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Aragon Global Management, LP

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13F filer, CIK 1991518, MIAMI, FL

Aragon Global Management, LP reported $263,859,931 across 23 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 79.26% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-001669

Period
2026-06-30
Reported value
$264M
Holdings
23
Top 10 weight
79.26%
New
8
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SNDKadded+8,350$19M
STXnew+19,043$18.4M
INTCnew+121,250$16.9M
SCCOnew+55,257$9.63M
MSadded+32,100$6.71M

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
ITUBexited-653,968-$5.48M
PLTRreduced-27,150-$3.17M
NUexited-178,800-$2.57M
EWYreduced-10,601-$2.14M
MELIexited-310-$536K

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 2026

Share positions as resolved from 13F-HR 0001420506-26-001669, largest first. % of portfolio is the value over $263,859,931, 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; 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; 2026Q2: 77,995 shares 77,995$57.4M21.77%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 44,580 shares 44,580$33.3M12.62%0Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 10,350 shares 10,350$23.5M8.92%+8,350Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,043 shares 19,043$18.4M6.96%newTimeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 121,250 shares 121,250$16.9M6.42%newTimeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,100 shares; 2025Q4: 11,850 shares; 2026Q1: 11,850 shares; 2026Q2: 11,850 shares 11,850$13.9M5.28%0Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,000 shares; 2025Q4: 39,900 shares; 2026Q1: 39,900 shares; 2026Q2: 39,900 shares 39,900$13.4M5.06%0Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 18,600 shares 18,600$12.2M4.62%0Timeline
EWYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,200 shares; 2026Q1: 60,395 shares; 2026Q2: 49,794 shares 49,794$10.1M3.81%-10,601Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,915 shares 9,915$10M3.8%+3,900Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,150 shares; 2026Q2: 47,250 shares 47,250$9.88M3.74%+32,100Timeline
SCCOSOUTHERN COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,400 shares; 2026Q1: not reported; 2026Q2: 55,257 shares 55,257$9.63M3.65%newTimeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,400 shares 21,400$6.48M2.46%newTimeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,375 shares; 2026Q2: 64,575 shares 64,575$6.02M2.28%+35,200Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 163,800 shares; 2025Q4: 292,600 shares; 2026Q1: not reported; 2026Q2: 91,300 shares 91,300$4.88M1.85%newTimeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 37,790 shares 37,790$4.41M1.67%-27,150Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,400 shares; 2026Q1: 8,650 shares; 2026Q2: 8,650 shares 8,650$3.06M1.16%0Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,970 shares 2,970$2.55M0.97%newTimeline
RKTROCKET COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 125,110 shares 125,110$1.97M0.75%+107,110Timeline
RHRHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,250 shares 10,250$1.69M0.64%newTimeline
WWAYFAIR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,200 shares; 2026Q2: 17,250 shares 17,250$1.59M0.6%+10,050Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 29,032 shares 29,032$1.51M0.57%0Timeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,300 shares; 2025Q4: 29,300 shares; 2026Q1: not reported; 2026Q2: 12,300 shares 12,300$1.06M0.4%newTimeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
ITUBITAU UNIBANCO HLDG S A653,968$5.48Mshares
NUNU HLDGS LTD178,800$2.57Mshares
MELIMERCADOLIBRE INC310$536Kshares

How Q2 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 0001420506-26-001669 base2026-08-14acceptance time not in the bulk data set