Investor
Aragon Global Management, LP
CIK 0001991518 · filed 2026-05-15 · SEC filing
13F book
$143.3M
Positions
18
4 new · 18 sold
Largest name
31.4%
Invesco Qqq Tr
Est. mark
$742.3K
Price effect on 14 names still held. Flow −$186.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr | — | 78K | $45M | 31.4% | −$2.9M | Held |
| Spdr S&P 500 Etf Tr | — | 44.6K | $29M | 20.2% | −$1.41M | Held |
| GE Vernova Inc. | GEV | 11.8K | $10.3M | 7.2% | $2.6M | Held |
| Vertiv Holdings Co | VRT | 39.9K | $10M | 7.0% | $3.53M | Held |
| Palantir Technologies Inc. | PLTR | 64.9K | $9.5M | 6.6% | −$2.04M | Cut−$13.8M |
| Ishares Inc | — | 60.4K | $7.43M | 5.2% | $1.56M | Cut$896K |
| Vaneck Etf Trust | — | 18.6K | $7.13M | 5.0% | $432.8K | Held |
| Itau Unibanco Hldg S A | — | 654K | $5.48M | 3.8% | $428K | Added$2.97M |
| Goldman Sachs Group Inc | — | 6.01K | $5.09M | 3.6% | −$198.6K | Cut−$6.56M |
| Nu Hldgs Ltd | — | 178.8K | $2.57M | 1.8% | −$423.8K | Cut−$3.08M |
| Morgan Stanley | — | 15.2K | $2.49M | 1.7% | — | New |
| Alphabet Inc | — | 8.65K | $2.48M | 1.7% | −$233K | Cut−$2.66M |
| Ishares Inc | — | 29.4K | $2.48M | 1.7% | — | New |
| Fox Corp | — | 29K | $1.7M | 1.2% | −$425.9K | Held |
| Sandisk Corp | SNDK | 2K | $1.27M | 0.9% | — | New |
| Wayfair Inc. | W | 7.2K | $541.5K | 0.4% | — | New |
| Mercadolibre Inc | MELI | 310 | $536K | 0.4% | −$88.4K | Cut−$6.83M |
| Rocket Cos Inc | — | 18K | $256.5K | 0.2% | −$92K | Cut−$7.92M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.