Aragon Global Management, LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$260.1B
Holdings
24
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NDQINVESCO QQQ TR | 77,995 | $36.6B | 14.06% | |
| 2 | SMHVANECK ETF TRUST | 122,630 | $25.9B | 9.97% | |
| 3 | SPYSPDR S&P 500 ETF TR | 44,580 | $24.9B | 9.59% | |
| 4 | MSFTMICROSOFT CORP | 53,558 | $20.1B | 7.73% | |
| 5 | UBERUBER TECHNOLOGIES INC | 273,150 | $19.9B | 7.65% | |
| 6 | AAPLAPPLE INC | 79,403 | $17.6B | 6.78% | |
| 7 | NVDANVIDIA CORPORATION | 136,800 | $14.8B | 5.70% | |
| 8 | ONONON HLDG AG | 306,121 | $13.4B | 5.17% | |
| 9 | AVGOBROADCOM INC | 64,920 | $10.9B | 4.18% | |
| 10 | MNDYMONDAY COM LTD | 44,104 | $10.7B | 4.12% | |
| 11 | PLTRPALANTIR TECHNOLOGIES INC | 126,691 | $10.7B | 4.11% | |
| 12 | METAMETA PLATFORMS INC | 16,585 | $9.6B | 3.68% | |
| 13 | HOODROBINHOOD MKTS INC | 227,096 | $9.5B | 3.63% | |
| 14 | GSGOLDMAN SACHS GROUP INC | 13,080 | $7.1B | 2.75% | |
| 15 | VVISA INC | 17,550 | $6.2B | 2.37% | |
| 16 | IBITISHARES BITCOIN TRUST ETF | 121,850 | $5.7B | 2.19% | |
| 17 | MLB1MERCADOLIBRE INC | 2,466 | $4.8B | 1.85% | |
| 18 | TSLATESLA INC | 12,200 | $3.2B | 1.22% | |
| 19 | RACEFERRARI N V | 7,130 | $3.1B | 1.17% | |
| 20 | SESEA LTD | 12,900 | $1.7B | 0.65% | |
| 21 | FOXAFOX CORP | 29,032 | $1.6B | 0.63% | |
| 22 | COINCOINBASE GLOBAL INC | 5,055 | $870.6M | 0.33% | |
| 23 | RKTROCKET COS INC | 53,500 | $645.7M | 0.25% | |
| 24 | KBWBINVESCO EXCH TRADED FD TR II | 8,650 | $543.0M | 0.21% |