Aragon Global Management, LP Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$269.6B

Holdings

19

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (19 positions)

#StockSharesValue% PortfolioType
1
NDQINVESCO QQQ TR
77,995$39.9B14.79%
2
MSFTMICROSOFT CORP
72,547$30.6B11.34%
3
SMHVANECK ETF TRUST
122,630$29.7B11.01%
4
SPYSPDR S&P 500 ETF TR
44,580$26.1B9.69%
5
NVDANVIDIA CORPORATION
184,675$24.8B9.20%
6
MNDYMONDAY COM LTD
88,209$20.8B7.70%
7
AAPLAPPLE INC
79,403$19.9B7.37%
8
UBERUBER TECHNOLOGIES INC
273,150$16.5B6.11%
9
ONONON HLDG AG
291,921$16.0B5.93%
10
AVGOBROADCOM INC
54,780$12.7B4.71%
11
IBITISHARES BITCOIN TRUST ETF
121,850$6.5B2.40%
12
VVISA INC
17,550$5.5B2.06%
13
KBWBINVESCO EXCH TRADED FD TR II
82,150$5.4B1.99%
14
MLB1MERCADOLIBRE INC
2,466$4.2B1.56%
15
RACEFERRARI N V
7,130$3.0B1.12%
16
HOODROBINHOOD MKTS INC
72,100$2.7B1.00%
17
BXBLACKSTONE INC
14,250$2.5B0.91%
18
GSGOLDMAN SACHS GROUP INC
2,700$1.5B0.57%
19
LVLNSPDR SER TR
24,200$1.5B0.54%