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Aragon Global Management, LP: SMH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aragon Global Management, LP on SMH, newest first. How the timeline and the estimate are built.

Aragon Global Management, LP held 18,600 SMH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,600 shares
    Change vs previous 13F 0 shares

    4.62% of the 13F portfolio, value $12,199,554.

    13F-HR 0001420506-26-001669 filed by Aragon Global Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 18,600 shares
    Change vs previous 13F 0 shares

    4.98% of the 13F portfolio, value $7,131,240.

    13F-HR 0001420506-26-001045 filed by Aragon Global Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 18,600 shares
    Change vs previous 13F 0 shares

    2.03% of the 13F portfolio, value $6,698,418.

    13F-HR 0001420506-26-000470 filed by Aragon Global Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,600 shares
    Change vs previous 13F 0 shares

    1.87% of the 13F portfolio, value $6,070,296.

    13F-HR 0001420506-25-003260 filed by Aragon Global Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 18,600 shares
    Change vs previous 13F -104,030 shares

    2.09% of the 13F portfolio, value $5,187,168.

    13F-HR 0001420506-25-002051 filed by Aragon Global Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 122,630 shares
    Change vs previous 13F 0 shares

    9.97% of the 13F portfolio, value $25,932,566.

    13F-HR 0001420506-25-001173 filed by Aragon Global Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 122,630 shares
    Change vs previous 13F 0 shares

    11.01% of the 13F portfolio, value $29,697,307.

    13F-HR 0001420506-25-000520 filed by Aragon Global Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 122,630 shares
    Change vs previous 13F not available

    12.61% of the 13F portfolio, value $30,099,534.

    13F-HR 0001420506-24-002572 filed by Aragon Global Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).