Aragon Global Management, LP: 13F holdings
CIK 19915182026Q2
| Positions | 23 |
|---|
| Reported value | $263.9m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 23 (+5 vs prior quarter) |
|---|
| Reported value | $263.9m (+84.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| QQQ INVESCO QQQ TR | 77,995 | $57.4m | 21.8% |
| SPY STATE STR SPDR S&P 500 ETF T | 44,580 | $33.3m | 12.6% |
| SNDK SANDISK CORP | 10,350 | $23.5m | 8.9% |
| SEAGATE TECHNOLOGY HLDNGS PL | 19,043 | $18.4m | 7.0% |
| INTC INTEL CORP | 121,250 | $16.9m | 6.4% |
| GEV GE VERNOVA INC | 11,850 | $13.9m | 5.3% |
| VRT VERTIV HOLDINGS CO | 39,900 | $13.4m | 5.1% |
| SMH VANECK ETF TRUST | 18,600 | $12.2m | 4.6% |
| EWY ISHARES INC | 49,794 | $10.1m | 3.8% |
| GS GOLDMAN SACHS GROUP INC | 9,915 | $10.0m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1991518")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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