SESEA LTD67,700$8.64Mshares
BABAALIBABA GROUP HLDG LTD50,200$7.36Mshares
XLFSELECT SECTOR SPDR TR124,500$6.82Mshares
VVISA INC17,550$6.15Mshares
EWZISHARES INC167,500$5.32Mshares
SCCOSOUTHERN COPPER CORP36,400$5.22Mshares
GRABGRAB HOLDINGS LIMITED955,600$4.77Mshares
CDNSCADENCE DESIGN SYSTEM INC13,200$4.13Mshares
ZMZOOM COMMUNICATIONS INC29,300$2.53Mshares
ETHAISHARES ETHEREUM TR70,250$1.58Mshares
IBITISHARES BITCOIN TRUST ETF18,600$923Kshares
COINCOINBASE GLOBAL INC3,850$871Kshares
CPNGCOUPANG INC29,500$696Kshares

How Q1 2026 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 0001420506-26-001045 base2026-05-15acceptance time not in the bulk data set