Institutional Fund
Aragon Global Management, LP
Miami, FLCIK 19915185 filings on record
Portfolio Value
$143.30M
Q1 2026
Holdings
18
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-56.5%
from $329.50M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Qqq Tr31.4%
- Spdr S&P 500 ETF Tr20.2%
- Ge Vernova Inc7.2%
- Vertiv Holdings Co7.0%
- Palantir Technologies Inc6.6%
- Ishares Inc5.2%
- Other22.3%
Portfolio Holdings
18 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | 78.0K | $45.02M | 31.4% | 0 | Held |
| 2 | Spdr S&P 500 ETF Tr | 44.6K | $28.99M | 20.2% | 0 | Held |
| 3 | Ge Vernova Inc | 11.8K | $10.34M | 7.2% | 0 | Held |
| 4 | Vertiv Holdings Co | 39.9K | $10.00M | 7.0% | 0 | Held |
| 5 | Palantir Technologies Inc | 64.9K | $9.50M | 6.6% | −65.9K | Reduced |
| 6 | Ishares Inc | 60.4K | $7.43M | 5.2% | −6.8K | Reduced |
| 7 | Vaneck ETF Trust | 18.6K | $7.13M | 5.0% | 0 | Held |
| 8 | Itau Unibanco Hldg S A | 654.0K | $5.48M | 3.8% | +303.1K | Added |
| 9 | Goldman Sachs Group Inc | 6.0K | $5.09M | 3.6% | −7.2K | Reduced |
| 10 | Nu Hldgs Ltd | 178.8K | $2.57M | 1.8% | −158.5K | Reduced |
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