Aragon Global Management, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$325.4B
Holdings
31
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NDQINVESCO QQQ TR | 77,995 | $46.8B | 14.39% | |
| 2 | SPYSPDR S&P 500 ETF TR | 44,580 | $29.7B | 9.13% | |
| 3 | MSFTMICROSOFT CORP | 55,559 | $28.8B | 8.84% | |
| 4 | AVGOBROADCOM INC | 77,850 | $25.7B | 7.89% | |
| 5 | PLTRPALANTIR TECHNOLOGIES INC | 130,820 | $23.9B | 7.33% | |
| 6 | HOODROBINHOOD MKTS INC | 154,300 | $22.1B | 6.79% | |
| 7 | METAMETA PLATFORMS INC | 23,040 | $16.9B | 5.20% | |
| 8 | NVDANVIDIA CORPORATION | 68,400 | $12.8B | 3.92% | |
| 9 | SESEA LTD | 67,700 | $12.1B | 3.72% | |
| 10 | UBERUBER TECHNOLOGIES INC | 103,700 | $10.2B | 3.12% | |
| 11 | GSGOLDMAN SACHS GROUP INC | 11,600 | $9.2B | 2.84% | |
| 12 | ONONON HLDG AG | 209,112 | $8.9B | 2.72% | |
| 13 | MLB1MERCADOLIBRE INC | 3,659 | $8.6B | 2.63% | |
| 14 | RKTROCKET COS INC | 422,400 | $8.2B | 2.52% | |
| 15 | SLVISHARES SILVER TR | 163,800 | $6.9B | 2.13% | |
| 16 | XLFSELECT SECTOR SPDR TR | 124,500 | $6.7B | 2.06% | |
| 17 | SMHVANECK ETF TRUST | 18,600 | $6.1B | 1.87% | |
| 18 | VVISA INC | 17,550 | $6.0B | 1.84% | |
| 19 | GRABGRAB HOLDINGS LIMITED | 955,600 | $5.8B | 1.77% | |
| 20 | NUNU HLDGS LTD | 337,300 | $5.4B | 1.66% | |
| 21 | CDNSCADENCE DESIGN SYSTEM INC | 13,200 | $4.6B | 1.42% | |
| 22 | COINCOINBASE GLOBAL INC | 7,700 | $2.6B | 0.80% | |
| 23 | BABAALIBABA GROUP HLDG LTD | 14,100 | $2.5B | 0.77% | |
| 24 | IBITISHARES BITCOIN TRUST ETF | 37,200 | $2.4B | 0.74% | |
| 25 | ZMZOOM COMMUNICATIONS INC | 29,300 | $2.4B | 0.74% | |
| 26 | ETHAISHARES ETHEREUM TR | 70,100 | $2.2B | 0.68% | |
| 27 | VRTVERTIV HOLDINGS CO | 14,000 | $2.1B | 0.65% | |
| 28 | GEVGE VERNOVA INC | 3,100 | $1.9B | 0.59% | |
| 29 | FOXAFOX CORP | 29,032 | $1.8B | 0.56% | |
| 30 | ITUBITAU UNIBANCO HLDG S A | 165,700 | $1.2B | 0.37% | |
| 31 | CPNGCOUPANG INC | 29,500 | $949.9M | 0.29% |