Aragon Global Management, LP — 13F holdings

Aragon Global Management, LP reported 23 holdings worth $264M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. QQQ Invesco Qqq Tr — $57.4M (21.8%)
2. SPY SPDR S&P 500 ETF TR — $33.3M (12.6%)
3. SNDK SANDISK CORP — $23.5M (8.9%)
4. STX SEAGATE TECHNOLOGY HLDNGS PL — $18.4M (7.0%)
5. INTC INTEL CORP — $16.9M (6.4%)
6. GEV GE VERNOVA INC — $13.9M (5.3%)
7. VRT VERTIV HOLDINGS CO — $13.4M (5.1%)
8. SMH VANECK ETF TRUST — $12.2M (4.6%)
9. EWY ISHARES INC — $10.1M (3.8%)
10. GS GOLDMAN SACHS GROUP INC — $10.0M (3.8%)